#financial-advisors

#financial-advisors

The Schwab U.S. Dividend Equity ETF (SCHD) is one of the gold standards as far as dividend-focused ETFs are concerned. With a nearly 4% yield, the American equity basket delivers on the income front while also allowing for a good amount of growth.

The Health Savings Account (HSA) is a powerful savings tool for retirement planning, especially due to its triple-tax-advantaged nature, offering tax break contributions.

The tech IPO market has heated up this year, showing strong appetite for new offerings, particularly through the summer months and into year-end.

If you're uncomfortable with your financial advisor's fees, it may be time to have a talk or find someone new.

Meeting digital natives where they're at isn't always easy. But with more than a third of Gen Z investors citing influencers as a "major factor" in their decision to buy.

The flat fee advisor's charge remains $10,000 regardless of portfolio growth, while the AUM advisor's fee increases with the portfolio, costing $25,000 for a $5 million estate.

The markets are mixed out of the gate as stocks attempt to close this data-filled week on a positive note.

A good financial advisor is an asset. The operative word there is good. There's more to financial success than just investing.

When working with a financial advisor, it's essential to understand the potential benefits; they can optimize investment strategies and introduce alternative opportunities that could enhance your portfolio returns.