Learn the basics of financial planning for beginners, including how to create a budget, set financial goals, build an emergency fund, and invest for the future.
Financial services are economic services tied to finance provided by financial institutions. Financial services encompass a broad range of service sector activities, especially as concerns financial management and consumer finance. The terms finance industry and financial services industry in their most common sense concern commercial banks that provide market liquidity, risk instruments, and ...
The Pace of New Investors Entering the Market has Slowed, Investors are Less Comfortable With Risk, Younger Investors Turn to FinfluencersWASHINGTON—The FINRA Investor Education Foundation (FINRA Foundation) released today new research, Investors in the United States: Results from the FINRA Foundation’s National Financial Capability Study, which offers insights into the attitudes ...
Americans working with CFP® professionals are approaching 2026 with cautious optimism and strong confidence in achieving their financial goals, even as uncertainty dominates financial planning conversations, according to CFP Board's 2026 CFP® Professionals Financial Outlook Survey. The political environment has emerged as the primary concern clients are raising with their advisors. Half of ...
Myths continue to influence how people approach financial matters. To separate fact from fiction, we spoke with three experts about what matters when it comes to managing money.