I'm a "coastal elite." My clients are "coastal elites" and "international elites." Most of us did not vote for Donald Trump last week, and none of us expected that he would actually win. I believe that Trump didn't think he'd win.
Read MoreIt’s been a long time since David Edwards, president of Heron Financial Group, has had to code anything. But in the years since he stopped working in IT (he began his career in systems at Morgan Stanley in the 1980s), Edwards has never forgotten certain key principles, notably the importance of having in place a system that lends itself toward creating efficiency.
Read MoreFinancial 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.
Read MoreFidelity Investments' digital advice platform for financial advisers to use with clients will integrate some of eMoney's basic financial planning tools and will be available in March 2017 for a small number of advisers to test, the firm said.
Read MoreFor most young people, finances are terrifying. Unless you were blessed with a mentor, who took the time to explain personal finance, you might be avoiding words like compound interest, 401(k), and emergency savings accounts.
Read MoreHealth-care costs are the great unknown of retirement.Not only are health expenses rising quickly overall, but medical needs and conditions vary dramatically from person to person.
Read MoreCredit smarts and financial literacy aren’t required courses in college, but young adults should learn those topics on their own, credit and financial experts say, and preferably, not through trial and error.
Read MoreAs Americans live longer, they run the risk of outliving their money. By many measures, Stanley and June Blum have an ideal retirement. He is a retired shoe-industry executive who paints and writes poetry.
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