Julia Hawley is a full-time writer focusing on investing. She combines her writing skills with her experience in personal wealth management. Katie Miller is a consumer financial services expert. She ...

Robert Stammer, CFA, is the former director of investor engagement at CFA Institute and writes on thought leadership in the investment management industry. Charlene Rhinehart is a CPA , CFE, chair of ...

Doug Wintemute is a staff writer for Forbes Advisor. After completing his master’s in English at York University, he began his writing career in the higher education space. Over the past decade, Doug ...