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In its simplest form, asset/liability management entails managing assets and cash inflows to satisfy various obligations; however, it's rarely that simple.
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Modern portfolio theory and behavioral finance represent differing schools of thought that attempt to explain investor behavior. Perhaps the easiest way to think about their arguments and positions is to think of modern portfolio theory as how the financial markets would work in the ideal world, and behavioral finance as how financial markets work in the real world.
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Generation X and Generation Y still have many lessons to learn from their elders, including how to make the most of retirement in the 21st century. Find out what retirement trends baby boomers are setting for younger generations.
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To become a registered investment advisor requires specific licensing, qualifications and regulations, but the greater freedom may be worth it.
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Identity thieves love tax season. In 2012, there were 13 million victims of identity theft. As easy as it is for thieves to steal your information, there are also simple measures you can take to keep your personal information secure. Find out the proactive steps you can take to ensure thieves don't steal your tax refund by falsely filing your online return.
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The most common types of price to earnings ratios are forward P/E and trailing P/E. Find out how they differ and the advantages and drawbacks of each.
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The underlying concept of mixed funds is very appealing. Discover if you're better off with professional management or creating a mixed fund of your own.
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Our retirement goals have not changed. We still want enough money to not have to worry about it. How we go about getting there, however, has been changed dramatically.
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It’s tough to boast that there are more female CEOs than ever before when they make up only 4.2% of the total.
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It only takes a little legwork to land a prestigious career while you're still in college.
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This year, find out how to stretch your tax refund further to strengthen your future.
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Discover what you need to become a stockbroker and the variety of opportunities that are now available to you.
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Clients love planners who sell securities, but a securities license takes a lot of work. Learn if the stress and study are worth it.
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Companies are in need of strategic candidates, not walking resumes. Find out how to set yourself apart from the pack and land the business career you've always wanted.
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With approximately 12 million Americans out of a job right now, many people are spending significant dollars to be noticed by potential employers. Fortunately, some of these job-search costs are deductible at tax time. Learn the details of what job-hunt expenses qualify for deductions and how much you can deduct.
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The current state of online gambling in the U.S. makes Zynga’s move into the market a very risky one.
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While investors shouldn’t feel compelled to change their portfolios radically overnight in reaction to the market's daily moves, small adjustments in the face of a bull or bear market could be a prudent move.
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Discover how to trade the NFP report without getting knocked out by the irrational volatility it can create.
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The government is considering letting the IRS do your taxes for you. While this may sound great, there are plenty of reasons why you may not want to trust the IRS to calculate your tax return. And while you could stand to lose out on a few bucks, companies like Turbo Tax are and H&R Block are fighting hard to save their tax-preparation empires.
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According to the World Trade Organization, world merchandise trade value grew by 20% in 2011, to $16.7 trillion.
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If you report a tax evader to the IRS, you could be eligible for a reward.
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Whether it's learning how to ladder bonds or finding alternatives, investors seeking better returns need to be more active.
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The prestigious CIPM designation can give you an edge in the finance world. Here's what you need in order to get it.
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Hetty Green was the richest woman of her time and possibly the first value investor, yet she's not remembered kindly.
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Irrespective of age, sex and other such factors, no normal investor wants an unsuitable investment. How much people really understand about their investments depends on various factors, including how much money they have invested and for how long, how much they were informed about their investments and how much they bothered to educate themselves.
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Looking forward into April, traders should watch for potential profit taking in the U.S. after its run-up and a potential bottom for the euro, after the aftermath of the Cyprus decision to tax all depositors has worn off.
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ETFs can be a good alternative to traditional retirement fund options because of their low cost, superior performance and liquidity.
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The desperate search for revenue by the U.S. government means one of the key deductions that may be up for either reduction or elimination is for charitable giving.
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For investors, the surge in new REIT activity is providing some pretty interesting dividend opportunities.
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These little-known tax deductions can lead you to finding your own unique expenses that you didn't know you could claim.
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Teaching your daughter about money may be a gift you can give that can last for a lifetime.
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Mega-sized endowments, pension funds and hedge funds have the ability to move the markets and change investing trends.
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States will now be allowed to collect sales taxes on purchases made from Internet-based retailers even if the retailer has no physical presence in that state.
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These versatile instruments have become popular with investors in higher tax brackets and fill a specific niche in the wide selection of fixed-income offerings.
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Discover whether ETFs or physical bullion is the best way for investors to get exposure to silver.
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Tensions over just how to handle debt are pitting the rich world against the developing world like never before.
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Here are four finance careers that real women say allow them to achieve success, satisfaction and work-life balance.
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Learn how investments in foreign currencies can diversify your portfolio.
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Discover the components and basic patterns of this ancient technical analysis technique.
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Uncover some very complex reasons for female gender biases in the finance world.
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Find out the other options Cyprus could use to resolve it's financial troubles, since its proposal to tax bank deposits didn't work out.
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The National Small Business Association may not be optimistic about 2013, but we'll show you a few trends that suggest the economy can grow this year.
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Saving money can be a chore, but these tricks put money in your pocket with no effort at all.
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Are tactical ETFs reasonable and effective investment strategies or just plain speculative behavior?
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Running financial analysis on a company or industry is a key skill every investor must learn and understand how to undertake without which an ineffective financial report and investment recommendation ensues.
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Incorrect or liberal interpretations of what you can write off will often lead to the IRS taking closer interest in your filings. Knowing the rules behind these six tax deductions will go a long ways to saving you from an audit.
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The world of entrepreneurship is constantly changing; the last year has seen a significant shift in the performance of female entrepreneurs.
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America's lengthy title reign as "World's Largest Economy" is fast under threat by China's surging economic growth. Find out what the global rankings are forecasted to be for these economic powerhouses.
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Blackrock's line of offerings can provide liquidity, diversity and transparency for both sophisticated and novice buyers.
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Discover what's behind the Cyprus debacle and what investors should do about the situation.
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The growing interest in and complexity of these securities means opportunities for job seekers.
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Find which benefits from reward programs count as income in the eyes of the IRS.
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Here is an overview of the CFPBs new rules prohibiting mortgage servicers from "dual tracking."
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Investing in gold has never been easier than it is today. Check out this article to learn more about gold ETFs and other ways that you can add gold to your portfolio.
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In this article, we will look at risks shared by major and junior mining stocks and what they mean to investors.
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Staggering retirement can have both financial and emotional benefits for married couples.
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Exchange traded funds are an extremely popular diversification tool that can protect your portfolio during troubled periods.
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Break through the stereotypes and find out how to manage your life to meet your needs.
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Most people think of the industrial and developed world as leaders when it comes to green technologies and environmental stewardship. After moving past their high-growth stages, many developed nations have enacted policies over the years designed to help fix and prevent environmental issues and work in harmony with the land.
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Learn about the sequester, and possible ways to play it.
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Investors should be aware of embedded options that may be available in certain securities as these options may affect the value of the security.
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Before incurring additional risks in your retirement portfolio, be sure to understand the alternatives and the consequences of your strategy.
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Macroeconomic factors like GDP, Inflation, and Retail Sales affect the value of your portfolio. Understanding these economic indicators is vital for every investor in the marketplace.
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The primary professions on Wall Street are made up of sell side and buy side analysts. This article is an overview of the two primary avenues for individuals interested in both fields.
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You don't have to be a boy or act like a boy to win. In fact, doing the opposite could be better for your financial health.
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Banking giant HSBC recently unveiled the results of an international research project, which revealed that many U.S. citizens face a significant decline in their standard of living during the final seven years of retirement.
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The black market for currencies is increasingly becoming prevalent in nations marked by certain adverse economic factors such as high inflation rates and unrealistically high exchange rates.
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A financial damages claim is not for the fainthearted, but it may be worth it in the end.
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Due diligence should be conducted in knowing the different costs related to ETFs before undertaking an investment in one. The return you get from an ETF investment is dependent on cost factors like the expense ratio.
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All trading platforms have benefits and drawbacks - master the fake trade before making a real one.
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Understanding the concept of Support and Resistance in trading can drastically improve your short-term investing strategy.
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Find out what mistakes people often make on their returns, and how to avoid them on yours.
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Muriel Siebert has blazed many paths for investors, but is especially relevant as the first woman to sit on the NYSE.
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In this article, we'll look at the feasibility study as it relates to mining stocks and what it is actually telling investors.
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Understand the specific steps that have been taken in hopes of converging the GAAP and the IFRS accounting standards, despite the philosophically and culturally based methodological differences between the two.
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Foreign direct investments play an increasingly important role in countries as an indicator for a healthy economy in terms of economic growth and long-term capital movement.
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Overall, Q4 GDP stats did little to stabilize the teetering global economy. Despite the stumble, financial markets remain mostly bullish on the future.
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Find out why the general prognosis is that second-term presidents often leave office with the economy in worse shape than when their term started.
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Researchers have proven that the 4 % rule, which stated that retirees can withdraw 4% of the value of a portfolio each year without depleting the principal for 30 years, is not a realistic withdrawal method for retirees.
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The Vatican is the smallest country in the world, and has an economy shrouded in secrecy. Here are some little known facts that will give you a peek into the mysterious world of the Vatican's finances.
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Companies need to make an effort to learn how to attract and retain female employees in order to achieve a greater gender balance in the workplace.
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Blood, sweat and tears should belong in the gym, but your money deserves some training time too.
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There are many ways to grow a portfolio, and the best approach for a given investor will depend upon various factors.
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In this article, we'll compare the juniors and the majors and look at what each can add to your portfolio.
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Don't let these excuses prevent you from reaching your financial goals.
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Despite their popularity, exchange traded funds have some drawbacks that investors should know about.
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Discover the rules and standards behind the "Made in the USA" label.
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You don't need a degree to understand your money, begin saving and pay down debt.
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Take a look at how this effective ratio can be influenced by certain critical factors.
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Learn the history, rules and risks of investing in IPO exchange-traded funds.
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Not everyone is cut out for online or heavily-involved budgeting. Here are some budgeting solutions.
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The P/E ratio is a simple tool for evaluating a company, but no one ratio can tell the whole story.
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Look at the big picture when choosing a company - what you see may really be a stage in its industry's growth.
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This great investor mastered a new type of investing with every new market he faced.
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This is a step-by-step approach to determining, achieving and maintaining optimal asset allocation.
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The type of stock that analysts cover can heavily influence their predictions.
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Balance risk and return to produce adequate income despite inflation.
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The P/B ratio can be an easy way to determine a company's value, but it isn't magic!
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With a little planning, you can maintain your social life without breaking the bank.
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The ability to exercise only on the expiration date is what sets these options apart.
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