Hitting the target
Target date funds are a popular default option in many retirement plan investment schemes, but are they a good fit for younger, millennial investors? CNBC Senior Personal Finance correspondent Sharon Epperson discusses target date funds with certified financial planners Tim...
Have you committed these investing blunders?
The financial worries that keep Americans up at night run the gamut from cradle to grave: daily expenses, college education, retirement nest eggs. While stressing over the big fiscal picture, many investors easily fall into some costly—but very much avoidable—financial...
The millennial future
Given changes in the jobs market and retirement savings options, how can risk-averse millennial investors in their 20s and 30s secure their futures? CNBC Senior Personal Finance correspondent Sharon Epperson discusses the future for Gen Y workers with certified financial...
When it comes to investing, rely on long-term wisdom
When it comes to the market’s peaks and troughs, investors often don’t react as rationally as they might think. In fact, in times of extreme volatility or poor performance, emotions threaten to commandeer our common sense and warp our memory....
Changing jobs? 3 tips for making a smooth switch
There are few occasions in life so filled with optimism—and stress—as leaving one company to join another. Regardless of how common career moves are, the tactical skill and emotional fortitude required is anything but typical. The stakes are high, and...
Stressed-out Gen X and the search for a more ‘livable’ life
“We’re just overwhelmed with life.” That was my response to an attorney looking for insight into the obstacles facing Generation X. I’d referred a number of 30- and 40-something financial-planning clients to this attorney. All were in need of estate-planning...
Fearing a bubble? Five worst investing mistakes
Every market pundit has an opinion on whether the market is now at or near a bubble. And after the recent bout of volatility, triggered by a resurgent and scary narrative about a “slowing global economy,” investors who have been...
3 reasons to avoid ETFs: Advisor
Exchange-traded funds—commonly referred to as ETFs—are all the rage. While there are several excellent reasons to use an ETF over the seemingly archaic traditional mutual fund, they are not a universally preferable solution. First, to be fair, let’s review a...
Gen X, Y investors see fiscal hopes sink in real estate quagmire
Throughout the course of my career, I’ve heard a lot of financial horror stories. The majority of these stories are told by baby boomers whose aggressive stock market strategies went bust, often at the behest of a transaction-oriented “advisor.” The...
Make your career move an easy job
You know what has to be done, but it doesn’t make it any easier. You’ve done all the research, asked all the questions and mulled over your options, and you know that moving on from your current company is the...
