Investing & Economy

It’s been widely reported by national financial news sources that business magnate and iconic investor Warren Buffett recommends that retirees have as much as 90 percent of their savings

The proliferation of new investing technologies – the so-called “robo-advisors” – continues to attract venture capital funding and investors hoping to set and forget their finances.

Just when we thought we had handled the DOL mandated changes to our IRA fee payment arrangements, a new tax code comes along and changes everything... literally.

With a Dow average around 25,000 it would be easy for investors to be relaxed about their invest¬ments. Yet working with an advisor to understand nuances and goals can help through times

With new policies and uncertainty over tax reform on the horizon under the new Trump administration, the next few months are a great time for people to review and possibly revise their current

The bulk of U.S. stock gains in this long-running bull market are due to one variable: the expansion of the price-to-earnings ratio.

I’ve been thinking about starting a stock market prediction business. Clearly, there is a huge market for timely information of this type, and just as clearly, predicting the future must be much easier than dealing with the realities of what is actually happening at the moment.

Despite the financial blogs’ assurances and the TV personalities’ loud declarations, few people, if any, can beat the market.

Older millennials—the generation born between 1983 and 2000—might struggle to find an advisor who genuinely understands their needs.

When investing, it helps to take the long view.

“To give investors the proper perspective on long-term investing in stocks, I like to show them the history of the Standard & Poor’s 500 Index (S&P 500).

Two fundamental beliefs at San Francisco-based Mosaic Financial Partners: clients deserve honest, transparent, conflict-free advice to guide them, and planning is best performed continuously

California firm helps high-worth investors stay anchored during market storms. Sometimes, investors feel like Ishmael, in Herman Melville’s Moby Dick. Especially when money gurus are