Pressroom

Dec 29, 2014

7 Low-Cost Ways to Get Financially Organized

CreditCards.com In the first, Ric Edelman explains a specific way to pay your bills that helps give you a better perspective of your total expenses. Have you tried it?

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Dec 19, 2014

Edelman Financial Services Named as a Best Place to Work

Pensions & Investments magazine’s annual survey ranks firm #4 in Financial Industry

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Dec 03, 2014

You Should Avoid This Great New Retirement Savings Opportunity

CNBC Learn why Ric Edelman thinks the new rule for a pension rollover is a bad idea, and what you should do instead.

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Dec 01, 2014

Thinking of Withdrawing Money from your 401(k)?

CNBC There’s only one extreme reason Ric Edelman could support taking money from your 401(k), other than that you need to leave that money alone.

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Nov 19, 2014

Your Savings or Lottery Tickets?

U.S. News & World Report Poorer Americans purchase the most lottery tickets. Ric Edelman explains what investing that ticket money instead could mean for retirement.

Read on U.S. News & World Report

Nov 12, 2014

Should You Beware of Alternative Mutual Funds?

U.S. News & World Report These funds can look appealing, so learn the simple reasons why Ric Edelman thinks you should stay away from them.

Read on U.S. News & World Report

Nov 10, 2014

CNBC’s Closing Bell

closing-bell-show-logo-2014 Ric Edelman joins the panel live from the NYSE to breakdown current market conditions and what the news means for the near future.

Watch the clip on CNBC's Closing Bell

Oct 31, 2014

Why “We Love Volatility”

CNBC While many investors fear it, Ric Edelman explains why volatility creates an opportunity and how you should be taking advantage of it.

Watch on CNBC

Oct 24, 2014

401(k) Mistakes Investors Make

CNBC Yes, Ric Edelman called investors "dumb." Watch the full clip to find out why he said it.

Watch on CNBC

Oct 21, 2014

3 Financial Products to Avoid

Edelman Financial Services in the Press Ric Edelman reveals the top products wise investors should avoid.

Watch on Yahoo Finance

Oct 21, 2014

NAHC and Edelman Financial Services Announce Alliance

The National Association for Home Care & Hospice (NAHC) and Edelman Financial Services are pleased to announce that Edelman Financial Services will provide financial education, financial planning and investment management services to NAHC’s 33,000 home care and hospice agencies and members.

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Oct 15, 2014

What Does Market Dip Mean for You?

Edelman Financial Services in the Press Ric Edelman explains why you need to be focused on your long-term goals, not market dips and corporate earnings.

Watch on Yahoo Finance

Oct 15, 2014

Be Excited, Not Scared, That the Stock Market Went Down

USA Today The decline in the stock market has some investors worried. Ric Edelman explains why the recent activity may actually be to your advantage.

Read on USA Today

Oct 07, 2014

Kiss Today’s Robo Advisors Goodbye

Financial Advisor Ric Edelman reveals why disruptive technologies will likely alter the financial services landscape and produce huge challenges for investment advisors.

Read on Financial Advisor

Oct 06, 2014

Millions Overlook the Risks of 401(k) Loans

Newsmax Finance Ric Edelman once again reminds you why you should do everything you can to avoid borrowing from your retirement plan.

Read on Newsmax Finance

Sep 30, 2014

How Investors Should React to Big Changes at PIMCO

CNBC Ric joins a panel to discuss PIMCO following Bill Gross’ departure.

Watch Ric on CNBC

Sep 30, 2014

How Shareholders are Effected When Companies Relocate Internationally

FOX business Ric discusses the inevitable impact on shareholders when a corporation moves its headquarters overseas.

Watch Ric on The Willis Report

Sep 24, 2014

15 Investments to Avoid

CNBC Ric shares the firm’s investment philosophy and his short-list of investment products and services he never recommends.

Read on CNBC

Sep 22, 2014

Are You Making Mistakes in Naming Beneficiaries?

CNBC Ric reveals some of the most common errors that you’re probably making. Learn what you should do right now.

Read on CNBC

Sep 15, 2014

Ric Edelman: Investing in the Public Good

Edelman Financial Services in the Press CARING magazine has an in-depth profile of Ric and how his client-first philosophy helped build one of the largest independent financial planning firms in the country.

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Sep 09, 2014

Top 10 Reasons You Should Never Borrow From Your 401k

closing-bell-show-logo-2014 Ric Edelman explains why this strategy is a huge mistake.

Watch Ric on Closing Bell

Aug 05, 2014

Saving for Kids’ College or Your Retirement?

FOX business Misguided parental obligations are causing many to make a terrible financial decision. Here’s the choice you need to make.

Watch Ric on The Willis Report

Jul 17, 2014

Ric Edelman Is the First Money Coach on The Willis Report

FOX business Ric dissects a viewer’s retirement situation – what he’s done right and the mistakes you can avoid.

Watch Ric on The Willis Report

Jun 30, 2014

Sex + Lies + Overspending = Financial Infidelity

CNBC It’s not uncommon for a spouse to lie to his or her partner about money. If this describes you and your partner – or you think it might – learn from Ric the next steps you should take.

Read on CNBC

Jun 23, 2014

Do You Have Enough Emergency Savings?

Nightly Business Report Many Americans have little – or no – emergency savings. Does this describe you? Ric explains how much you should have in reserves, and the best ways get started.

Watch Ric on Nightly Business Report

Jun 17, 2014

Know These Investment Red Flags

FOX business Financial Planning Director Brandon Corso names some key red flags you should be aware of when it comes to your investments.

Watch Brandon on The Willis Report

Jun 15, 2014

Should You Help Your Child Buy a Home?

The Wall Street Journal Just because you can doesn’t mean you should. Learn which arrangement Ric recommends and what your kids need to understand about buying and owning a home.

Read on The Wall Street Journal

Jun 10, 2014

Have You Neglected Your Retirement Nest Egg?

Fox and Friends Ric answers your questions about volatility, emergency funds, retirement calculators and more.

Watch on Fox and Friends

Jun 10, 2014

Two Big Myths About the Value of Financial Advisors

CNBC Price and performance have served as the value propositions for investors for decades. But it’s a different world today. Learn from Ric what benefits your 21st century advisor should be providing to you, and what you should do if you’re not getting them.

Read on CNBC

Jun 03, 2014

Too Much of Your Retirement Money in Stocks?

MarketWatch - The Wall Street Journal Many people in their 50s and 60s have 100% of their IRAs invested in stocks. Learn why Ric thinks that strategy could be OK.

Read on MarketWatch

Jun 02, 2014

How to Best Invest in 401(k)s, IRAs

CNBC Ric explains three ways to invest to help you reach your retirement goals.

Read on CNBC

May 28, 2014

Are Penny Stocks Too Risky for Your Portfolio?

FOX business Find out why Ric doesn’t have penny stocks in his portfolio, and you shouldn’t either.

Watch Ric on The Willis Report

May 15, 2014

Training the “Next-Gen” Advisors of Tomorrow

CNBC Ric provides his perspective on the lack of young people coming into this industry, and what Edelman Financial Services’s plans are for developing young advisors in its firm.

Read on CNBC

May 12, 2014

A Simple, Effective Way to Generate the Income Needed in Retirement

CNBC Learn why Ric recommends “reverse engineering,” and what it means.

Read on CNBC

May 07, 2014

Edelman Financial Services Announces Affinity Alliance with AWHONN

Edelman Financial Services, which for more than a decade has provided free financial planning services to nurses nationwide, announced today an affinity alliance with the Association of Women’s Health Obstetric and Neo Natal Nurses. In this role, the firm will provide financial education as well as individual advice to AWHONN’s 24,000 members.

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May 01, 2014

Edelman Financial Services Opens Office in Orange County, CA

Edelman Financial Services LLC, the nationally acclaimed investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, announced the opening of its Orange County area office at 600 Anton Blvd, Suite 1750, Costa Mesa, CA, 92626.

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Apr 24, 2014

Why You Should Diversify Your Retirement Account

The Street Ric reveals the two biggest myths about retirement, and what you should tell your boss the next time you get a raise.

Watch Ric on The Street

Apr 21, 2014

Take Control of Your Retirement Nest Egg

Investor The difference between handling your 401(k) the right way vs. the wrong way can be hundreds of thousands of dollars by the time you retire.

Read on Investor’s Business Daily

Apr 21, 2014

Are You Frozen in the Past?

FOX business Ric discusses if it is it too late to benefit from the market recovery.

Watch Ric on The Willis Report

Apr 21, 2014

Take Charge of Retirement Now—or Be Sorry Later

CNBC Ric has a simple message about your retirement and shares important advice from current retirees.

Read on CNBC

Apr 17, 2014

Financial Adviser Ric Edelman: Buy Stocks for the Long Run

USA Today A lot of people have been asking Ric if they should change their investments given the recent volatility of the stock market. He has some simple advice.

Read on USA Today

Apr 11, 2014

Emotions and Investing

CNBC Are your emotions unraveling your investment strategy? Ric shares suggestions on what you should do.

Watch Ric on CNBC

Apr 02, 2014

Expert Offers 7 Tips To Boost Your Savings, Investments

USA Today An incisive review of Ric’s 7 empowering actions for retirement savings as featured in his new book The Truth About Retirement Plans and IRAs.

Read on USA Today

Mar 13, 2014

Boost Your Retirement Savings

FOX business Are you doing enough to prepare for retirement? Edelman Financial CEO Ric Edelman on the steps to boosting your retirement savings.

Watch Ric on The Willis Report

Feb 18, 2014

Retirement Fund Killer?

FOX business Ric reveals how the "power of a percent" in fees may be killing your 401(k).

Watch Ric on FOX Business

Jan 16, 2014

The Edelman Financial Group Elects Chip Roame to Board of Directors

FAIRFAX, VA, JANUARY 16 - The Edelman Financial Group Inc. (TEFG) has elected Charles "Chip" Roame, Managing Partner of Tiburon Strategic Advisors, to its Board of Directors. Through its subsidiaries, TEFG provides financial management services to individuals, corporations and financial institutions; the company has more than $20 billion in assets under management.

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