Personal Finance Articles

  1. 4 Reasons Why Americans Retire in Costa Rica

    Understand why more and more Americans are deciding to retire in developing countries. Learn about the top five reasons why ...
  2. The Emerging Market Opportunity in a Yield Drought

    Learn why investors face the choice of either accepting lower income or increasing risk in their bond portfolios in the search ...
  3. 5 Reasons Why Easy Growth Is Behind Us

    Explore the five reasons why easy global growth is behind us, as stated by Mary Meeker, and discover where the biggest opportunities ...
  4. 17 Types of Income the IRS Can’t Touch

    That's right, 17. Uncle Sam can't get his hands on your money if it's in one of these very specific income categories.
  5. 4 Government-Funded FuelCell Energy Projects (FCEL)

    Discover FuelCell Energy Inc. (NASDAQ: FCEL), an alternative energy provider developing renewable fuel cell power plants ...
  6. Why Citi Says Lower Gas Prices Aren't Helping the World (C)

    Learn why lower prices of oil have done little to increase U.S. consumer spending, drive corporate earnings or increase global ...
  7. The Decline of the Middle Class: An Inside Look

    Find out what is behind the decline of the middle class in America and how the hourglass economy may effect consumption.
  8. 10 Summer Books to Read That JP Morgan Recommends (JPM)

    Discover the 10 books included in JPMorgan's 17th annual summer reading list. The titles cover a range of topics, from sleep ...
  9. How Minimum Wage Increases Could Hurt These Sectors

    Learn why the consumer discretionary sector, and in particular the leisure and hospitality industry, faces the biggest challenges ...
  10. 3 Investments Under $500 That Are Potentially Worth Millions

    Find out the various ways an investor can invest just an initial $500 or less, and eventually parlay that initial investment ...
  11. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors that come into play for distributing assets: liquidity, sentiment ...
  12. 3 Ways to Find a Job at a Hedge Fund Without Connections

    Learn why landing a job at a hedge fund is notoriously difficult without connections, and how candidates can increase their ...
  13. 10 Global Regions Experimenting with Driverless Cars

    Read about how 10 countries have been experimenting with driverless cars, and learn about some of the technology that comes ...
  14. Large-Cap Companies: Less Growth Potential Than Amazon? (AMZN)

    Learn why one analyst believes Amazon.com may be the largest U.S. company by market cap by 2020, and why he may be overestimating ...
  15. The Brand and Business of Beyoncé Knowles (PEP, TWX)

    Discover why Beyonce is a global brand. Find out about her business investments, marketing strategies and her collaborations ...
  16. Managing Annuity Distributions in Retirement

    Strategies to help manage taxable deferred annuity distribution in retirement.
  17. Complete Your Retirement Bucket List on a Budget

    Retirement is the perfect time to do all the things you couldn't get to during your working years. You just need to make ...
  18. 5 Tips for Finding Your Perfect Job Online

    With so many jobs being advertised online, it pays to know your way around an online job search. Here's what you need to ...
  19. The 10 Most Expensive Zip Codes in California

    California has some of the priciest ZIP codes in the U.S. And these are the priciest in California.
  20. Annuities: A Good Option in Turbulent Times?

    Annuities can be an enticing option as Americans near retirement, but there are several reasons to be wary of them.
  21. Is Waiting till 70 for Social Security Right for You?

    Should you wait until 70 to start receiving Social Security? It depends on a variety of factors. Here is what you need to ...
  22. Reverse Mortgage Pitfalls

    Before tapping your home equity through a reverse mortgage, find out what could go wrong.
  23. Does Lack of Innovation Matter for Apple?

    analyze if Apple has ever been an innovation company
  24. Why Advisors Ignore Most Marketing Pitches

    Advisors are busy folks and as such, they aren't easily swayed to read marketing materials.
  25. Why ETFs and Millennials are a Good Match

    Here's why ETFs are a great way for Millennials to get started with investing.
  26. How to Grow Your Business with Donation Strategies

    Advisors who offer clients expertise in how to charitably donate will likely build a stronger practice and capture more business. ...
  27. Why a Financial Advisor Is Crucial in Retirement

    If you’ve been planning your retirement strategy on your own, bringing a financial advisor on board to help can be a wise ...
  28. 401(k) Lawsuits: How Employers Are Protecting Themselves

    Some companies are making it harder for employees to sue over retirement fund problems. Here is what you need to know about ...
  29. How Many Credit Cards Should You Carry?

    If you have ever wondered whether you should carry one, two or more cards, read on and we'll tell you.
  30. How Good a Deal is TSA PreCheck at the Airport?

    With all the reports of mammoth airport security lines causing passengers to miss their flights, it's time for another look ...
  31. The Pros and Cons of Executives' Pay Tied to Stock Performance

    Watch for situations where lavish executive compensation is either not justified by total shareholder return or rationalized ...
  32. How to Tell If You're Cheap or Frugal

    Here are a few distinct character differences between those who understand value and those who don't.
  33. Exploring AOL's History and Where it Goes From Here

    Learn about AOL's history, and see how it almost died but accumulated top advertising sites. Discover how AOL can benefit ...
  34. CalPERS vs. CalSTRS: Assessing Their Portfolios

    Monitor the success of CalSTRS toward achieving annual returns of 7.5% with the risk mitigation strategy, and compare to ...
  35. Billionaire John Paulson's Q1 Biotechs: AGN, SGYP

    Let's take a look at billionaire hedge fund manager John Paulson's Q1 investments in these healthcare stocks: AGN, SGYP
  36. How to Advise Business Owners Looking to Retire

    Here are some things to be aware of when advising business owners looking to retire.
  37. China's Middle Class: An Inside Look

    Discover the catalysts for China's improving middle class population, from global demands of its consumer goods to unoccupied ...
  38. Should Retirees Pin Their Hopes on a Rate Hike?

    The Fed’s plan to start raising rates later this year might help, but it's unlikely to be a panacea for fixed-income investors. ...
  39. 5 Tech Companies With High Stock-Based Compensation (GOOGL, AMZN)

    Examine stock-based compensation among large tech firms to determine which factors are driving equity compensation and how ...
  40. How Banks Set Interest Rates on Your Loans

    Many factors go into how banks set interest rates for loans. Use this information to negotiate the best possible rate when ...
  41. The Top 6 Expenses Cutting into Your Retirement Savings

    If you're like most Americans, you don't have enough put aside for retirement. Here are a half dozen ways to increase your ...
  42. How to Break Your Bad Financial Habits

    For individuals and families to hold their own and build equity for retirement, they need to commit to responsible spending ...
  43. 3 Seemingly Non-Financial Decisions Everyone Should Take More Seriously

    None of these decisions should be considered as being purely financial, but there are severe consequences to ignoring their ...
  44. Larry Robbins' Q1 Ups and Downs: GOOGL,HUM

    TipRanks highlights Larry Robbins' notable Q1 stock activity.
  45. How the Underground Economy Affects GDP

    Find out how the underground, or shadow, economy affects the accuracy of the calculation of a country's gross domestic product ...
  46. 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 ...
  47. Retirement Taxes: 5 Ways to Save Money

    Living on a fixed income during retirement can be difficult if your taxes are high. These five ideas can help you manage ...
  48. Annuities: A Solution for Baby Boomer Retirees?

    Annuities can provide guaranteed lifetime income at a time when retirement outlooks are seemingly bleak. Here's the lowdown ...
  49. 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. ...
  50. How to Use Health Savings Accounts for Retirement

    For tax-savvy, retirement-minded investors, HSAs can represent a tremendous long-term planning opportunity. Here's how to ...
  51. 6 Things You Think Add Value To Your Home - But Really Don't

    Not everyone wants to spend their weekends shaping backyard topiaries. Even though you may enjoy the improvements you make ...
  52. When to Call in Professional Financial Advice

    These six life events can help you recognize scenarios in which you or your loved ones might benefit from meeting with a ...
  53. Five Rules to Improve Your Financial Health

    Learn five broad personal finance rules that can help get you on track to achieving specific financial goals.
  54. Opko's mangement and pipeline makes it a solid buy (OPK)

    Top analyst Ronnie Moas points to Opko's strong management and vibrant pipeline as reasons to be bullish on the stock.
  55. How to Spend Your 529 to Maximize Student Aid

    Paying for college isn’t just about putting savings into a 529; how that money is spent can determine whether there will ...
  56. ETFs and Taxes: What Investors Need to Know

    It's true that ETFs can offer tax efficiency, but that's not always the case. Here's what investors need to watch out for.
  57. China Real Estate: Lawsuits Are Increasing, Price Is Stabilizing

    Examine Chinese real estate data to understand the geographical dynamics of recovery. What does lawsuit volume indicate about ...
  58. ETFs and Taxes: What Investors Need to Know

    It's true that ETFs can offer tax efficiency, but that's not always the case. Here's what investors need to watch out for.
  59. Top Hacks for Prepping for Late-in-Life Healthcare

    Research shows that people are underestimating their healthcare costs in retirement. Here's how to prepare to deal with the ...
  60. How to Help Clients Navigate Medicare Enrollment

    Here's how to help clients navigate the maze of Medicare enrollment.
  61. What Disney Can Teach Us About Tax Fairness

    Disney's tax questions are anything but Goofy: It pays much higher taxes than many multinationals, illuminating the unlevel ...
  62. Variable Annuities: A Good Retirement Investment?

    Variable annuities provide lifetime payments and tax-deferred growth, but – given their hefty fees – are they right for you?
  63. Using Indexed Universal Life for Retirement Income

    Designed properly, indexed universal life insurance can be a great way to save for investors who have the keen ability to ...
  64. Six Critical Rules for Successful Retirement Investing

    Specific retirement investing "rule of thumb" tips are helpful, but there are broader guidelines to follow if you want to ...
  65. How Low Interest Rates Affect the British Economy

    Explore the impact of historically low interest rates on the British economy, while discovering the reasons for and against ...
  66. How to Lend Money to Family and Not Regret It

    It’s hard to refuse a family member’s request for a loan, but be sure to go into such arrangements with your eyes open.
  67. Silicon Valley Real Estate: A Good Time to Buy? (FB, GOOG)

    Find out what factors drive the Silicon Valley housing market in 2016. Learn why the high-end homes market is cooling off ...
  68. 6 Tropical Places to Retire to on the Cheap

    Want to live out your golden years in a tropical paradise for the cost of a small U.S. apartment? Check out this list of ...
  69. The 5 Best CRM Services for Financial Advisors

    CRM solutions have become an invaluable tool for advisors as competition from robo-advisors heats up. Here are some of the ...
  70. How to Get More Business with Inbound Marketing

    A smart way to start adding more clients to your roster is to add inbound marketing to your marketing tool chest. Here's ...
  71. Retirement Travel: 5 Trips That Cater to Retirees

    People over age 50 who are looking for fresh travel experiences may want to consider these five destinations that cater to ...
  72. Will Automaking Save Apple's Branding? (AAPL)

    Explore Apple's potential shift to the automotive market, its secretive Titan Project and how the company might change the ...
  73. The Rise and Fall of Millionaires Gone Bankrupt (SHOO)

    Discover how a person can make millions of dollars and through bad financial decisions, stock losses and other mishaps end ...
  74. Top 10 Rewards Checking Accounts to Consider

    Learn about the 10 best rewards checking accounts and their requirements for earning high interest rates or enough airline ...
  75. Buffett's Moat: Is Apple's Competitive Advantage Sustainable? (AAPL)

    Examine the width and sustainability of Apple's economic moat. Find out how brand loyalty, economies of scale and network ...
  76. 401(k) Fees Are Headed Even Lower (EIX, BA)

    Discover why 401(k) and other retirement plan fees are expected to continue dropping, and learn about some of the events ...
  77. Vanderbilt Mortgage Reviews: What You Need to Know

    Learn about the business of Vanderbilt Mortgage and Finance Inc. Discover which mortgage products the company offers and ...
  78. 4 Cases When Low Home Prices Should Deter Buyers

    Identify several situations in which low home prices should deter buyers, including insufficient city services and supply ...
  79. Tired of Retirement? 7 Job-Interview Tips

    Retirees looking to re-enter the workforce will need to brush up on their interview skills. These tips will help you land ...
  80. You're Retired, but Your Adult Kids Still Want Cash

    Here's how to still help – while letting grown kids know that the Bank of Mom and Dad won't be open forever.
  81. 6 Best Summer Home Improvement Projects

    Summer has arrived. So, here are some helpful home upgrades that will help you beat the summer heat.
  82. 3 High-Paying Academic Jobs With Good Pensions

    Find out which academic posts have the most attractive salaries and benefits, and why college faculty and staff tend to survive ...
  83. Are Retiring Baby Boomers Red Flags to the U.S. Equity Market?

    Find out how the mass migration of 77 million baby boomers into retirement may affect the stock market and whether a crisis ...
  84. What Happens to Investors' Money When a Hedge Fund Fails?

    Learn about investors' rights of redemption for money invested in hedge funds, as well as what happens to investors' money ...
  85. 4 Ways to Reduce Mortgage Fees

    Learn several ways to save on mortgage fees, such as increasing your down payment amount, shopping between lenders, not paying ...
  86. 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 ...
  87. Want to Retire Well? Know Your Spending Personality

    Knowing what you tend to spend your money on can help keep you from ending up broke in retirement.
  88. Chase vs. Wells Fargo: Which Is Best for High-Net-Worth Accounts? (JPM, WFC)

    Compare private banking services offered by Chase and Wells Fargo to high-net-worth individuals, and decide which bank provides ...
  89. Behind U.S. Retailers' Negative Comparable Store Sales (WMT, M)

    Discover which trends may be driving negative comparable store sales for U.S. retailers, and why consumers may be better ...
  90. Picking Retirement Stocks: Dividends vs. Free Cash Flow

    Instead of focusing on dividend payments, a better metric for choosing stocks for your retirement portfolio could be a company’s ...
  91. What You Should Know About Fixed Indexed Annuities

    Looking for a steadier investment vehicle? Meet the fixed indexed annuity, which is linked to an underlying market index ...
  92. Costco: Yet Another Retailer Pressured by Amazon? (COST, AMZN)

    Assess the likelihood that Amazon will take market share away from Costco. What factors allow Costco to maintain competitive ...
  93. 5 Best Car Insurance Providers for Retirees

    Some insurers offer discounts and resources that can significantly lower auto insurance rates for retirees and other seniors.
  94. Why the Middle Class Is Not Feeling the Wealth Effect

    Discover why most middle-class Americans feel left behind by the U.S. recovery, and why federal policy might be a major reason ...
  95. Google Is Banning Bad Ads (GOOG)

    Explore the reasons behind Google's ban on payday loan ads, the cost in lost revenues to Google, and the search engine's ...
  96. Job Market for Recent College Grads Looks Brighter

    Understand the challenges recent college graduates have faced in the job market and learn why the picture was brightening ...
  97. How to Estimate When Home Values Are Unsustainable

    Learn how to estimate the sustainability of home values by comparing the median sales price in an area with the area's median ...
  98. Why Boomers And Millennials' Portfolios Are Incomparable

    Discover the investment styles of baby boomers and millennials, and learn why the baby boomer portfolios are bigger and more ...
  99. The Top 3 Social Security Myths Busted

    Like most complicated topics, Social Security is shrouded by a wealth of misinformation and myth-spreading. Here are three ...
  100. How to Fool-Proof Your Retirement Plan

    Planning perfectly for retirement is incredibly difficult and complex. But eliminating these four big mistakes can help keep ...
Hot Definitions
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