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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.

Elliot-dole , James-daniel , Alonso-rodriguez-segarra , Advisory-firm , Buckingham-group , Ben-galloway , Alonso-rodriguez , Steven-sivak , Pamela-horack ,

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.

Journal-reports , Imreport , Trusts-funds-financial-vehicles , Mutual-funds , Financial-investment-services , Diversified-holding-companies , Business-consumer-services , Financial-services , Investing-securities , North-america , United-states

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.

Ishare-veraa , Brooke-mayne , Elliot-dole , Robert-willens , Karen-veraa , Shell , Goldman-sachs-asset-management , Buckingham-strategic-wealth , Markets , Stock-markets , Stock-market-investing , Money

'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...

Elliot-dole , Alana-benson , Gordon-murray , Rick-kahler , Kahler-financial-group , Kitces-research , Buckingham-strategic , Kahler-financial , Marketwatch-picks , Investment-answer , Article-normal , Mpsmartasset

'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...

John-piershale , Danielp-forbes , Elliot-dole , Andrew-feldman , Forbes-financial-planning-inc , Slate-peak-financial-services , Getty-images , Forbes-financial-planning , Grace-yung , John-piershale-wealth-management , Ian-rea , Buckingham-strategic-wealth

These Financial Advisors Say 'No Thanks' to Helping Rich Clients Get Richer

Advisers get pickier about clients or leave jobs they feel conflicted about

Izaiah-johnson , Joe-pinsker , Elliot-dole , Dow-jones-company-inc , Wall-street , All-rights ,

If All You Want Is Money, These Financial Advisers Might Say 'No Thanks'

Elliot Dole, a financial adviser in St. Louis, has recently started to turn away prospective clients if they aren’t interested in charitable giving. People…

Elliot-dole , News , Ggregator , Reaking-news , Uration , Edia ,

I put 'a lot of trust' in my financial adviser. Is he sharing enough with me?

Have an issue with your financial adviser or looking for a new one? Email questions or issues to picks@marketwatch.com.

Missouri , United-states , Maryland , Ryan-townsley , Jim-hemphill , Carmichael-hill-associates , Town-capital , Bel-air , Derieck-hodges , Anchor-pointe-wealth , Robert-riedl , Endowment-wealth