Consumers who have been affected by the Equifax data breach and seek to protect their credit lines may find themselves navigating a confusing maze of new terms, costs and responsibilities.
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Financial advisers and investment houses across the country have been besieged Wednesday by investors looking for reassurance, guidance on whether to sell or stay put and advice on how to play Republican Donald Trump's upset win over Democrat Hillary Clinton.
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Online investment firms are using algorithms to create diversified portfolios for clients. These “robo investors” are cheaper than financial planners and can create a tax-friendly strategy. The WSJ's Diana Jou finds out more.
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It's the season for setting new goals and drawing up New Year's resolutions. Here some financial planners share what theirs are for 2015, how they made them and how they intend to carry them out.
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"Despite the S&P 500 index's numerous record highs this year, some nervous investors still wanted to sell during a recent downturn, says David Edwards, President of Heron Financial Group.
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Small investors are diving back into stock trading, driving business at some discount brokerages to near record levels.
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David Edwards was interviewed recently by the Wall Street Journal on how his love of sailboat racing promotes his wealth advisory practice, contributing to a 40% growth in assets and revenues since January 2013.
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