Karen Caplan Altfest

Most women are comfortable taking risk in their investments and cite patience and discipline as their top investing strengths, a Schwab survey reveals.

Advisor Admits Defrauding 47 Investors Out of $6.9M

The New Jersey man targeted mostly elderly investors in a Ponzi scheme for three decades.

Americans Scale Back Their Retirement Savings ‘Magic Number’ to $1.26M

Cooling inflation means people believe they’ll need $200K less for retirement than they thought last year, according to a Northwestern Mutual survey.

Social Security Rolls Back Restrictions on Filing for Benefits by Phone

It reversed a much criticized change that was expected to force tens of thousands of Americans to visit offices in person each week.

Schwab Offers Alternative Investments Platform to Retail Investors With $5M

The offer builds on Schwab’s wealth, advice and investment management solutions to better serve HNW and UHNW clients.

What Are the Five Hottest Markets for Home Buyers and Sellers?

A new Zillow report lays out where buyers are finding lower prices and more options, and where sellers are getting top dollar.