Outside of investment returns, here are three things people often neglect but should discuss with their financial advisor ...

Steve Jobs before his death spoke with Warren Buffett about what to do with Apple’s extra cash on hand, but didn’t take his ...

Proven investor principles can reshape long-term growth strategy. Learn essential lessons to secure sustainable growth.

New beginnings are often difficult, especially if the elephant in the room is age. Many clients aren’t comfortable working ...

Financial advisors tell Barron’s Advisor how they joined the industry from the worlds of sports, music, journalism, and more.

Hiring a financial advisor is a personal choice. And it’s not something you automatically have to do. But before you write off the idea, it’s important to understand what a financial advisor can do ...

Plenty of self-guided investors go on their financial journeys without a helping hand from an advisor or financial planning ...

Earning six figures is the dream. But just because you're making that much doesn't mean you're living large. Nearly half (48% ...

Revolutionize your investment strategy with a robo-advisor for data-driven advice and management. Learn how they work and if ...

A Chinese national political adviser has recommended lowering the legal age for marriage to 18 to boost fertility chances in ...

NOT UNTIL WE GET SOME ADVICE FROM CAPTRUST VICE PRESIDENT AND FINANCIAL ADVISOR, CATHERINE MCCALL. AND WHAT LUCK YOU’RE JOINING US THIS MORNING. HAPPY TO BE HERE. THANK YOU FOR BEING HERE.

In the latest edition of Money Monday, WLWT was joined by Spencer Ford, CEO and wealth advisor with Conservative Financial Solutions, who discussed ways people can lower their tax bills.