Asset protection can ensure your financial plan stays on track George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and FINRA ...

Should you have cash in your portfolio? It depends. Many investors don’t need to load up on cash if they’re saving for long-term goals, but cash plays a critical role for retirees and other investors ...

Shauna Croome was one of the earliest financial content contributors when Investopedia opened in 2002. She was fundamental in growing the site to become the leader in financial literacy. Shauna held ...

Cash cushions portfolios against volatility and unexpected financial needs. One drawback is that excess cash risks falling behind inflation over the long term. Rebalancing preserves your asset ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Meredith Moore is the Founder & CEO of Artisan Financial Strategies LLC. She is fascinated by the interplay between gender, money and power. Most financial plans focus heavily on growth but overlook ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...