Personal Finance Articles

  1. Hedge Funds: 4 Long Term Portfolio Managers to Consider

    Learn about four highly-compensated hedge fund managers whose seasoned approaches and complex trading strategies spawned ...
  2. A Credit Card That Uses Fingerprint Scanners?

    Apple Pay already uses fingerprints; cards will come. Incorporating biometrics in the credit card payment process is the ...
  3. Surprising Ways a Mortgage Affects a Credit Score

    It takes a good credit score to get favorable mortgage rates. Then, how you pay a mortgage will shape your score – just having ...
  4. 5 Best Countries to Retire to If You Love Winter

    Certain countries are better suited than others for retirees who welcome the change in temperature that winter brings. Here ...
  5. Option ARMs: American Dream Or Mortgage Nightmare?

    Option adjustable rate mortgages could make or break your home-buying experience.
  6. How to Push Back Against a Debt Collector

    Debt collectors can be professional or nasty beyond belief. Here's how to fight back – and what your rights and obligations ...
  7. The 10 Most Expensive ZIP Codes in Los Angeles

    The top 10 most expensive ZIP codes in Los Angeles have median home prices ranging from about $3.1 to $5.1 million. What ...
  8. The Pros And Cons Of Hulu, Netflix, And Amazon Instant Video

    A full comparison of Netflix, Hulu, and Amazon Instant Video.
  9. Trends in Capital Flows: Global Equities

    Review trends in global equity mutual fund flows between 2013 and 2015, and discover what those trends say about broader ...
  10. Ireland Economics: 3 Troubling Similarities to Greece

    Discover how recent political changes in Ireland could compromise years of balance sheet improvements and economic growth, ...
  11. Is Charles Schwab Right for Your Retirement?

    Charles Schwab has a solid reputation for retirement services, with something for everyone from beginners to those with half ...
  12. Doctors Helping to Prevent Retirement Scams

    Financial scams perpetrated on seniors are far too common and can be devastating. Increasingly, healthcare providers are ...
  13. Estate Planning: 16 Things Prince (and You) Should Have Done

    The must-do list Prince and his advisors should have completed to avoid leaving his family without a will and an estate plan.
  14. Huntington Mortgage vs. Lending Tree: Comparing Online Mortgage Providers (HBAN, ...

    Understand the benefits of using an online mortgage company, and compare the benefits of applying online with Huntington ...
  15. How to Do a Rollover into a Gold IRA

    Does it make sense to roll over some of the money in your 401(k), IRA or Roth retirement accounts into a gold IRA? Consider ...
  16. Is Now the Time to Get a Gold IRA?

    Yes, you can invest in actual gold or other precious metals for your IRA. See the special rules for gold IRAs and what to ...
  17. How Did Puerto Rico End Up With So Much Debt ?

    Learn how heavy bond issuance, economic decline, oppressive social spending and a declining population combined to bring ...
  18. Why Women Have a Tough Time Saving for Retirement

    Retirement saving is hard but for women, there are unique challenges. Whether its caregiving or pursuit of a low wage job ...
  19. Wanted: Monetary Policy Plan B

    Learn how central banks have been the only game in town for years now, driving asset prices higher with the help of interest ...
  20. Non-Accredited Investors: Make Money in Crowdfunded Investments

    The JOBS Act will soon afford non-accredited investors the opportunity to participate in crowdfunded investments under recently ...
  21. Mortgage Deals: Zillow vs. Lending Tree (Z, TREE)

    Find out how the online lending marketplaces at Zillow and Lending Tree match borrowers and lenders, and which provides the ...
  22. Nationstar Mortgage vs. Quicken Loans: Comparing Online Mortgage Providers (NSM)

    Explore the advantage of refinancing your mortgage with an online lender, and compare two leading companies in online mortgage ...
  23. GE Stock: Analyzing 5 Key Suppliers

    Learn about General Electric, and discover the companies that are its key suppliers. Obtain a brief description and analysis ...
  24. Walmart Stock: Analyzing 5 Key Suppliers (WMT)

    Find out which suppliers generate large portions of their revenues from Wal-Mart Stores, Inc. and why their relationships ...
  25. Apple Stock: Analyzing 5 Key Customers (AAPL)

    Learn about the top five customers of Apple Inc., whose strategic success also extends to the traditionally resistant market ...
  26. Tesla Stock: An Earnings Case Study (TSLA)

    Pay attention to whether Tesla’s quarterly vehicle deliveries continue to outweigh quarterly earnings and revenue from investors’ ...
  27. Brazil Olympics: Trouble in Paradise?

    Get an in-depth look at the laundry list of unique problems in Brazil that may pose a serious threat to the success of the ...
  28. Amazon Stock: Analyzing 5 Key Customers (AMZN)

    Find out how Amazon.com became an e-commerce giant catering to customers' needs through innovation, technology and help from ...
  29. Facebook Stock: An Earnings Case Study (FB)

    Explore an earnings case study on Facebook, and learn about its earnings, advertising revenue and total revenue growth rates ...
  30. 3 Japanese Inflation and Policy Implications from PIMCO's Tadashi Kakuchi

    Learn three critical implications for policy and inflation of Japan's introduction of negative interest rates, based on comments ...
  31. How Does Fly Work and Make Money?

    Learn about the online travel website Fly.com and how the company makes money through partners and advertisers. Consider ...
  32. Cheaper Hearing Aids at Last?

    PSAPs have emerged as a cheaper alternative to standard hearing aids, but are they a viable option? Some industry professionals ...
  33. Netflix Stock: Analyzing 3 Key Customers (NFLX)

    Find out how Netflix became a dominant Internet television network worldwide and continues evolving with help from its three ...
  34. Netflix Stock: Analyzing 5 Key Suppliers (NFLX)

    Find out which companies generate a significant portion of their revenue from Netflix, Inc. and what makes their relationship ...
  35. Ford Stock: Analyzing 5 Key Suppliers (F)

    Find out which suppliers generate a large percentage of their revenues from the Ford Motor Company and what makes their relationship ...
  36. How to Interview Your Financial Advisor

    When it comes to choosing a financial advisor, investors have to do homework. That means interviewing multiple advisors and ...
  37. How Women Face Unique Retirement Challenges

    Women face different retirement planning challenges compared to men. Here is an overview.
  38. Netflix Stock: An Earnings Case Study (NFLX)

    Find out about Netflix's EPS and revenue in 2014 and 2015, and learn about the number of users, EPS and revenue it is expected ...
  39. But We’re Too Young for a Senior Discount...

    You don’t have to be 65 to get discounts on food, travel, entertainment and more. A look at some deals you can find with ...
  40. What to Look for From The Fed

    Once again it is time for the U.S. Federal Reserve (Fed) Board of Governors meeting, and the market is eager to see what ...
  41. Will Raising the Retirement Age Save Social Security?

    Social Security is the federal government’s biggest expenditure. Here's why raising the age of retirement may not be a bad ...
  42. Married Gays Are Surprised to See Bigger Tax Bills

    Gay married couples can now file joint federal and state returns, but they should know how the marriage penalty in the tax ...
  43. Helping Clients Weigh College Financial Aid Offers

    Now's the time for reviewing financial aid offers, which can often be confusing. Here are a few tips to help clients make ...
  44. Top 5 Positions in Peter Thiel's Portfolio (PYPL, FB)

    Learn about Peter Thiel’s investment portfolio, including his remaining stake in Facebook and his current startup investments, ...
  45. Home Depot Stock: Analyzing 5 Key Suppliers (HD)

    Take a look at a handful of key companies stocking the shelves at your local Home Depot location, including lawn and garden ...
  46. Betterment vs. ShareBuilder 401(k): Comparing Small Business 401(k) Providers

    Find out how ShareBuilder 401K and Betterment compare in their 401(k) plan offerings for the underserved small businesses ...
  47. Get a More Comfortable Seat in Coach for Less

    Try these four strategies to get a better seat in economy class the next time you fly.
  48. Is Vanguard Right for Your Retirement?

    If you’re thinking about placing your retirement assets with Vanguard, here’s what you need to know.
  49. How Linked Benefit Insurance Policies Work

    Linked benefit policies can be a viable alternative to traditional long-term care insurance. Here's how they work.
  50. Chrisley Asset Management: Investment Manager Highlight

    Find out if Chrisley Asset Management was truly a successful venture for Todd Chrisley, creator of the "Chrisley Knows Best" ...
  51. Amazon Stock Declines Ahead of Earnings (AMZN)

    Investors have gotten gun-shy about what Amazon, given its high spending history, might reveal in its earnings report Thursday.
  52. Exxon Stock Up Ahead of Earnings, Hikes Dividend (XOM)

    A downgrade in credit rating Tuesday by Standard & Poor's wasn't enough to keep investors from buying shares of Exxon Mobil, ...
  53. T. Rowe Price vs. Fidelity: Comparing Small Business 401(k) Providers

    Read about two reputable 401(k) providers offering plans for small businesses, and learn more about which services and features ...
  54. Where Rents Are Rising Most (Or Not So Much)

    If you’re in the market for rental housing, rents are rising more slowly in major metro areas; secondary-market rents, however, ...
  55. 5 Reasons Not to Use Your Home Equity Line of Credit

    Find out why taking a loan from a home equity line of credit may be a bad idea, and why you should consider alternatives.
  56. Trends in Capital Flows: U.S. Equities

    Analyze asset flow data for U.S. equity mutual funds and ETFs from 2014 and 2015 to identify changes in demand, investor ...
  57. North Carolina 529 College Savings Plan: Investment Plan Analysis

    Learn about the 529 North Carolina College Savings Plan, complete with a summary of the plan and different investment options ...
  58. Employee Wellness Perk: For Your Financial Health

    A growing number of employers offer free financial wellness programs that supply tools to help employees handle money issues ...
  59. Do Big Soccer Tournaments Boost Market Performance?

    See why the conventional wisdom about the World Cup — that it boosts economic activity and helps local stock markets — is ...
  60. How to Plan for the Longevity Risk in Retirement

    Retirement can last a long time, which means people have to plan and prepare for the real risk of outliving their nest egg, ...
  61. Should You Buy Critical Illness Insurance?

    This type of insurance adds an extra layer of protection for those with a high-deductible health plan, but the coverage tends ...
  62. 401 (K) Spring Clean Up

    Spring cleaning isn't only for homes. Your 401 (K) could use an overhaul to ensure you aren't overpaying.
  63. Family Finances: Compare Your Family to This Study

    Despite improvements in the economy, a new report from Pew Charitable Trusts finds that household budgets are increasingly ...
  64. (BABA) Who are Alibaba's Main Competitors?

    Learn about China's dominant e-commerce company, Alibaba, including its main domestic competitor, JD.com, and other players ...
  65. How Boomer Advisors Can Groom Successors

    Boomer business owners need to start thinking about an exit strategy if they haven't yet done so. Here are some tips on grooming ...
  66. 6 Personal Finance Apps that Help Keep Costs Down

    Here's a list of popular personal finance apps that advisors may want to recommend to help clients improve the way they save, ...
  67. Will PayPal Pay on Solid Earnings? (PYPL)

    The company has grown its active accounts by double digit percentage points year over year. A fall to single digits may weigh ...
  68. Mortgage Refinance: Brick-and-Mortar vs. Online Lender

    Understand why refinancing your mortgage might benefit you, and compare using an online lender to working with a brick-and-mortar ...
  69. Money Market Account vs. High-Interest Checking Account: Which Is Better?

    Determine whether a money market account or a high-interest checking account is better for you.
  70. Business Flyer Alert! New Rules for Multiple Stops

    Thanks to new rules, if you book a flight with multiple stops as one round trip, it may now cost more than if you book each ...
  71. Global Health Care Technology: 5 Key Industry Players (JNJ, GSK)

    Discover how to analyze which of these top five key global health care technology industry players best suit your portfolio ...
  72. The Debt Report: The Consumer Discretionary Sector (XLY)

    Learn more about the rising role of corporate debt among the U.S. consumer discretionary sector, and why shifting monetary ...
  73. Should You Buy or Build a Home?

    You're ready for a new house. Should you buy it or build it? Here's how to think through the pros and cons, whether it's ...
  74. 3 Differences Between Average Joe and Mr. High Net Worth

    Take a look at how income levels and financial circumstances dictate decisions for today's eclectic group of market advisors ...
  75. Who Are Ally Financial's Main Competitors? (ALLY)

    Find out which companies are Ally Financials biggest competitors and how it stacks up against them with its auto-lending ...
  76. Generate Income in Retirement Using ETFs

    There are many effective strategies that retirement investors can utilize to fill their income gap. Here are some ideas that ...
  77. The Booby-trapped World of Parental College Loans

    Private parent loans can help families pay for college. But the repayment timeline associated with the loans can hurt parents’ ...
  78. iShares U.S. Construction vs. SPDR Homebuilders: Comparing Homebuilder ETFs (ITB, ...

    Learn why the U.S. housing sector may soon take off in 2016, and discover how to easily gain exposure to the sector, through ...
  79. JetBlue's Lower-Priced First-Class Airline Seats

    JetBlue is expanding its Mint service to provide more relatively low-cost first class seats. Just how comfortable are they?
  80. 3 Tax-Reduction Strategies for High-Net-Worth Investors

    Learn about three tax strategies that reduce taxable income and minimize the share of taxes paid on employer-sponsored and ...
  81. ConAgra Stock to Trade Ex-Dividend (CAG)

    The company has found ways to beat Wall Street earnings estimates in the previous two quarters by an average of 8 cents per ...
  82. GoPro Stock Falls on High Inventory Fears (GPRO)

    It's not looking as if the analyst community is onboard with GoPro's turnaround efforts.
  83. Philips Q1 Results Make IPO Spinnoff More Likely (PHG)

    The direction PHG stock takes from here will likely depend on any update the management provides about the company's separation. ...
  84. Here's the Best Way to Skirt Capital Gains Taxes

    Taxpayers who know the rules for netting gains/losses can generate additional losses to net against the taxable gains in ...
  85. Why ETFs Will Eventually Trump Mutual Funds

    Exchange-traded funds are growing rapidly in popularity and may well overtake their traditional open-ended cousins at some ...
  86. These Investors Needs More Advisor Attention

    Women live longer than men and their post-retirement finances are in jeopardy. A new report by the National Institute for ...
  87. The 3 Best Mortgage Lenders for Refinancing

    Understand the refinancing process and why it is often beneficial, and identify several lenders that offers the best refinancing ...
  88. What All the Candidates’ Tax Plans Are Missing

    The presidential candidates have starkly different tax-reform proposals – but none of them gets to the real problem of America's ...
  89. Global Consumer Durables: 5 Key Industry Players (VLKAY, TM)

    Learn how the consumer durables industry is dominated by auto manufacturers and which German carmaker finally became the ...
  90. 3 Companies with Low Mortgage Refinance Rates

    Learn why a mortgage refinance might save you thousands of dollars in interest payments, and identify three companies offering ...
  91. Interest-Only Mortgage Case Study: Exploring Sweden's Potential New Rules

    Explore Sweden's overheating housing market while learning about the most recently proposed solution and the effect it may ...
  92. Money Market Rates: Yield Analysis Case Study

    Find out why money market rates have been declining in the face of economic growth and an interest rate hike by the Federal ...
  93. 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 ...
  94. 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?
  95. 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' ...
  96. 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 ...
  97. 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 ...
  98. 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 ...
  99. 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 ...
  100. 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.
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