Election 2024How We SurviveOffice PoliticsI've Always Wondered ...My Economy

Loading...

0:00
0% played
Stories Tagged as

Financial planning

What financial advisers are saying about the new bitcoin ETFs

by Matt Levin
Jan 17, 2024
Exchange-traded funds are basically an easy way to invest in bitcoin from one's brokerage account. The SEC approved the bitcoin EFTs last week.
The new ETF will make investing in bitcoin easier. But financial advisers aren't sold on the risk factor.
Photo illustration by Chesnot/Getty Images
ListenLISTEN
HTML EMBED:
COPY
EMBED EMBED
Share Now on:
SHARE
Subscribe Using:
SUBSCRIBE SUBSCRIBE

Making a major life change? These financial steps can help

by David Brancaccio and Alex Schroeder
Feb 21, 2023
Whether you've decided it's time to change jobs or you're dealing with an unforeseen circumstance.
Ridofranz via Getty Images
ListenLISTEN
HTML EMBED:
COPY
EMBED EMBED
Share Now on:
SHARE
Subscribe Using:
SUBSCRIBE SUBSCRIBE

Few people of color in the financial services industry, studies find

by David Brancaccio , Chris Farrell and Erika Soderstrom
Jan 3, 2022
You won’t find many people of color in the worlds of asset management and financial planning, according to data from the Knight Foundation.
There's only a small percentage of people of color doing asset management and financial planning, according to data.
Getty Images
ListenLISTEN
HTML EMBED:
COPY
EMBED EMBED
Share Now on:
SHARE
Subscribe Using:
SUBSCRIBE SUBSCRIBE

The child tax credit is a first shot at stability for some families

by Caroline Champlin
Jul 13, 2021
The monthly payments can lead to small changes that have long-term effects, experts say.
The upcoming child tax credit payments could give some families a chance to invest in their kids' futures.
Getty Images
ListenLISTEN
HTML EMBED:
COPY
EMBED EMBED
Share Now on:
SHARE
Subscribe Using:
SUBSCRIBE SUBSCRIBE
COVID-19

People adopted better financial habits during the pandemic

by Mitchell Hartman
Jun 22, 2021
Two recent surveys show a trend toward increased financial discipline.
Ridofranz via Getty Images
ListenLISTEN
HTML EMBED:
COPY
EMBED EMBED
Share Now on:
SHARE
Subscribe Using:
SUBSCRIBE SUBSCRIBE
Check Your Balance ™️

Stop using credit cards, save more for retirement, and other 2020 financial resolutions

by Samantha Fields
Jan 24, 2020
We asked, you answered. Six people share their financial resolutions for the new year.
(natalie_board via Getty Images)
Share Now on:
SHARE
Check Your Balance ™️

How to make financial New Year’s resolutions that stick

by Samantha Fields
Dec 31, 2019
Financial planners give their best advice for setting and achieving realistic goals.
marekuliasz via Getty Images
Share Now on:
SHARE

For public good, not for profit.

Donate

Talk of recession has people putting off certain life milestones

by Katherine Wiles and Bennett Purser
Sep 4, 2019
The fear of an impending recession has people making different financial decisions.
A possible recession is causing people to put off certain milestones, including having a baby.
George Marks/Retrofile/Getty Images
ListenLISTEN
HTML EMBED:
COPY
EMBED EMBED
Share Now on:
SHARE
Graduating into the Economy

The do's and don'ts of saving money

by Molly Wood and Paulina Velasco
Jun 9, 2017
Also, how can you plan for your dream home?
Furlong/Getty Images
ListenLISTEN
HTML EMBED:
COPY
EMBED EMBED
Share Now on:
SHARE
Subscribe Using:
SUBSCRIBE SUBSCRIBE

Younger investors prefer computers to human advisors

by Kimberly Adams
Mar 7, 2016
The rise of automated investment options is challenging traditional planners.
When it comes to investing and saving money, more and more millennials are turning to the wisdom of the crowd.
Tristan Fewings/Getty Images for SunLife
ListenLISTEN
HTML EMBED:
COPY
EMBED EMBED
Share Now on:
SHARE
Subscribe Using:
SUBSCRIBE SUBSCRIBE