The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers. The CFP certification ...

Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, and retirement planning. She is the co-founder of PowerZone Trading, a ...

Learn what financial instruments are, explore major types and asset classes, and understand how they work in investing, trading, and portfolio construction.

Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

Year 2026 will see new asset classes and new approaches to financial planning. Private debt and smart beta will become part of the financial planning lexicon. There will also be greater focus on ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. I recently spoke with an investor who had no idea what his ...