Personal Finance Articles

  1. Amazon Prime Creates a Captive Audience (AMZN)

    Amazon Prime is an addictive service which has created a captive consumer audience for Amazon.com Inc.
  2. How Uber is Selling all Your Ride Data

    Customers are not just a source of revenue for a company’s core business, information about them is used by many companies ...
  3. How to Navigate a Lousy 401(k) Plan

    Here are some strategies to help clients who have a less-than-stellar 401(k) plan.
  4. Advisors: Why You Should Avoid Trying to Do it All

    Few advisors are capable of providing services in all aspects of financial planning alone. Here's what to do to effectively ...
  5. Top Tax Strategies for Clients in a Bear Market

    So far 2016 has been off to a shaky start. Here are some tax strategies to help offset the pain.
  6. The World's Top 10 Health Care Companies (UNH, MDT)

    Discover the world's top 10 health care companies according to market capitalization, including a brief summary of each.
  7. Could You Be Owed a Life Insurance Payout?

    If you’re not certain whether or not your deceased loved one had a life insurance policy, it doesn’t hurt to do a little ...
  8. Inside the Hedge Fund Infatuation with Charter Schools

    Find out why the federal tax credits available for investing in charter schools has lured dozens of hedge funds to the lucrative ...
  9. Penny Stocks Vs. Venture Capital: Which Carries the Highest Risk?

    Learn how the challenges of venture capital investing and buying penny stocks differ and which type of investment carries ...
  10. Stephen Schwarzman's Success Story: Net Worth, Education & Top Quotes (BX)

    Learn more about the life of Stephen A. Schwarzman, one of the most influential and successful people in private equity in ...
  11. Telecom and Cable Will Soon Be One (T, VOD)

    Understand the reasoning behind the trend of telecom and cable becoming one, such as the benefits of cross-selling, mobile ...
  12. 5 Simple Steps for Setting Smart Investing Goals

    One of my favorite financial advisor mantras is that it’s not always what you own, but why you own it, that counts. Learn ...
  13. 5 Fabulous Behaviors of Financially Successful Women

    In a day like today, International Women’s Day 2016, we hope to take steps to normalize the conversations between money, ...
  14. Uber Versus Yellow Cabs in New York City

    Once you use a ride app like Uber in New York, you may never want to go back to hailing taxis. However, taxis are still a ...
  15. Louis Bacon's Success Story: Net Worth, Education & Top Quotes

    Read about the early life, education, business highlights and worldwide conservation efforts of hedge fund manager Louis ...
  16. Philip Falcone's Success Story: Net Worth, Education & Top Quotes (HCHC)

    Learn how, in true rags-to-riches style, Phil Falcone made his way from a small mining town in Minnesota to making billions ...
  17. The Top-Paying Jobs for People 65 and Older

    Nearly one in five people age 65 and older are still working. If you plan to be one of them, here are five top-paying jobs ...
  18. The Most Powerful Women in the World

    This Women's Day, we look at the biggest female movers and shakers from around the world.
  19. Can Immigrants Over 65 Receive Social Security?

    Under some circumstances, the answer is yes. Here's how the rules work.
  20. Is American Airlines Stock Suitable for Your IRA or Roth IRA? (AAL)

    Learn about the long-term investment thesis for American Airlines. Find out if American Airlines' stock is right for your ...
  21. What is Google Express? (GOOG, GOOGL)

    A look at Google Express and how it operates.
  22. How Millennials Can Be the Wealthiest Generation Ever

    Millennials are poised to be the wealthiest generation of all time. Here's why.
  23. How Fidelity is Angling its New Robo-Advisor

    Fidelity has joined the ranks of major firms offering robo-advisor services. Here's an introduction to Fidelity Go and what ...
  24. Robo-Advisor Platforms: Vanguard vs. BlackRock

    BlackRock and Vanguard have both added robo-advisor platforms recently. How do they compare?
  25. Why JCPenney's Most Important Asset Is Its Management Team (JCP, AAPL)

    Find out why JCPenney's management team is the company's most valuable asset and how it has brought the company back from ...
  26. What Larry Ellison's Portfolio Looks Like

    Discover how ex-CEO and multibillionaire Larry Ellison is building a massively extravagant real estate portfolio, as well ...
  27. The Top 5 Positions in Ken Fisher's Portfolio (AMZN, LQD)

    Pay attention to whether Amazon.com, Inc. remains the top holding of Fisher Asset Management despite a 27% share price drop ...
  28. Bill Ackman's Success Story: Net Worth, Education & Top Quotes (HLF, JCP)

    Read about William Ackman, Pershing Square Capital Management's confident and brash portfolio manager and famous activist ...
  29. Is a McDonald’s REIT Spinoff a Good Idea? (MCD)

    Learn what the proposed spinoff of McDonald's real estate assets would have meant for the company and whether it is better ...
  30. David E. Shaw's Success Story: Net Worth, Education & Top Quotes

    Learn how one of the most intriguing men in finance, David E. Shaw, used his computer science genius to revolutionize the ...
  31. Dan Loeb Vs. Warren Buffett: Is Loeb Right? (BRK.A, BAC)

    Find out what triggered Daniel Loeb's comments about Warren Buffett and whether his claims of Buffett's hypocrisy have any ...
  32. CollegeChoice Advisor 529 Plan: Investment Plan Review

    Learn about the CollegeChoice 529 Advisor Plan investment plan options and how they compare to other top 529 college savings ...
  33. Google Express vs. Amazon Prime Now (GOOG, AMZN)

    Google and Amazon are battling for workers and customer dollars as the retail delivery wars heat up.
  34. Novo Nordisk: The Drug Firm You've Yet to Hear Of

    Novo Nordisk, a Danish drugmaker, makes billions primarily by fighting hemophilia and diabetes. Here's its story.
  35. Banks Take Heed of Wealthy's Use of Robo-Advisors

    The wealthy's increasing use of robo-advisors is putting pressure on traditional banks to add similar services to compete. ...
  36. Stephen Schwarzman: 5 Tips For Wall Street Entrepreneurs

    Learn the most valuable tips expert entrepreneur and Blackrock CEO Stephen Schwarzman has to offer would-be Wall Street entrepreneurs.
  37. What Thematic Dominance Among Mega-caps Means

    The ranks of mega-caps are now dominated by U.S. companies and two broad sectors to an unprecedented extent. Should investors ...
  38. Retire In Cambodia With $200,000 of Savings?

    A pleasant lifestyle in Cambodia makes it attractive to retirees. Here's info for researching your budget.
  39. 3 Financial Lessons to Learn From Elizabeth Warren

    Learn financial lessons from bestselling author and Massachusetts Senator Elizabeth Warren that are helping people to save ...
  40. How Much Money You Need To Retire In Cambodia

    Retiring Boomers have good reason to take a new look at Cambodia for its low cost of living and welcoming ways
  41. How Social Security Benefits are Taxed

    The tax impact of Social Security benefits is often misunderstood. Here's how advisors can help clients manage their tax ...
  42. How to Value Art and Dodge the IRS on Death Taxes

    Appraising artwork can be a very inexact process, and an estate could face penalties from the IRS for undervalued works. ...
  43. Startups Come to the Rescue of the Marijuana Industry

    Marijuana startups and dispensaries find it difficult to gain access to capital; however, startups are stepping in to provide ...
  44. Is the Airline Industry Becoming a Cartel?

    Learn how U.S. airlines are facing an antitrust investigation into charges of collusion in the face of falling fuel prices ...
  45. 3 Ways to Manage Money as a Couple

    Start your marriage off right: Decide how you will set up your accounts, create a household budget and don’t forget savings ...
  46. 5 Top Career Changes for People 65 and Older

    Interested in a new career path but not sure where to start? Here are five top choices.
  47. Zoetis: An Activist Investment Analysis (ZTS)

    Learn about the high-profile standoff between activist investor Bill Ackman and Zoetis, the world's largest provider of animal ...
  48. Why You Need a Prenup Before Remarrying

    Anytime a couple is bringing significant assets or debts into a new marriage, a prenuptial agreement protects you, your spouse-to-be ...
  49. Is Celgene Stock Suitable for Your IRA or Roth IRA? (CELG)

    Learn why Celgene stock is a good addition to your traditional or Roth IRA; which vehicle is better depends on your income ...
  50. Is Chesapeake Energy Stock Suitable for Your IRA or Roth IRA? (CHK)

    Understand why Chesapeake Energy stock does not provide the stability necessary for an investment to be suitable for your ...
  51. Programs That Give Cash-Strapped Seniors a Lift

    Dozens of federal and state programs can help seniors who are struggling to pay their bills on a fixed income to better afford ...
  52. Motorola Solutions: An Activist Investment Analysis (MSI)

    Learn how a string of activist investors, from Carl Icahn to Jeff Ubben, fought their way onto Motorola's board and changed ...
  53. Top 5 Positions in Steven Cohen's Portfolio

    Learn about billionaire hedge fund manager Steven Cohen and the top five positions held at his new firm, Point72 Asset Management.
  54. The Economics Behind Sneakers (NKE, ADDYY)

    Find out how limited supplies and celebrity endorsements drive the $50 billion sneaker industry. Nike Air Jordans remain ...
  55. Alan Howard's Success Story: Net Worth, Education & Top Quotes

    Read about the enigmatic and publicly shy Alan Howard, co-founder of Brevan Howard Asset Management and one of the wealthiest ...
  56. Analyzing Johnson & Johnson's Return on Equity (JNJ, PFE)

    Learn about Johnson & Johnson's recent return on equity, what has driven the recent trends, and how it compares to competitors ...
  57. Did J.C. Penney's Transformation Work? A look Back at the Stock

    Find out what happened with retailer J.C. Penney's big transformation experiment and the impact it had on its stock going ...
  58. Bruce Kovner's Success Story: Net Worth, Education & Top Quotes

    Learn about the life of Bruce Kovner, one of the most successful hedge fund managers in the United States and one of its ...
  59. NatureBox Review: Is It Worth It?

    Discover one of the most interesting private snack companies in the United States, and learn more about its direct-sales ...
  60. Analyzing Solar City's Return on Equity (SCTY, SPWR)

    Learn why SolarCity has had years of negative ROEs and what has caused the loss of earnings. Also understand how its future ...
  61. Whitney Tilson's Success Story: Net Worth, Education & Top Quotes

    Take a look at ultra-successful hedge fund manager, Whitney Tilson, and learn about his background, investing philosophy ...
  62. Vestas Wind Systems: Time to Invest?

    Examine the history and recent performance of Vestas Wind Systems, and learn why the company's stock may be poised to surge ...
  63. 4 Common Degrees Small Businesses See on Candidates' Resumes

    Understand why the business environment is changing and how it benefits small businesses. Learn about the top degrees small ...
  64. Eddie Lampert's Success Story: Net Worth, Education & Top Quotes (SHLD)

    Learn more about famed hedge fund manager, Eddie Lampert, the unique story of his success, and distinctive Lampert quotes ...
  65. Jim Simons' Success Story: Net Worth, Education & Top Quotes

    Learn about the billionaire "Quant King," James Simons, and how the award-winning mathematician built his highly successful ...
  66. Wells Fargo's 3 Key Financial Ratios (WFC)

    Look at some of most important financial ratios for with Wells Fargo & Co. and understand why they are so important for analyzing ...
  67. Alibaba Vs. JD.Com: The Battle for China (BABA, JD)

    Read about the growing rivalry between China's two largest e-commerce companies, and learn more about how the competition ...
  68. Ray Dalio's Success Story: Net Worth, Education & Top Quotes

    Read about Ray Dalio, one of the most successful investors in the United States and founder of the world's largest hedge ...
  69. Ken Fisher's Success Story: Net Worth, Education & Top Quotes

    Learn about the rise of Kenneth Fisher, the would-be forester who became the founder of one of the largest money management ...
  70. Using a Search Fund to Buy a Small Business

    Working through a search fund when you want to acquire a small business is a growing trend. Here's how this investment vehicle ...
  71. The Best and Worst States to Retire to in 2016

    Retirees have many choices around the United States when it comes to setting down roots. However, based on Bankrate’s ranking, ...
  72. How Oil Prices Affect Seadrill's Bottom Line (SDRL)

    Understand how oil prices affect Seadrill's bottom line but not by directly reducing the company's revenues as happens with ...
  73. Turntable Kitchen Review: Is It Worth It?

    Learn about Turntable Kitchen, a unique service combining food with music. It offers recipes and vinyl records delivered ...
  74. Analyzing Netflix's Return on Equity (NFLX)

    Analyze the return on equity (ROE) of Netflix, and understand the factors that have caused this metric to oscillate wildly ...
  75. A Look at Toyota's Flying Car Patent: Will it Become Reality?

    Learn about the flying car industry and specifically at Toyota's filing for a patent for a car with stackable wings. Are ...
  76. Analyzing Kinder Morgan's Debt Ratios in 2016 (KMI)

    Discover detailed analyses of Kinder Morgan's debt ratios, and learn why the company is highly leveraged and may be in poor ...
  77. 6 Consistently Resilient Retail Stocks (AMZN)

    These six retailers have delivered consistent sales growth since the financial crisis.
  78. How Entrepreneurs Around the World Use Geo-arbitrage to Their Advantage

    Individuals are taking advantage of the new, mobile entrepreneurial opportunities created by technology.
  79. The Cancer (and Other Drug) Shortage

    Your doctor may not tell you, but even in the U.S., life-saving drugs can be in short supply. Here's what to know and do.
  80. How Social Security for Legal Immigrants Works

    If you earn enough work credits in the U.S. – or combined with credits from certain other countries – you can claim benefits. ...
  81. Young & Healthy? Don’t Buy Life Insurance from Your Employer

    Here's why, plus a few exceptions to consider.
  82. Is Ford's Emoji Marketing Method Successful? (F)

    Learn how Ford used emoji-based marketing to promote its 2015 Focus model, and find out about the performance of the campaign ...
  83. Tesla's 3 Key Financial Ratios (TSLA)

    Learn about Tesla Motors, Inc. and the company's key financial ratios, such as gross margin, operating margin and inventory ...
  84. 3 Drugs That Could Bankrupt Medicare (GILD)

    Learn how the high cost of these crucial drugs or the high numbers of Americans who depend on the drugs may lead to the ultimate ...
  85. This New Mortgage Only Requires 3% Down

    A new low-down-payment mortgage offering has attractive features, but be sure to check out all the options and get the whole ...
  86. Tax Breaks for Second-Home Owners

    Owning a second home is a great investment for a variety of reasons, but you need to know the tax implications of multi-home ...
  87. How to Calculate Your Tangible Net Worth

    Your net worth can be calculated with a simple equation.
  88. What It Costs to Hire an Accountant in 2016

    Various factors affect how much accountants charge clients each year, including the complexity of the accounting tasks and ...
  89. How Restricted Stock and RSUs Are Taxed

    This form of executive compensation limits how these stocks can be sold. Find out more here.
  90. The Pros and Cons of Using Airbnb

    Here, we look at Airbnb - what it is, how it works, and the pros and cons of using this online rental marketplace.
  91. 3 Ways to Invest Your Tax Refund

    Investing your tax refund is a smart way to reach your financial goals. But depending on what you want to achieve, investment ...
  92. Tips for Finding Affordable Health Insurance

    One of the easiest ways to save money is to compare health plans sold on an exchange and those sold directly through an insurer. ...
  93. How Elon Musk Will Revolutionize the Modern World

    From Paypal to Tesla, Elon Musk is continually finding ways to revolutionize our lives.
  94. 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 ...
  95. 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.
  96. Does Buying a Guaranteed Life Insurance Policy Make Sense?

    When does it make sense to buy a life insurance policy that is guaranteed?
  97. 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 ...
  98. 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. ...
  99. How to Optimize Taxable Portfolios in Bear Markets

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

    These robo-advisors all have low fees, but what they offer and require differs.
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