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research services

6 posts
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 61. My wife and I have $1M saved and will get $14K a month in pensions. We own 3 homes — but won’t pay them off for 28 years. Can I retire next year?
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I’m 61. My wife and I have $1M saved and will get $14K a month in pensions. We own 3 homes — but won’t pay them off for 28 years. Can I retire next year?

  • February 3, 2026
Question: “I’m 61 and plan to retire when I turn 62. I will get a $3,375 monthly from…
PPersonal finance
Got $20K? 9 financial pros tell us how you should invest it now
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Got $20K? 9 financial pros tell us how you should invest it now

  • January 30, 2026
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
PPersonal finance
‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him’
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‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him’

  • January 25, 2026
Question: “I really liked my financial adviser. He was good, but after a few years managing both my…
PPersonal finance
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
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Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for

  • January 7, 2026
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
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.…
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