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Sometimes Buy and Hold Isnt the Right Investment Strategy

By Scott Leonard Learn more about Scott on NerdWallet’s Ask an Advisor It’s that time of year — you’re looking at your investment returns from last year and, most likely, not feeling too great. Add the large losses already sustained this year, and you’re probably turning a little...
Posted On 05 Feb 2016

5 Reasons to Consider a MyRA Account

By Beth Lundberg Learn more about Beth on NerdWallet’s Ask an Advisor Early 2016 might seem like a bad time to start investing for retirement. With headlines like “Wall Street Shattered” and “Dow Plunges,” most investors aren’t exactly excited about contributing to their...
Posted On 05 Feb 2016

3 Key Factors When Evaluating Your 401(k) Plan

Contributing money to a 401(k) plan can be a great way to start saving for Source
Posted On 05 Feb 2016

Tax-Free, Taxable or Tax-Deferred Accounts: Where Should Your Investments Be?

By Michael Chamberlain Learn more about Michael on NerdWallet’s Ask an Advisor To build assets for the future, investors seek to create diversified portfolios with a mix of investments that match their time horizon and their appetite for risk. In practice, that means portfolios...
Posted On 02 Feb 2016

When to Tell Clients to Spend Their Money Already

Any advisor can pick investments that make money for clients over the long haul. Your challenge: Take that burgeoning wealth and guide your clients’ choices, so the money makes their lives better. To that end, here are five notions to try out on clients. These thought-provoking...
Posted On 29 Jan 2016

Self-Directed IRAs Let You Invest Beyond Stocks and Bonds

Learn more about Dmitriy on NerdWallet’s Ask an Advisor Retirement investing may not seem like the most exciting activity, but with self-directed IRAs, plan owners can get more creative with their investment selections. One of my clients stands out when it comes to creative...
Posted On 29 Jan 2016

Financial Fitness: Saving in the Age of Instagram

Consider reminding your kids that good things come to those who save early. When children or grandchildren are starting a career, pressing interests work, rent, food and the siren call of Source
Posted On 29 Jan 2016

20 Tricks to Retiring Rich

By Cameron Huddleston When you envision your retirement, what do you see yourself doing: Traveling to faraway places? Indulging in hobbies you didn’t have time to enjoy while you were working? Or pinching pennies just to cover the bills? The latter is probably not your ideal...
Posted On 29 Jan 2016

Protect Inherited IRA Assets From Creditors With a Trust

By Rachel Podnos , JD, CFP Learn more about Rachel on NerdWallet’s Ask an Advisor As aging baby boomers prepare to leave their wealth to the next generation, they will want to look closely at how certain assets will be treated once transferred to their heirs. In many cases, a...
Posted On 29 Jan 2016

Retirement For Gen Y

Millennials (born between 1980 and 2000, aka Gen Y) drown in advice about investing for  retirement  and growing wealth to achieve financial goals. How much to scrape out of each paycheck to grow yourself a sufficient nest egg? Hard Source
Posted On 26 Jan 2016