Shortly after we got married, my husband set up an appointment with his financial adviser for us to discuss the blending of our financial lives. It was an eye-opener. His…

Traditionally, socially-responsible investing meant buying stocks of companies that weren’t in the alcohol, gambling, gun or tobacco business or that helped the environment, as well as mutual funds or exchange-traded funds (ETFs)…

Evan Kulman, a broker for the real estate firm Compass, was not surprised when the Amagansett luxury home that he listed for sale on the first of August sold in…

This week, I had my annual face-to-face meeting with my financial adviser. We converse throughout the year via emails and a rare phone call, but this was the have-a look-under-the-hood…

When’s the last time you sat down and read a personal finance book? My guess is: not lately. Well, I’ve just read two terrific new ones that I think you…

One problem with being a retiree on a fixed income — it’s a fixed income. But living costs rise with inflation, so you’ll want your investment income to do so,…

I have a New Year’s money resolution for you that would be good for your financial future and the world’s: Become an impact investor in 2016. And I’ll tell you…

I’m shopping for holiday gifts this week, as I suspect many of you are. Some of my favorite names on my list are my nieces and nephews, age 17 to…

 One morning this past summer, Ahmed Zayat was in a stall at Del Mar racetrack in California alongside the 2015 Triple Crown winner American Pharoah. “I was kind of cuddling…