Personal Finance Articles

  1. How Elon Musk Will Revolutionize the Modern World

    From Paypal to Tesla, Elon Musk is continually finding ways to revolutionize our lives.
  2. What to Do Before Marrying: Saver vs. Spender

    Couples can have different philosophies toward money. But before you and your partner tie the knot, follow these steps to ...
  3. Money Market Rates: Finding the Best Accounts in 2016

    This helpful rate calculator quickly shows you where to find the highest interest rate on a money market account.
  4. Does Buying a Guaranteed Life Insurance Policy Make Sense?

    When does it make sense to buy a life insurance policy that is guaranteed?
  5. Divorce and Mortgage Payments: What You Need to Know

    Divorce can put a strain on finances, especially when it comes to the mortgage. Here is what you need to know about divorce ...
  6. Going RIA? Consider These Top Transition Hacks

    Here are some best practices for advisors moving from a broker-dealer format to a registered investment advisor platform. ...
  7. How to Optimize Taxable Portfolios in Bear Markets

    A bear market presents an opportunity for financial advisors to optimize clients' taxable portfolios.
  8. These Robo-Advisors Have the Lowest Fees

    These robo-advisors all have low fees, but what they offer and require differs.
  9. Don't Miss This Retirement Tax-Saving Window

    Many retirement planners view the years between age 59½ and 70½ as a “sweet spot” for their clients’ taxes. Here’s why and ...
  10. 2 Consumer Staples Stocks Near Their 52-Week Lows Worth Buying (WBA, FLO)

    Consider the fundamentals for Walgreens Boots Alliance and Flowers Foods as post-earnings report price reductions create ...
  11. Gold ETFs Vs. Bull Markets (GLD, IAU)

    Explore the relationships between gold ETFs and bullish equity markets. Learn how prices have correlated historically and ...
  12. Technology Stocks: The 6 Most Anticipated IPOs of 2016

    Find out which hot technology startups are among the most widely anticipated companies to file for initial public offerings ...
  13. Online Banking: Your App Is Safest

    With cyber attacks becoming more frequent and sophisticated, it’s time to take steps to make your online banking experience ...
  14. How Social Security Works for the Self-Employed

    As both employee and employer, you have to pay more in Social Security, but there are deductions that can help lighten the ...
  15. Consumer Confidence Down From Last Year

    Economic readings point to good times ahead. Consumer sentiment says something else. What is correct?
  16. How Does Sling TV Work? (DISH)

    Looking for a way to cut the cable TV cord? Sling TV, which streams channels live, is a great deal if you can keep from adding ...
  17. Paying for the Dentist after Retirement

    Unlike many employer insurance plans, Medicare doesn't cover dental care. Here are smart alternative ways retirees can cover ...
  18. 5 Questions to Ask Before Opening a New Retirement Account

    Know the right questions to ask before opening a new retirement account, such as an IRA, to save money and avoid potential ...
  19. 4 Ways to Ditch Bank Overdraft Fees

    At $35 a pop, overdraft fees can mount up quickly. Here are 4 different strategies for avoiding them.
  20. Why Robo-advisors Make Sense for Retirees

    Robo-advisors' popularity is growing because they take the guess work out of investing. For some retirees they can benefit ...
  21. How the Fiduciary Rule Will Impact Annuity Sales

    If the DOL's fiduciary rule is enacted it will result in radical changes to how annuities are sold and marketed and how advisors ...
  22. Top Tips on When to Claim Social Security

    Like most financial planning decisions, when to claim Social Security is not a simple decision. Here are some tips to make ...
  23. 3 Healthcare Stocks Near Their 52-Week Highs Worth Selling (MDT, BXLT)

    Identify three health care stocks that are trading near their 52-week highs that might be worth selling given the uncertainty ...
  24. 3 Financial Changes That Will Impact Your Everyday in 2016

    Learn about the financial trends in 2016 that may impact everyday life. Understand what driving factors may affect the financial ...
  25. Pay the Lowest Possible Taxes on Retirement Assets

    One key factor that retirement planners focus on is minimizing their clients’ taxes each year. Here are some strategies for ...
  26. What is a Virtual Mobile Network?

    Hint: It's a way to save money on your cellphone each month.
  27. Common Interview Questions for Data Integrity Analysts

    Prepare for a data integrity analyst job interview by identifying some of the key questions commonly asked and developing ...
  28. What to Do Before Marrying: Student Debt

    If you and/or your future spouse have student debt, you need to discuss how you'll repay it once you're married.
  29. Why Is the Market Punishing American Express?

    American Express shares lost over 40% of their value in 2015. We examine some of the factors contributing to this fall.
  30. Before You Visit Your Tax Preparer: Do This

    The earlier you start preparing your tax records and documents, the more likely you are to have a smooth tax return experience ...
  31. Take Charge of Your Personal Finances This Year

    Take charge of your personal finances to reach financial independence. Find out how with these 5 financial life-altering ...
  32. Confused About Estimated Tax Deadlines for 2016?

    If you run a business or have investment income, pay attention to this year's estimated tax deadlines. Here are the details, ...
  33. Shopping for a mortgage in 2016? Use this tool first.

    As home-buying technology has progressed, the process of finding the best mortgages rates for 2016 can all be done online.
  34. Don't Have Your ID Stolen This Tax Season

    How to protect against tax-related identify theft – and what to do if it happens.
  35. Free 2016 Tax Preparation! Top Online Services

    A place that fills out and files your taxes free of charge? It's no myth, as long as you have a simple return. Read on to ...
  36. Why Extra Pounds Shouldn't (but May) Raise Insurance Rates

    Extra weight on your frame may tack extra dollars onto your health insurance premiums. But are obese policyholders necessarily ...
  37. Kylie Jenner: Entrepreneurial Genius

    Kylie Jenner successfully launched her lipstick line last November and is building what appears to be a cosmetics empire. ...
  38. This ETF Just Might Help You Sleep at Night (XLP)

    This ETF offers growth, resiliency, diversification and a low expense ratio...and it just might help you sleep at night.
  39. Fulfillment: Amazon's Not so Secret Money-Making Machine (AMZN, EBAY)

    Fulfillment by Amazon is Amazon's answer to eBay's Buy It Now, and a way for the e-commerce giant to earn money for connecting ...
  40. How the Consumer Financial Protection Bureau Works

    By cracking down on unfair or deceptive financial service practices, CFPB aims to give consumers more control over their ...
  41. Why Amazon's $50 Tablet is on Fire (AMZN)

    Amazon's $50 tablet is a best-selling product on Amazon.com. With such unimpressive specs, who is buying this tablet and ...
  42. Top-down vs. Bottom-up

    Top-down and bottom-up methods are alternative approaches to solving a wide variety of analytic problems in business, finance ...
  43. Money Market Rates: Finding the Best Accounts in 2016

    This helpful rate calculator quickly shows you where to find the highest interest rate on a money market account.
  44. Abercrombie & Fitch Stock to Trade Ex-Dividend (ANF)

    ANF shares have skyrocketed almost 50% in just the past six months, demolishing the market during that span. In other words, ...
  45. Tips to Help Retirees Combat Low Interest Rates

    Planning for retirement in a zero interest rate environment can be tricky. Here are some ways to make it work and generate ...
  46. 3 Financials Stocks Near Their 52-Week Lows Worth Buying (AXP, DFS)

    Identify several financial sector stocks trading near their 52-week lows that might be worth buying.
  47. 2 Industrials Stocks Near Their 52-Week Lows Worth Buying (XLI, AME)

    Watch for Ametek and Steelcase to climb above their respective 50-day moving averages for the first time in 2016 as a result ...
  48. 3 Consumer Staples Stocks Near Their 52-Week Highs Worth Selling (MCD, SBUX)

    Discover three consumer staples stocks trading near their 52-week highs, and explore why it might be a good option to sell ...
  49. 3 Consumer Discretionary Stocks Near Their 52-Week Highs Worth Selling (MCD, SBUX)

    Understand why it's a good time to consider selling consumer discretionary stocks, particularly those trading near their ...
  50. Adobe Systems: An Activist Investment Analysis (ADBE)

    Find out how activist investor and ValueAct Capital CEO Jeffrey Ubben led computer software producer Adobe Systems into a ...
  51. 2 Consumer Discretionary Stocks Near Their 52-Week Lows Worth Buying (BLMN, TIF)

    Discover whether consumer discretionary stocks Bloomin' Brands and Tiffany $ Co., which are trading at their 52-week lows, ...
  52. How Can Technology Make You a Smarter Investor?

    Managing money these days has become very similar to planning a trip as people use the same strategy of combining personal ...
  53. Spring: How it Works and Makes Money

    Read about Spring, a customer loyalty program and digital advertising company, and learn more about how it connects retailers ...
  54. Asset Recovery Companies: Don’t Be Scammed

    Victims of money scams have even more to worry about than their lost assets: the real risk of getting scammed again, by a ...
  55. 4 Reasons Low Interest Rates Hurt Retirees

    Low interest rates make it easier to purchase a home or car, but for retirees it hasn't been great. After all, they're not ...
  56. Tips to Help Siblings Avoid a Costly Estate Battle

    Sibling spats may be financial or emotional. Either way, here are steps parents can take to forestall conflicts and strategies ...
  57. 3 Consumer Stocks to Avoid in 2016

    Learn about three stocks of consumer product companies that are facing headwinds going into 2016.
  58. Is Facebook Stock Suitable for Your IRA or Roth IRA? (FB)

    Learn about Facebook's long-term outlook and relative valuation, and find out whether it is better suited for a Traditional ...
  59. OppenheimerFunds’ Top 4 Funds for Retirement

    These four mutual funds are OppenheimerFund's best for retirement portfolios.
  60. The 10 Highest-paid Women in 2015

    The 10 highest paid women of 2015 earned a combined $546.1 million dollars. Here is a look at the women that made the list.
  61. Power To Fly: How it Works and Makes Money

    Discover the company PowerToFly, which connects employers around the world with women in the technology field who want to ...
  62. What's Ahead for U.S. Commercial Banks (WFC, JPM)

    U.S. commercial banks should benefit from higher interest rates, but anxiety about worldwide economic growth has generated ...
  63. Procter & Gamble: An Activist Investment Analysis (PG)

    Learn the outcome of William Ackman's investment in Procter & Gamble's stock. Although he succeeded in ousting the CEO, many ...
  64. Twitter's Self-Service Ad Platform Improving Global Engagement (TWTR)

    Find out how small- and medium-sized businesses around the world use Twitter to gain new business. Twitter now offers its ...
  65. Top Tips for Not Outliving Your Retirement Budget

    To avoid getting caught betting against your own mortality, here are some tips on how to best stretch your budget in retirement.
  66. The Problems with Negative Interest Rates

    Learn why there’s a view in some policy circles that easy monetary policy is good for an economy, and the more stimulus you ...
  67. Planning for Healthcare

    Planning how to pay for healthcare during retirement is a must—and the earlier you do it, the better. Medicare often fall ...
  68. How New Rules Impact Indexed Universal Life Sales

    Indexed universal life insurance is growing in popularity. Here's how recently enacted new rules will effect the sale of ...
  69. Abacus: How it Works and Makes Money

    Read about the business expense software company, Abacus Labs, and learn more about how it is working to transform business ...
  70. Is Your Online Tax-Prep Service Secure?

    News that even IRS-approved online tax-prep companies can fail a cybersecurity test is worrying. Here are steps to keep your ...
  71. Before You Remarry: Blending 2 Families' Finances

    Whether both of you are bringing kids into the new marriage, or just one of you, here are some smart solutions to preempt ...
  72. Chipotle's 2 Fundamental Changes to the Restaurant Industry (CMG)

    Learn how Chipotle changed the fast-food industry by using fresh ingredients and rewarding great employees, and how the company ...
  73. T. Boone Pickens' Success Story: Net Worth, Education & Top Quotes

    Learn more about oil tycoon T. Boone Pickens, including his educational background, his net worth, how he built his success ...
  74. Is Pfizer Stock Suitable for Your IRA or Roth IRA? (PFE)

    Discover why Pfizer's suitability in a Traditional IRA or Roth IRA depends on your interpretation of the company's current ...
  75. Bank of America's 4 Most Profitable Lines of Business (BAC)

    Discover how each of Bank of America's primary lines of business impact the company's bottom line and learn about the factors ...
  76. China Life Insurance Stock: A Dividend Analysis (LFC)

    Review the dividend policy and balance sheet for China Life Insurance Company Ltd., one of the largest insurance companies ...
  77. Electronic Arts: An Activist Investment Analysis (EA)

    Read about the high-stakes corporate battle between activist shareholder Ralph Whitworth and globally renowned video game ...
  78. CBRE Group: An Activist Investment Analysis (CBG)

    Read about Jeffrey Ubben's amicable encroachment on CBRE Group, a financial giant struggling in 2011 that took off after ...
  79. Intuit: An Activist Investment Analysis (INTU)

    Read about the unlikely and amicable alliance between activist fund Relational Investors and popular software provider Intuit.
  80. Walgreens Boots Alliance: An Activist Investment Analysis (WBA)

    Find out how Jana Partners, led by activist investor Barry Rosenstein, used a 1.2% stake to influence Walgreens' corporate ...
  81. NetApp: An Activist Investment Analysis (NTAP)

    Read about the activist push at NetApp, Inc. when hedge fund Elliott Management Corporation successfully earned two board ...
  82. Code Climate: How it Works and Makes Money

    Learn more about Code Climate and its suite of static program analysis tools used by software developers to produce and maintain ...
  83. Top 5 Positions in Jim Simon's Portfolio

    Learn about the five largest positions in quant king Jim Simons' portfolio and the number of shares of common stock that ...
  84. Daniel Loeb's Success Story: Net Worth, Education & Top Quotes

    Read about the education, training and business life of Daniel Loeb, the often-contentious founder of activist hedge fund ...
  85. Analyzing Invensense's Return on Equity (INVN)

    Analyze InvenSense's return on equity (ROE), and understand why declining net income resulting from R&D expenses has driven ...
  86. 3 PIMCO Thoughts on Central Banks in 2016

    Learn about PIMCO's outlook for central banks in Europe and the United Kingdom in 2016. Find out how inflation and GDP growth ...
  87. The Best Department Store Rewards Programs

    Comparing the perks and points that major retailers bestow on loyal customers.
  88. 3 Technology Stocks Near Their 52-Week Highs Worth Selling (XLNX, FICO)

    Find out why Xilinx, FICO and Verizon Communications are three technology stocks near 52-week highs that investors should ...
  89. The High Net Worth Guide to Social Security

    For well-off Americans, maximizing your net Social Security benefit requires a strategic approach. Work with a financial ...
  90. Box Inc: How Two Best Friends Launched a Potential Empire (BOX)

    Learn how Aaron Levie and Dylan Smith, along with other childhood friends, came up with the idea for Box Inc. in a backyard ...
  91. Analyzing GoPro's Return on Equity (GPRO)

    Learn about GoPro's return on equity (ROE) in 2015. What factors have shaped ROE over time? How does GoPro's ROE compare ...
  92. Top 5 Positions in David Dreman's Portfolio (ASB, WTFC)

    Explore David Dreman's top five holdings, and learn about Dreman's investment philosophy. Discover how the portfolio reflects ...
  93. Is T-Mobile Stock Suitable for Your IRA or Roth IRA? (TMUS)

    Understand why T-Mobile shares are a risky choice for retirement savings, but an investor who chooses T-Mobile anyway should ...
  94. The Activist Report: Starboard's Plans for Macy's Inc. (M)

    Find out what shareholder activist Jeff Smith is up to with his plan to have Macy's divest itself of its $21 billion real ...
  95. Top 5 Positions in Steve Mandel's Portfolio

    Learn about the top five positions in the billionaire hedge fund manager Steve Mandel's portfolio and fundamental ratios ...
  96. HowGood: How it Works and Makes Money

    Learn more about Howgood and its efforts to inform consumers about sustainable food options through a proprietary supermarket ...
  97. The Credit Battle of the Sexes: Game On!

    A recent study says men have slightly better credit scores than women. Why is that, and how might it be changed?
  98. The Most Overlooked Tax Deductions

    The receipts you cram into your wallet could be replaced with cash come tax season.
  99. I Make $250K a Year: How Much Should I Invest?

    Learn how to determine the right level of monthly investments to make, how much to save for retirement and how big your emergency ...
  100. Turn Business Travel Into a Vacation With Airbnb

    A new study reports a trend that business travellers using the Airbnb for Business program are extending stays and mixing ...
Hot Definitions
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