Financial Advisors

In an era of inflation shocks, shifting alliances, and economic volatility, one thing hasn't changed: central banks are doubling down on gold. While investors may debate crypto, equities, or cash, the institutions managing national reserves are quietly — and consistently — boosting their gold...

Owning a home is often seen as a dream financial goal, offering stability and long-term wealth-building potential. However, many potential buyers overlook the costs, focusing mainly on the down payment and monthly mortgage. Most don't realize that numerous hidden expenses can quickly add up,...

More than half of U.S. adults could not pay a $2,000 emergency bill from savings, the Federal Reserve's latest survey data shows, shining a light on the fragility of family finances despite a strong labor market. What Happened: According to the survey of Household Economics and Decision-Making,...

If your retirement account took a small hit this past quarter, you're not alone — but you may not need to worry. Market ups and downs have led to a dip in retirement balances for many Americans, but overall savings habits remain strong. Fidelity's latest quarterly retirement report — based on data...

Well-known investor and Shark Tank star Kevin O'Leary blasted Americans' mounting credit-card balances in a video posted Wednesday, calling it "crazy" to pay interest that now averages more than roughly 23% annually, urging viewers to wipe out their debt before it "bites you." What Happened: The "...

Well-known investor and Shark Tank star Kevin O'Leary blasted Americans' mounting credit-card balances in a video posted Wednesday, calling it "crazy" to pay interest that now averages more than roughly 23% annually, urging viewers to wipe out their debt before it "bites you." What Happened: The "...

If you’re feeling unsure about the housing market right now, you’re not alone. Between high prices, rising interest rates, and economic uncertainty, many people are wondering whether now is the right time to buy a home. And while some are holding off, plenty of prospective buyers are...

Billionaire investor Ray Dalio says today's markets demand two disciplines above all: "Step back and see the bigger picture" and "have a game plan for it.” What Happened: In a video posted on X and LinkedIn this week, the Bridgewater Associates chairman warned that reacting to every market...

Caregiving is a growing reality for many Americans, with financial, emotional, and professional impacts that are often long-lasting. As more adults take on the responsibility of caring for loved ones, new data reveals the scale of their challenges. Edward Jones, in partnership with Morning Consult...

Mortgage demand slipped again last week as average 30-year loan costs jumped to 6.92%, the steepest level since February. What Happened: Mortgage applications fell for a second straight week as borrowing costs climbed to a three-month high, the Mortgage Bankers Association said Wednesday. The group...

Gen Z is turning to TikTok and other feeds for money tips far more than older generations, a fresh pair of surveys shows, highlighting the social-media generation's growing sway over personal-finance trends. What Happened: Nearly 70 percent of respondents aged 18-27 said an online fad had already...

Kevin O'Leary says the simplest path to millionaire status starts with one habit: siphon "15% of your income … and invest it in the index of the S&P 500." What Happened: The Shark Tank investor hit X with the prescription this week, insisting savers don't need to pick winners — or even "...

America's full retirement age (FRA) for claiming 100 percent of Social Security rises to 67 in 2025, capping a four-decade phase-in that permanently trims checks for anyone filing earlier and rewards those who delay until 70. Workers who understand the new timetable and the penalties for jumping...

It's no surprise that money remains a major source of stress for many Americans. From rising living expenses to uncertainty about retirement, financial anxiety continues to weigh heavily on households — and it's not just about what's happening today, but about how secure people feel about their...

Charlie Munger, the late Berkshire Hathaway (NYSE:BRK) (NYSE:BRK) vice chair, once mentioned that smart stock traders imitate baseball sluggers who "wait for one that they can really handle" instead of hacking at every offering. What Happened: Munger told CNBC in a birthday-tribute interview in...