financial advisors

As many as 40% of Americans have taken emergency financial measures amid the coronavirus pandemic, according to a recent survey by CNBC + Acorns, conducted by SurveyMonkey.

The pandemic has colleges eager to fill their student ranks and therefore more open than usual to negotiate tuition, grant money and aid with eligible families.

Investing in a small company that’s looking to grow can be exciting and profitable. But before tying up your money, take these steps to ensure a good decision.

Investors poured record money into ESG funds, which focus on climate change, inequality and other issues, at more than twice the rate last year than in 2019.

Although 2020 was a year many would like to forget, there were still important takeaways we’d be wise to hold on to.

It may be tempting to jump into an asset that’s seen rapid growth, such as GameStop in recent days. But experts caution it’s best to invest long-term.

Covid-19 has upended household finances. The start of 2021, and vaccine rollouts, create an opportune time to rethink budgets for a post-pandemic world.

As interest in impact investing grows, here’s a look at how to navigate between various companies providing sustainability scores for mutual funds and ETFs.

Sitting on a pile of appreciated crypto? Consider donating some of it to your favorite charitable organizations. What it means for your taxes.

Morgan Stanley is paying back 2,300 customers invested in high-cost 529 plans, which are tax-advantaged accounts for education.

Impact investing incorporates environmental, social and governance. Here’s a look at how these factors fit into the analytical process, and how they add value.

The pandemic relief bill would sweeten cash donations to charity for 2021 — provided Congress can get the legislation across the finish line.

Congress reached a Covid relief deal offering more stimulus checks and extra jobless benefits. Here’s how financial advisors recommend using the cash.

Lawmakers are providing ailing small businesses with another lifeline. Firms may be eligible for additional loans through the Paycheck Protection Program.

Wise investors in these times will focus on the “alpha” they can generate by minding four concepts: tax efficiency, savings rate, automation and portfolio fees.

Assets managed with environmental, social and governance concerns continue to surge. The retail side is growing dramatically alongside institutional investors.

This year was hard for many due to the coronavirus pandemic. Here’s what financial planners say to do for a better 2021.

Here are some situations and rules that may make you pause before embarking on a rollover from your workplace plan to an IRA.

As 2020 comes to a close, it’s a good time to consider making financial moves that reduce taxes, increase net investment income and decrease portfolio risk.

After an interstate relocation, it’s important to make sure that your estate-planning documents are in full compliance with your new state’s laws.