Forbes contributors publish independent expert analyses and insights. David John Marotta is a financial advisor covering financial planning. Typically, your financial plan contains assets, liabilities ...

Personal assets are belongings or resources that someone owns. It’s important to keep an updated inventory of your personal assets for both insurance purposes and estate management. Update your ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Both Apple stock and the most complex financial instruments in the world fall under the same umbrella term — securities. The term is used in the finance sector to refer to many different financial ...

As demand increases for more holistic financial planning services, firms are looking to expand the market of financial advisers managing 401(k) assets. In the past, firms connecting financial advisers ...

Kenny Rose is the founder & CEO of FranShares, a platform that makes it easy to invest in franchises. Read the State of Alternative Assets. Are alternative assets really “alternative” anymore? More ...

Federal Reserve data reveals Americans now hold 45% of their financial assets in stocks, marking an all-time high. Economists ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

Real assets offer stability and appreciation over time, providing a hedge against stock market volatility. Popular real asset investments include brick-and-mortar real estate, raw land, precious ...