The Securities and Exchange Commission recently charged a hedge fund manager's personal driver with posing as a financial professional and losing over $1 million combined for three investors who let ...

They found that a single earner in a three-person family in the most expensive state needs to earn at least $102,000 a year, ...

A third of global retirement savers purported to be excited about retirement. This optimism, the survey found, correlates with stronger financial footing: Excited savers are more likely to be higher ...

A majority of financial advisors in a survey released Monday by InspereX expect the S&P 500 to be up by 10% or more by year-end 2026, compared with where it was between Nov. 5 and Nov. 12 when the ...

We have good reason to be worried about retirement readiness in the United States. For evidence, see our Halloween slideshow on 13 scary retirement statistics for 2025.

Trump got inflation "totally wrong" and will take action to boost the economy before the midterms, the strategist predicts.

There are several factors to consider, and missed deadlines can result in penalties. Here's what advisors should know.

American households are consolidating their relationships with retail saving and investing shops, Hearts & Wallets finds.

They found that young up-and-comers outperform older households for income in just 24 of the 354 cities studied. The median ...

Morningstar researchers annually reexamine their guidance for how much retirees can expect to “safely” spend from their portfolio, focusing on a 90% probability of not running out of money at the end ...

The original issuers of U.S. long-term care insurance were wrong about almost all of the assumptions they made when they ...

Amex Travel conducted the survey on line in July among 2,083 adults with a household income of more than $50,000 per year who ...