Personal Finance Articles

  1. 4 Best Podcasts for Business Leaders

    With less time on our hands than ever, it's important we learn from the tried and true and take advantage of these informative ...
  2. 3 Ways Tax Haven Governments Make Money

    If the governments of tax haven countries impose little, or no, income taxes, how exactly do these nations generate revenue?
  3. The 3 Biggest Mortgage Lenders (NSM, WFC)

    Learn about the top mortgage lenders of 2016, trends impacting the mortgage lending markets, new product options and consumers' ...
  4. Would You Save with an Interest-Only Mortgage?

    Sophisticated borrowers might want to consider one of these loans to keep their initial payments low, but they need to fully ...
  5. The Debt Report: The Consumer Staples Sector

    Learn about the improving stock performance and rising debt-to-asset ratios in the United States blue-chip consumer staples ...
  6. Chipotle Earnings Coming Up, What to Expect? (CMG)

    True, the free burritos have helped get some customers back into its restaurants. But it's also costing Chipotle $70 million ...
  7. Mortgage Application: Comparing Brick & Mortar vs. Online

    Learn the differences between applying for a mortgage from a brick-and-mortar lender and an online lender. Find out about ...
  8. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's a website that's trying to be the robo-advisor ...
  9. The Impact of Fiduciary Rules on 401(k) Advisors

    The final version of the DOL’s fiduciary rule provides some relief for advisors who serve 401(k) plans.
  10. Planners: New DoL Rule Won't Require Much Change

    Financial experts are all atwitter about what to expect with the DoL's new fiduciary bill. As of now, here's what planners ...
  11. Is the Money Market Viable for High Net Worth Individuals?

    Learn why money market accounts are a viable investment option for high-net-worth individuals (HNWIs) who place high priority ...
  12. SEC Rules Mean Big Changes for Money Market Funds

    "Prime” money market funds that buy both corporate and government debt will be able to charge redemption fees in a volatile ...
  13. The 5 Best Money Market Accounts in 2016 (ALLY, DCOM)

    Find out which nationwide offerings of money market accounts are the best in 2016 with the highest rates, lowest fees and ...
  14. Lowe's Stock: Analyzing 5 Key Customers (LOW, HD)

    Learn information about the five companies that derive the most of their revenues from Lowe’s home renovation and supply ...
  15. This Is What Carlos Slim's Portfolio Looks Like (GCARSOA1, PEP)

    Find out how the once-richest man in the world, Carlos Slim, invests his money to ensure that he doesn't lose his billionaire ...
  16. How Aetna and Humana Benefited from UnitedHealth's Decisions (UNH, AET)

    Find out how industry giant UnitedHealth Group Inc. spurred an industry-wide change to how insurers are looking at future ...
  17. (ADP) Who are ADP's Main Competitors?

    Explore ADP's primary competitors in its two major segments, with brief descriptions of the scale and offerings of companies ...
  18. Target Stock: Analyzing 5 Key Suppliers (TGT)

    Learn where the majority of Target Corporation's suppliers operate and the top five individual suppliers that generate most ...
  19. Charles Schwab vs. Employee Fiduciary: Comparing Small Business 401(k) Providers

    Learn about the key differences between Charles Schwab and Employee Fiduciary 401(k) plans in terms of company structure, ...
  20. (VRX) Who are Valeant's Main Competitors?

    Learn which companies Valeant is likely watching closely, since it is known for acquiring companies for their products rather ...
  21. What eBay's Valuation Means for PayPal (EBAY, PYPL)

    Discover why eBay had such a high valuation when it separated from PayPal in July 2015, and what effects the separation had ...
  22. Top 3 Companies Working with Delta (DAL)

    Learn more about major American airline Delta Air Lines and discover some of the major companies that have formed a partnership ...
  23. GM Stock: Analyzing 5 Key Suppliers (AXL, MEI)

    Learn more about five of the key suppliers that provide automotive parts and component systems to the General Motors Company ...
  24. Your Bag's Lost. Shouldn't They Refund Your Luggage Fee?

    If they lose or delay your luggage, you’re due a refund of your luggage fee. Or are you? In 2016, most airlines seem to think ...
  25. The 5 Most Hackable Cars for Cyber-Crooks

    Yes, if you drive a high-tech vehicle it's likely to be vulnerable. Here's what you need to know – and do – to prevent being ...
  26. The Debt Report: The Health Care Sector

    Discover how the health care industry's largest companies have greatly increased their debt exposure since the financial ...
  27. How Millennials Are Redefining Retirement

    A new report from Merrill Edge reveals that Millennials are redefining the meaning of retirement by planning to leave the ...
  28. Why Keep Medical & Financial Powers of Attorney Separate?

    Representing your interests in financial matters is a very different job from communicating and advocating for your wishes ...
  29. Why Designate a General Power of Attorney?

    Because it will ensure your financial and personal affairs are handled according to your wishes should you ever be incapacitated ...
  30. Is Your Car Safe From Cyber Crime?

    More of our cars are coming equipped with internet-enabled devices. Should you be worried about hackers gaining access from ...
  31. Medical Power of Attorney: Which Child to Choose?

    Don’t compromise for the sake of family harmony when you pick an adult child to fill this role. But be sure you fully explain ...
  32. How the Volkswagen and Mitsubishi Scandals Relate

    Mitsubishi Corp. admitted to cheating on fuel economy data. Will it face the same consequences as Volkswagen?
  33. 4 Signs It's Time to Fire Your Financial Advisor

    Financial advisors provide valuable advice, but if your advisor communicates poorly, then it may be time to fire them.
  34. Graphene Stocks: 3 To Consider in 2016 (005930.KS, TSLA)

    Learn about three companies investigating development of a superconductive material 200 times stronger than steel that may ...
  35. 5 Consumer Stocks 'Big Money' Bets With (KO, PEP)

    Investors favoring reliable returns should consider slow-and-steady stocks. One way to find such lower-risk stocks is to ...
  36. Assets the Ultra-Rich Use to Reduce (or Avoid) Taxes

    Paintings, oil wells and yachts can get great tax write-offs for their wealthy owners. All it takes is some smart gaming ...
  37. 5 Problems the Pros Face in a Rising Rate Environment

    Discover five issues that portfolio managers must contend with as the Fed commits to raising interest rates in the wake of ...
  38. Why Retirement Planning Should Start at Birth

    We’re all told in some way that retirement savings goes hand in hand with our first job. But what if you could start saving ...
  39. Key Features for Selling a Home

    Besides the timing of your listing, the words you use to describe your house can help you sell it faster – and for a higher ...
  40. How to Get Rid of Private Mortgage Insurance

    Private mortgage insurance benefits the lender (the sole beneficiary of PMI), but it can add a sizable chunk to your monthly ...
  41. How to Use Your Roth IRA as an Emergency Fund

    Do you feel like you don’t have enough money to save for emergencies and also save for retirement? An often-overlooked feature ...
  42. The 10 Cheapest, Safest Retirement Countries in the World

    If you are looking to retire somewhere with a lower cost of living – and a peaceful environment – these 10 nations offer ...
  43. Money Market vs. CDs: Which Is the Better Investment?

    Find out which short-term savings vehicle, a money market account or a certificate of deposit, is a better investment for ...
  44. 4 Factors to Know About Money Market Reform in 2016 (FII, BAC)

    Learn more about the impending implementation of the money market fund reform, including how it impacts individual and institutional ...
  45. Credit (Receivables) Insurance: Does Your Business Need It?

    This type of insurance will reimburse your business if customers don’t pay their bills. It’s not cheap, but some companies ...
  46. DIY Annuities: What You Need to Know

    Annuities are attractive because they can give you a stream of income, but they can be tricky to buy.
  47. The 25 Highest-Paying Companies (and Jobs) in America

    If you work for one of these 25 companies, you’re going to pull in a six-figure salary. Having the right job helps, too. ...
  48. 4 Reasons Why Renting a Home is a Wise Decision

    We've all heard that a home is a great investment, but is it really? In this article, we will look at four reasons why renting ...
  49. 3 Reasons Female Investors Should Consider Long-Term Care Insurance

    Long-term care insurance can shelter retirement assets against high medical expenses, making this type of policy especially ...
  50. Financial Advice for Women of Any Age

    A woman in her 20s has very different cares and concerns about finances and retirement savings than a woman in her 50s. Here's ...
  51. How Are Collectibles Taxed?

    If you plan to sell collectibles, it's imperative that you know the tax implications.
  52. Retiring Tomorrow? 10 Things to Do First

    If you are calling it quits on your career soon, you can relieve any stress by taking action on a number of fronts. Here ...
  53. A look into Warren Buffett's biggest holdings (KHC, IBM)

    What do Kraft and IBM have in common? They are two of the most profitable surging stocks in Warren Buffett’s iconic hedge ...
  54. Merrill Edge vs. Edward Jones: Comparing Small Business 401(k) Providers

    Read about 401(k) plans for small businesses offered by two national providers, one delivering service online and the other ...
  55. Top 401(k) Shortcomings: What to Know

    Many 401(k) plans are riddled with flaws that can impede retirement savers in many ways. Here are ten of the most common ...
  56. Panama Papers: What Advisors Need to Know

    Here is how clients may be impacted by some of the issues brought to light by the Panama Papers.
  57. Can't Pay Your Taxes? What to Do Now

    Not enough cash on hand for your April tax bill? No need to panic. Here's what to do.
  58. OK, So I'll Be Smarter Next Tax Time

    5 tax resolutions to start on right now for a smoother tax return next April 18. Yes, it's the same date in 2017.
  59. How Quora Works and Makes Money

    Behind the origins and recent growth of the social Q&A platform that elicits quality content from CEOs, president Barack ...
  60. How the New Fiduciary Rule Will Impact Investors

    The DOL's new fiduciary rule is now in effect. Here are a few areas where individual investors, including clients and prospects, ...
  61. Social Security: How to File and Suspend Online Before 4/29

    If you’re between the ages of 62 and 70, you could add up to $60,000 to your Social Security benefits if you file for and ...
  62. Missed the Tax Return Deadline? Here's What to Do

    Most important: Do it now.
  63. Ivanka Trump's Empire

    Ivanka Trump, Donald Trump's daughter, is a chip off the old block-and yet, totally not.
  64. 3 Points to Consider when Reviewing U.S. Jobs Growth

    Learning how the U.S. unemployment is higher than stated because of involuntary part-time workers, omitted individuals and ...
  65. 6 Best Personal Finance Apps

    The right app can help you track your bills, monitor your bank accounts and credit cards, and otherwise stay on top of your ...
  66. Does 2016 Spell the End of a Global Debt Cycle?

    Examine the growth of global debt from 2010 to 2015. Emerging market debt has grown significantly, while advanced economy ...
  67. Money Market vs. Short-Term Bonds: A Compare and Contrast Case Study

    Discover characteristics of money market and short-term bonds, including how the investments are alike and different, and ...
  68. Where Millionaires Prefer to Stay

    A recent survey from New World Wealth revealed that the Bellagio is the preferred hotel of the rich, with New York’s famous ...
  69. Health Care Premiums Rise Faster Than Wages in Recent Years

    Discover why the Affordable Care Act is not fulfilling its intended purpose of lowering health care costs and how Americans ...
  70. (MO) Who are Altria's Main Competitors?

    Learn about the financial profile of Altria Group and three of its competitors. Discover why these companies have performed ...
  71. Why You Might Want a Seat That’s Worse Than Economy

    Surprise: The new basic economy airline ticket, dubbed “last class” by critics, might actually be worth the price. Here’s ...
  72. Why the Ultra Rich Stopped Being Obsessed with Brands

    Good-bye, bling; hello, quiet luxe. The spending habits of the wealthy are changing, and luxury brands must change with them.
  73. Valeant News: Michael Pearson's Return, Sort of

    Explore the circumstances surrounding Michael Pearson’s leave of absence from Valeant, as well as the details of his short-lived ...
  74. The $1M Question: What to Do With a Windfall?

    If you're on the receiving end of a $1M windfall, what would you do with it? Here's what a survey found; the results may ...
  75. 5 Tips for Those 5 Years Away from Retirement

    Whether helping a new client or working with long-time clients, here are five financial planning tips for those within five ...
  76. Retired with an HSA? How to Make the Most of It

    Here's how advisors can help retired clients make the most of HSAs and avoid mistakes.
  77. Financial Engines Broadens Advice Offerings

    Financial Engines is broadening its services to include insurance and healthcare advice.
  78. How to Forecast Rite Aid's Revenue (RAD)

    Learn a framework for using key performance indicators as a way to forecast Rite Aid's revenue growth on both a quarterly ...
  79. 5 Ways Tata Motors Plans to Boost Market Share Next Year (TTM)

    Look at the top five things that Indian automobile company Tata Motors is doing to increase market share in 2016 in terms ...
  80. 3 Changes to the Economics of the English Premier League

    Discover how record TV deals, recent rule changes and U.S. investors are helping English Premier League clubs become more ...
  81. Mercedes-Benz Threatens to Unseat BMW Leadership

    Mercedes-Benz is poised to reclaim its place as the world's leading luxury car maker.
  82. Europe’s Safest, Cheapest Countries for Retirement

    Retiring abroad is attracting a growing number of adventurous older adults who want a lower cost of living. Our country-by-country ...
  83. Buyout Offer? 12 Ways to Tell If It’s Good

    When you are presented with a package, take a close look at these elements – and be sure to negotiate, if possible.
  84. Should University Endowments Be Taxed?

    Some politicians are calling for universities to pay taxes on their massive endowments. Should they?
  85. Closing In On Retirement? Read These Tips

    If you're within 10 years of retiring, you and your financial planner should heed these essential tips.
  86. The Minimum Wage: Does It Matter?

    The numbers show that a fight for a living wage is more important than a fight for a raise in minimum wage.
  87. Don’t Fail Student Loan Debt 101

    Don't be a statistic! According to a recent study, six in 10 Millennials don’t know what they owe or what to do with student ...
  88. Messenger's Latest Frontier: E-commerce (FB, FLWS)

    Facebook has introduced the Messenger platform in Beta, enabling chatbots for e-commerce and other communications between ...
  89. This Social Security Collection Strategy Expires Soon

    A Social Security collection strategy used by many couples to maximize benefits will not be available to new users on April ...
  90. File & Suspend Ends April 29th: How to Adjust

    Retirees, near-retirees and their financial advisors are about to lose a $60k Social Security loophole. Act fast or find ...
  91. Can the U.S. Consumer Continue to Hold Up the World?

    Seven years into the recovery, a key driver of economic growth continues to demonstrate a frustrating conundrum: Consumer ...
  92. Money Fund Alternatives for 401(k) Plan Clients

    Upcoming changes to money market fund rules may trigger changes in options offered by many 401(k) plans. Here are some alternatives ...
  93. Top Tips for Creating a Web Portal for Clients

    Fostering communication and workflow with clients via a secure, web-based portal should be of the utmost importance for advisors. ...
  94. Move Over, Yuppie. Here Comes the Yuccie

    If you're not a “yuccie” (“young urban creative”) yourself, it's time you learned who they are. Think artisanal - but not ...
  95. Mark Mahaney Gives Insights on Twitter Inc and Yahoo (TWTR, YHOO)

    In an exclusive interview, top RBC analyst Mark Mahaney explains his views on troubled companies Twitter Inc (TWTR) and Yahoo! ...
  96. What Lenders Look at on Your Credit Report

    What do lenders consider when they look at your credit report? It’s a simple question with a complicated answer.
  97. Retirement: U.S. Vs. Abroad

    Which option would make more sense for you: retiring abroad or staying at home in the U.S.? A look at the advantages and ...
  98. St. Jude Medical is Turning the Corner (STJ)

    A review of St. Jude Medical's business operations, financials, valuation and growth drivers.
  99. Top Paying Cities with a High Standard of Living

    Here are the best places to live to earn a high income and enjoy a high standard of living in 2016.
  100. Where You Get the Most/Least for Your State Taxes

    Are you deriving the greatest benefits from your tax dollars? A recent survey from WalletHub may indicate otherwise.
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