Personal Finance Articles

  1. 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 ...
  2. 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.
  3. 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 ...
  4. How to Help Clients Navigate Medicare Enrollment

    Here's how to help clients navigate the maze of Medicare enrollment.
  5. 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 ...
  6. 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?
  7. 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 ...
  8. 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 ...
  9. 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 ...
  10. 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.
  11. 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 ...
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. 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 ...
  16. 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 ...
  17. 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 ...
  18. 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 ...
  19. 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 ...
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. 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.
  25. 6 Best Summer Home Improvement Projects

    Summer has arrived. So, here are some helpful home upgrades that will help you beat the summer heat.
  26. 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 ...
  27. 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 ...
  28. 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 ...
  29. 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 ...
  30. 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.
  31. 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 ...
  32. 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 ...
  33. 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 ...
  34. 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 ...
  35. 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 ...
  36. 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 ...
  37. 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 ...
  38. 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 ...
  39. 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 ...
  40. 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 ...
  41. Why the U.S. Middle Class is Hit Hardest by Rise in Rent (Z)

    Find out how the middle class is being squeezed more so than the poor as a result of rapidly rising rent prices across the ...
  42. 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 ...
  43. What You Gain By Automating Your Financial Life

    Most investors would be better served by automating their financial savings process, as it takes the emotion out of making ...
  44. New Evidence Trump Didn't Pay Taxes

    If the presumptive GOP nominee keeps hiding his returns, Congress could force him to show his hand with a one-line amendment ...
  45. What's an Average Costco Consumer Like? (COST)

    Find out about the typical consumers who shop at Costco, how much they earn, and why they spend more there than at other ...
  46. Is the Private Equity Bubble Still Expanding? (GS)

    Learn about the factors influencing valuations in the private equity market. Find out if there is a private tech bubble and ...
  47. Why a Strong U.S. Manufacturing Industry Matters (UTX)

    Consider manufacturing’s contributions to employment and GDP growth by engaging other industries, both upstream and downstream, ...
  48. The Impact of Fiduciary Rule on Annuity Sales

    The new fiduciary rule has a far reaching effect on the annuity sales process for advisors and clients.
  49. Why Student Loans Are Now 20% of Graduates' Salaries

    Learn why college debts absorb 18 to 20% of salaries due to higher college costs, mismatched wages, disproportionate federal ...
  50. Could Your Portfolio Withstand the Next Financial Crisis?

    Does the fear of another financial crisis keep you awake at 3 a.m.? Here’s how to find out if your retirement portfolio is ...
  51. Should You Buy Private Unemployment Insurance?

    Your state only provides so much – should you purchase additional private coverage to help soften the financial blow? How ...
  52. Which Retirement Plans Need a Family Trust?

    Many people think family trusts are only for the very wealthy, but if your retirement assets exceed $500,000, you may want ...
  53. Are U.S. Banks Becoming Aggressive on Lending Again?

    Discover why banks are increasing their credit portfolios to include more credit cards and how this may impact your ability ...
  54. How Interest Rates Affect the Housing Market

    Understand how rate changes can affect home prices and learn how you can keep up.
  55. 5 Websites Where You Can Book a Private Jet

    These sites can help you get flights and destinations – sometimes, even just a seat instead of a whole plane. Just be sure ...
  56. 4 Reasons for the IPO Market Slowdown in 2016 (IPO)

    Pay attention to the length of time a company waits before going public and whether the prolonged period brings excessive ...
  57. Watch Out for These Medicare Mistakes

    Sorting through Medicare can be confusing. Here are some potential mistakes to avoid when choosing your plan.
  58. The 4 Best Books on Retirement to Read This Summer

    Take a break from your usual summer reading and use these books to start fantasizing about your future - the one involving ...
  59. 5 ETFs Flaws You Shouldn't Overlook

    Despite their popularity, exchange traded funds have some drawbacks that investors should know about.
  60. Should Required Minimum Distributions Be in Cash?

    What is the most tax-efficient way to take required minimum distributions from your retirement plan? Several financial advisors ...
  61. Will the San Francisco Housing Market See a Slowdown? (YHOO, TWTR)

    Find out how the high-tech and biotech boom is impacting the housing market in San Francisco and how a slowdown could affect ...
  62. Relypsa: How The Bulls and Bears are Both Right

    Find out how can the bull and bear case on Relypsa, Inc. (NASDAQ:RLYP) both be right?
  63. Beyond Retirement: 5 Billionaires Who Still Work

    For these five billionaires, working is not about the money; continuously pursuing their passions is what matters most.
  64. 4 Mistakes to Avoid with Your Retirement Plan

    The retirement landscape is changing. Here are four things retirees today need to be wary — and aware — of when it comes ...
  65. What Happens to GM's Business When Union Members Strike?

    Familiarize yourself with how a union worker’s strike could affect GM’s bottom line, directly after the strike and into the ...
  66. 4 Ways to Increase Women's Participation in Tech (INTC)

    Discover why so few women work in technology-based careers, and how some of America's leading female tech voices propose ...
  67. Wealthy Men and Women Investors: 4 Key Differences

    Research validates that wealthy men and women invest differently. Here's why—the insights may help advisors better tailor ...
  68. Why PIMCO Says China's Growth Is Capped

    Examine five factors that limit PIMCO's forecasts for GDP growth in China. How do real estate, equity markets, policy efficacy, ...
  69. The Scary Truth About Medical Costs in Retirement

    Are you saving enough to cover your medical costs during retirement? Recent research says you're likely not. Here's what ...
  70. Life After Retirement: Is Money Really the Priority?

    Is “having enough money to retire” the most important thing to think about? Here's how to find out.
  71. 6 Signs That the New York Luxury Real Estate Market Is Slowing

    Find out what is happening in the booming high-end luxury housing market in New York City and the signs that it may be starting ...
  72. The Top 5 Costco Shareholders (COST)

    Discover the five largest stockholders of Costco, and read about Warren Buffet's opinion regarding the world's second-largest ...
  73. Which Candidate Is Best for Retirees?

    Their positions on many issues aren't out yet, but (despite some similarities) Clinton and Trump have a different history ...
  74. Why the American Middle Class is Shrinking

    Discover why the American middle class is shrinking and why that is probably good thing, although the Fed might be funneling ...
  75. High-Yield Fixed-Income Bonds: OK for Retirees?

    Rather than solving the problem of low interest rates, riskier fixed-income securities bring a whole new slate of problems ...
  76. Top 10 Checking Accounts With No Overdraft Fees (BAC, C)

    Discover banks that have checking accounts without overdraft fees, which can help you keep more of the money you earn in ...
  77. Top 5 Occupations With the Widest Gender Income Gaps

    Find out which occupations have the widest pay gaps between male and female pay, and why the gaps seem to widen in high-paying ...
  78. Could Tesla Attain a $700B Valuation by 2031?

    Investopedia columnist David Garrity weighs in on one billionaire's surprising claim.
  79. Buying a Home? Avoid the ‘Debt Domino’ Effect

    If you’ve recently purchased or refinanced a new home and you're taking on additional debt, chances are you’ve fallen victim ...
  80. Positive FDA Committee Vote on Vantrela Bodes Well for Remoxy

    Here are the latest news related to the FDA approvals for three pain relievers.
  81. How to Help Clients Manage Retirement Withdrawals

    Here's how to create a well planned and executed withdrawal strategy to enhance the longevity of a client's retirement portfolio.
  82. Starting a Business? Consider These Countries

    It's tough enough to get a business up and running; if you are looking at doing it abroad, here are the five nations that ...
  83. Save $1,000/Mo. in Your 401(k) for Less

    Did you know that saving $1,000 per month in your 401(k) will actually cost you only $700? Here's how it works.
  84. Pros/Cons of Storing Estate-Planning Papers Online

    Digital storage takes the hassle out of keeping track of estate-planning paperwork, but there are a few significant drawbacks. ...
  85. Why Lloyd Blankfein Has a Positive Outlook on the Economy (GS)

    Avoid unpleasant surprises by paying attention to economic data relied upon by the Federal Open Market Committee (FOMC) when ...
  86. Why New Overtime Rules May Hurt Workers

    Discover why the Obama administration's new overtime rules may end up hurting businesses, slowing economic growth and punishing ...
  87. Retirees: Should You Buy or Lease Your Car?

    To buy or lease – that is the question. For retirees, access to safer cars, comprehensive warranties and tax deductions may ...
  88. Red State or Blue State: Where's Retirement Sweeter?

    Choosing whether to go red or blue when picking out your retirement destination is more than a matter of politics. Here's ...
  89. The Top 5 Ways to Hedge Against Inflation

    Here are five ways to hedge against inflation if it reappears on the horizon.
  90. Improve Your Email Marketing Strategy in 5 Steps

    An advisor's e-mail strategy can greatly enhance his or her practice. Here are some tips on how to make your e-mail campaign ...
  91. Should Retirees Buy More (Not Fewer) Stocks?

    Conventional wisdom says your retirement portfolio should be 60% stocks/40% bonds at retirement age, with ever fewer stocks ...
  92. Top 10 Checking Accounts for Minors/Teens (COF, WFC)

    Explore the 10 best checking accounts for teens, including no-fee accounts that provide spending and withdrawal limits.
  93. Netflix's Growth Is Decelerating: Should Investors Still Buy? (NFLX, AMZN)

    Find out why Netflix stock may not be a good buy for the long term, when its growth is decelerating without other non-subscription ...
  94. How to Retire in a Low Interest Rate Environment

    For money you may need short term, an FDIC-insured account is still best. But in the long term, a portfolio of bonds and ...
  95. Cheapest Flight Destinations for Summer Vacation

    Open-minded about where you'll vacation this summer, but want to fly somewhere fun? Check out these airfare deals.
  96. Is Amazon Taking Other Retailers' Shares? (AMZN, BBY)

    Learn about the growing market share of e-commerce in U.S. retail sales. See how Amazon's dominance of the e-commerce market ...
  97. The Top 5 Fannie Mae Shareholders (FNMA)

    Find about the individuals, funds and companies that are top shareholders of Fannie Mae stock. Learn about their profiles ...
  98. Is Under Armour Going to Be Another Nike? (UA, NKE)

    Analyze whether Under Armour may become as big as Nike in the future by focusing on how the two companies approach their ...
  99. A Look At Obama's New Stance on Social Security

    President Obama has changed his stance on Social Security, effectively unifying the Democratic party on this issue.
  100. Helping Clients Balance Retirement Portfolio Risk

    Here's how to help clients balance risk in their retirement portfolios.
Hot Definitions
  1. Leverage

    1. The use of various financial instruments or borrowed capital, such as margin, to increase the potential return of an investment. ...
  2. Trumponomics

    Trumponomics is a term for the economic policies of President Donald Trump.
  3. Universal Health Care Coverage

    An organized healthcare system that provides healthcare benefits to all persons in a specified region. Many countries, such ...
  4. Davos World Economic Forum

    The annual meeting of the World Economic Forum hosted at Davos—a small ski town in Switzerland—in January each year is among ...
  5. Smart Home

    A convenient home setup where appliances and devices can be automatically controlled remotely from anywhere in the world ...
  6. Efficient Frontier

    A set of optimal portfolios that offers the highest expected return for a defined level of risk or the lowest risk for a ...
Trading Center