Fundamental Analysis Articles

  1. What Are the Advantages of Closed-End Funds?

    Often forgotten, closed-end funds are publicly traded and can be found on the secondary market.
  2. How to Choose Between Mutual Funds and ETFs

    Mutual funds and ETFs are both investment funds, but they are not as similar as you might think.
  3. How You Can Get a Personal CFO With a Financial Planner

    A successful business doesn't handle finances without a CFO and neither should you.
  4. Why Gen X Should Prepare for Forced Retirement

    Generation X is often overlooked, and its members are often least ready for retirement.
  5. Where Will You Live After a Grey Divorce?

    Couples who divorce later in life can use a home equity conversion mortgage to cover housing costs.
  6. An Overview of Annuities

    These contracts provide a guaranteed income stream. Learn how they work and their benefits.
  7. 6 Signs You're Ready to Retire Early

    If you can answer "yes" to these six questions, you may be ready to retire early.
  8. How to Stop Paying Cable Bills and Save Money on TV

    Using streaming devices and internet TV instead of cable can help save you money.
  9. The “F” Word of Financial Planning

    When it comes to financial planning, "fiduciary" is the only F word you should need to know.
  10. Family Wealth Depends on Maintaining Financial Capital

    Maintaining the financial capital of family wealth through generations can be difficult.
  11. Retirement Investing Strategies for People in Their 60s

    Here are four things clients in their 60s need to consider when it comes to retirement planning.
  12. 8 Ways to Minimize Taxes Now and in the Future

    Here are eight ways to cut back your personal taxes.
  13. Should I Pay Down a Mortgage or Invest the Money?

    Does it make sense to pay down a mortgage or invest that money instead?
  14. Cybersecurity: Protect Yourself This Tax Season

    Take a little extra time to review online communications and avoid becoming a cybercrime victim.
  15. Mutual Fund Vs ETF: Which is Right For You?

    Want to invest but don't understand the difference between investment products? Here we explain ETFs vs. Mutual Funds and ...
  16. Your Property Tax Assessment: What Does It Mean?

    Understanding your property taxes can protect you from financial shocks.
  17. A Guide to Real Estate Investing

    Investing in real estate is a popular choice for good reasons, but it's more complicated than owning your typical stocks ...
  18. Picking Your First Broker

    If you're a rookie investor, your first big investment decision should be an informed one. Read about how to choose your ...
  19. Opinion: Economic Anxiety and the Crisis of Masculinity

    Underlying Trump's jobs message is an important gender dynamic.
  20. Troubling Trends Seen in Teva's FY16 Results

    Shares of Teva are higher after reporting fourth quarter and FY results, however a closer look reveals trouble ahead.
  21. The Revenue Trend Is Not CBS's Friend

    CBS reports Q4 results tomorrow, but a close analysis of its performance suggests there are reasons to be wary.
  22. Zika Virus: Latest Advice on Staying Safe

    Thinking of an escape to the Caribbean for some midwinter sunshine? Check in first to find out the latest on Zika.
  23. Fashion Week: A Snapshot

    New York Fashion Week is in full swing, and provides and economic windfall for the city.
  24. New York Fashion Week: A Snapshot

    New York Fashion Week brings a whirlwind of economic activity to New York City.
  25. 3 Ways Retirees Can Generate Income from Investments

    It's not enough to have savings; those investments have to generate income to last through retirement. Here's how.
  26. Investment Grade Fixed Income in Your Portfolio

    If you are worried about rising interest rates, consider these investment grade bond alternatives.
  27. Wealth Coaching for the Young Adult

    Here are some wealth management ideas for young adults, and older adults too.
  28. Trading Gold and Silver Futures Contracts

    If you are a hedger or a speculator, gold and silver futures contracts offer a world of profit-making opportunities.
  29. Why Investors Need Advisors Who Are Fiduciaries

    Investors need fiduciary advisors to look out for their best interest and keep fees low.
  30. How Working After Retirement Affects Social Security

    Working after retirement can positively affect your Social Security benefits.
  31. Journey Through the 6 Stages of Retirement

    Financial planning is important, but emotional planning is the key to retiree bliss.
  32. A Review of SEC Enforcement Cases in 2016

    The SEC set a new record in 2016 for the number of enforcement actions it brought.
  33. Top Alternative Investments for Retirement

    Diversify your retirement portfolio with alternative investments – peer-to-peer lending, precious metals, even Bitcoins.
  34. 5 Tips for Starting a Business Later in Life

    Starting a business later in life can be lucrative, but takes careful planning and thought.
  35. The Cost and Benefit of Investment Advice

    Investors benefit from working with fiduciary advisors and should understand the fees they charge.
  36. 5 ETFs Flaws You Shouldn't Overlook

    Despite their popularity, exchange traded funds have some drawbacks that investors should know about.
  37. 7 Tips for Writing a Homebuyer’s Letter to a Seller

    To win a real estate bidding war, use these 7 tips for writing a homebuyer’s letter to a seller that’s engaging and personal.
  38. Can Immigrants Over 65 Receive Social Security?

    Under some circumstances, the answer is yes. Here's how the rules work.
  39. Can IBM’s Watson Help With Your Taxes? Ask H&R Block

    Can IBM’s Watson help with your taxes? H&R Block is betting that the famed artificial intelligence solution will increase ...
  40. Will Millennials Have to Work Until Age 75?

    A recent study concludes that Millennials will have to work until age 75 to fund their retirement.
  41. 11 Hidden Costs of Owning a Home

    The cost of buying a home extends beyond the down payment, closing costs and your mortgage. Watch out for these costs.
  42. 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 ...
  43. Top 5 Gold ETFs for 2017

    Gold ETFs offer a convenient way to take advantage of the volatility of the precious metals market.
  44. NAFTA's Winners And Losers

    Who benefited from NAFTA, and who lost out? Do we even know?
  45. Where Do Unicorn Founders Go to College?

    “Unicorn founders” have created private companies worth $1 billion or more. So who educated them? Where to go unicorn hunting.
  46. Square

    Square helps small businesses accept credit cards, track sales and inventory and even obtain financing.
  47. Top 4 Natural Gas ETFs for 2017

    Commodities prices on the rise and fracking costs on the decline mean that now may be a great time to invest in natural gas. ...
  48. Record Number of People Renounced Their U.S. Citizenship in 2016

    This year, the highest number of Americans ever took the irrevocable step of giving up their citizenship. Here's why.
  49. Top 25 Cities Where You Can Live Large on Less Than $70k

    Want life to feel more like Easy Street? Head for one of these cities, where you can live like a king (or queen) without ...
  50. 4 Essential Questions to Ask at the End of a Job Interview

    Ask these questions if you want to leave a great final impression on hiring managers and establish yourself as a top candidate. ...
  51. Five Questions to Ask About Your Company's 401(k) Plan

    Having a comfortable retirement depends on taking maximum advantage of your company's 401(k), if it's offered.
  52. Using Asset Allocation to Invest for the Long-Term

    Rather than eliminating underperforming sub-asset classes, rebalance your portfolio instead.
  53. The Best Investment Accounts for Young Investors

    What are the best investment accounts for young investors? A few types to consider.
  54. Breaking Down IRA Beneficiaries: Part 1

    It's important to give serious consideration to your IRA beneficiary designations.
  55. What Can We Learn From Harvard’s Investing Mistakes?

    Here's what individual investors can take away from the Harvard endowment's losses.
  56. Will You Pay Social Security Taxes After Retirement?

    Social Security taxes are paid regardless of age, but paying taxes on SSA benefits depends on MAGI.
  57. Are You Getting a Tax Deduction for Your Donation?

    When done properly, a charitable donation of your RMD can equal a tax deduction for you.
  58. How Tech Trends Will Change Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  59. How to Mess Up Retirement and Not Even Know It

    If you’re putting in the work to build your retirement, don't mess it up with costly mistakes.
  60. Will the Trump Financial Euphoria Last?

    It remains to be seen how Trump's election will ultimately affect the global and financial markets.
  61. Investing in Stocks May Help You Retire Early

    Being optimistic and investing in stocks may increase your investments enough to retire early.
  62. Who Will Care for Your Finances When You're Old?

    Use these steps to have a financial caretaker in place before you really need one.
  63. What the Nation's Rising Credit Scores Mean

    Credit scores indicate that consumers may be back on their feet after the Great Recession.
  64. How Will Ending the Fiduciary Rule Affect You?

    Opponents of the fiduciary rule say it will make advice too expensive for smaller investors.
  65. How Do New Social Security Rules Affect Divorcees?

    The Bipartisan Budget Act of 2015 has changed the way ex-spouses can claim Social Security benefits.
  66. The Dow at 20,000: Where Does It Go from Here?

    The Dow recently topped 20,000, setting a new record. Will the momentum continue?
  67. Using Life Insurance as a Business Succession Plan

    Life insurance can be a good succession plan tool for business partnerships.
  68. How to Protect Yourself From Credit Card Fraud

    Credit card fraud is sharply up. Learn the worst types and how to protect yourself.
  69. The Best Blogs for Financial Advisors to Read in 2017

    These finance blogs are must reads for financial advisors.
  70. Tax Breaks for Second-Home Owners

    Owning a second home is a great investment for a variety of reasons, but you need to know the tax implications of multi-home ...
  71. Should You Buy or Build a Home?

    You're ready for a new house. Should you buy it or build it? Here's how to think through the pros and cons, whether it's ...
  72. 5 Mistakes to Avoid When Buying a New Home

    Don't make these common blunders on your way to buying a new home.
  73. Rent-To-Own Homes: How The Process Works

    Here's what to watch for when negotiating a contract for a rent-to-own home – and who is a good candidate for this option.
  74. Buying a Home: Cash Vs. Mortgage

    If you have the funds, should you buy your home with all cash? Here's how to decide which option – cash or mortgage – makes ...
  75. Top 5 Must-Haves For Flipping Houses

    Not everyone can make money in this field. Find out what you need before you buy in.
  76. Scottish Independence Talk Regains Momentum

    Another Scottish independence referendum looks likely and could send shockwaves throughout global financial markets.
  77. Jeff Sessions

    Attorney General
  78. A Tax Primer for Homeowners

    Go beyond interest and find out how mortgage points affect your taxable income.
  79. Top 5 India ETFs for 2017

    For investing exposure to Indian markets, explore the top 5 India exchange-traded funds (ETFs), which are comprised of securities ...
  80. Should My Child Be My Life Insurance Beneficiary?

    Don't make the mistake of naming your minor child as your life insurance beneficiary.
  81. 5 Questions to Ask Before Opening a New Retirement Account

    To avoid tax problems, ask the right questions before opening a new retirement account.
  82. How to Achieve Financial and Marital Bliss

    Taking the proper steps after marriage can help ensure financial as well as marital bliss.
  83. The Benefits of Doing a 30-Day Financial Detox

    Taking 30 days to detox your finances can help reduce spending and increase financial independence.
  84. Preparing For a Career as a Portfolio Manager

    Find out what it takes to win a spot in one of the most coveted financial careers.
  85. 9 Simple Steps to Meet Your Financial Goals

    Don't over-complicate things; use these 9 simple steps to achieve your saving and financial goals.
  86. The Four Components of True Family Wealth

    There is more to building family wealth than financial capital.
  87. Timeless Financial Planning Lessons That Still Make Sense

    These financial planning oldies but goodies still carry some weight.
  88. Retracement or Reversal: Know the Difference

    Learn to distinguish between a temporary price change and a long-term trend.
  89. Measure Your Portfolio's Performance

    Learn three ratios that will help you evaluate your investment returns.
  90. The Retired Person's Guide to Managing Expenses

    Use these strategies for managing your expenses when retired, and you'll be able to enjoy life with a minimum of unpleasant ...
  91. How Financial Advisors Add Real Value for You

    Financial advisors do much more than just make investments for their clients.
  92. Why You Shouldn't Buy a Start Home Now

    Buying a starter home now may not be the best investment with slow-growing equity and added costs.
  93. Trailing-Stop/Stop-Loss Combo Leads to Winning Trades

    Combine trailing stops with stop-loss orders to reduce risk and protect portfolio value.
  94. Think Like Warren Buffett

    They don't call him "The Oracle" for nothing. Learn how Buffett comes up with his winning picks.
  95. The Basics of Covered Calls

    Learn how this simple options contract can work for you, even when your stock isn't.
  96. A Retirement Plan for High-Income Doctors

    The 457(b) plan allows high-earning doctors to save more for retirement than the 403(b) plan.
  97. Financial Planning Isn't Just for Men

    It is important that women understand their finances just as much as men.
  98. 3 Social Security Facts for Teachers

    Social Security for teachers is poorly understood by many financial advisors and some at the SSA.
  99. 5 Ways to Help Your Child Stay on Track With Money

    Here are five ways to help your child stay on track for her future.
  100. The World's Top 10 Economies

    The United States has been the world's largest economy since 1871, but China's growth may soon position it as the leader ...
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

    The repurchase of outstanding shares (repurchase) by a company in order to reduce the number of shares on the market. Companies ...
  4. Tax Refund

    A tax refund is a refund on taxes paid to an individual or household when the actual tax liability is less than the amount ...
  5. Gross Domestic Product - GDP

    The monetary value of all the finished goods and services produced within a country's borders in a specific time period, ...
  6. Inflation

    The rate at which the general level of prices for goods and services is rising and, consequently, the purchasing power of ...
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