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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

  • Married couple sharing laptop in living room
    Article
    It’s Time to Increase Your Cash Reserves
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  • Senior couple sitting on couch looking over documents
    Article
    Year-End Financial Checklist
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    Article
    How the Payroll Tax Holiday Could Affect You
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Financial Advisors

  • woman talking to financial advisor on the phone
    Article
    11 Questions You Should Ask a Financial Advisor
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  • Couple holding portfolio shakes hands with financial advisor
    Article
    Should You Have More Than One Financial Advisor?
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  • Edelman Financial Engines Decorative Triangle Background
    Article
    Q&A: Why Pay on a Fee Schedule?
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Investment

  • Hands holding tablet displaying company stocks on screen
    Article
    Q&A: Should You Hold or Sell Company Stock?
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  • Edelman Financial Engines Decorative Triangle Background
    Article
    Q&A: Should I Invest Only in ETFs That Mimic the Dow?
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  • studying a graph
    Article
    Q&A: Passive Investing
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The Basics

  • Person uses pen to chart investment graphs on a tablet
    Article
    Why Investment Risk Doesn't Always Equal a Reward
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  • Graphic with Buy sign, calculator and a pen
    Article
    Three Ways to Buy Stocks
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  • Compound interest chart
    Article
    The Power of Compound Interest
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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.

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.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

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.

© 2021 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.