Here’s how we determine the FA 100 ranking for 2022
[ad_1] Peopleimages | Istock | Getty Images CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list. The methodology…
CNBC’s No. 1 financial advisor shares his top 3 stock picks
[ad_1] Investors are rightfully worried about volatility. After stocks slumped in September, markets have had a strong start to the month and are now on track to notch the biggest two-day…
CNBC’s FA 100 recognizes advisors who help people make smart money moves
[ad_1] Marko Geber | DigitalVision | Getty Images In times of uncertainty — turbulent markets, high inflation, geopolitical turmoil — we often write about what financial advisors are recommending to…
Here’s how advisors are helping clients reduce their 2022 tax bill
[ad_1] Hero Images | Hero Images | Getty Images Weigh Roth IRA conversions With the S&P 500 Index down more than 20% in 2022, many investors are eyeing Roth individual…
Here’s how to pick the best charitable giving strategy
[ad_1] Catherine Mcqueen | Moment | Getty Images It’s easy to transfer cash when a charity pulls at your heartstrings. But other giving strategies may provide a bigger tax break,…