With relics of American investing history framing them, some respected icons of the nation's financial system told investors that a secure future comes from following what has worked in the past.
Their message: Straightforward, long-term investments will turn out far ... more

Movie super spies James Bond and Jason Bourne use them. So do real-life presidential candidate Mitt Romney, who says he pays his taxes, and untold numbers of Americans who don't. Swiss banks and their secretive counterparts around the globe may ... more

Keith Ori may be a financial adviser's worst nightmare. He's heard their spiels, even consulted a few in his time. But these days he's just fine managing his own cash.
"At this stage, I'm comfortable doing it on my own," ... more

The stock market has had an impressive January. The staid companies that make up the Dow Jones industrial average have gained 4 percent in three weeks, and the broader market has done even better.
But the Nasdaq composite - a ... more

Is it over yet?
An earthquake, tsunami and nuclear crisis in the Pacific, political uprisings in the Middle East, a debt crisis in Europe.
The United States lost is sterling credit rating, thanks partly to gridlock in the Beltway. Occupy ... more

Every January, it's the same drill. This is the year you will cut your debt, save money and spend more wisely.
And you, like millions of others, will fail again for no good reason.
Want to break the cycle of ... more

Will Santa drop any loot into your 401(k) or IRA this year?
Typically, investors can count on a "Santa Claus rally" in the stock market between Thanksgiving and New Year's, as an upbeat mood about the coming year prompts investors ... more

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Melanie Hasty-Grant is founder and managing principal of Waterstone Private Wealth Management, which has offices in Owasso and Tulsa. Barron's magazine recognized her at the 2009 Winner's Circle Conference as one of the nation's top female financial advisers. 1. Your ... more

While mutual funds are the reigning heavyweights of the financial services industry, exchange traded funds that track small nooks and crannies of the investment world are growing in numbers even as they become more exotic.
Some more recent creations in ... more

 Carving out a winning personal finance plan today is increasingly less about how old you are and more about what stage of life you're in.
The cookie-cutter approach to managing money has become outdated and unworkable for many Americans, as ... more

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Given the economic climate we're in, you could one day be faced with a downsizing or otherwise forced to retire earlier than you had planned. But even if that happens, you can still maintain control of your financial future - ... more

It's easy to visit a range of colleges within your own backyard - a tank of gas and a couple of sandwiches may just do it.
But what if your high school senior has applied this fall to schools all over ... more