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October 04

Where is the market headed from here?

With market conditions being tumultuous, investors need help in order to remain on course. Chris Davis of Davis Advisors explains how his firm is keeping clients moving forward no matter what markets do.

August 18

How to maximize the effectiveness of your charitable giving

Donor-advised funds let you take the tax deduction for charitable donations now, while postponing when you give the money away. Pamela Norley, president of Fidelity Charitable, and Elda Di Re, partner at Ernst & Young, discuss the strategy.

July 07

Motley Fool's Tom Gardner: Why index funds are best for investors

Tom Gardner, CEO of The Motley Fool, explains why index funds are the cheapest, most tax-efficient way to get exposure and diversification in portfolios.

May 19

Mary Beth Franklin and Katy Votava: How to avoid big Social Security and Medicare penalties

Mary Beth Franklin, contributing editor at InvestmentNews, and Katy Votava, president at Goodcare.com, discuss the rules you need to keep in mind to get the most out of these programs.

April 20

Ed Slott: Don't hold your breath for lower tax rates

Well known tax expert Ed Slott tells financial advisers why now is the time to take advantage of low tax rates for clients.

January 11

Mary Beth Franklin: Why that Social Security check might be less than you expected

One financial adviser was baffled when her client received a Social Security check that was $1,000 less than what they expected. InvestmentNews contributing editor Mary Beth Franklin discusses why they failed to account for two things.

September 19

Mary Beth Franklin: The Social Security claiming strategy Congress didn't touch

If you are a surviving spouse and also entitled to Social Security benefits based on your own work record, you can still claim one benefit first and switch to the other later. InvestmentNews' Mary Beth Franklin discusses the strategy.

September 13

Jane Bryant Quinn: The most important retirement questions

Ask the questions, "What are you retiring to and what are you going to do with your life?" before you even begin thinking about money, says Jane Bryant Quinn, author of "How to Make Your Money Last: The Indispensable Retirement Guide."

June 21

Motley Fool's Gardner: How I learned to be a better investor

Motley Fool co-founder David Gardner says he cares more about what companies do and who runs them rather than their price to earnings ratios or valuations.

December 21

The new rules for Social Security claiming strategies

The rules for claiming strategies, including file and suspend or spousal benefits, have changed. InvestmentNews contributing editor Mary Beth Franklin discusses what claimants need to know now and the deadlines they need to watch out for.

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