Personal Finance Articles

  1. 8 Reasons to Roll Over Your 401(k) to an IRA

    Switching jobs? Moving your retirement savings into an IRA has advantages that may allow you to build a larger nest egg.
  2. How to Up Your Chances of Getting Student Aid

    Getting the best possible package for a college fund depends on minimizing assets and maximizing the energy you use to find ...
  3. 3 Questions To Find Your Trading Plan

    Ask yourself these three questions to figure out which strategy is best for you.
  4. Target Prices: The Key To Sound Investing

    Learn how to evaluate the legitimacy of target prices and why investors should trust these over ratings.
  5. Catching A Falling Knife: Picking Intraday Turning Points

    Trying to pick the absolute top and bottom points can lead to excessive losses. This strategy allows you to hedge your risk. ...
  6. 5 Rules For Picking Great Day Trade Entries

    The following five rules will help traders find high profit potential, low risk, intra-day trades.
  7. Measure Volatility With Average True Range

    Find more profitable entry and exit locations with this standard indicator.
  8. Would You Profit As A Day Trader?

    Market timing is surrounded by controversy, but does it work?
  9. How To Become A Day Trader

    We look at the training, tools, equipment and strategies needed to succeed as a day trader.
  10. Top 6 Companies Owned by Daimler AG (DDAIF)

    German automaker Daimler AG is known for its line of Mercedes-Benz luxury cars, but it is also the world's largest manufacturer ...
  11. Is GDP Really an Accurate Measure of Economic Growth?

    What does GDP tell us about real economic growth or well-being? It turns out that the answer is quite different than what ...
  12. How Big Data and Artificial Intelligence Affect Investing

    Due to the increasing use of big data and artificial intelligence, investors are able to make more informed investment choices ...
  13. Best Places to Find Christian Financial Advisors

    Some Christians prefer to hire financial advisors who share their beliefs. Here are some of the best places to look when ...
  14. 6 Reasons to Beware of Market-Linked CDs

    Market-linked CDs sound great on the surface, but have a significant downside. Consider the whole picture before you invest.
  15. Financial Advisors Should Cater to Small Business Needs

    One of the most precious commodities for small business owners is time, which presents opportunities for financial advisors ...
  16. Why Advisors Will Be Key in a Low-Return World

    The human factor in an advisory relationship should be strong enough to override market and portfolio performance, giving ...
  17. GRPN: How Groupon's Stock Price Rose 26% in 6 Months

    Groupon's stock price has been climbing higher over the last six months as investors become optimistic that the company will ...
  18. What You Don’t Know About Cybersecurity Can Hurt You

    Cybersecurity incidents are on the rise—advisors that fail to address underlying issues could face a variety of regulatory ...
  19. 5 Worst Products That Apple Ever Had (AAPL)

    Apple has a reputation for excellence and innovation, but the company produced five products over the course of its history ...
  20. Why Financial Planning Seminars Are Great for Referrals

    Financial advisors can hold seminars to attract new clients. Learn about the types of seminars and how to make them more ...
  21. How to Make Credit Card Rewards Worth It

    Credit card rewards may make the price of a premium card worth it, but only if you spend enough. Be sure to do the math before ...
  22. Why Advisors Should Embrace Making Videos

    Advisors who overlook videos are missing out on attracting potential clients and engaging existing ones. Here are the most ...
  23. Top Smart Beta ETFs for High Dividend Stocks (DVY, DYM)

    A detailed look at the five largest smart beta ETFs which focus on high-dividend paying stocks.
  24. China May Be Poised for a Breakout

    The emerging markets continue to rally; China may refuse to get left behind.
  25. Rothschild Family's Net Worth Explained

    According to some estimates, the Rothschild net worth is worth more than $350 billion when each member's personal fortunes ...
  26. When Are Mortgage Lenders Better Than Banks?

    Individuals seeking a mortgage loan should consider factors or circumstances that may make a mortgage lender a better choice ...
  27. 4 Books the CEO of Autodesk is Reading (ADSK)

    Carl Bass, the president and CEO of leading 3-D design firm Autodesk, has a reading list that includes a couple of novels ...
  28. Blurred Lines: Whom Can You Trust for Financial Advice?

    The question of whether your financial advisor is truly a fiduciary isn't always clear. What to ask – and what to be careful ...
  29. Understand the Risks of Trading Inverse ETFs

    Inverse ETFs sound like a great way to take advantage of market volatility. But it's important to understand how they work ...
  30. Here's How Investors Choose Their Advisors

    What goes into a wealthy client's thought process when it comes to picking an advisor via first impression? Here's some insight.
  31. How Advisors Are Preparing for Robo-Advisor Growth

    Our recent advisor survey provides insight into how human advisors are reacting to financial technology's steady march into ...
  32. Your Financial Planner Can Embrace Robo-Advisors

    Financial planning is a process in which a human advisor plays a crucial role. But robo-advisors have their place, too. Here's ...
  33. Finding the Right Business Coach for Your Practice

    Financial advisors looking to grow their practices can hire a business coach. Learn when a coach is needed, as well as the ...
  34. How to Acquire Affluent Clients

    Financial advisors need to establish trust to gain affluent clients. These strategies can help you build your client base ...
  35. 4 Essential Steps to Take Before Retirement

    You owe it to yourself to head into retirement prepared. Here are four steps to help outline your best possible plan.
  36. What You Should Know About the New Fiduciary Rule

    These key questions and answers clarify the DOL's new fiduciary rule and how it impacts individual investors saving for retirement.
  37. Affluent Clients Have Different Financial Planning Needs

    Financial advisors must keep in mind that affluent clients have different planning needs to address taxation, wealth protection ...
  38. Passive Investing vs. Smart Beta: What's the Difference?

    Index funds and Smart Beta ETFs both maximize returns without any need for active fund managers but differ in key ways.
  39. Top 6 Reasons You Could Face a Tax Refund Delay

    Several factors could lead to a tax refund delay, such as having errors in your filing or claiming certain credits that are ...
  40. How to Explain the Fiducuary Rule to Your Clients

    Here's how to deliver the underlying message of the Department of Labor's new fiduciary rule to your clients.
  41. Advisors-Turned-Fiduciaries: Insurance You'll Need

    The DoL rules provide a new structure under which advisors can be held liable for any failure in this area. Advisors are ...
  42. Edward Jones IRA and Roth IRA Review

    Investors looking to open an IRA or Roth IRA at Edward Jones can learn about the opening process, investment options, fees ...
  43. Equinix Stock: 5 Things to Watch (EQIX)

    Equinix has been one of the big winners in this bull market with a nearly 900% gain. Some of the stock's drivers include ...
  44. 10 of the Most Famous Financial Advisors (BRK-A)

    The most famous financial advisors are a mix of legendary investors, best-selling financial authors, celebrity talk show ...
  45. Wealth Preservation: "All I Know Is That I Know Nothing"

    Investors can derive great value from humility. By keeping the adage "all I know is that I know nothing" in mind, they can ...
  46. 5 Best Credit Cards for Groceries (AXP, BAC)

    These five credit cards with cash-back reward programs offer consumers a great way to capitalize on everyday purchases such ...
  47. 5 Traits That Successful Financial Advisors Have

    Successful financial advisors have specific traits. Whether you aspire to be one or need to hire one, learn five of the top ...
  48. How Financial Advisors Can Meet Clients' Private Banking Needs

    Wealthy individuals need both wealth management and private banking services. Here's how financial advisors can meet their ...
  49. What Is the Economic Impact of Hosting the Olympics?

    Because the economic impact of hosting the Olympics tends to be less positive than anticipated, most cities may be better ...
  50. The Top 4 Investors Investing in Gold (GLD, GDX)

    Some of the richest and most well-regarded investors, including George Soros, Jeff Gundlach, Stanley Druckenmiller and John ...
  51. 10 Ways to Track Unclaimed Insurance Money

    Here are 10 ways to track unclaimed insurance money even when you don't have much to go on.
  52. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, but there are tools to help make simple ...
  53. Coverage Gap Discount Program: How Does It Work?

    The Medicare Part D coverage gap is a period during which a person has limited or no prescription drug coverage. Find out ...
  54. ProShares UltraPro QQQ: 6-Month Snapshot (TQQQ)

    TQQQ experienced a high degree of volatility between January and July 2016 due to these key drivers that caused its price ...
  55. Saudi Arabia Makes Preliminary Oil Offer to Iran

    Saudi Arabia offers to cut production if Iran holds current output levels steady.
  56. 5 Mistakes Real Estate Investors Should Avoid

    Don't let a slow real estate market drag you down - steer clear of these pitfalls.
  57. Insurance: A Common Personal Finance Pitfall

    Making decisions about insurance can be challenging. But declining coverage altogether comes with it's own risks, and costs.
  58. Top 5 Farming Stocks of 2016 (MON, DE)

    The agricultural industry is likely to experience long-term growth as the world’s population increases. These top farming ...
  59. How to Build Wealth: 10 Rules Backed by Science

    In a sea of bad information, here are 10 wealth-building tips based on facts about the stock market - and on the complex ...
  60. Strategies Advisors Can Use to Avoid Cyber-Attacks

    Cybersecurity is a growing concern for all entities. Financial advisors can avoid problems by being vigilant with these tested ...
  61. Why Financial Advisors Sell Life Insurance

    Life insurance has a part in almost any serious financial plan, and a financial advisor can both advise and sell policies ...
  62. An Example of an Advisor's Successful Marketing Plan

    With more investors using social media, financial advisors are moving their marketing online. Here is an example of a digital ...
  63. How the U.S. Dollar Became the World's Reserve Currency

    The U.S. dollar was first minted in 1914. Find out what occurred during the last century to make the U.S. dollar the world's ...
  64. PSX: Phillips 66 Dividend Analysis

    The spinoff of the oil refining business from ConocoPhillips has benefited Phillips 66 in maintaining its earnings and dividend ...
  65. Don't Make These Top 10 Mistakes On Your Roth IRA

    Don't lose out on the benefits of a Roth by contributing too much, breaking rollover rules or making other avoidable errors.
  66. 5 Assumptions That Can Hurt Your Retirement

    Retirement planning is a must, but having a plan that's filled with old and dated assumptions can cause great harm.
  67. A Strategy to Build Wealth You Never Hear About

    While 30-year loans dominate the mortgage market, the 15-year loan holds far more power to diminish your debt and ultimately ...
  68. Avoid These 4 Retirement Account Mistakes

    The top 4 mistakes investors should avoid in their retirement accounts.
  69. GM: General Motors Dividend Analysis

    General Motors offered attractive dividend yields during the first half of 2016 and has a healthy dividend based on its earnings ...
  70. The Best of Vanguard's Smart Beta ETFs (VIG, VTV)

    The best Vanguard smart beta ETFs offer investors alternatives to index investing.
  71. 4 Worst Ideas and Products Facebook Ever Had (FB)

    Facebook has grown from a dorm room project into a nearly $300 billion company, but that does not mean it has not faced some ...
  72. 3 Superyacht Jobs for Beginners

    The number of superyachts is predicted to grow by 10% over the next few years, creating new jobs and opportunities for those ...
  73. What Happens to Your 401(k) After You Leave a Job?

    Wondering why your 401(k) plan is unavailable after your employment termination? Here are some scenarios to consider.
  74. How to Choose A Smart Beta Mutual Fund

    Investors can take four steps to select the best smart beta mutual fund for their portfolios.
  75. How Investment Banks Make Money

    Take a look at methods through which investment banks make money, such as investment research, asset management, and brokerage ...
  76. Why Insider Trading Is Bad for Financial Markets

    Insider trading can come in many forms, some of them even legal, with the benefits and costs often debated by practitioners ...
  77. How to Create a Worry-Free Retirement Income Plan

    A retirement income roadmap has many moving parts and may seem overwhelming at first to put together. Here's how to get started.
  78. 5 Ways to Generate More Creative Business Ideas

    It takes a lot of small creative business ideas to arrive at one big idea. Promote originality in business by thinking like ...
  79. How "Death Tax" Waivers Work

    Although the specific rules vary by state, an estate or inheritance waiver relinquishes an heir from the right to receive ...
  80. 5 Social Sports Financial Advisors Should Play to Meet Clients

    There are five sports financial advisors should play to meet potential clients, and these include basketball, golf, sailing, ...
  81. The Impact of Brexit on General Motors (GM)

    Brexit, the result of the U.K. leaving the European Union, will have much impact on many industries. This article discusses ...
  82. The 7 Best Startups to Work for in 2016

    A good startup company offers employees the opportunity to grow professionally and have fun. Here are seven of the best startup ...
  83. 3 Reasons Real Estate Is Not a Good Investment Right Now

    Is real estate a good investment right now? Probably not, given that housing prices are overheated with respect to household ...
  84. Going Back to Vietnam to Retire: A How-to Guide

    Family ties to this Southeast Asian country may drive a desire to spend your retirement there. If so, here are several factors ...
  85. Fidelity vs. Vanguard: Which is Better Suited to You?

    Learn whether Fidelity or Vanguard is better for the aggressive, conservative, cost-conscious or service-oriented/tech-savvy ...
  86. Budgeting for the 4 Phases of Retirement

    Retirement consists of four stages, each with different expenses and different budgeting needs. Here's how to manage your ...
  87. Long-Term Care Insurance: What to Consider

    Long-term care may be a wild card in your financial plan, but at the very least, it should be discussed with your financial ...
  88. How Much Money is Enough if I'm 90?

    Worrying about money never ends. Even when you're well into your 90s and have more than $2 million invested, will you still ...
  89. How Is a Business Valued on "Shark Tank?"

    How entrepreneurs and the Sharks value a business likely takes into account present value, future value, the value of companies ...
  90. Retiring In Spain: 5 Best Cities For Expats

    Retirees seeking a rich cultural mix, temperate climate, low living costs, good healthcare, beaches and even skiing will ...
  91. Eliminating Taxes on Your Social Security Benefits

    Two things in life are certain: death and taxes. But what if you could reduce, or even eliminate one of them?
  92. John McAfee Interview: Cyberwars are the New Warfare

    John McAfee, the inventor of anti-virus software, sits down with Investopedia for an exclusive interview about why he's out ...
  93. 7 Ways to Make Your LinkedIn Profile Better

    Your LinkedIn profile as an advisor shouldn't remain static. Here are seven ways to enhance your account so that potential ...
  94. Need a Microloan? Try a Nonprofit Microfinance Lender

    Microfinancing is aiding U.S. small businesses by providing loans as low as $500, known as a microloans, to people who would ...
  95. Is the Concept of 'TINA' Helping the Stock Market?

    Here's why the "TINA" (There Is No Alternative) perspective of stock market growth is overblown. There are always alternatives ...
  96. Financial Advisors: Face-to-Face Meetings Are Better

    One of the key ways that a financial advisor can connect with a client and forge a personal bond is through regular face-to-face ...
  97. Who Are Groupon's Main Competitors? (GRPN)

    Groupon competitors are fierce with the likes of Amazon.com, Wal-Mart and RetailMeNot. Groupon has been hurt by the competition, ...
  98. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways retirees can lessen the tax burden. ...
  99. Is Deleveraging a Red Flag to U.S. Equities?

    While U.S. equity prices surged following the financial crisis, they could suffer sharp declines once the Federal Reserve ...
  100. 7 Worst Products Amazon Ever Had (AMZN)

    Amazon's Jeff Bezos believes that great successes are built on big failures. Amazon has plenty of failures, including some ...
Hot Definitions
  1. Buyback

    The repurchase of outstanding shares (repurchase) by a company in order to reduce the number of shares on the market. Companies ...
  2. Tax Refund

    A tax refund is a refund on taxes paid to an individual or household when the actual tax liability is less than the amount ...
  3. Gross Domestic Product - GDP

    The monetary value of all the finished goods and services produced within a country's borders in a specific time period, ...
  4. Inflation

    The rate at which the general level of prices for goods and services is rising and, consequently, the purchasing power of ...
  5. Merchandising

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  6. Small Cap

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