Bonds Articles

  1. Are High-Yield Dividend Stocks Good for Income Investors?

    High-yield dividend stocks can be an enticing alternative for income, but it's important to research them carefully before ...
  2. Planning Your Finances During Big Life Changes

    Money may not be top-of-mind when your life encounters a change, but sooner rather than later it needs to be considered.
  3. How Grey Divorce Can Hurt Women's Retirement More

    Research shows that divorce later in life is having a disproportionately higher financial impact on women than on men.
  4. 6 Companies With Exceptional Retirement Plans

    These companies realize that it’s important to take care of their employees not only now but also in the future. Each offers ...
  5. How Tax Treatments Of ETFs Work

    Here is a look at how ETFs are taxed and the effects of that tax treatment on investors.
  6. In Your 20s? Don't Risk Delays in Retirement Savings

    Saving for retirement in your 20s can be challenging, but waiting to start can put your long-term financial future at serious ...
  7. The 5 Top Rules of Thumb for Retirement Savings

    Follow these 5 strategies and set yourself up for a sane and comfortable retirement. Starting early is best, but it's never ...
  8. Roth 401(k) Vs. Roth IRA: Which One Is Better?

    It all depends on your age, your income - and your plans for your retirement nest egg.
  9. Is the Middle Class Giving Up on Retirement?

    Americans aren't completely giving up on retirement, but many haven’t put away enough to take off at the traditional age ...
  10. Top 5 Debit Cards for Teens

    Help your kids learn the basics about money with a top debit card that doesn't saddle them with big fees and charges.
  11. Stretching Retirement Plans for Clients Who Live to 115

    What are the financial implications of living until age 115—and how do they impact your retirement planning?
  12. You Don’t Want These Advisors Managing Your Money

    Many potential advisors you come across aren't who they say they are. Uncovering that information should be of vital importance ...
  13. Baseball and Investing: How to Win at Both

    The paths to winning big in baseball and winning big in investing are very similar.
  14. Active Management is a Zero Sum Game for Your Portfolio

    A look at active management and why passive management is a better choice.
  15. Financial Advice Can Lead to Extra 3% Boost in Your Returns

    Studies show that advisors usually earn their keep by functioning as behavioral coaches for their clients rather than from ...
  16. Why Universal Life Insurance Can Be a Bad Investment

    Universal life insurance may not be the best investment choice for estate planning. Here's why.
  17. Can You Retire in Malaysia With $200,000?

    A low cost of living, street food fit for foodies and unspoiled rainforest and beaches are just a few of the reasons Malaysia ...
  18. Asian-Americans An Untapped Market for Advisors

    Asian-American investors have higher incomes and more assets than the average investor, yet they are less likely to have ...
  19. IRA Taxes: How to Make Sure You Pay Less

    Once you retire, taxation on an IRA can become your biggest enemy. Here are a few steps that can help ease the tax burden.
  20. Will the Backdoor Roth IRA be Eliminated?

    The President’s 2017 budget has proposed several changes to the rules regarding retirement accounts with those for Roth IRAs ...
  21. Don't Worry Too Much About Social Security

    Is the fear that Social Security won’t be around when the younger generations retire valid?
  22. Three Stages of Retirement: A How to Guide to Plan for Them

    Retirement isn't something you can plan for and forget. Your needs will change at different points, which is why you need ...
  23. Protecting Elderly Clients From Financial Scams

    Advisors should know the red flags that may signal when an elderly client is the victim of financial exploitation.
  24. A Financial Plan Is the Key to Achieving Your Goals

    Many people have financial goals but lack an actionable plan. Here's how to get your financial strategizing kick-started. ...
  25. How To Pick The Best ETF

    Of the hundreds of exchange-traded funds on the market, some are bound to fail. Learn how to pick the best of the bunch. ...
  26. Roth IRA Contribution Rules: The Basics

    What you need to know about Roth IRA contributions – from eligibility to dollar limits, deadlines to tax breaks.
  27. During a Divorce, Don't Forget Retirement Accounts

    These are the answers to five common questions on how to handle retirement accounts when couples divorce.
  28. Finding Your Perfect Place to Retire

    If you're planning to move in retirement, here's how to ensure that your new home doesn’t jeopardize your retirement security.
  29. Good News: Long-Awaited Wage Growth is Finally Happening

    American wages reached record levels last year--and not just for the wealthy.
  30. Exchange Traded Notes: An Alternative To ETFs

    ETNs offer yet another way to track an index. Find out what they have to offer, and what's at stake.
  31. The Rise of the Semi-Retired Life

    The number of people leaving the workforce to become semi-retired, instead of fully retired, is growing. Here is a look at ...
  32. How to Cut Healthcare Costs in Retirement

    The rising cost of healthcare is a scary prospect for many retirees. Here's what you can do to try and keep such costs as ...
  33. Why Age 70 is Pivotal for Retirement Planning

    Age 70 marks the time that you will have to start thinking about RMDs for real, but it's better to start planning for them ...
  34. Think You'll Spend Less in Retirement? Think Again

    Retirees often find themselves living fuller lives during retirement, which can come with more costs. Are your investments ...
  35. The Main Attractions of ETF Investing (SPY)

    As the popularity of ETFs soar, a look at the main benefits of these investment vehicles.
  36. Suddenly Pushed into Retirement, How to Handle the Transition

    Adjusting to retirement can be challenging, but when it happens unexpectedly it can be downright difficult. Thankfully there ...
  37. Dissecting Leveraged ETF Returns

    These funds are a relatively new product to most investors, but they could be what you need for increased returns.
  38. 8 Things Advisors Should Do on Facebook to Grow

    These eight tips will help advisors up their game on Facebook and have the potential to help grow business.
  39. Reading the Balance Sheet

    Learn about the components of the statement of financial position and how they relate to each other.
  40. S&P 500 ETFs: Market Weight Vs. Equal Weight (RSP, SPY)

    Both S&P 500 and S&P 500 EWI indexes include the same set of stocks, but different weighting strategies give them separate ...
  41. Mutual Fund Or ETF: Which Is Right For You?

    Learn the differences between these investment products and how to take full advantage.
  42. Retirees: Beware of These 6 IRS Red Flags

    Tax audits are stressful and can result in expensive fines. Here are six things to know about when it comes to sidestepping ...
  43. ETFs Vs. Index Funds: Quantifying The Differences

    If you are trying to choose between these two index-tracking investments, compare the costs.
  44. 5 Things to Consider Before a 401(k) Rollover

    Do you have old 401(k) plans from previous employers? Here's what to consider before rolling or moving them over.
  45. An Introduction To Sector ETFs

    Find out how sector ETFs can give your portfolio the punch it needs.
  46. ETFs Or Mutual Funds For Your IRA?

    Most actively managed mutual funds fail to beat the market over a long period of time, so it's probably best to go with ETFs ...
  47. Advisors: Gender Diversity and Your Clients' Portfolios

    Gender diversity has become an important talking point in the U.S. elections, but research has shown can also be important ...
  48. Index Mutual Funds Vs. Index ETFs

    When considering an index mutual fund versus the ETF variety, investors should consult an experienced professional.
  49. Protect Your Finances From These 5 Emotional Mistakes

    Learning to curb your emotions when making—or ignoring—financial decisions can have an intensely positive effect on your ...
  50. Is There ROI When Millennials Live at Home?

    If you love your adult kids and enjoy the time with them, don’t worry that you’re spending too much money on them. Your return ...
  51. An Overview of the SEC's New Mutual Fund Rules

    The SEC has released new liquidity rules for mutual funds aimed at reducing risk.
  52. Commentary: The Drug Trafficker Donald Trump Risked His Casino Empire to Protect

    The Donald and his sister, federal judge Maryanne Trump Barry, both took helicopter flights with a guy who had a lot of ways ...
  53. Changing Bad Money Habits to Reach Financial Goals

    The key to creating a new behavior is becoming aware of two conflicting forces and finding a third way forward, otherwise ...
  54. Navigating the Maze of Medicare: Know the Costs

    Navigating the maze of Medicare is complex. Here's what you need to know about the financial and tax aspects.
  55. 5 Financial Tips for New Parents to Cut Costs

    These five tips will help new parents limit costs and focus on what’s truly important.
  56. Using Trend Following Investing to Beat the Market

    With billions of dollars being invested in trend following strategies, these models are in high demand from investors, hedge ...
  57. How to Factor Family into Your Retirement Plan

    Hashing out a family retirement plan can be overwhelming. That's why it's important to revisit things like timing, saving ...
  58. ETF Options Vs. Index Options

    Choosing either ETF options or index options can make the difference between big profits or a big bust.
  59. The Biggest Mergers & Acquisitions In The U.S.

    M&A is a daily part of the American business world. They're based on the principle that "One plus one equals three," i.e. ...
  60. Understanding 401(k)s and All Their Benefits

    A quick guide to understanding 401(k) advantages, from tax savings to shelter from creditors.
  61. Advisors: Start Targeting Affluent Millennials Now

    Advisors who fail to target the Millennial generation early on could be making a costly mistake over the coming years. Here's ...
  62. 3 Financial Planning Tips for Women Who Earn More

    In marriages where the wife brings home a bigger paycheck, the woman is more than twice as likely as her husband to make ...
  63. The Ins And Outs Of Seller-Financed Real Estate Deals

    There's more than one way to buy or sell a house. Seller financing presents yet another unique option.
  64. Advisor Fees: A Look At the Retainer Model

    Financial advisors may want to become familiar with new payment models sooner rather than later in order to proactively meet ...
  65. Changing Jobs? Don't Forget About Your 401(k)

    There are often conflicts of interest in many 401(k) plans today. Be sure yours—including those from past jobs—are being ...
  66. Advisors: Tips for Your Digital Content Marketing

    Advisors need to be careful with the content they use and share online to stay within regulations, but dry, compliant language ...
  67. The Best Bet for Retirement Income: Bonds or Bond Funds?

    Retirees seeking income from their investments typically look into bonds. Here's a look at the types of bonds, bond funds ...
  68. How to Manage SS Disability & Retirement Benefits

    Advisors with clients who receive disability benefits can carve out a profitable niche by helping them integrate this income ...
  69. Track Your Clients' Spending Habits With Apps

    New data aggregation tools give advisors a way to provide value to their clients in a market where advice is becoming more ...
  70. Is Your Home an Investment for Retirement?

    Does it make sense for those nearing retirement, or who already retired, to pay off their mortgage?
  71. Financing Basics For First-Time Homebuyers

    If you're looking to get your first mortgage, there are many financing options available.
  72. Alternatives to the 401(k) for Retirement Savings

    Is it time to rethink the 401(k) as an integral part of retirement planning? Here's a look at an alternative.
  73. Investors: Your Fees Are Probably Too High

    The lower your fees, the higher your returns. Here's how to find out if you're paying too much for your investments.
  74. Helping Clients Manage Future Healthcare Costs

    As healthcare costs continue to skyrocket, here's how financial advisors should be helping clients to manage the costs.
  75. Top 10 Contributors to the Clinton Campaign (FB, H)

    Hedge fund managers dominate this list of the top donors to Clinton's campaign.
  76. Betterment Says New Tax Algorithm Boosts Returns

    Betterment has rolled out a tax-coordinated portfolio that it claims will boost returns by 0.48% annually.
  77. The Frugal Senior's Guide to a Comfortable Retirement

    Living frugally in retirement can still be comfortable as long as you plan well and avoid being unduly cheap. It’s all a ...
  78. How Advisors Can Defend from Fiduciary Litigation

    The new fiduciary rules mean that many advisors need to overhaul their business models to stay in compliance and guard against ...
  79. Reverse Mortgages: Has Their Time Arrived?

    The perception of reverse mortgages is changing. They can be an integral part of a carefully crafted retirement plan.
  80. Understanding the Time Value of Money

    Find out why time really is money by learning to calculate present and future value.
  81. A Beginner's Guide to Hedging

    Learn how investors use strategies to reduce the impact of negative events on investments.
  82. What Happens When You Don't Pay for Financial Advice

    Some people have a hard time quantifying the benefits of professional advice and decide to do it themselves. Here's why that's ...
  83. Tips to Help Your Clients Make the Most of RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  84. 3 Tips to Follow for Your Personal Financial Plan

    These three tips will help you determine what is most important to you, and place it at the heart of your financial plan.
  85. Retirement & Succession Plans for Financial Advisors

    It's irresponsible to run a financial planning practice without an idea for how it will continue after you retire. Here's ...
  86. Financial Planning Tips for the End of the Year

    Taking the time to review your year-end financial planning should be an important agenda item well before the year actually ...
  87. Help Female Clients Before They Claim Social Security

    Women who are retiring or getting close to it would be wise to seek professional advice before claiming their Social Security ...
  88. Protecting Your Income With Disability Insurance

    For a high-earning professional, income protection is essential. Here's what to look for in a disability insurance policy.
  89. Financial Services Has an Accountability Problem

    There's a problem plaguing the financial services industry: a lack of trust.
  90. What to Do When Economic Storms Threaten Investments

    Investing during a financial storm is scary for you and your portfolio, but there are many ways to weather it.
  91. The Biggest Tech Mistakes Financial Advisors Make

    By properly using technology, advisors can stand out from the competition. These are the biggest mistakes to avoid.
  92. Seeking a Financial Advisor? You Probably Need a CFP

    In the financial world, the certified financial planner has come to represent a distinguished mark of training and ethics ...
  93. How to Find and Buy Off-Market Homes

    Having an edge in a hot real estate market is key and off-market listings can help.
  94. Small Business Retirement Plans You Should Know

    For many reasons, it is important for the small business owner to have a retirement plan in place. Here are some options. ...
  95. 5 Best Smart Beta ETFs That Pay Dividends (PID, ICF)

    Get the lowdown on some of the top-performing smart beta ETFs that are designed to provide above-average dividend yields ...
  96. Your Portfolio and the Presidential Election

    Will the results of the presidential election impact the markets, and therefore your investments?
  97. Where to Find Women Financial Advisors for Your Practice

    There are huge opportunities available for female financial advisors in the marketplace today, and advisory firms are seeking ...
  98. The Pros & Cons of Partnering with a Broker/Dealer

    Financial advisors must determine a business model that meets their needs and meets the expectations of their clients.
  99. 4 Strategies to Achieve Wealth Creation in the Next 5 Years

    When it comes to wealth creation, strategies that involve tech-based solutions are increasingly popular among investors. ...
  100. Why Investors Prefer Independent Financial Planners

    Independent financial planners are the most trusted by investors among all advisors types. Here's why.
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