But it may be managed by someone else. Your financial advisor. He or she may be the one determining your portfolio’s asset allocation, picking specific investments, and calling the shots on trades.

Brian Thorp is the founder and CEO of Wealthtender and Editor-in-Chief. Prior to founding Wealthtender, Brian spent nearly 22 years in multiple leadership roles at Invesco. With over 25 years in the ...

Pensions, also known as “defined benefit” or “DB” plans, are a dying breed of retirement plans. In the 1970s, over 60 percent of private-sector retirement plan participants had a pension. Fast forward ...

Michael Reynolds is an independent financial advisor and owner of Elevation Financial. He is a parallel entrepreneur and former digital marketing agency owner. After owning a digital agency for 23 ...

Texas Wall Street Women, Programming Committee Chair (Austin) | Women Mentoring Women & Sophomore Development Program Mentor, ...

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts. Nicholas grew up in Hanover County, VA and ...

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Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts. In 2004, Robert "Bob" Sullivan founded Investment ...

Garrett Harper is a fiduciary financial planner for business owners. He works side by side with entrepreneurs to put time back on their side, by organizing their financial life, providing insight and ...

Karen Banes is a freelance writer specializing in entrepreneurship, parenting and lifestyle. Her work has appeared in publications including The Washington Post, Life Info Magazine, Transitions Abroad ...