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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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Wealth managers make up one of the least tech-literate sectors of the financial services industry, a recent report by PwC has found. Only a quarter of wealth management firms offer digital channels beyond email. This is in stark contrast to two-thirds (69 percent) of high-net-worth...

source: Investopedia

Atlanta Fed President Dennis Lockhart said he has confidence in the outlook for the U.S. economy and, as a result, wouldn't rule out "at least one" interest rate hike this year. "Early indications of third-quarter GDP growth suggest a rebound. I don’t believe momentum...

source: MarketWatch

Money socked away in a 529 plan grows tax-free if the proceeds are used for to pay for college and other educational pursuits. A lesser-known feature is that the owner of a 529 plan can change the beneficiary once a year, as long as...

source: TIME

Today's SEC is not the same agency that failed to protect investors in the years leading up to the Great Recession, according to Andrew Ceresney, director of the commission's Division of Enforcement. In an exclusive interview with Financial Planning, Ceresney spoke of how...

source: Financial Planning

A thundering bull run in emerging markets had investors polishing their horns as record high Russian stocks and a two-year peak in Brazil echoed broad EM FX and bond gains. MSCI's closely-followed 27-country EM share index ground out its latest one-year high as it climbed...

source: Reuters via Financial Advisor

When millennials are asked, they say retirement is a top priority. In a recent Charles Schwab survey, retirement was by far the first concern of all age groups. Millennials even put saving for retirement well ahead of student loans,...

source: Bloomberg


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