Life rarely stays the same, and neither should your estate plan. Major life events often require changes to your estate planning documents. We often tell clients to remember the five D's: dependents, ...

Potential changes could be coming to your workplace retirement plan. President Donald Trump signed an executive order that would pave the way for riskier assets to be included in 401(k) plans. The ...

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. So, what can you lose when you file for bankruptcy? Here's a closer look ...

A: There are many advantages to leaving property in irrevocable trusts for your children and grandchildren. Trust property is generally protected from the claims of creditors, including spouses in the ...

A five-year investment return of 25% looks miserable compared with the 71% return of the MSCI All Country World index, so why does Personal Assets Trust (LSE: PNL) have £1.6 billion of assets and ...

Most people enter retirement without any idea how to manage withdrawing their savings without running out of money. Here is what you need to know. By Brian J. O’Connor Nearly two-thirds of Americans ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Rising global bond yields and debt levels are creating significant macro headwinds, increasing risks for stocks and portfolios. Defensive sectors like consumer staples, utilities, and health care have ...

Thomas is a native of upstate New York and a graduate of the University at Albany. As a former member of CNET's How To team, he wrote about the intersection of policy, information and technology, and ...