Personal Finance Advice and Commentary

Wednesday, January 13, 2016 7:07 am
By Judy Martel ·

Don’t let your head be turned by investment promises. Here’s how to choose a financial adviser.

Friday, February 06, 2015 7:00 am
By Dr. Don Taylor ·

Financial professionals are often paid investment fees based on an assets under management (AUM) model, where the client pays a percentage of the retirement portfolio’s valuation for the adviser’s services.

Sunday, September 07, 2014 6:00 am
By Jennie L. Phipps ·

Should you connect with financial services people on social media? The answer is “maybe.”

Sunday, October 06, 2013 6:05 am
By Jennie L. Phipps ·

A little preparation can make a visit to a financial adviser more useful.

Tuesday, June 18, 2013 5:49 pm
By Sheyna Steiner ·

It may be getting easier for brokers to erase complaints in their records with regulators.

Saturday, May 04, 2013 6:05 am
By Barbara Whelehan ·

Both retirees and near-retirees are more optimistic when they have saved at least a half-million dollars.

Tuesday, June 07, 2011 12:17 pm
By Claes Bell ·

I’m a minimalist when it comes to banking. Basically, I just want low fees, a debit card that works and a customer service rep to answer the phone when it doesn’t. I only go to the ATM about once a month and into a branch about once every six months or so. In other words, my

Thursday, March 24, 2011 12:41 pm
By Jennie L. Phipps ·

Does your financial adviser see your retirement investments in the same way you do? If he or she doesn’t, join the club. MFS Investment Management surveyed its advisers separately from customers and concluded that there were substantial differences in the way the two groups viewed even the basics of investing. Twenty percent of advisers think a

Friday, March 11, 2011 4:03 pm
By Sheyna Steiner ·

Would you like to follow your investment advisor on Twitter or friend your stockbroker on Facebook? More than likely, you can’t do that just yet. But not because financial advisers and brokers aren’t interested in social media. The financial services industry is pretty heavily regulated in the way that brokers and financial advisors can interact with their

Wednesday, February 23, 2011 12:11 pm
By Sheyna Steiner ·

A new survey has found that nearly half of investors trusted their financial services company less in 2010 than they did in 2009. It’s no great mystery why investors would be fed up with the antics of big banks and investment firms but the survey asked anyway. The Edelman Trust in U.S. Financial Services Survey found