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Insights from Ric in the Media

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    News
    New Edelman Financial Engines survey finds workers want more emergency saving options
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    News
    Employees want a forced savings account from employers
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    GameStop: When Redditors Steal From Keyser Soze
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Women & Financial Planning

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Financial Planning & Investing

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    Video
    Find out whether you’ll get a stimulus check.
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    Article
    Are you prepared to care for your aging parents?
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    It’s Time to Increase Your Cash Reserves
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Insurance

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    Article
    Do you need umbrella insurance?
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    Get water and sewer line insurance protection
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    Article
    Home protection starts with a list
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Home & Mortgage

  • man-and-baby-sitting-in-front-of-home
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    Should I pay off my mortgage?
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  • man and woman sitting on the floor of an empty room with moving boxes in new home
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    How much house can I afford?
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    Yes, Even Under the New Tax Law, You Should Still Carry a Big, Long Mortgage
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Life Events

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    Don’t let boomerang kids derail your retirement
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  • mom-hugging-daughter-packing-car-for-college
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    Q&A: Should we continue to contribute to a 529 college savings plan?
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  • College students at an ivy league school
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    Why Turning Down All 8 Ivy League Schools is Brilliant
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Market Volatility

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    Article
    Beware: Fraud and online scams emerge in every crisis
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  • Money saved in a jar labeled 401k
    Article
    Why You Shouldn’t Stop Contributing to Your 401(k)
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  • Man working on a laptop
    Article
    Why a Disciplined Investment Approach Is More Important Than Ever
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Learn More About Market Volatility

Retirement & Estate Planning

  • retired-couple-at-sunset
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    How much will I spend in retirement? Less than you might think
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    Article
    Should you try to hedge against inflation?
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  • middle-aged-man-drinking-coffee-at-computer
    Article
    You can catch up on retirement savings easier than you think
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Learn More About Retirement & Estate Planning

Tax & Finance

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    Identity theft: 10 ways you can lower your risk of being victimized
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    Article
    Don’t pay attention to presidential budget proposals
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  • middle-aged man on phone looking concerned
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    What to do if you are the victim of identity theft
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Learn More About Tax & Finance

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The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

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