GO
Loading...

Enter multiple symbols separated by commas

Search results for "CFP"

REFINE RESULTS

SEARCH RESULTS

About 12 results. Sort By: Date | Relevance
Hitting the target  

Target date funds are a popular default option in many retirement plan investment schemes, but are they a good fit for younger, millennial investors? CNBC Senior Personal Finance correspondent Sharon Epperson discusses target date funds with certified financial planners Tim Maurer, of The BAM Alliance; Amanda Lott, of Regent Atlantic Capital; and Douglas Boneparth, CFP Board Ambassador New York.
Source: CNBC.com
Advisors to clients: Keep emotions in check

Amid the latest market volatility, members of CNBC's Financial Advisor Council are reassuring clients and the message is to "keep calm and carry on."
Source: CNBC.com | By: Jim Pavia
Gen Y investors are just saying 'no' to stocks

Research reveals that millennials are wary of stock markets, so financial advisors are trying new ways to court and counsel 20-something clients.
Source: CNBC.com | By: Ilana Polyak, special to CNBC.com
The millennial future  

Given changes in the jobs market and retirement savings options, how can risk-averse millennial investors in their 20s and 30s secure their futures? CNBC Senior Personal Finance correspondent Sharon Epperson discusses the future for Gen Y workers with certified financial planners Tim Maurer, of The BAM Alliance; Amanda Lott, of Regent Atlantic Capital; and Douglas Boneparth, CFP Board Ambassador New York.
Source: CNBC.com
5 reasons not to act your age when investing

Age-based investing steers investors toward asset allocations optimal for certain ages, but it may be too simplified an approach for most investors.
Source: CNBC.com | By: Ilana Polyak, special to CNBC.com
All kidding aside, do you have a retirement plan?

Retirement portfolio strategies vary, and financial advisors use terms such as "buckets" and "paychecks" to explain these approaches to clients.
Source: CNBC.com | By: Deborah Nason, special to CNBC.com
Retirement planning strategies for millennials  

CNBC Senior Personal Finance Correspondent Sharon Epperson discusses how millennial/Gen Y investors should plan for retirement with certified financial planners Tim Maurer, of The BAM Alliance; Amanda Lott, of Regent Atlantic Capital; and Douglas Boneparth, CFP Board Ambassador New York.
Source: CNBC.com
As Social Security ages, will Gen Y get stiffed?

Social Security is in peril. CNBC's Sharon Epperson talks to three financial advisors about contingency strategies for millennial investors.
Source: CNBC.com | By: Kenneth Kiesnoski
The future of Social Security  

As the Social Security program turns 80 and faces an uncertain future, CNBC Senior Personal Finance correspondent Sharon Epperson discusses retirement strategies for younger millennial/Gen Y investors with certified financial planners Tim Maurer, of The BAM Alliance; Amanda Lott, of Regent Atlantic Capital; and Douglas Boneparth, CFP Board Ambassador New York.
Source: CNBC.com
These young investors are quite conservative

Gen Y investors may or may not be more risk-averse than others, but advisors definitely must cater to their specific generational preferences.
Source: CNBC.com | By: Deborah Nason, special to CNBC.com