Bonds Articles

  1. What's a Tax-Efficient Investment for a Large Sum?

    Here's how to invest a large sum, such as assets from a profit-sharing plan, with a mind toward tax efficiency.
  2. Will Bond Fund Returns Suffer if Interest Rates Rise?

    When the Fed decides to raise interest rates again, bond fund returns could suffer in the short term. But some say the impact ...
  3. 3 Simple Steps To Building Wealth

    Getting richer is easier if you take it one step at a time.
  4. 5 Signs You're Spending Too Much in Retirement

    You're finally retired – free to have all the adventures you've dreamed of. Just be sure you have a budget and watch for ...
  5. 3 Signs You Have Retirement Disillusionment

    Everyone has an idea about what their retirement will look like but often the reality is far from the expectations.
  6. Why Clinton and Trump Aren't Talking About the Retirement Crisis

    Both Hillary Clinton and Donald Trump have stayed silent on voters' top economic worry. Here's why:
  7. 7 Steps To Selling Your Small Business

    Money in the bank and newfound free time make this grueling process worth the trouble.
  8. 5 Must-Have Metrics For Value Investors

    These quick-and-dirty ratios will help you find the most undervalued stocks on the market.
  9. Advisors: Here's Your DoL Fiduciary Rule Checklist

    Advisors should start working with retirement plan sponsors sooner rather than later to help them become compliant with the ...
  10. The Purpose of Having a Social Security Number

    When (and why) it is necessary to use the nine-digit number the United States government issues to individuals and when you ...
  11. How Much Millennials Need to Save for Retirement

    Millennials may not be worrying about retirement just yet, but they should be thinking about how much they'll need to save ...
  12. Stock Picking: Make it Work for Your Portfolio

    Successful stock picking requires lots of factors, but there's one that hovers above everything else.
  13. Know How a Reverse Mortgages Work?

    The basics of getting a reverse mortgage, with detailed information on how to qualify and what to watch out for.
  14. Tips for Parents Who Are Struggling Financially

    Here are some tips on how parents can find help if they're cash-strapped and looking for financial and tax guidance.
  15. 10 Steps To Building A Winning Trading Plan

    It's impossible to avoid disaster without trading rules - make sure you know how to devise them for yourself.
  16. Top RIAs Believe Tech Will Drive Success: Study

    Many advisors may be hesitant to embrace new technologies, but the cream of the crop see it as key to their success in the ...
  17. Can I Retire In Portugal With $200,000 of Savings?

    Your savings (and your Social Security) will go surprisingly far on the sun-soaked shores of Portugal. Here's how to figure ...
  18. 6 Basic Financial Ratios And What They Reveal

    These formulas can help you pick better stocks for your portfolio once you learn how to use them.
  19. 7 Real-Life Ways To Become A Billionaire

    Find out which paths the majority of billionaires followed, and how they got there.
  20. 5 ETFs With Greece Exposure

    Greece remains a risky play but the hope of recovery is increasing. Prospective investors who intend to build up exposure ...
  21. How to Tell If a Stock is Over or Undervalued

    These are the common valuation methods for stocks. But should you invest based on your financial goals and risk tolerance ...
  22. Comparing 15-Year and 30-Year Mortgages

    Many buyers default to the 30-year mortgage simply because it's the norm. Before you sign, consider all the arguments for ...
  23. Estate Planning for Beginners, Part Two

    If you die without a will, what happens to your assets? Here's how the state you live in can determine who will inherit your ...
  24. Do You Need A Home Warranty?

    A home warranty may sound like a great form of protection against expensive, unforeseen home repairs. But is it worth it? ...
  25. It's Time for Your Annual Medicare Check Up

    The annual enrollment period for Medicare is about to start. Taking the time to examine your options around this time each ...
  26. The Path to Setting Financial Goals for Your Future

    To live comfortably now and in retirement, setting financial goals for the short-, mid- and long-term is crucial. Here are ...
  27. Russia Looking to Sell Stake in Rosneft (ROSN.ME, BP)

    Russia is looking for ways to raise additional cash but doesn’t want to lose control over a key sector like the oil industry. ...
  28. When Is Rent Guarantee Insurance a Good Idea?

    Prospective renters are turning to rent guarantee insurance to boost their chances of getting approved by a landlord or management ...
  29. Selling Your House? Avoid These Mistakes

    Don't put the sale of your home at risk by committing one of these dirty deeds.
  30. Is House Price or Interest Rate More Important?

    Deciding which factor is more important can make a difference in monthly payments, ability to move and Homowner's Association ...
  31. Bad Credit? You Can Still Get a Home Equity Loan

    If your credit history is less than stellar and you need cash, you may be able to get financing – but it will come at a price.
  32. Breaking Down Medicare Open Enrollment for Clients

    For financial advisors, open enrollment is an important opportunity to be of service to clients, especially when it comes ...
  33. How Baby Boomers are Pushing ETF Growth

    A new report reveals that Baby Boomers are the generation most interested in ETFs, the growth of which continues to mushroom. ...
  34. Advisors Make More Outsourcing Investment Management

    Advisors who outsource investment management generate higher revenues than those who don't, a new study shows.
  35. Home Sale Contingencies: What Buyers And Sellers Need To Know

    Home sale contingencies protect buyers who want to sell one home before purchasing another. Find out what buyers and sellers ...
  36. What You Need to Know About Medicare Open Enrollment

    Successfully navigating the Medicare Open Enrollment period (Oct. 15 to Dec. 7) means understanding the rules to avoid potentially ...
  37. America’s Economy Is Slowing (Despite What Some Are Saying)

    The economic data is showing that we've entered the slower-growth phase of the business cycle.
  38. CDOs and the Mortgage Market

    These structured products contribute to keeping borrowing rates low.
  39. How the Federal Reserve Affects Your Mortgage

    The Federal Reserve can impact the cost of funds for banks and consequently for mortgage borrowers when maintaining economic ...
  40. How Advisors Can Prepare for a Data Breach

    Data breaches are on the rise. Here's how advisors can prepare.
  41. How to Retire on a Cruise Ship with Less Than $1 Million

    Cruising the high seas permanently in retirement doesn't necessarily require a million-dollar nest egg.
  42. Four 401(k) Benefits You Should Take Advantage Of

    If you’re saving for retirement through your employer, there are certain 401(k) benefits that can make planning for retirement ...
  43. The 4 Essential Elements of a Retirement Plan

    Learn about the four essential elements of an effective retirement plan, including maximizing your contributions and understanding ...
  44. Use These 7 Tips to Save on Dec./Jan. Holiday Flights

    Here's how to save money on holiday travel by picking the cheapest flight times and destinations - and taking advantage of ...
  45. How a Roth IRA Works After Retirement

    What retirees need to know about taxes, distributions and passing on your unspent savings to the next generation.
  46. Healthcare Documents You Need In Place Right Now

    If you become incapacitated, here are some documents that should be in place to say who is authorized to speak on your behalf.
  47. The Best Life Insurance for Military Families

    Two of the most common types of life insurance are term and whole life. Here's why the latter isn't a good idea for most ...
  48. What to Tell Clients About New Money Market Rules

    New money market rules will have little impact on clients. Here's what to tell them if they ask.
  49. Why You Should Ignore the Buy Low, Sell High Rule

    Here's why the often quoted buy low, sell high rule is a bad idea, and what you should replace it with.
  50. Asset Allocation: Are You Invested Wisely?

    The right asset allocation strategy means that you will stick with it through bear and bull markets.
  51. 3 Crucial Tips for Living Within Your Means

    Looking to live within your means? Here are three tips to get you started.
  52. How to Help Clients Reduce Student Loan Debt

    Student loans can keep clients from financial goals such as saving for retirement. Here's how advisors can help their clients ...
  53. Surprise! The Best Long-term Bond Investment May Be Savings Bonds

    A 20-year Series EE savings bond pays more interest than a 20-year Treasury bond. So are government-issued long-term bonds ...
  54. Are High 401(k) Fees Putting Your Retirement At Risk?

    Research shows that most people don't know they are paying any fees in their 401(k) plan. These fees can eat away at investments.
  55. Long-Term Care Expenses: What You Should Know

    Being prepared for long-term care is a critical element of financial planning. Here's what it costs.
  56. How to Go High-Profile with Your Advisory Firm's Website

    Here's what you can do to turn your website into a high profile one and generate a larger volume of traffic.
  57. Top 3 Questions to Ask of Your Advisor Website

    Here are three ways to tell if an advisor's website is as impactful and useful as it should be.
  58. Advisors: How to Avoid the Pitfalls of Tech Addiction

    Here's how tech addiction relates to financial advisors and how they can avoid the problem of losing productivity to it in ...
  59. Female Breadwinners: Outsource the Necessities

    How might hiring help for household chores and other pieces of your daily routine reduce stress and increase happiness for ...
  60. Many Advisors Not Prepared for Tech Transformation

    Financial advisors are not well prepared for technology’s transformation of their industry, a PwC report reveals.
  61. Teachers: Get Schooled on Your Retirement Strategies

    If you're a teacher, you have unique circumstances when it comes to planning for a successful retirement. It's important ...
  62. How Hard Work Leads to Investment Success

    Successful investing isn't easy. It takes hard work to stick with your chosen path.
  63. Will the New President Impact Your Portfolio?

    The U.S. President is often called the most powerful person in the world, but they don’t run the economy any more than they ...
  64. Chart of the Week: Impact of Higher Oil Prices

    Crude oil prices have risen about 40% so far this year, and the price outlook is still brightening. This week’s chart shows ...
  65. Managing Personal Finances: Your Annual Self-Check

    Taking a step back and assessing your personal finances each year can show how well you're doing with saving and what's needed ...
  66. Health Savings Accounts: What You Need to Know

    The the popularity of Health Savings Accounts is on the rise. Here's how they work.
  67. Update Your Investment Plan With These 3 Steps

    Periodically updating your investment plan helps keep you on track to achieving your long-term goals. Here are three key ...
  68. Advisors: Yes, Wealthy Investors Are Reading Your Blogs

    Advisors who don’t blog are missing out on connecting with current or potential clients, especially high net worth ones. ...
  69. Why Money Market Reform Matters To You

    Jeff Rosenberg looks at the quickly approaching money market reform as an opportunity for investors to potentially pick up ...
  70. Top Tips For Successfully Renting Out Your Home

    Renting out your home can be a great way to ride out a real estate slump - if you do it right.
  71. Retirement Investment Strategies by Age

    Saving and investing for retirement ideally should begin the moment you start working — if not before — and continue well ...
  72. 4 Key Factors That Drive The Real Estate Market

    Whether you are investing directly or indirectly in property, you need to know the factors that affect its value.
  73. RIAs: Where to Find Their Conflicts of Interest

    Here are five big conflicts of interest that financial advisors—and their clients—may want to watch out for.
  74. How to Keep Life Insurance Costs Down

    Curbing all costs and expenses is a priority for most people and buying life insurance is no different. Here's how to go ...
  75. How to Keep Accounts Safe From Cyber Criminals

    With the advancement of financial technology online comes the risk of criminals who try to hack your accounts. Here's how ...
  76. What Are The Pros and Cons Of A 15-Year Mortgage?

    The shorter term, and higher monthly payment, are only part of the picture.
  77. The Top Five Alibaba Shareholders in 2016

    Alibaba has cooled a bit since it's IPO in 2014, but the major shareholders have held steady. Here are the top five.
  78. Americans' Biggest Retirement Fear: Outliving Money

    No matter how strong your retirement plan may be, longevity risk - the fear of outliving your money - is real. How are Americans ...
  79. Why Financial Advisors Need to Use Google Analytics

    Google Analytics is a free tool that advisors can use to monitoring website traffic and improving digital marketing efforts. ...
  80. How an Opt-In Box Can Grow Your Email List

    Email is powerful for communicating with your financial advisory clients and nurturing prospects. Here are some tips on how ...
  81. 2 ETFs That Hedge Dividend Stocks (DFND, DIVA)

    These two ETFs hedge dividend stocks by employing a long-short strategy.
  82. 4 Common Active Trading Strategies

    Learn four of the most popular active trading strategies and why active trading isn't limited to professional traders anymore. ...
  83. Start a Side Gig for Extra Cash and Fulfillment

    Have you ever thought about getting a second job? Another income source can add a lot to your life. Here's how to get started ...
  84. The High Dividend Stock Strategy: Pros and Cons

    While high dividend stocks offer an income opportunity, careful consideration is essential before investing in them.
  85. Retirees: 7 Lessons from 2008 for the Next Crisis

    When the last big market crisis hit, many retirees ran to the sidelines. Next time, there are better ways to manage your ...
  86. Too Much Debt For a Mortgage?

    Just because a lender is willing to offer you a loan doesn't mean you should take it.
  87. Top 5 Most Expensive Superyachts in the World

    Want to know what the world's most expensive private yachts are like? Here's a list of the five largest superyachts on the ...
  88. Duration is On My Mind

    In this explainer on duration, we talk about some of the risks and opportunities in a potentially rising interest rate environment.
  89. It's Not Just Trump: Meet the HINTs (High Income, No Taxes)

    Donald Trump may be the most flamboyant example, but so many affluent Americans don't pay taxes that the IRS even has a nickname ...
  90. 10 Ways to Save Your Retirement: It's Not Too Late

    It's not too late to start saving for your retirement, even if you took longer to start thinking about it and doing something ...
  91. 9 Businesses That Thrive In Recession

    Some companies improve their bottom line as many people make more conservative decisions with money during a recession.
  92. Can Robo-Advisors Meet the Fiduciary Standard?

    The advent of robo-advisors has broached the question of whether they should also be regulated like traditional advisors.
  93. 3 Reasons Why Countries Devalue Their Currency

    Ever since world currencies abandoned the gold standard and allowed their exchange rates to float freely against each other, ...
  94. Here's How Your Wealthy Clients Use Social Media

    How dependent wealthy investors are on advisors can indicate how they use social media. So here's insight into how millionaires ...
  95. 5 Ways To Measure Mutual Fund Risk

    These statistical measurements highlight how to mitigate risk and increase rewards.
  96. Smart Beta Bond ETFs: A Niche to Watch (BYLD, FIBR)

    While smart beta fixed-income funds represent a fairly small niche, the market for them is likely to increase in the future. ...
  97. Financial Independence Is More Than Just A Number

    Managing financial independence is not a set-it-and-forget-it thing. Maintaining a balance between lifestyle and your financial ...
  98. 5 Economic Concepts Consumers Need To Know

    A solid understanding of economics helps build a strong foundation in almost every area of life.
  99. Advisors: 5 Tips for Modernizing Your Practice

    These five steps will help you stay on top of innovation and improve your financial advisory practice.
  100. Fiduciary Rule May Push ETF Assets to $10 Trillion

    Assets in exchange-traded products could hit $10 trillion by 2020 in the wake of the new fiduciary rule.
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