On September 6th, 2005, one of our clients was killed in Iraq during the war. He was carrying my business card with him on ...

Innovative vehicles such as interval funds, BDCs, alternative ETFs, and feeder funds are democratizing alternative investment ...

A fiduciary is someone required to act in your best interest when providing financial advice or managing your assets. Find ...

Mortgage Research Center. Rates averaged 5.41% for a 15-year financed mortgage and 6.06% for a 20-year financed mortgage. ...

The current average mortgage rate on a 30-year fixed mortgage is 6.32% with an APR of 6.34%, according to the Mortgage ...

Many advisors work within larger firms or teams. If you notice constant staff changes, disappearing assistants, or a new contact every few months, it’s worth asking why. High turnover often signals ...

Don’t be afraid to ask the advisor for proof that they’re good at their job. This could be credentials, professional certifications, or, ideally, both. The most common and respected credential is the ...

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...

To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to ...

Chime provides no-fee checking and savings accounts with overdraft protection, early-pay features (earlier access to direct deposits), and other financial services. It also issues a Visa debit card ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

When markets take a nosedive, it’s natural to question every fee you pay. The most common question? “Why must I pay a percentage of my assets even when markets fall hard?” It’s frustrating to see your ...