Bonds Articles

  1. Advisors: Here Is the Social Media You Should Use

    Being on social media is a valuable part of an advisor's digital marketing strategy. Here's where advisors find are finding ...
  2. Why Indexed Annuities are Booming as VAs Wither

    Market trends and regulatory factors have led to a substantial decline in the sale of variable annuities, while indexed annuities ...
  3. Top Trends Advisors Need to Stay Ahead of to Grow

    Advisors who want to grow their practice will need to stay ahead of these major trends.
  4. A Look at UBS's New SmartWealth Robo-Advisor

    Here's how UBS's robo-advisor, set to launch in the U.K. in 2017, will work.
  5. Buy-Sell Agreements: What Advisors Should Know

    Having a buy-sell agreement in place can cement a succession plan with a fair price and ensure a seamless transition to the ...
  6. Retirement Abroad: 5 Unexpected Foreign Cities

    If retiring abroad is your dream, here are some less well known destinations where the culture is rich; the scenery, lovely ...
  7. How to Help Clients Who Have Become Disabled

    Disability can strike a client any time. Advisors should make sure clients are adequately insured against this risk and know ...
  8. Will Trump's Win Change Low Return Assumptions?

    A prolonged bull market has many lowering their return expectations going forward. Should they under a Trump presidency?
  9. What Is Tencent? (BABA, BIDU)

    A look at Tencent, one of the top companies in the world in terms of market capitalization.
  10. Happily Married? File Taxes Separately!

    Just because you are in love doesn't mean that a joint return is best for both of you.
  11. How India Makes Money

    India currently has the ninth largest nominal GDP (and third largest in PPP) in the world.
  12. Don't Miss These Insurance-Related Tax Deductions

    Knowing the tax deductions you're entitled to can make or break your bank account. Do you know about all these insurance-related ...
  13. Filling Out 1099 Forms

    There are many different 1099 forms for different types of non-employee compensation. We explain the differences among them, ...
  14. College Savings: How to Be Best in Class

    Starting a college education fund early is essential to being prepared for the costs of higher education. Here are some options. ...
  15. 5 Tips for Managing Your Career and Your Goals

    Propel your career in the right direction by focusing on a few key actions that will help you in reaching your goal.
  16. How to Find the Truth in Financial Services Studies

    How do you find the real science today given an environment where there’s so much sensationalism and spin trying to present ...
  17. Don't Miss This Retirement Tax-Saving Window

    Many retirement planners view the years between age 59½ and 70½ as a “sweet spot” for their clients’ taxes. Here’s why and ...
  18. How Retirement Planning is Like Playing Football

    Your retirement game plan shares a few similarities to a football game. How are you scoring so far?
  19. How Currency Fluctuations Impacted 2016 Wealth

    These countries were impacted the most by currency swings.
  20. Where Should I Retire?

    It's not just about money or weather or beautiful scenery and a lively cultural scene. Here, some other real-life ways to ...
  21. 8 Essential Tips For Retirement Saving

    Whether you're a saver or a financial advisor who wants to give clients a leg up, these 8 tips are essential for financial ...
  22. Best Ways to Save For Retirement Without an IRA or 401(k)

    Learn the most common types of savings vehicles used to accumulate money for retirement outside employer-sponsored 401(k)s ...
  23. The Richest and Poorest Countries Per Capita in 2016

    The United States only comes in third for the highest wealth per adult.
  24. Year-End Finance Tips for Small Firms and Freelancers

    Here's a robust end-of-the year tax-prep checklist for individuals and entities that earn 1099 income.
  25. House Prices Up? How to Find a Home

    With housing affordability slipping in many areas across the nation, first-time buyers are struggling to find a home that ...
  26. Don't Make These Mistakes Before You Retire

    Retirement costs can be surprisingly high. Help minimize the shock of these future expenses by extensively planning and not ...
  27. Estate Planning for Beginners: Part Three

    A primary purpose of most trusts is to provide a timetable for the distributions of assets where an outright distribution ...
  28. How Finding a Financial Advisor is Like Dating

    Finding a advisor is an emotional and financial investment. Make sure you choose one who will provide the support you need ...
  29. Annuities: The Good, Bad and Ugly You Should Know

    Let's take an in-depth look at the different types of annuities and their pros and cons.
  30. Planning for Healthcare Costs in Retirement

    Healthcare often is the highest cost during retirement. Here's how to plan for and possibly buck that trend.
  31. 7 Things That Will Shape the Future of Fintech

    A report by McKinsey & Company highlights seven important changes taking place in the fintech industry that could impact ...
  32. Multiple Accounts? Here's How to Calculate RMDs

    Ever wondered how to calculate required minimum distributions from multiple accounts? Here's a quick primer.
  33. Healthcare Costs in 2018: The Great Unknown

    Trump has promised to repeal the Affordable Care Act and has nominated to his cabinet the perfect man to help. But what about ...
  34. Start Preparing Now For Your Next Tax Bill

    By now, your accountant should be able to estimate your tax bill. If there are some surprises, you still have time to plan ...
  35. Filling Out The W-9 Form

    Freelancers and independent contractors have to fill out a W-9 for their employers and clients. Here's what to do.
  36. Pinterest To Launch Its New Cash Cow: A Shopping Section

    Pinterest started out looking like a pinboard photo-sharing site. Now they have a curated online shop.
  37. Wealthy Are Feeling Flush Following Trump's Win

    Wealthy investors are much more optimistic about the economy, the future of healthcare and national security following Trump's ...
  38. How to Fill Out Your W-4 Form

    Your step-by-step guide to making sure your employer reports your tax withholding correctly to the IRS.
  39. How to Help Women Maximize Social Security

    Women depend more on Social Security than men. Here's what advisors need to be aware of to help them receive the maximum ...
  40. HSAs Could Get a Boost Under Trump

    Health Savings Accounts may become more attractive under a Trump administration. Here's how.
  41. How to Keep Clients Coming Back to Your Website

    With many more Americans going online instead of other means to get their daily news, advisors should be building out their ...
  42. How Trump Could Let the Fiduciary Rule Die on the Vine

    If Donald Trump keeps his promise to repeal the fiduciary rule his administration could do so by not defending it against ...
  43. Robo-Advisor Grow Targets SRI Niche

    Recently launched robo-advisor Grow focuses on sustainable investments.
  44. Plan Your Retirement Abroad

    A real-world, step-by-step guide to making that dream of retiring abroad a reality—from visas to housing to healthcare and ...
  45. Pension Vesting: Everything You Need to Know

    Understanding pension vesting is tricky, but it’s crucial to making wise decisions about changing jobs and collecting the ...
  46. How To Invest In A More 'Libre' Post-Castro Cuba

    The death of Fidel Castro and more normalized trade with America could mean rapid economic growth in Cuba. For now, the options ...
  47. Is it Worth Saving Up for a Bigger Down Payment?

    There are numerous low-down-payment mortgage options out there, but sometimes it makes sense to build up your savings so ...
  48. Tips on Buying a Beach Condo in Puerto Rico

    The island has beautiful beaches, a great climate, tax breaks for American buyers – and a huge debt crisis. Still game? Here ...
  49. How to Nail Your Advisory Firm's Website

    Your website can be your most powerful tool for generating leads and establishing credibility and expertise. Here are tips ...
  50. Is My Credit Score Good Enough for a Mortgage?

    Your score is critical in determining not only whether you'll secure a loan for a home, but also what interest rate you will ...
  51. Top 3 Cheapest Homeowners Insurance Companies

    When it comes to finding the cheapest homeowners insurance, it is worth taking the small amount of time required to comparison ...
  52. Make the Most of 'Giving Tuesday'

    Giving Tuesday is a good time to share the wealth, especially if you're interested in maxing out your tax deduction for charitable ...
  53. Save Money on Healthcare: These Tools Can Help

    Innovative tools that let you shop around for lower-cost medical procedures are helping people save money on healthcare. ...
  54. How to Decide Where to Live in Retirement

    Here's a guide to help you decide where and how you want to live after retirement.
  55. Why Having an Emergency Fund Is Essential

    Do you know how you’d pay the bills if you lost your job, had a health crisis or needed a major car repair? That's why an ...
  56. Top 5 Podcasts for Home Buyers

    Buying a home can be confusing - here are 5 podcasts to offer some advice along the way.
  57. How Instagram Makes Money

    Like many big names in social media, Instagram started as a fun idea without a clear path to profit.
  58. Clover Health Reviews: Is Their Marketing Misleading?

    It looks like Clover Health reviews for its 2017 Medicare Advantage plan might be better than last year's, thanks to changes ...
  59. Cyber Monday: Is This App Safe to Shop In?

    There’s been a surge of phony retail and product apps appearing in Apple’s App Store recently. Here’s how to know if an app ...
  60. Russia’s Novatek Diversifies Funding for Yamal LNG

    Russia's Novatek turns to Japanese and European lenders to diversify funding.
  61. 6 Salary Negotiation Tips for Women

    When it comes to salary negotiation, women often must overcome some unique challenges to land a bigger payday.
  62. 4 Things to Do Now to Plan for a Trump Tax Cut

    Here are four year-end strategies to make the most of Donald Trump's plans to lower taxes.
  63. Watch Out for These Hidden Pension Fees

    You’re not likely to even detect pension fees unless a pension fund puts them in disclosure documents. But more recipients ...
  64. Senior Travel Insurance: What You Need to Know

    Searching for senior travel insurance involves making sure that your medical concerns are taken into account as well as the ...
  65. Will State-based Auto IRAs Be Nixed by Trump?

    Will a new law that encourages states to develop IRA-based savings programs survive under the Trump administration?
  66. Wahed Invest: A Look at the New Islamic Robo-Advisor

    For religious Muslims governed by Sharia, Wahed Invest Inc. is likely a welcome platform in the robo-advisor environment.
  67. Why 2016 Is an Especially Good Year to Donate to Charity

    If you've had a good year financially and you want to give back by supporting a charity, now might be a good time to do so.
  68. Saving Money for a Large Purchase: Better Than Debt?

    Deciding whether saving money for a large purchase makes more sense than going into debt is more complicated than you might ...
  69. How Black Friday Really Got Its Name

    No, it has nothing to do with accounting. Here's the real story.
  70. NVR Mortgage Reviews: What You Need to Know (NVR)

    Explore NVR Mortgage, and learn why a combination lender-builder mortgage company might be a good choice for financing a ...
  71. Is It Safe to Apply for a Mortgage Online?

    Applying for a mortgage online is convenient, but there are things to watch out for to make sure you're not scammed.
  72. Do You Owe Taxes on Your 401(k) When You Retire?

    The taxes you owe on your 401(k) at retirement depend on whether your funds are in a regular 401(k) or the Roth type. You ...
  73. How to Spot Pension Fraud Before It Hurts You

    Don't let pension fraud threaten your livelihood after retirement. Here's what to watch out for.
  74. Refinancing Mortgages: Cash Out Vs. Rate/Term

    Understanding the pros and cons of each type of mortgage loan.
  75. Getting a Mortgage in Your 50s

    The financial considerations are different when you take out a mortgage in your 50s. Here's what you need to review as you ...
  76. 6 Questions to Ask Before You Refinance

    Refinancing your mortgage can be a quick way to save on payments, but it's not for everyone.
  77. Buy a House in the Philippines: A How-To Guide

    Foreign-ownership regulations make it a little tricky, but plan right and you can have a home in paradise.
  78. Mortgage Fraud: Understanding and Avoiding It

    Mortgage fraud is dangerous, learn how to detect it.
  79. Life Insurance: How Much Does Age Raise Your Rate?

    If you need life insurance, try to get it before your next birthday. Here's why.
  80. 5 Best States for Black Friday Shopping

    These states have great deals on your day-after-Thanksgiving purchases. The secret? No – or lower – sales taxes.
  81. Here's Why Investors Don't Do Private Equity

    Private equity investments have become considerably more accessible and transparent in recent years.
  82. Best Ways to Prepare for Black Friday Deals

    You can actually save money on Black Friday by devising a plan and prioritizing your shopping list.
  83. Helping Clients Choose the Right Insurance Policy

    Here is how to determine the type and amount of life insurance that an individual needs.
  84. Zacks Offers Robo-Advisor Bent on Diversification

    The new robo-advisor from Zacks Investment Management may just have the most diversified portfolios among all robo-advisors.
  85. Why Advisors Aren’t Making the Most of Robos

    Integrating a robo-advisor with a financial advisory practice requires targeted attention and monitoring.
  86. Trump Gets Down to Business

    Which of Trump economic proposal might actually come to fruition? A scorecard.
  87. Websites: The Front Door to Your Advisory Practice

    Having a vibrant and dynamic online presence is for many organizations even more important than having an actual brick and ...
  88. Using Compounding to Boost Retirement Savings

    Allowing growth on your investments to compound over time gives you immense returns when saving for retirement.
  89. How to Plan Your Finances Before New Baby Comes

    Nothing compares to the joy of being a new parent. But for many, the financial uncertainty of bringing a child into the world ...
  90. How Millennials Can Improve Finances on Their Own

    Here are a few things Millennials can do to improve their future financial standing.
  91. What Are the Costs of Leasing Vs. Buying a Car?

    The cost difference between buying versus leasing a vehicle can be tens of thousands of dollars over a lifetime
  92. Using Shows Like Shark Tank to Teach Kids About Money

    Shows like Shark Tank offer a good opportunity to talk with children about money, helping them gain the knowledge they need ...
  93. Cybersecurity: Stay Safe Online With These Tips

    No one can guarantee that any of us are 100% safe from cyber and identity related crimes, but we can make ourselves less ...
  94. Saving for College: 7 Options to Consider

    There are many options choose from when you're looking for the right educational savings plan for your child.
  95. 9 Worst Items to Buy on Black Friday

    If these items are on your holiday shopping list, consider finding a substitute – or don't expect to get the deal of the ...
  96. Shop Here for the Best Black Friday Deals

    If you're shopping the post-Thanksgiving sales this year - whether online or in-person - you'll find great bargains at these ...
  97. Divorce and New Social Security Rules: What to Know

    Here’s what you need to know about divorce and Social Security under the new rules that went into effect earlier this year.
  98. Advisors: Are You Managing This Big Compliance Risk?

    A new study finds that supervision of electronic communications at financial advisory firms is falling short, putting them ...
  99. How Brokerage App Robinhood Makes Money

    Stock brokerage app Robinhood aims to spur Millennial investing with $0 trades.
  100. What's Killing Long-Term Care Policies?

    The long-term care insurance industry has fallen on hard times due to these factors.
Hot Definitions
  1. Portfolio Investment

    A holding of an asset in a portfolio. A portfolio investment is made with the expectation of earning a return on it. This ...
  2. Treynor Ratio

    A ratio developed by Jack Treynor that measures returns earned in excess of that which could have been earned on a riskless ...
  3. Buyback

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  4. Tax Refund

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