Personal Finance Articles

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  1. What Are The Latest News On The Beer Industry?

    Beer isn’t a traditional commodity, as there are no futures markets associated with it, but it is considered an alternative ...
  2. Credit Card Review: The Amazon.com Rewards Visa

    The rewards from
  3. 5 Top Credit Karma Tools To Keep Your Credit High

    As if the free, no-strings credit checkup weren't enough, this site also gives you personalized feedback to make you a better ...
  4. How Steve Jobs Changed The World

    As an innovator and visionary, Steve Jobs’s accomplishments can be held on a pedestal with the likes of Microsoft’s Bill ...
  5. Credit Card Review: Southwest Rapid Rewards Cards

    Do Southwest Airlines' free checked bags make one of their credit cards a good choice for you?
  6. Ways Advisors Should Evolve in 2015 and Beyond

    Technological evolution, robo-advisors, regulatory and compliance shifts and more. Here's how financial advisors should evolve ...
  7. 4 Steps to a Happy Retirement

    These basic retirement planning tips are essential for both savers and their financial advisors.
  8. How American Express Counts on Your Profligacy

    Consumers like novelty, reliability, variety, and other subjective qualities. But what really keeps them coming back to American ...
  9. A Look at the 5 Richest People in the World

    Who are the five richest people in the world and how did they manage that feat?
  10. Just Retired? No Better Time for a Second Career

    After working for decades and reaching retirement age, what's next? A second career, of course. Here's why and how.
  11. When Is Leasing A Car Your Best Bet?

    Leasing a car isn't right for everyone. But it's attractive for those who want low initial payments and the ability to get ...
  12. When Your Client's Retirement is Around the Corner

    With thousands of Baby Boomers reaching retirement age every day, here's a guide as to how financial advisors should approach ...
  13. A New Wake-up Call for Savers

    Recent findings from an index that measures how many people who are at risk of not being able to maintain their current standard ...
  14. Where To Get The Cheapest Airline Tickets

    We test out a range of ways to get cheap tickets for your next flight.
  15. What Happened To Obama’s Amnesty Bill?

    The sweeping Republican majorities were supposed to trigger change, but now they are preparing to embrace the Obama immigration ...
  16. Finding The Best Health Insurance You Can Get

    A close look at the pros and cons of Aetna vs. Cigna PPO health insurance helps you decide what's important for you.
  17. Best Credit Cards For 2015

    The best credit card for you depends on your financial goals. Our choices for the best cards in 4 different categories.
  18. Avoid The No-Health-Insurance Penalty By Feb 15

    If you don't have health insurance, act NOW or you could owe penalties on your 2015 taxes, in addition to this year's.
  19. Retirement Bliss? Not So fast: When Savings Lag

    Most people aren't saving enough for retirement. Here are some tips savers and financial advisors can use to change that.
  20. Why Now is the Time to Snag Gen X Clients

    Millennials might have more buzz, but Gen X savers are more likely to enlist the services of a financial advisor right now.
  21. EU Probes Tax Laws To Catch Corporate Cheaters

    Recently, the EU has launched an investigation into tax deals between Amazon and the country of Luxembourg.
  22. How Expensive Is New York City To Live In?

    Considering how many people live in New York City, can it really be that much more expensive than other big cities? Take ...
  23. Preparing Your Clients for the Next Bear Market

    It has been almost six years since the last bear market, so it might be time for advisors to start preparing their clients ...
  24. The 5 Wealthiest People in Mexico

    Most people in the know have heard of Carlos Slim and his massive fortune. But what about Mexico's other richest people?
  25. Why Investors Need to Rebalance Their Portfolios

    The best way to explain why one should rebalance their portfolio is to show what could go wrong if one doesn't.
  26. The Economic and Social Effects of Corruption

    Corruption results in inefficiencies in the operations of emerging economies, and prevents such economies from reaching the ...
  27. Five Successful Investing Strategies

    The secret to investing is that there is no secret. Success is all about knowing yourself, getting the basics and using both ...
  28. Multiple Accounts? Here's How to Calculate RMDs

    Ever wondered about how to calculate required minimum distributions on multiple accounts? Here's a quick primer.
  29. Will 2015 Finally Be The Year For Rising Rates?

    Interest rates continued declining in 2014, but as we enter 2015 many investors are asking the same question: Will 2015 be ...
  30. How to Choose a Robo-advisor? Follow the Money

    Which of the many robo-advisors will still be around in a decade? Here's an informal look at who might thrive and who might ...
  31. How To Deduct All Of Your Charitable Donations?

    Donations made to charitable organizations can reduce your taxable income, thus your overall tax bill. But not all donations ...
  32. What Is Hollywood Spending On Oscar Campaigns?

    Here's a look at how much Hollywood is spending this awards season to take home the gold at the 2015 Academy Awards.
  33. The Most Successful App Companies

    The rapidly expanding mobile-app industry is worth billions of dollars. Its growth has led to huge success for some firms ...
  34. U.S. Travelers: Book That Trip Abroad Now

    Appreciation of the U.S dollar against the euro and other currencies is making travel abroad cheaper. Here's how to benefit.
  35. Undervalued Franchises: The Best Choice?

    Searching for an undervalued franchise? Here's a quick guide to what's hot and what's a good bet.
  36. Want To Be A Financial Planner? Eye These Schools

    If you're interested in becoming a financial planner here's a quick look at what to expect and short list of the top schools.
  37. Choose The Best Way To Fund Your Startup: Are Loans Or Equity Right For You?

    Which is better for a startup - debt or equity? Here are the advantages, challenges, and criteria.
  38. How Bad Is My Credit Score?

    You've seen the number, but what does it mean? Here's how to assess your credit score and get to a better place if needed.
  39. Credit Card Review: The Target REDCard

    Target's credit cards provide direct discounts, charge no fees, and give a surprising education bonus to local schools. But ...
  40. Are You Spending Too Much?

    Post-holiday credit card bills are just one signal that it's time to cut back on spending. Here are others.
  41. Rating Assurant Prepaid Vs. Delta PPO dental plans

    As more consumers – and dentists – join insurance plans, here’s help in choosing benefits that are right for you.
  42. Your Best Bet for Healthcare Stocks: The XHE ETF

    With the decent growth and wide profit margins of medical device companies, the XHE ETF shouldn't be ignored.
  43. What Study Abroad In Australia Will Cost

    Australia is one of the most popular – and most expensive – destinations for U.S. students who want to study abroad. But ...
  44. The Momentum, And Methods, Behind Walmart's Model

    Walmart's success stems from low costs, which are possible through specific supply and distribution strategies, and are passed ...
  45. P2P Loans: Consider the Payoffs; Assess The Risks

    The available data seems to indicate that P2P loans, although risky, promise great payoffs, and the prospects of good returns ...
  46. Tips for The Reality of a Working Retirement

    Working during retirement probably doesn’t sound appealing but there are options on how to go about it.
  47. Google Ads Vs. Facebook Ads

    Universal access to the internet through smartphones, tablets and computers has driven the success of numerous companies. ...
  48. CITs in 401(k)s: What You Need to Know

    What you need to know about collective investment trusts offered in 401(k) plans.
  49. How Foreign Transaction Fees Work

    Using a credit card when you travel can be costly. Here's what you need to know about foreign transaction fees – plus tips ...
  50. Why Widows Leave Their Advisors

    Many women leave their financial advisors in the wake of their spouse's death. Here's why and what advisors can do about ...
  51. Buying A House? Avoid These 7 Mistakes

    Owning your own home gives you a feeling of independence that renting can’t offer, and there are big financial benefits, ...
  52. American Express: Headwinds and Tailwinds

    Any investors considering a position in American Express need to know these important facts.
  53. What Exactly Does A Portfolio Analyst Do?

    Portfolio analysts have the exciting role of working between the investment team layers and they touch various aspects of ...
  54. World's Top 10 Hedge Fund Firms

    Ready for the high-risk, high-return hedge fund investments? Here is a list of the top hedge fund investment firms.
  55. Credit Risk Analyst: Boring Title, Great Job

    Credit analysts make critical decisions about loans, are required to have a certain level of education, and receive commensurate ...
  56. When Is An MBA Worth It?

    Earning an MBA can enhance one's career path, or help land a high-paying job. Alternative options are the CFA or a Master's ...
  57. Which Is Right For You: MBA or Master's In Finance?

    While an MBA offers more flexibility in terms of curriculum and ability to take classes part time, a Master's of Finance ...
  58. Has Coca-Cola Lost Its Pop?

    Coca-Cola has been a name synonymous with sustainable success. This hasn’t just pertained to consumers but investors as well. ...
  59. Monthly Pension Or Lump-Sum: Which Is Better?

    When a client is faced with the choice of a monthly pension or a lump-sum payment, which one is better? Here's a quick guide ...
  60. What The Golden Globe Winners Earn And Are Worth

    When it comes to awards shows, the winners not always are the biggest earners. We take a look at how much the Golden Globe ...
  61. Financial Planning Tips And Resources For Veterans

    Veterans or all kinds have special needs when it comes to financial planning. Here are some tips as well as a comprehensive ...
  62. Is Miami The Right Retirement City For You?

    Miami has all the attractions of big-city life – plus the beaches – but how good a retirement destination is it really? Here ...
  63. Where You Clients Should Retire (For Tax Reasons)

    Are your clients asking where they should retire? That's a tough call, but here we cover the tax angle.
  64. How Motif Investments Works: Risks & Rewards

    Startup Motif Investing is changing the way investors create portfolios, combining real-word trends and customization for ...
  65. Should Your Retiring Clients Pay Off A Mortgage?

    Should your retiring clients pay off their mortgages? It's more complicated than 'yes' or 'no,' so here's a quick guide.
  66. Why Retirement Advice Is Better But Still Lacking

    With a multitude of resources available to savers and their advisers, you'd think that retirement planning would be a breeze. ...
  67. Pros and Cons Of The My Best Buy Credit Card

    If Best Buy is your home away from home, a Best Buy credit card may pay off for you. Otherwise, a cash back card may be the ...
  68. Gold Vs. Platinum AmEx Card: Which Is For You?

    A close look at the benefits – and fees – of these two levels of shining "metal" cards from American Express.
  69. The 10 Best Cities in Florida For Retirees

    The Sunshine State offers plenty of options for retirement-aged adults seeking warm weather and a favorable cost of living.
  70. Paypal Vs. Credit Card: Which Is Safer?

    Does using PayPal help protect you against identity theft – or does it just add yet another place where cyber thieves can ...
  71. Where To Get A Mortgage If You Have Bad Credit

    Here's where to go if you have a low credit score and still want a mortgage.
  72. Retirement: How Much Should Clients Be Saving?

    5%? 10%? 15%? Which retirement savings rate is the right one? More is better, but too much isn't ideal. Here's a quick guide ...
  73. Best Types of Remodels For A Smart Sale Strategy

    Consider these improvements to your home if you want to increase its resale price.
  74. Evaluate Your Investment Portfolio For 2015

    The beginning of a year is a good time to evaluate your investment portfolio and think about how to position it going forward. ...
  75. How To Get Clients To Save More For Retirement

    Americans aren’t saving enough for retirement. Here are some tips for financial advisors who must convince them to change ...
  76. Part-Time Vs. Executive MBA: Which One To Pick?

    In general, there are two routes a prospective student can take when pursuing an MBA: a full-time or a part-time program. ...
  77. How To Explain Portfolio Rebalancing To Clients

    Letting an allocation to stocks get too large can expose you to more downside risk than you had bargained for. Here are tips ...
  78. Credit Cards That Get You Into Airport Lounges

    These four credit cards will gain you coveted access to all that free food and peace, while your fellow travelers mill around ...
  79. 5 Ways To Get The Best Mortgage Rates

    A mortgage is the biggest loan most people have. Be sure you get the best possible terms – you'll be paying it off for years.
  80. Is a NYU Degree Worth the Steep Tuition Bill?

    The cost of attending NYU is above average, even for private universities. But research shows it can still be a good value. ...
  81. Why Credit Karma Is Free & How It Makes Money

    Credit scores originally were built for lenders, but now Credit Karma makes the system work for consumers, too – and makes ...
  82. Columbia's Financial Aid Trumps Steep Tuition

    Despite its high tuition costs, Columbia University is surprisingly affordable for low- and middle-income students, thanks ...
  83. How Do Recalls Affect A Company?

    A product recall is the process of retrieving and replacing defective goods for consumers. When a company issues a recall, ...
  84. At Harvard, Expect High Tuition But Generous Aid

    Harvard University might have one of the country’s highest tuition rates, but many students pay far less thanks to a strong ...
  85. How Shazam Makes Money

    Prior to universal access to digital technology, identifying music in restaurants, bars, or stores was difficult to nearly ...
  86. Immediate Annuities: What To Watch Out For

    Immediate annuities can provide substantially higher monthly payouts than other fixed-income instruments, but also have some ...
  87. The 5 Smartest Ways To Use Your Airline Miles

    How to travel and save money by using airline miles.
  88. Visit Latin America's Safest, Cheapest Countries

    Tourism is surging in Latin America. Its safest countries rank higher on the Global Peace Index than the United States and ...
  89. Bring Money! Most Expensive Countries For Tourists

    If you've longed to see the Alps, Norway's fiords, Tivoli Gardens or the Great Barrier Reef, how to manage visiting the world's ...
  90. Best U.S Visas For Foreign Entrepeneurs & Investors

    The best ways for foreign entrepreneurs and investors to get a scarce U.S. visa.
  91. Picking A Lender: Quicken Loans Or A Local Bank?

    Online mortgage lender Quicken Loans has become known for its convenience and customer service. But brick-and-mortar banks ...
  92. Quicken Loans Vs. Other Mortgage Sources

    By allowing customers to initiate and manage the mortgage process online, Quicken Loans may appeal to borrowers who value ...
  93. 7 Top Ways To Earn Airline Miles

    Even if you rarely fly, you can pile up points that are good for travel or other rewards.
  94. Top Credit Cards With No Foreign Transaction Fee

    Don't get stuck paying extra fees on purchases you make with with foreign currency when you travel outside the U.S.
  95. Venmo: Its Business Model and Competition

    Venmo, with its tagline “Share Payments,” is currently leading the race in the skyrocketing market for peer-to-peer payments.
  96. World's Top 10 Insurance Companies

    This is a list of the world's ten insurance companies with the largest revenues.
  97. Key Differences Between Uber and Lyft

    A short article explaining the main differences between Uber and Lyft.
  98. The World's Top 10 Law Firms

    Here is a list of world's top ten law firms in terms of revenue.
  99. World's Top 10 Trading Companies

    Which are the top trading firms of the world? Here is the list of the ones with highest trading revenue.
  100. Uber and Lyft Expansions: What They're Doing To Win The Taxi Wars

    Uber and Lyft are each growing at a tremendous pace. Here are the most recent expansion efforts by both services and the ...
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