Resources

Help your college-bound child build financial confidence. Learn essential money lessons including budgeting, banking, responsible credit use, and smart saving strategies for life on campus and beyond.

Does more money really make you happier? Explore new research on income and well-being, and learn why financial success doesn’t always equal life satisfaction.

Are we in a market bubble? Explore January’s mixed performance, soaring valuations, and speculative trends—from SPACs to crypto. Learn how stimulus, Fed policy, and economic fundamentals may shape the path forward.

Ready to win at retirement? Bruce and Peg use championship-level sports strategies to help you build a game plan for financial success. Learn how to retire like a pro.

If you are a regular reader of this column, chances are you are at least considering getting a financial advisor or have one already. We’ve talked through some of the things you should look for, but how do you know when an advisor won’t be a fit? The wrong advisor can be nearly as harmful as not having one at all. Here are five signs an advisor might not be for you.