Prime Portfolio Planning's commitment to expertise, excellence, and a client-centered approach sets a high standard in the financial planning industry. Keith Galicia and his team invite successful ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...

As we enter the last quarter of 2023, there are a number of year-end planning topics to discuss with your clients. Portfolio planning, a priority for most clients, is an area that not only deals with ...

Saving for retirement is not an easy thing. It requires you to manage your paycheck carefully and, at times, say no to things ...

Note: This article was originally published on Dec. 11, 2017. Some errors in retirement-portfolio planning fall into the category of minor infractions rather than major missteps. Did you downplay ...

If diversification is the only free lunch on Wall Street, then fund manager Michael Cuggino is offering retirement investors a buffet. Of course, the $2.8 billion Permanent Portfolio tends to ...

As retirement research has evolved, so too have ideas about what constitutes an optimal retirement strategy. In fact, in a recent paper, researchers Patrick Collins and Francois Gadenne note that the ...

How Much Can Clients Spend in Retirement? The retirement landscape has changed dramatically over the past several decades. Affluent retirees are living longer, and traditional pensions have declined ...

Most people think that financial planning and portfolio management are the same thing. There is certainly some overlap but understanding the distinction between them is very important as you decide ...

But if you'll be retiring in 2026, you may be gearing up to start tapping your portfolio for income. That means you can't ...