Investing Insights

Robo-advisors offer a simple, lower-cost way to invest, making them a good fit for many beginners and long-term investors.

Self-directed investing gives you the flexibility to build and manage your own portfolio, but it also comes with greater responsibility.

While an HSA is a tax-friendly way to pay medical bills, you can turn it into an even more powerful retirement savings account.

These tax-sheltered accounts are growing in popularity, and it's important to understand all the health savings account rules because they shift as you age or reach certain lifestyle milestones.

A financial plan helps you stay adaptable and agile while remaining focused on what's most important.

By understanding the various IRA investment options available and the importance of diversification, you can build a portfolio that supports your long-term retirement savings objectives.

Wealth management technology isn't just an option—it's essential to your pursuit of prosperity.

For 401(k)s, watch out for the notion that retirement planning is merely is limited to opening a 401(k) and then putting as much money into it as you can.

Advisors say it's never too early for children to meet the family financial advisor, but those encounters—and their benefits—will look significantly different depending on your children's ages.

Even as tools like direct-investing apps and robo-advisors have become increasingly popular, many investors are realizing that doing it yourself is as much of a responsibility as an opportunity.

Second homes and investment properties require higher reserves and more of a down payment than a primary home, and you need to be prepared for that upfront.

How you want to spend your retirement may be unique and can even change over time, but the need to cover day-to-day living expenses won't.