Dec 29, 2016

Combine a Holistic Mental Approach With Solid Financial Fundamentals

Investor Ric Edelman explains why starting today is the best way to reach your financial goals.

Read on Investor’s Business Daily

Dec 27, 2016

Investors Should Take a Pause as Dow Inches Toward 20K

CNBC Brandon Corso from Edelman Financial Services cautions investors about eliminating bonds from their portfolios.

Watch on CNBC

Dec 19, 2016

Ric Edelman Among Financial Industry’s Icons and Innovators

InvestmentNews Find out why InvestmentNews says the founder and executive chairman of Edelman Financial Services helped transform the financial advice profession.

Read on InvestmentNews

Nov 21, 2016

The Bond Market Could Get Ugly

Business Insider Logo Ric Edelman explains why many investors are unprepared for rising interest rates.

Read on Business Insider

Nov 18, 2016

Opinion: Investors May Lose 40% in ‘Safe’ Bonds

MarketWatch - The Wall Street Journal Ric Edelman explains why rising interest rates could hurt investors, especially retirees who aren’t aware of the risks.

Read on MarketWatch

Oct 18, 2016

4 Reasons Paying off Your Mortgage Faster Isn’t Always the Best Move

USA Today Ric Edelman reveals why you might want to hold on to your mortgage longer than you think.


Oct 15, 2016

2 Simple Ways to Catch up on Retirement Savings

Business Insider Logo Ric Edelman shares how you can make up for lost time and save more for retirement.

Read on Business Insider

Oct 12, 2016

Ric Edelman Featured on ‘So Money’ Podcast

Farnoosh logo Ric talks about his latest book, "Rescue Your Money," and shares his best advice for investing in today’s economy.

Listen on Farnoosh

Oct 06, 2016

5 Financial Steps to Take Before Year-End

The Wall Street Journal Ric Edelman discusses retirement plans, charitable giving and other financial moves you should consider before the year ends.

Listen on The Wall Street Journal

Oct 05, 2016

2 “Truths” That Prevent You From Investing Successfully

Sharecare logo Ric Edelman explains why these common beliefs about the stock market are actually myths.

Read on Sharecare

Sep 21, 2016

Ric Edelman: Financial Advisor Pain Is Investors' Gain logo Get insight into the changing financial industry and learn how to develop the investment strategy you need during tumultuous times.

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Sep 13, 2016

"Barron’s" Ranks Edelman Financial Services Among Nation’s Top 3 Independent Advisory Firms

EFS is the largest firm on the publication’s inaugural list, based on the number of clients.

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Sep 12, 2016

Can You Trust the Media When Making Investment Decisions?

Chicago Woman Magazine Logo Ric Edelman reveals why headlines shouldn’t cause you to change the way you invest.

Read on Chicago Woman

Sep 06, 2016

How to Get Wellthy: Fix Your Money & Health Issues at the Same Time

Edelman Financial Services in the Press Ric Edelman weighs in on how developing good habits can improve your health and your wealth.

Read on Dr. Oz

Sep 01, 2016

Many Advisors Won’t Survive The DOL Rule

Financial Advisor Ric Edelman reveals the reason half of all financial advisors could leave the industry in the next 10 years.

Read on Financial Advisor

Aug 31, 2016

7 Surprising Careers That Led Top Advisors to Their Current Calling

InvestmentNews Find out how Ric Edelman’s previous career led him to start EFS, and helps him as an advisor.

Read on Investment News

Aug 23, 2016

Ric Edelman’s Seminar "Rescue Your Money" Comes to Maryland and Virginia

Learn the one investment strategy you need to help you plan for retirement.

Read More

Aug 12, 2016

How to Keep Trump-Clinton Anxiety From Derailing Your Portfolio

MarketWatch - The Wall Street Journal Ric Edelman reveals why an emotional response to presidential campaigns can hurt your investments.

Read on MarketWatch

Aug 11, 2016

Making Your Mobile Site Work for You

Inc. Ric Edelman shares four simple ways you can optimize your website for mobile.

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Aug 09, 2016

"Forbes" Ranks Ric Edelman Among Top 10 Wealth Advisors in the Nation

Edelman is 1 of only 2 Independent Advisors among Top Ten.

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Aug 05, 2016

Ric Edelman’s New Television Special to Air Nationwide on PBS

Viewers can receive a personal financial plan for just $20 a month for 12 months.

Read More

Aug 03, 2016

America’s Top Wealth Advisors 2016

Forbes Ric Edelman featured on list of top advisors in the country.

Read on Forbes

Aug 03, 2016

How to Take a Sabbatical Work Vacation

Washingtonian Logo Discover why taking time off to travel, pursue interests and learn new skills helps everyone in the office.

Read on the Washingtonian

Aug 02, 2016

How to Provide Training for Remote Workers

Inc. Ric Edelman shares six ways to keep your employees connected and motivated to learn when they’re not in the office.

Read on

Aug 02, 2016

Worth Watching: “The Truth About Retirement” on PBS

Next Avenue Logo Ric Edelman shares advice on investing, retirement and estate planning in this new special.

Read on Next Avenue

Aug 01, 2016

Why Older Americans Lose Millions Through Coin Scams

AARP Media Logo Ric Edelman explains who the scammers are targeting and how to avoid becoming a victim.

Read on AARP

Jul 29, 2016

CFO Has Been a Leader in Many Key Transactions

Virginia Business Logo Rene Chaze is recognized for his leadership at Edelman Financial Services.

Read on Virginia Business

Jul 26, 2016

How to Grow Talent Within Your Company

Inc. Ric Edelman shares three ways you can train your employees and expand your talent pool.

Read on

Jul 19, 2016

Ric Edelman, “New York Times” Bestselling Author, Re-Releases "Rescue Your Money"

No. 1 National Bestseller Fully Updated to Reflect Current Economy and Help Consumers Continue to Make Smart Investment Decisions.

Read More

Jul 13, 2016

Edelman Financial Services Ranked A Top Registered Investment Advisor

"Financial Advisor" Magazine ranks firm 10th largest based on assets under management.

Read More

Jul 06, 2016

How the 10-Year Yield Impacts Your Wallet

CNBC Ric Edelman reveals the silver lining of historically low Treasury yields and the opportunity that comes with it.

Read on CNBC

Jul 05, 2016

Edelman Financial Services’ Rene Chaze Named CFO of the Year – Twice

Honored by both "Washington Business Journal" and "Virginia Business."

Read More

Jul 05, 2016

Making Your Story Work for You

Inc. Ric Edelman shares five ways you can craft your own story and turn your audience into clients.

Read on

Jun 29, 2016

3 Ways to Ensure You Are Making the Right Hire

Inc. Ric Edelman explains why your decision goes beyond matching candidates to a job post.

Read on

Jun 27, 2016

Ignore Brexit If You Don't Need Your Savings for Five-10 Years

CNBC Ric Edelman explains why this crisis can be an opportunity for some investors.

Watch on CNBC

Jun 27, 2016

Investors Pouring Billions Into Passively Managed Funds

CNBC Ric Edelman reveals why EFS has used exchange-traded funds for more than a decade.

Read on CNBC

Jun 22, 2016

How to Make a First-Time Manager Thrive

Inc. Ric Edelman shares four ways you can support this role while reducing risk.

Read on

Jun 17, 2016

EFS Named in List of Top Workplaces in the D.C. Area

The Washington Post Logo The Washington Post honors Edelman Financial Services for the third consecutive year.

Read on The Washington Post

Jun 15, 2016

What Children Can Teach You About Risk and Innovation

Inc. Ric Edelman reveals how childhood traits can have direct applications to leadership.

Read on

Jun 09, 2016

DOL Rule Will Kill Off Half of All Advisors, Gouge Wirehouses

ThinkAdvisor Ric Edelman explains how new regulations will change the way financial firms do business.

Read on Think Advisor

Jun 08, 2016

Should You Rent or Buy?

The Boston Globe Logo Ric Edelman shares the pros and cons of each and his number one tip for buying a home.

Read on The Boston Globe

Jun 08, 2016

Why I’d Sell Life Insurers Short, But Won’t

Financial Advisor Ric Edelman reveals the two factors that are creating havoc for life insurers.

Read on Financial Advisor

Jun 07, 2016

Become More Productive and Influence Others to Do the Same

Inc. Ric Edelman shares four simple ways to create a distraction-free organization.

Read on

Jun 06, 2016

Take This Quiz to Test Your Retirement Savings IQ

Bankrate Find out how well you do and learn what Ric Edelman recommends to achieve your retirement goals.

Take the Quiz on Bankrate

Jun 03, 2016

For Many Women, Adequate Pensions Are Still a Far Reach

The New York Times Logo Edelman Financial Services teams up with nurse associations to provide no-cost financial planning for those who spend their life serving others.

Read on The New York Times

Jun 01, 2016

Why Defining Your Company Values Is Important

Inc. Ric Edelman emphasizes the importance of having a value statement – and how you can create one.

Read on

May 24, 2016

Edelman Financial Services Names Ryan Parker as Chief Executive Officer

Industry veteran joins prominent financial planning and investment management firm.

Read More

May 23, 2016

How to Create and Nurture a Positive Workplace

Inc. Ric Edelman shares simple steps you can take to keep employees happy and productive.

Read on

May 19, 2016

Wounded Warrior Softball Team Gives Vets Purpose

Dayton Daily News Edelman Financial Services sponsors The Wounded Warrior Amputee Softball Team exhibition games.

Read on Dayton Daily News

May 18, 2016

How to Make a Sabbatical Work for You and Your Company

Inc. What’s more valuable than money? Ric Edelman reveals the answer and how it can help your business.

Read on

May 12, 2016

Cut Wasted Time to Make Your Company More Productive

Inc. Ric Edelman shares why the way you make decisions might be cutting into productivity.

Read on

May 10, 2016

Edelman Financial Services Welcomes James Mendelsohn as Chief Marketing Officer

Marketing veteran with 20-plus years of experience to head company’s marketing programs and initiatives.

Read More

May 09, 2016

The Two Sides of Longer Lifespans

Financial Advisor How will accelerating life expectancies affect you? Ric Edelman shares the changes coming for your retirement planning and your career.

Read on Financial Advisor

May 03, 2016

Why Studying the Competition Should Never End

Inc. Ric Edelman describes how this strategy can improve your business – even if your competition is failing.

Read on

May 02, 2016

Why Service Should Be Consistent

Financial Advisor Ric Edelman explains the benefits of providing a consistent experience in business.

Read on Financial Advisor

Apr 20, 2016

How a Poor Website Can Cost You and How to Fix It

Inc. Ric Edelman reveals why improving your online presence is vital for business.

Read on

Apr 15, 2016

Closing Bell Exchange: Market Fears Overblown?

closing-bell-show-logo-2014 Ric Edelman explains how pessimism on Wall Street should affect a long-term investment strategy.

Watch the clip on CNBC's Closing Bell

Apr 14, 2016

Ric Edelman named in 2016 TALKERS Heavy Hundred

TALKERS Logo The editors of TALKERS magazine included Ric in the 100 Most Important Talk Show Hosts in America for the year.


Apr 06, 2016

Expect Close Monitoring During Fiduciary Rule Implementation

Financial Planning Logo Ric Edelman expresses concerns that the new rule would still allow high-fee products in retirement accounts.

Read on Financial Planning

Apr 06, 2016

Fiduciary Rule Expected to Spur Industry Upheaval

Financial Planning Logo Ric Edelman explains why this could be the biggest thing since May Day, when the SEC deregulated the brokerage industry.

Read on Financial Planning

Apr 06, 2016

How to Identify Employees You're About to Lose

Inc. Ric Edelman shares warning signs you can spot when an employee is about to resign – and what you can do to prevent it.

Read on

Apr 06, 2016

What Happens When a Homeowner Dies Before the Mortgage Is Paid?

The Wall Street Journal Ric Edelman explains why the surviving spouse might lose the mortgage.

Read on

Apr 04, 2016

Stop Operating a Practice and Start Running a Business

Financial Advisor Ric Edelman explains the five levels of business in the financial industry and how to succeed at each one.

Read on Financial Advisor

Mar 31, 2016

3 Savings Mistakes Even Smart People Make

GOBanking Rates Logo Ric Edelman explains what to do instead to reach your savings goals.

Read on GOBankingRates

Mar 30, 2016

The Most Important Ingredient in Business Success

Inc. Ric Edelman shares the secret to success and four ways you can achieve it.

Read on

Mar 23, 2016

Think Carefully Before Going Into Business With a Friend

Inc. Ric Edelman reveals why you’ll face some unique challenges – and how to prepare for them.

Read on

Mar 16, 2016

Here’s the Best Way to Retain Your Top Talent

Inc. Ric Edelman explains why retaining a motivated, talented and engaged workforce isn’t difficult – or expensive.

Read on

Mar 09, 2016

Why You Must Encourage and Respond to Customer or Client Feedback

Inc. Ric Edelman shares the simple key to keeping clients, and keeping them satisfied.

Read on

Mar 05, 2016

Why the Most Talked-About Way to Invest Right Now Could Be a Huge Mistake

Fortune Logo Ric Edelman explains why this trend in the financial industry might not last.

Read on Fortune

Mar 01, 2016

How to Maintain Your Competitive Edge

Inc. Ric Edelman explains something you must have to solidify your place in any industry and the 4 basic steps to protect it.

Read on

Mar 01, 2016

You’ve Got Style: Why And How You Must Let It Shine

Financial Advisor Ric Edelman shares why highlighting your personality is good for business.

Read on Financial Advisor

Feb 28, 2016

Hosting Radio Shows Helps Advisors Attract Clients

InvestmentNews Ric Edelman explains why hosting a financial radio show is like owning beachfront property.

Read on Investment News

Feb 24, 2016

A Basic Skill You Must Have for Efficient Business Management

Inc. Ric Edelman explains how a single word can make all the difference.

Read on

Feb 18, 2016

Hiring Women a Top Priority for Advisors Ric Edelman explains why finding the right advisors to service accounts is the biggest challenge.

Read on

Feb 18, 2016

The Secrets to Building Wealth Logo Save or pay off debts? When should you get life insurance? Should both parents work? Ric Edelman answers these and more money questions.

Read on goop

Feb 17, 2016

2 Ways to Improve Your Business Leadership Skills

Inc. Ric Edelman shares presidential examples that can help you succeed.

Read on

Feb 10, 2016

4 Guidelines to Hiring Your First Employee

Inc. Ric Edelman explains why following this advice before adding employees can help you hire successfully.

Read on

Feb 08, 2016

Market Environment Is Top of Mind for Advisors

InvestmentNews Ric Edelman on how advisors can work with clients during a volatile market to stay focused on their goals.

Watch on Investment News

Feb 03, 2016

5 Ways to Prevent Employee Burnout

Inc. Ric Edelman shares how to prevent and cure this problem before it hurts your business.

Read on

Feb 01, 2016

6 Ways to Develop the Most Essential Communication Skills

Financial Advisor Ric Edelman reveals why your business needs to focus on an often overlooked type of communication.

Read on Financial Advisor

Jan 27, 2016

How to Avoid This Common and Costly Business Mistake

Inc. Ric Edelman reveals a vital distinction you must know to prevent IRS fines and penalties.

Read on

Jan 27, 2016

The Continuing Retirement Savings Crisis

Investopedia Media Logo Ric Edelman explains why retirement savings differs from other large expenses, and why it’s never too late to start.

Read on Investopedia

Jan 27, 2016

With Emerging Markets Stocks on Sale, Is it Time to Go Global?

CNBC Ric Edelman shares what he believes is the right allocation range for your portfolios.

Read on CNBC

Jan 25, 2016

Yogi Berra: The Greatest Financial Planner Ever?

CNBC Ric Edelman shares how the baseball legend’s advice can help you with your personal finances.

Read on CNBC

Jan 22, 2016

How to Start Saving (and Stay Motivated to Keep Saving!)

Edelman Financial Services in the Press Ric Edelman explains how to put money away without even thinking about it.

Read on The Dr. Oz Show

Jan 20, 2016

Take a Lump Sum or Monthly Payout?

Detroit Free Press Media Logo Whether you have lottery winnings or a pension, Ric Edelman explains who should consider each option.

Read on Detroit Free Press

Jan 19, 2016

5 Steps to Help Your Business Survive a Disaster

Inc. It’s not if it will happen, it’s when. Ric Edelman shares advice on how to be prepared.

Read on

Jan 15, 2016

Why So Many Lottery Winners Go Broke

Fortune Logo Ric Edelman explains what goes wrong and how to prevent it.

Read on Fortune

Jan 12, 2016

How to Keep Key Employees

Inc. Ric Edelman explains the steps you should take to retain staff and prevent turnover.

Read on

Jan 10, 2016

9 Things to Do If You Win the Powerball

Ric Edelman explains one crucial step to safeguard your winnings (and you should take this advice even if you don’t hit the jackpot).

Read on TODAY

Jan 09, 2016

Robo Advisors Offer Cheaper Route to Retirement

New York Post Logo They may save you money in the short run but Ric Edelman reveals why it’s what robo advisors can’t do for you that you need to consider.

Read on New York Post

Jan 08, 2016

State-Run IRAs May Offer a New Retirement Plan Option

U.S. News & World Report Ric Edelman explains why Wall Street isn’t a fan of these new plans.

Read on U.S. News & World Report Money

Jan 06, 2016

2 Vital Steps You Must Take to Protect Your Company's Future

Inc. Ric Edelman shares how to prevent a life-changing event from hurting your business.

Read on