Personal Finance Advice and Commentary

Thursday, February 23, 2012 4:35 pm
By Sheyna Steiner ·

The financial services industry can be an unforgiving place for everyone. For every story of hapless investors being taken advantage of, there are countless untold stories from the other side: those of the rude, abrasive, inconsiderate clients and the investment advisers that have to deal with them. It’s true that in many cases, advisers are

Sunday, March 13, 2011 10:00 am
By Jennie L. Phipps ·

My husband is looking hard at retirement and over the last two weeks, we’ve interviewed investment managers to help us figure out how to live off our savings. Some of our friends have been surprised that we’re looking for outside help. After all, my husband is a CPA who has spent most of his career

Wednesday, September 15, 2010 2:37 pm
By Judy Martel ·

A year later, and it seems we’re no more comfortable about retirement and our investments. In a recent study, independent advisers report that half their clients doubt their ability to retire on time, and 40 percent are less optimistic about investment performance than they were in July 2009. The survey of 1,199 advisers with a

Tuesday, July 13, 2010 2:06 pm
By Jennie L. Phipps ·

Before you turn over your retirement savings to an investment adviser, hammer out a retirement plan that confirms the kinds of investments you are interested in making and the level of risk you are willing to take. Fort Lauderdale, Fla., securities fraud attorney Mark A. Tepper has made a career out of representing people who