Personal Finance Articles

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  1. How to Avoid Scuttling Your Client’s Retirement

    Bad habits can ruin a retirement portfolio (and your credibility as an advisor). Here are some practices to avoid.
  2. How Advisors Can Help Expectant Couples

    Bringing a child into the world makes parents more acutely aware of their finances. Here's how advisors can help expectant ...
  3. Interest Rates and Your 401(k): How They Tango

    Here's how a rise in interest rates will likely impact your 401(k).
  4. Got Dividends? Here's How to Reinvest Them

    Reinvesting dividends is almost always a good idea if you intend to hold your shares for the long term, and there are several ...
  5. Top Tax Tips to Deduct Investment Management Fees

    Investment expenses can be deducted by those who meet three main criteria. Here's what they are and how they work.
  6. Why Women Choose Women for Financial Advice

    Women often prefer female financial advisors because client and advisor can relate to each other on a variety of levels. ...
  7. The Difference Between Good and Great Advisors

    If you want to be a top advisor, it takes more than just hanging out your shingle and picking investments. Top advisors work ...
  8. How to Protect IRAs from Higher Interest Rates

    Rising interest rates don’t have to translate into investment losses in an IRA. Here's how you can protect your investments. ...
  9. Advisors: Do You Need to Tweak Your Marketing?

    Advisors use a variety of marketing techniques to attract clients, but they don't all work. It may be time to evaluate what ...
  10. Why Millennials Should Invest in a Roth IRA

    Saving for retirement is important, and it's important to start early. A Roth IRA is a great option for low-earners just ...
  11. Can You Retire in Colombia With $200,000?

    The cost of living, high-quality healthcare, climate and culture are drawing more and more U.S. retirees to this country. ...
  12. 6 Tips to Stop Worrying About Retirement

    Try some creative thinking and these smart moves to take the pressure off.
  13. Are Home Inspections Worth It? - Price vs. Value

    If you’re wondering whether home inspection is worth the investment, the following information will help you decide.
  14. How to Convert a Roth IRA to a Traditional IRA

    If the technicalities of converting a Roth IRA to a traditional IRA seem dauntingly complex, here are a few simple tips to ...
  15. 5 Warning Signs a Charity Is a Scam

    Giving to charities and helping those in need is admirable. Here's how to ensure your good intentions and donations aren't ...
  16. 5 Reasons to Convert a Roth To a Traditional IRA

    Here's a quintet of cases when the traditional IRA trumps the Roth version.
  17. Get Your House In Order By Choosing a Financial Advisor

    As the old saying goes, people don't plan to fail, they just fail to plan.
  18. Credit Card Review: Blue Cash Everyday Amex

    Read about the Blue Cash Everyday Amex card, and learn how it saves cardholders money on groceries, gas and other household ...
  19. Credit Card Review: Chase Freedom

    Learn about the Chase Freedom card and how it earns 1% cash back on every purchase and up to 5% on purchases in quarterly ...
  20. Credit Card Review: Citi Double Cash

    Learn about the Citi Double Cash credit card and its simple cash back program that pays a combined 2% rate on every card ...
  21. Inflation for Dummies

    Inflation may seem like a straightforward concept, but it is more complex than it appears. We examine its varieties and causes.
  22. Justifications For High CEO Pay

    CEOs tend to command sky-high salaries in America. Companies cite a number of reasons for this, but they don't always ring ...
  23. Extreme Mortality Bonds: High Risk and High Reward

    Insurance companies issue extreme mortality bonds to cover their losses in the event of a large-scale disaster. Here's a ...
  24. Risks Associated With Government Contracts

    Government contracts can be rewarding, but they also come with a variety of risks.
  25. 10 Public Companies That Rely On Govt. Contracts

    We look at 10 of the top public companies whose businesses rely on U.S. government contracts.
  26. Can You Retire in Brazil with $200,000 of Savings?

    Brazil has a lot to offer the expat. The cost of living and healthcare are cheaper, and the pace is unhurried. But educate ...
  27. Can Young Workers Rely on Social Security?

    Young savers have time on their hands to take advantage of many investment strategies, and they should because Social Security ...
  28. How to Defray Long-Term Care Expenses

    Here's a handful of options on what you can do to defray long-term care expenses.
  29. The True Cost of Home Caregiving

    Caring for eldery family in-home might be unavoidable, but most caregivers don't realize the true cost of doing so.
  30. Target-Date vs. Index Funds: Is One Better?

    Target-date and index funds are difficult to compare because they differ in both structure and objective, though investors ...
  31. Is a Google Robo-Advisor on the Horizon?

    It's possible that Google is looking to get into the robo-advisor business, either as a new venture or as a way to provide ...
  32. Top 3 Ways to Manage Lump-Sum Windfalls

    Have you just had a load of money drop into your lap? If so, several enviable options are available to you. Which one is ...
  33. Before You Invest in a Rental House with a Friend

    Investment property has advantages, but before you purchase a rental house with a pal, it’s smart to know what the challenges ...
  34. Whole Foods 365: The Economics of Discount Organic

    Whole Foods Market is expanding its brand to create a chain of discount natural food stores called 365 by Whole Foods Market. ...
  35. The Top 5 Most Unionized Industries

    Unions don't have the membership numbers that they once did, but they are still a vital part of several different important ...
  36. Free Credit Score: How Free Is It Really?

    Be careful of websites making bogus offers of "free" credit scores. If a site asks for credit card information, you'll most ...
  37. Credit Card Review: Amex EveryDay

    Learn the benefits of the Amex EveryDay card, such as its introductory offer and rewards perks, and discover the types of ...
  38. How Advisors Can Tackle the Big Wealth Transfer

    The massive wealth transfer from Baby Boomers to their heirs presents opportunity and challenges for advisors. Here's how ...
  39. How a Higher Minimum Wage Would Impact the Economy

    Doubling pay for hourly workers could have several knock-on effects to the economy. Here's a brief look at a big issue.
  40. Why You Might Buy Your Next Car from Costco

    Costco, one of the strongest retailers around, has its hooks in all sort of sectors, including autos.
  41. Credit Card Review: Capital One Venture Rewards

    Learn how the Capital One Venture Rewards card helps you earn unlimited rewards miles to pay for all types of travel expenses, ...
  42. Credit Card Review: BankAmericard Cash Rewards

    Read about the BankAmericard Cash Rewards card, and learn how to start earning unlimited cash back with its simply rewards ...
  43. Credit Card Review: QuicksilverOne Rewards

    Learn more about one of the best cash back rewards credit cards for individuals with average or good credit ratings: the ...
  44. What to Know About Transferable Points Programs

    Transferable points programs give credit card users a more extensive way to use credit card points for travel.
  45. How Express Scripts Makes Money

    The pharmacy benefit manager claims to lower prescription drug costs for consumers, medical providers, and health insurance ...
  46. Three Perks Business Should Give Their Employees

    Firms that treat their employees well have a competitive advantage over their rivals. Here are three important perks to give ...
  47. How Peter Thiel Became a Superstar

    A review of the career of legendary Silicon Valley entrepreneur and investor Peter Thiel.
  48. 3 Key Steps To Take Before You Quit Your Job

    Leaving a job on the best basis means thinking through everything from professional etiquette to what's financially adequate.
  49. Are These the 10 Best Stocks in the World?

    Most of the top 10 stocks in the world have performed exceptionally well over the past several years. Here's a look at their ...
  50. Making Your Home Retirement "Ready"

    Key steps to take so that your home is in good shape for you to live there as long as you want.
  51. Credit Card Review: Premier Rewards Gold Amex

    Read more about the American Express Premier Rewards Gold card, one of the top charge cards in the United States and a favorite ...
  52. Best Banks to Stash Your Million Dollars

    Get the richest perks and red carpet treatment for you and your money from these financial institutions.
  53. Credit Card Review: Gold Delta SkyMiles Amex

    Learn about the three American Express cards that partner with Delta Airlines. Understand the benefits of the Gold Delta ...
  54. What Does an Ideal Retirement Portfolio Look Like?

    The "ideal" portfolio can differ from one investor to another depending on many factors, but some themes hold true no matter ...
  55. Credit Card Review: Citi ThankYou Preferred

    Understand what makes a reward credit card worth opening. Learn about the Citi ThankYou Preferred card and its benefits and ...
  56. Does that Budget Leave Room for Charitable Giving?

    Your clients want to be philanthropic, but does their financial situation allow them to afford charitable giving?
  57. How Advisors Can Help New Doctors Conquer Debt

    Doctors have high potential for building long-lasting wealth, but they need advice on the best way to pay off student loan ...
  58. How to Protect Your Retirement After a Divorce

    Divorce is never fun, but knowing the rules and anticipating the impact of retirement plan division and pension payouts can ...
  59. Advisors: Get Those Referrals! (Here's How)

    If you're not talking to your clients about referring you to friends, you should be.
  60. Credit Card Review: Capital One Quicksilver Rewards

    Learn more about the Capital One Quicksilver Rewards card and how its simple cash back rewards program can put more money ...
  61. Credit Card Review: Citi Diamond Preferred

    Read about Citi's Diamond Preferred credit card, a low APR offering with excellent balance transfer benefits and a long-term ...
  62. Credit Card Review: BankAmericard Travel Rewards

    Understand what the BankAmericard Travel Rewards card is and what its benefits are. Learn about the few drawbacks to the ...
  63. Credit Card Review: Discover it

    Learn why the Discover it card provides a great balance between cost effectiveness and robust rewards, especially for those ...
  64. The Number One Reason Why Most Traders Fail

    We show you the simple tools, availble to everyone, to succeed as an active trader: education, experience, charts, vision, ...
  65. Netflix's New Strategy: Penetrate Your Hotel Room

    Will Netflix’s new venture—to offer its media content in hotels—pay dividends? Investopedia explores the business potential ...
  66. ETF Analysis: Market Vectors Pharmaceutical

    Read about one of the best-performing ETFs in the health care sector since 2012: the Market Vectors Pharmaceutical ETF (PPH) ...
  67. American Express Returns Vs. DJ Industrial Average

    American Express has handily outperformed the Dow Jones Industrial Average since 2009, but unusual weakness in the last year ...
  68. Credit Card Review: Platinum American Express

    Take a closer look at the gold standard of luxury travel rewards credit cards, the American Express Platinum, and find out ...
  69. Credit Card Review: Citi Simplicity

    Understand how the Citi Simplicity credit card works, what its pros and cons are, and which kinds of consumers would be happiest ...
  70. Credit Card Review: Discover it Miles

    Understand what makes a credit card valuable and possible drawbacks; learn about the Discover it Miles card and how it may ...
  71. Credit Card Review: Chase Sapphire Preferred

    Learn why the Chase Sapphire Preferred card is ideal for users who travel a lot and like to eat at restaurants, and discover ...
  72. Vice Can Be Nice: 4 Sin Stocks to Consider

    These four sin stocks are likely to be resilient during a bear market.
  73. A Day in the Life of a Financial Advisor

    Financial advisors do a lot more than just manage portfolios, including prospecting, marketing, client servicing, compliance ...
  74. The Best (and Worst) Companies For Workplace Diversity

    Learn which large companies are the most committed to workplace diversity and which have the most work to do in their hiring ...
  75. The Financial Singularity Will Destroy Your Return

    Given the current and future growth of financial technology, many believe algorithms will soon define what drives market ...
  76. How Top Advisors Innovate to Stay Ahead

    Successful advisors are innovative, reaching out to a new generation of clients by embracing new technology.
  77. Can Mobileye Revolutionize The Car Industry?

    Cars are evolving into vehicles connected to the ecosystem around us. With its ability to sense and detect objects around ...
  78. The Benefits Of Corporate Inversion

    Many U.S. companies have found it advantageous to relocate their headquarters rather than face the highest corporate tax ...
  79. Retire In Ecuador with $200,000 Of Savings?

    Retiring in Ecuador means living a good life on a fixed income. Why not live where your Social Security dollars can provide ...
  80. Is Level Money the Perfect Budgeting Tool?

    Here’s a detailed review of how Level Money works and whether it could be the perfect tool to help you budget.
  81. Credit Card Review: Chase Slate

    Take a closer look at one of the most popular balance-transfer credit cards on the market: the Chase Slate card with a 0% ...
  82. Credit Card Review: BankAmericard

    Examine an overview of the credit card lineup offered through Bank of America, each of which is a different version of the ...
  83. 10 Jobs to Avoid Right Now

    These jobs may never recover to pre-recession highs, can easily be outsourced overseas or may disappear altogether as technology ...
  84. Are You Paying Too Much in Taxes?

    Overpaying taxes amounts to an interest-free loan to the government. Here are some ways to avoid that scenario.
  85. 10 Richest, Most Successful Tech Geniuses

    Unlike many industries, tech billionaires are mostly self-made. Many of these billionaires came from humble means and, through ...
  86. Will Nepotism Kill Wal-Mart?

    Wal-Mart recently appointed Greg Penner, grandson-in-law of its founder to the post of Board Chairman. Should investors be ...
  87. Pepsi (PEP) Gets Crafty with Soda: Will it Pop?

    Pepsi is getting crafty with the launch of its Stubborn Soda. Is it a recipe for success?
  88. The Most Popular ETFs with Financial Advisors

    Financial advisors might continue to perform well by holding these popular ETFs, but time is limited.
  89. This is the Top Fear of Gen X, Millennial Savers

    Younger folks are more stressed than older generations about having enough money for retirement.
  90. Will Consumer Spending Save 2015?

    Consumer spending is considered an important number (and it is), but a savvy investor will always look at "why" rather than ...
  91. Will Jet.com Revolutionize Shopping?

    Jet.com has arrived and will look to steal market share from Amazon over the next several years. Will it be successful?
  92. Advisors: Broach this Topic with Grandparents

    Talking to older clients about financial planning for their grandchildren may help secure a new generation of clients.
  93. How to Respond to 'I Already Have an Advisor'

    Every advisor has met someone who already works with an advisor. Here are some tips for keeping the door open.
  94. The 10 Richest Women In Finance

    Who are the top 10 women in the financial industry?
  95. Today's Top Young Investors

    Given the very different world that we live in as compared to the one the Warren Buffett graduated into, young, hopeful investors ...
  96. Don't Get Trapped in a Zombie Foreclosure

    Understand how foreclosures work and you can avoid the disastrous consequences of having a zombie foreclosure.
  97. 6 Websites Where You Can Book a Private Jet

    These sites can help you get the flights and destinations you desire – and sometimes, even just a seat instead of a whole ...
  98. Worldwide Trend that Will Forever Alter Retirement

    Because longetivity is driving change in global and U.S. economies, we bring you a series of interviews with leading experts ...
  99. Why U.S. Consumers Aren’t Spending

    Despite continued improvement in the labor market and lower gasoline prices, consumers' activity remains soft: retail sales ...
  100. Gay Weddings Mean Big Business

    The coming boom in same sex marriages represents a money-making opportunity for anyone in the wedding industry.
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