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Browsing Tag

suggested reading – investing

10 posts
PPersonal finance
‘Is this normal?’ My new adviser made me sell stocks, saying her company didn’t work with them. I secretly kept some on the side — and they made money. Now what?
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‘Is this normal?’ My new adviser made me sell stocks, saying her company didn’t work with them. I secretly kept some on the side — and they made money. Now what?

  • February 12, 2026
Question: “My financial adviser does an average job in my opinion, but she says that her company only…
PPersonal finance
‘I’m skeptical.’ 6 popular investment trends financial pros say you likely want to avoid
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‘I’m skeptical.’ 6 popular investment trends financial pros say you likely want to avoid

  • February 9, 2026
It’s easy to get sucked into the hype around many headline-making investments, be it meme stocks, crypto or…
PPersonal finance
I’m 62 and retired with $1M and no debt. My objective is income. A financial adviser wants 1.25%, but I’m wary of paying them regardless of performance. What’s my move?
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I’m 62 and retired with $1M and no debt. My objective is income. A financial adviser wants 1.25%, but I’m wary of paying them regardless of performance. What’s my move?

  • February 6, 2026
Question: “I’m 62 and retired with $1 million in savings and zero debt. My objective is income. When…
PPersonal finance
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
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‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

  • January 31, 2026
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
PPersonal finance
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
Read More

‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

  • January 24, 2026
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
PPersonal finance
5 types of people who might need a financial adviser in 2026 — and those who don’t
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5 types of people who might need a financial adviser in 2026 — and those who don’t

  • January 11, 2026
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
PPersonal finance
5 types of people who might need a financial adviser in 2026 — and those who don’t
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5 types of people who might need a financial adviser in 2026 — and those who don’t

  • January 3, 2026
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
PPersonal finance
‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.
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‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.

  • December 31, 2025
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
PPersonal finance
‘Tell me what to steer clear of.’ I live in a male-dominated religious society in Utah, but I only want a female adviser to help me with money. How will this work?
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‘Tell me what to steer clear of.’ I live in a male-dominated religious society in Utah, but I only want a female adviser to help me with money. How will this work?

  • December 29, 2025
Question: “I’m particularly interested in female financial advisers. I live in Northern Utah and it’s a male-dominated religious…
PPersonal finance
10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026
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10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026

  • December 29, 2025
Even financial advisers make money-related New Year’s resolutions. So we asked 10 of them: What financial resolutions are…
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