My wife and I are 66, and our financial adviser has us in 94% equities. Is this OK?
Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.
Source: marketwatch.com
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Top News In Elliot Dole Today - Breaking & Trending Today
Brokerage Firms Are Pitching Separately Managed Accounts. Here's What to Know.
These personalized portfolios are increasingly being marketed to investors for their tax flexibility and upside potential. But beware of costs.
Source: wsj.com
Markets are rallying. How to make the most of them.
Bonds haven’t gained nearly as much as stocks this year. Put losses to work now to cut your taxes.
Source: livemint.com
'I am new to investing and looking for a financial adviser.' Here's what to do
Question: I am new to investing and looking for a financial adviser. Do you have any advice for me? Answer: Plenty of people go to advisers with little to no...
Source: marketwatch.com
'Every month I express my concerns to my adviser, but he says not to worry.' My 401(k) has lost over 20% and I can't afford to lose that kind of money. Is it time to find a new adviser?
This story was originally published in 2022. Question: My 401(k) was doing ok for a while, but over the past year it has been losing money that I can no...
Source: marketwatch.com