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Financial Planning & Investing

Get the basics of planning and investing explained in a way that makes sense. Find out how to build the financial plan and investment strategy you need based on your goals.

Financial Planning

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    3 Tips to Avoid Overspending This Holiday Season
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  • Man and woman relax by a creek after learning how to manage their money
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    10 Important Lessons About Personal Finance
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Financial Advisors

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    10 Taboos Between You and Your Advisor
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  • Woman meets with an advisor to decide if a financial advisor is right for her
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    Do You Need a Financial Advisor?
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  • couple talking to professional financial advisor
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    Evaluating Your Advisor's Performance
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Investment

  • Husband and wife sit at table reviewing financial documents
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    Dispelling the Myth of 10 Percent Returns
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  • Edelman Financial Engines Decorative Triangle Background
    Article
    Invest or Pay Off Student Debt?
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  • Silver and gold bars in rows
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    Q&A: Are Investments in Gold and Silver Certain to Rise in Value?
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The Basics

  • Windmill in a field of tulips
    Article
    A 17th Century Financial Lesson All Too Relevant Today
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  • Rough Seas
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    Are You a Surfer or a Sailor?
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  • Edelman Financial Engines Decorative Triangle Background
    Video
    Don't Assume Bad News Translates to Lower Stock Prices
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1The 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.

2InvestmentNews ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center.

3The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). 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.

All information provided through Insights is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

© 2020 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.