Bonds Articles

  1. 5 Critical Steps to Take Before You Retire

    Exiting the workforce soon? You need to make sure your financial house is in order. These actions will help you on your way. ...
  2. A Look at the Wells Fargo-SigFig Robo Partnership

    Wells Fargo is jumping on the growing robo-advisory trend by partnering with SigFig.
  3. Will the Social Security Cap Increase Help It Last Longer?

    The Social Security cap increase will be 7% in 2017, but even that may not be enough to keep Social Security from running ...
  4. Don't Ignore Maintenance Fees When Buying Real Estate

    Buying an apartment or condo costs more than just the price of the unit. You will also have to pay maintenance fees which ...
  5. How to Write a Strong Bio for Your Website

    The second most read page on an advisor's website is usually their bio. Here's how to craft one that establishes trust and ...
  6. How Tech Advances the Advisor/Client Relationship

    It is essential that advisors provide a rich digital experience for wealth management to discerning clients.
  7. Don't Believe All the Statistics You Read About Finance

    Many of the so-called scientific studies that we read and hear about in the media are nothing but hype and best left ignored.
  8. Who Are Donald Trump's Financial Advisors?

    The men who make up Donald Trump's economic advisory team include Wall Street's elite. Would you hire them - if you could ...
  9. Is Your CFP a Fiduciary Advisor?

    Not all CFPs operate as fiduciaries. Here's how to tell the difference.
  10. USAA Mortgage Review: What You Need to Know

    Learn about USAA's history in the financial services sector, as well as the mortgage products it offers and what customers ...
  11. An Introduction to the FHA 203(k) Loan

    If you're looking at a fixer-upper, the Federal Housing Administration rehab loan may be the mortgage for you.
  12. Why Chasing Returns Might Not Pay Off

    Here's how chasing returns harms performance, and what you should do instead.
  13. 5 Things to Think About When an Adult Child Moves Home

    Is your adult child coming to live at home again? Remembering these five essential things will help your family survive-and ...
  14. How You Can Protect Your Assets With Insurance

    Here's how carrying the proper levels of auto and umbrella insurance will keep your assets protected, no matter your net ...
  15. The Boldest Bond Fund of them All? (TPINX)

    The Templeton Global Bond Fund is probably not appropriate for investors who shun volatility, but it has provided solid returns ...
  16. How Trump Could Repeal, Soften Fiduciary Rule

    Donald Trump has threatened to repeal the new fiduciary rule. Here’s what he could do if he wants to kill the rule in its ...
  17. How ESG, SRI and Impact Funds Differ

    These are the differences between socially-dimensioned investments, which are an increasingly popular choice among investors. ...
  18. Medicare Costs to Rise for Most in 2017

    Most senior citizens will see their Medicare expenses rise in 2017.
  19. Trump’s Upper-Middle-Class Tax Increase

    While the rich save on taxes, some upper-middle-class couples and singles may find themselves in a higher tax bracket under ...
  20. How Trump Could Change the Retirement Landscape

    Here are some ways that the Trump administration may impact the retirement landscape.
  21. Three Ways to Prepare Your Portfolio for President Trump

    It's easy to panic about big changes – or think you can game them. What to do instead as the economy (and your portfolio) ...
  22. America’s Enemies Cheer Donald Trump’s Bigoted Transition Team

    Even before he’s sworn in, the president-elect is doubling down on an agenda that is thrilling those working to diminish ...
  23. High-Frequency Trading: A Primer

    An in depth look at how high-frequency trading works and who the players are.
  24. Who Topped Bloomberg Businessweek's 2016 MBA List

    It's Harvard again, with Duke as the number 3 best full-time U.S. business school, according to Bloomberg Businessweek.
  25. Some Clients May Have Seen the Election as a Time to Trade

    Many small investors saw the market volatility following the election as an opportunity to trade stocks.
  26. How Trump’s Presidency Might Affect Net Neutrality

    The internet industry is scrambling to figure out what implications Trump's presidency have on open internet rules.
  27. What Some Advisors Think About a Trump Administration

    Many advisors think that the Trump administration will be good for the economy and their clients’ portfolios.
  28. Top 10 Careers for Women Over 50

    Women in this age group seek professions offering high pay and independence.
  29. How Much in Savings You Need to Live Comfortably

    Discover how Americans' perceptions of their financial security differ from reality, and learn how much in savings is sufficient ...
  30. In Case You Missed It: Election Results at State-Level

    Election day also saw voters weighing in on tax issues at a state level, including an increase for the wealthy.
  31. Why Pro Athletes Need Financial Advice Too

    Many people believe that when a professional athlete gets a multimillion dollar contract, he or she must be set financially ...
  32. Best 3 Mortgage Calculator Websites Without PMI

    Discover three mortgage calculator websites that do not require you to factor private mortgage insurance (PMI) into your ...
  33. Chase vs. Wells Fargo: Which Is Best for High-Net-Worth Accounts? (JPM, WFC)

    Compare private banking services offered by Chase and Wells Fargo to high-net-worth individuals, and decide which bank provides ...
  34. Start Managing Your Budget With These 4 Steps

    Here's an easy way to approach starting a budget. Creating one will make you feel rewarded as you decide where to spend your ...
  35. 4 Options for Your Old 401(k) If You Change Jobs

    These are the four options available for your old 401(k) when you leave a job.
  36. Should I Consolidate My Two Mortgages?

    Consolidating your loans or mortgage may make sense for you, especially when interest rates are low. Here's what you should ...
  37. The Best Department Store Rewards Programs

    Comparing the perks and points that major retailers bestow on loyal customers.
  38. The 5 Best Car Insurance Companies of 2016

    Getting a great deal on automotive insurance requires you to shop around. So which are the best car insurance companies of ...
  39. Before You Pay Bills with a Medical Credit Card...

    A medical credit card can look like an easy way to pay for dental work or cosmetic surgery, but it comes with serious risks.
  40. Are You Prepared for a Cyberattack?

    Many financial advisors aren't sure how they would combat a data breach that could compromise client data. Here are four ...
  41. The Most Highly-Paid Female CEOs (PEP, GM)

    Here's what the highest-paid women CEOs took home last year.
  42. 3 Things Retired Clients Should Do Before Year-End

    These are the three most important things retired clients should review before the end of the year.
  43. Why Passive Investing Isn't Always a Winning Strategy

    New research suggests that passive investors don’t come out ahead all of the time, and active portfolio management still ...
  44. Robo-Providers Call for Updated SEC Regulations

    Robo-advisors are required to follow industry rules just like human advisors do, but some robo-providers say current rules ...
  45. 4 Compensation Plans for Wealthy Earners

    Here's what advisors need to know about non-qualified deferred compensation plans.
  46. The Best and Worst 529 Plans in 2016: Morningstar

    Which 529 college savings education plans are the best (and the worst) according to Morningstar?
  47. Will Trump Break Up the Big Banks? (BAC, JPM)

    Trump has called for reinstating Glass-Steagall, which could drastically reshape the industry and Wall Street's big banks. ...
  48. How Snapchat Makes Money (FB, TWTR)

    Snapchat may soon go public at a valuation of up to $25 billion, begging the question: does the company even make money? ...
  49. Which Gold ETF is Best? (GLD, IAU)

    The pros and cons of two of the most popular Gold ETFs: SPDR Gold Trust Shares (GLD) versus iShs Gold Trust Trust Units (IAU).
  50. The High Net Worth Guide to Social Security

    For well-off Americans, maximizing your net Social Security benefit requires a strategic approach. Work with a financial ...
  51. Don’t Do These 4 Things With a Financial Windfall

    Getting a lump-sum payout from a pension, 401(k) or your rich uncle Albert can leave you feeling flush. The problem is staying ...
  52. Thinking About Life Insurance as Income Protection

    U.S. households rank owning adequate life insurance toward the bottom of the list of nine common financial goals. Here's ...
  53. Best ETFs For An Early Retirement (PEY, AGG)

    Based on today's markets, which ETFs could you buy in 2013 that'll provide the best opportunity for an early retirement? ...
  54. How Fintech Hopes to Shape Future Regulatory Scrutiny

    Greater regulation will most likely be applied to the financial technology industry sooner or later, regardless of its form. ...
  55. Valuing Private Companies

    You may be familiar with publicly-traded companies, but how much do you know about privately-held firms?
  56. Refinancing Student Loans: 5 Questions to Ask

    Refinancing can be a great way to consolidate your student loans, but there are lots of questions you'll need to ask yourself ...
  57. Why Small Businesses Should Celebrate Their Losses

    It is hard to scale a business based on clients who just want to support the owner but aren't the right fit for the service. ...
  58. Financial Planning Issues for Foreign Nationals in U.S.

    There are a host of issues that foreign nationals face in the U.S. regarding taxation, credit and estate planning. Here are ...
  59. Investing in an Age of Low Interest Rates

    These are the effects of low interest rates and Treasury yields on your investments and financial future.
  60. How the Housing Market Reacts to a New President

    As the markets move, so do mortgage rates. Both will be watched closely as we move into 2017.
  61. The Best and Worst Bond ETFs as Rates Rise (EDV,BND)

    In a rising rate environment some bond ETFs have fared much better than others.
  62. How to Retire with Just $500,000 Saved

    Here are three types of investments that can help generate a higher level of retirement income than Treasury securities without ...
  63. How Advisors Can Use Tech to Capture Leads

    The majority of financial advisors may own CRM solutions, but relatively few effectively leverage the solutions to cultivate ...
  64. What Advisors Need to Know About Cross Selling

    FINRA is undergoing a review of the cross-selling activities of broker-dealers. Here is what the regulator is zeroing in ...
  65. The 5 Largest MLP ETFs and ETNs (AMLP, AMJ)

    Explore the strategies, holdings, tax treatments, yields and expense structures of the largest MLP ETFs and ETNs.
  66. Is Active Management Making a Comeback?

    The performance of actively-managed funds is starting to surpass their passive rivals. Here's why.
  67. FYI On ROI: A Guide To Calculating Return On Investment

    Return on investment is a simple equation that can give you an edge when fine-tuning your portfolio - here's how to use it. ...
  68. The Highest Paid CEOs (DIS, ORCL)

    The most highly-paid CEOs and what they took home at the end of the year.
  69. Succeeding on Facebook: 3 Simple Steps for Financial Advisors

    With the right approach and appropriate plan of action, Facebook can help grow your financial services business. Here's a ...
  70. Does a Trump Presidency Present a Buying Opportunity?

    Donald Trump’s presidency could have a continued positive effect on the markets, which means this may be a good time to buy ...
  71. Chart of the Week: Trump’s Win Reinforces a New Market Regime

    We see Donald Trump’s surprise win reinforcing the reflationary theme that has shaped global markets in recent months. We ...
  72. Janus & Henderson Merger: A Look at Fund Overlap (JNS)

    Here's a look at where there is fund overlap and potential for consolidation in the wake of the merger between Janus and ...
  73. Options Strategies for Your Portfolio to Make Money Regularly

    Discover the option-writing strategies that can deliver consistent income, including the use of put options instead of limit ...
  74. Your Checklist for Open Enrollment Season at Work

    Open enrollment season has arrived, and that means you need to choose your health insurance benefits for 2017. This checklist ...
  75. Where to Invest Your Money? 10 Steps to Financial Success

    Learn where to invest your money ten steps. Included is how to develop a proper investment plan, different investment products ...
  76. How to Retire as a Millionaire Without a 401(k)

    Can you retire as a millionaire without a 401(k) plan? It may not be easy, but it isn't impossible if you know where to invest ...
  77. Top 4 Financial Pitfalls to Avoid in Retirement

    No matter how idyllic your retirement plans are, it's important to have contingency funds for these three unexpected—and ...
  78. Don't Try to Beat the Market, Manage Risk Instead

    Risk management can produce much more stable long-term returns than trying to beat the market.
  79. Financial Advisors Should Try These Digital Marketing Tools

    Advisors don’t need to be digital marketing experts to reap the rewards of being online. All they need to know is where to ...
  80. 6 Travel Tips for International Business Plans

    Smartphones and cloud computing have enabled many to work virtually from abroad. Here are six tips to make it easier.
  81. 4 Financial Recommendations for Millennials

    Explore four basic financial recommendations for Millennials. Find out why systematic savings, debt reduction and financial ...
  82. 5 Financial Lessons Before Paying for College

    It absolutely pays to look under every stone for scholarship money, and to have a plan in case scholarships don’t work out.
  83. How Did Andrew Carnegie Get Rich?

    Andrew Carnegie rose from poverty to become one of the world's wealthiest men and the creator of the first billion-dollar ...
  84. Finding Balance in Your Financial Partnerships

    Here are some thoughts on how to achieve financial equitability and personal balance in all relationships.
  85. What ETF Fund Managers Do

    Find out about the typical day in the life of an ETF portfolio manager, and learn about the primary job responsibilities ...
  86. Learn to Avoid This Behavioral Bias When Investing

    A mental accounting bias and the inability of a portfolio to grow over time often results in severe liquidity problems down ...
  87. Consider the Costs of Your Retirement Location

    Where you officially call home can make a difference in your retirement lifestyle, as it impacts your taxes and other cost ...
  88. Bill Gates Net Worth

    Today, Microsoft Corp. founder, Bill Gates is the world's richest man with a net worth of $81.3 billion.
  89. What If Obamacare Is Repealed?

    During the campaign, Donald Trump promised to repeal Obamacare. If, as president, he follows through, how will that affect ...
  90. 5 Mistakes You're Making With Money Market Accounts

    Money market accounts can be helpful "parking spots" for investors. Here are five key things to keep in mind when opening ...
  91. Top 5 Books Every Young Investor Must Read

    Reading these respected books by finance legends will help you begin investing on the right foot.
  92. How to Navigate Social Security Claiming Changes

    A look at the changes to rules for claiming Social Security retirement benefits and what advisors need to consider to help ...
  93. How to Help Clients Harvest Tax Losses by Year End

    Here's how to help clients employ tax-loss harvesting to reduce their taxes before year end.
  94. 'Tis the Season to Donate Your Way to Lower Taxes

    Holiday season is the traditional time to donate to charity. Here are some ways to help maximize tax relief from charitable ...
  95. How Obamacare Can Be Repealed

    There are several ways that the Republican-led Congress and the next president can repeal Obamacare. Here's a look at possible ...
  96. Is Now the Time to Invest Internationally?

    The international markets have outperformed the S&P 500 since July. Here's why.
  97. 2017 COLA Adjustments: An Overview

    These are the key cost of living adjustments you need to know for 2017.
  98. Expect Big Capital Gains Distributions from These Funds (AGTHX, ACRNX)

    The steady rise in the markets since 2009 has led to some outsized gains in a few funds that are finally being realized as ...
  99. ETF Liquidity: Why It Matters

    Lower levels of liquidity in exchange-traded funds make it harder to trade them profitably.
  100. Tax Issues Transitioning Service Members Should Know

    Transitioning military personnel and their families face significant impacts to their tax situation. Here are nine things ...
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