Personal Finance Articles

  1. How Do You Purchase Physical Gold Bars?

    Find out how to buy gold bars, including tips on evaluating purity, form, size and authenticity of the purchase.
  2. 3 Reasons Cash Is a Smart Position in Your Portfolio

    Explore three reasons to hold cash positions in investment portfolios, including the advantages of liquidity in falling markets ...
  3. Top 5 Corporate Donors in Energy (XOM, CVX)

    The largest corporate donors from the energy sector in 2015 include companies that substantially increased their giving despite ...
  4. Who Spends the Most on Healthcare Now? The Wealthy

    The wealthy are now spending more on healthcare than the poor and middle class. But why?
  5. FUSEX: Fidelity Spartan 500 Index Fund Investor Portfolio Trends

    Evaluate the composition of the Fidelity Spartan 500 Index Fund Investor Shares, and study how the fund's makeup has evolved ...
  6. Fidelity Blue Chip Growth Fund Portfolio Trends in 2016 (FBGRX)

    Evaluate the composition of the Fidelity Blue Chip Growth Fund, and learn how its makeup has evolved between March 2015 and ...
  7. AEPGX: Overview of EuroPacific Growth Mutual Fund

    Read about the recent performance, management structure and investment philosophy behind the American Funds EuroPacific Growth ...
  8. Signs You're Ready to Retire

    Learn the five signs that indicate you are OK to retire. Discover what steps are crucial to determining an effective and ...
  9. FPURX: Fidelity Puritan Fund's Portfolio Trends

    Evaluate the composition of the Fidelity Puritan Fund, and consider how the fund's makeup has evolved between March 2015 ...
  10. VIMAX: Overview of Vanguard Mid Cap Index Fund

    Read an overview of the Vanguard Mid Cap Index Fund Admiral Shares mutual fund, and discover how its portfolio holdings have ...
  11. BCHYX, ADFIX: Top 3 American Century’s Bond Mutual Funds

    Explore three American Century bond mutual funds that have strong risk-adjusted returns, high third-party ratings and low ...
  12. Utilities Aren’t Just For Yield (Opinion)

    Investopedia columnist Michael Gayed explains a surprising correlation: When utilities are leading, stock market volatility ...
  13. OAKBX: Oakmark Equity & Income Fund's Top Holdings Analysis

    Learn about the top five holdings in the Oakmark Equity and Income fund. The fund has had the same portfolio manager since ...
  14. 3 High-Yielding Corporate Bond Mutual Funds (VICSX, LSDIX)

    Learn what intermediate-term government bond funds are and who should buy them, and discover three high-yielding funds in ...
  15. FAVFX: The Top All Cap Value Mutual Funds

    Understand the benefits of investing in value stocks across all market cap categories, and learn the best all-cap value mutual ...
  16. 5 Tips for Cutting Divorce Costs

    A divorce can be difficult and expensive, but there are several ways for you to minimize some of costs associated with the ...
  17. Top 3 Mutual Fund Holders of Alcoa (FPACX, AA)

    Discover the top three largest mutual fund holders of Alcoa shares and learn if its investment strategy can help your portfolio.
  18. FAIRX: Overview of a Stock Pickers' Mutual Fund

    Find out about the once high-flying Fairholme Fund along with information about its investment performance and its portfolio ...
  19. How Smart Cars Are Disrupting Insurance Companies

    Internet connected, autonomous and smart cars are posing new threats to the insurance industry, which is taking steps remain ...
  20. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  21. Wells Fargo to Launch Robo-Advisor in 2017

    Wells Fargo is preparing to enter the robo-advisor field with the launch of its service in early 2017.
  22. The 3 Biggest Spread-Betting Companies in the U.K.

    Learn about spread betting and the companies that have cornered the market in offering cutting-edge trading technologies ...
  23. Why Advisors May Want to Get to Know Envestnet

    Envestnet may be the answer for advisors looking for a complete client service system. Here is the lowdown on its suite of ...
  24. Top Mortgage REIT ETFs in 2016 (REM, MORT)

    Low interest rates could be good news for REITS. Here are two that have done well in 2016.
  25. Behind Microsoft's 127.4% Rise in 10 Years (MSFT)

    The most influential factors behind Microsoft's historical stock price price include tech valuations and the company's evolving ...
  26. Digital Marketing Tips to Grow Advisors' Business

    Advisors may want to consider these digital marketing tips when it comes to maximizing the effectiveness of their social ...
  27. How Did Charlie Munger Get Rich? (BRK.A)

    Learn how Charlie Munger, Warren Buffett's business partner and advisor, became worth $1.3 billion by 2016.
  28. The Big Disconnect With Big Data and Advisors

    Financial planning firms that undertake big data projects need to clearly define their goals so they can glean more insight ...
  29. Donald Trump's 3 Biggest Bankruptcies

    Several of Donald Trump's businesses have had to declare bankruptcy. These are three of the biggest flops.
  30. 4 Investment Manager Excuses to Justify Losses

    While reputable managers will speak candidly about their performance, investors should be on the lookout for excuses.
  31. The Everyday Lives Of Frugal Billionaires

    Many of the world's richest people manage their money sensibly. Here is a list of billionaires who spend wisely.
  32. What Is the Best Age to Get an Annuity?

    Optimizing the benefits of an annuity means guaranteeing a stream of income you can't outlive.
  33. Paying Down Debt Early

    For those with a strong aversion to having debt, here is an approach that can enable individuals to pay down debt more quickly ...
  34. Peter Thiel's Success Story

    Learn about the early life, education, success and influence of PayPal co-founder and libertarian activist Peter Thiel.
  35. How Peter Thiel Became a Superstar

    Peter Thiel: Legendary Silicon Valley entrepreneur and investor, destroyer of Gawker Media, supporter of Hulk Hogan... and ...
  36. Why More Millennials Need Credit Cards

    Here's why more Millennials should have credit cards – even though a majority don’t.
  37. Overview of Fidelity Blue Chip Growth Fund (FBGRX)

    Learn about the Fidelity Blue Chip Growth Fund in this fund overview including information on its investment performance ...
  38. NYVTX: Overview of The Davis New York Venture Fund

    Discover a large-cap growth mutual fund with a 47-year history of selecting companies whose competitive advantages stand ...
  39. VTSMX: Top Mutual Fund Holders of United Technologies

    Learn about the five largest mutual fund investors in United Technologies. Discover an actively managed large-cap fund that ...
  40. FREEX: Risk Statistics Case Study for Real Estate Mutual Fund

    Analyze risk statistics to determine how FREEX fits into a portfolio designed to optimize expected return based on a given ...
  41. VBMFX: Overview of World's Largest Bond Mutual Fund

    VBMFX: Find out top positions in the world's largest bond fund, the Vanguard Total Bond Market Index Fund.
  42. SNPIX, GRZZX: Overview of 2 Mutual Funds to Short Oil

    Discover the two best funds to short crude oil and learn which fund can help your portfolio profit when oil prices turn bearish ...
  43. Is the MSCI World Index ETF Risky? (URTH, IWDALN)

    If you're looking to build up global exposure to equities in developed markets, the MSCI World Index ETF is an option. We ...
  44. 2 AllianceBernstein Mutual Funds With 5 Stars Rating (SNCAX)

    Discover the two mutual funds administered and managed by AllianceBernstein that have received five-star overall ratings ...
  45. The Westeros Economy: A Financial FAQ for GoT Fans

    When you play the game of thrones, you win or you die. Fine. But what about every other working schmuck in Westeros who just ...
  46. 3 Best High-Yielding TIPS Bond Mutual Funds (HARRX, IBRIX)

    Learn how to protect a portion of your portfolio against the effects of inflation, and discover three different investments ...
  47. Behavioral Finance: How Bias Can Hurt Investing

    Here are three cognitive biases from behavioral finance that investors would do well to be aware of to avoid making poor ...
  48. It Pays to Be a ‘HENRY’

    Why? Because being a “High Earner Not Rich Yet” may help you buy the house of your dreams with a lower down payment.
  49. 3 Differences Between Benjamin Graham and Warren Buffett

    Analyze three key differences between Warren Buffett and Benjamin Graham. Learn how value investing principles were applied ...
  50. Top Mutual Fund Holders of Southwest Airlines (VPCCX)

    Discover the five largest mutual fund investors in Southwest Airlines common stock. One actively traded fund has Southwest ...
  51. Owning High Beta Stocks: Mutual Funds (BRSIX) vs. ETFs (IWC)

    Explore differences between accessing high beta stocks with either mutual funds or ETFs, as well as the best options for ...
  52. If You're Traveling to the Rio Olympics

    Going to the Rio Olympics? Here's how to find good deals, stay safe – and avoid ticket scams.
  53. Pay-to-Play Rule Back in Spotlight with Pence Nom

    The SEC pay-to-play rule, which limits campaign contributions from financial advisors, is especially relevant with Governor ...
  54. U.S. vs. Eurozone: Comparing Smart Money Moves

    Learn about four of the most successful market calls ever made by U.S. and European traders whose predictions triggered huge ...
  55. When to Consider an In-Service 401(k) Withdrawal

    In many cases, early withdrawals from 401(k)s to be avoided. But if you are 59 1/2 or older, they may help you devise a better ...
  56. These Robo-Advisors Aim to Serve Women

    Women's general lack of confidence in investing makes the female market a ripe one for tailored advisory services. Here's ...
  57. Baker Hughes Rig Count: Analyzing Trends in 2016 (BHI)

    Review Baker Hughes' rig count to identify trends in oil production. Find out what rig count and crude oil mix indicate about ...
  58. Woman-Focused Robo-Advisor SheCapital Folds

    SheCapital, which put a new spin on robo-advising by offering portfolio management services with a woman-centered approach, ...
  59. 5 Tips On When To Sell Your Stock

    Learn when it might be time to sell your stock.
  60. Is the U.S. Housing Market Really Coming Back?

    Analyze housing data to determine if the U.S. market is recovering, and assess price, sales volume, construction and inventory ...
  61. Top 5 Corporate Donors in Banking (WFC, GS)

    Explore the top five corporate donors, measured by cash contributions, in the banking sector in 2015, as tabulated by The ...
  62. 5 Advantages of Investing in Your 20s

    Twenty-somethings are in a prime position to enter the investing world. Find out why.
  63. How are Discount Airlines so Cheap?

    Ever wonder what the fees are behind airfare prices? It's more complex than you think.
  64. 5 Stocks with Momentum (BURL,COH,SWHC,HLF,LUV)

    These five stocks have momentum. How strong are their fundamentals?
  65. Should Parents Save Towards College or Retirement?

    Many parents are unsure about whether to save more for retirement or education for their kids. These general guidelines that ...
  66. How Risky Is Growth Investing in Today’s Market?

    Discover how to identify high-growth investment strategies to outperform standard market returns and to help your profits ...
  67. Startups: Tech Giants' Next M&A Targets? (AAPL, GOOGL)

    Watch for large-cap tech sector companies to announce acquisitions of startups, as valuations for unicorns and other overvalued ...
  68. Have A Charming (And Cheap) Wedding

    Learn how to have the wedding you've always wanted ... without going broke.
  69. These Retailers Are Least Impacted by Wage Increases (WMT, TGT)

    Learn how certain retailers, such as those that have already built wage increases into their business models, face less pressure ...
  70. Why Human Financial Advisors Are Insanely Valuable

    As the financial world becomes evermore digitized at a lightning pace, many wonder how relevant human advisors are. This ...
  71. 6 Benefits of Using a Credit Union

    Credit unions are community-focused and offer better interest rates than traditional banks.
  72. 5 Steps to a Retirement Plan

    These considerations will help you make a realistic and thorough retirement plan.
  73. Top 3 ETFs With Exposure to Diamonds (PICK, SLX)

    Learn the benefits of investing in diamonds. Discover three ETFs that have exposure to companies that are major players in ...
  74. U.S. Healthcare Costs: Americans Are Overpaying, Report Says

    The U.S. has higher healthcare costs compared to other countries, as many people in the U.S. are paying well above the average ...
  75. The Gospel According to Governor Mike Pence

    Gov. Pence's career in Indiana reveals plenty of examples of corporate socialism for the rich. Help for the poor, as preached ...
  76. Why Bondholders Should Manage Duration Risk

    Bonds and bond funds are fixed-income investments, but their duration, combined with changes to interest rates, can lead ...
  77. 5 Index Mutual Funds John Oliver Would Recommend (FUSEX, VIGRX)

    Discover which low-fee index mutual funds John Oliver might recommend for new investors who want to manage their own retirement ...
  78. 4 Unexpected Things That Lower Your Credit

    It's important to maintain a good credit score. Discover what could be lowering it without your knowledge.
  79. Top 10 Highest Paid Government Leaders

    When you compare the world leaders bringing home the most bacon, you'd be surprised to learn that there's more to salary ...
  80. The Awesome Power of Compounding

    Compounding may not be sexy, but it is the surest way to accumulate wealth over time.
  81. Why Time Spent on Social Media Is Decreasing (FB, TWTR)

    Identify key reasons why engagement with social media is declining as of 2016, and discover what this means for big industry ...
  82. How to Advise Non-U.S. Citizens on Social Security

    Advising clients who are not U.S. citizens on Social Security is complex. Here is how you can successfully navigate this ...
  83. Netflix: 7 Secrets You Didn't Know (NFLX)

    Learn some little-known facts about Netflix, including its near buyout by Blockbuster and why it chooses not to use square ...
  84. Are You in the Top One Percent of the World?

    If you live in an industrialized country, cracking the top 1% of income earners isn't as difficult as you might think.
  85. The Net Worth of the Shark Tank Cast

    Discover how the richest "Sharks" on the hit TV show amassed their vast fortunes, and learn how much they have to offer eager ...
  86. 401(k) Balance: How You Compare to Others Your Age

    How much people have put away for retirement varies, naturally, by old they are. See how your savings stack up.
  87. The Best Ways to Invest $500 to $5,000

    Got a small budget? Here are some investing tips.
  88. 10 Most Successful Products from Shark Tank

    With seven seasons, 7.5 million viewers, some studs and a whole lot of duds, we take a look at the 10 most successful products ...
  89. 6 Mistakes to Avoid When Buying a Home

    By avoiding these six pitfalls when purchasing a home, you will be in a much better position to make an educated choice before ...
  90. Top 3 ETFs With Exposure to Gasoline and Refineries (CRAK, PXE)

    Learn why refinery stocks are outperforming in the energy sector. Discover three ETFs with strong exposure to refineries ...
  91. 5 Largest BlackRock ETFs and Mutual Funds (BLK, IVV)

    Learn about BlackRock's largest exchange-traded funds and mutual funds, which provide exposure to stocks, bonds and active ...
  92. Behind Tesla's 1,173% Rise in 10 years (TSLA)

    Pay attention to whether Tesla’s profitability can prove worthy of the level of enthusiasm generated for the company by CEO ...
  93. Report Card: Goldman Sachs' 2016 Stock Picks (AMZN, CMG)

    Goldman Sachs picked 35 stocks at the end of last year that it thought would perform well. Here's how they have done so far ...
  94. 4 Retailers Immune to Amazon (AMZN,TJX,ROST,DG)

    Amazon crushes most brick-and-mortar retailers, but these four have been immune so far.
  95. Why You Should Be Seeking a Bigger Salary Now

    Timing is everything when it comes to asking for a raise – and that can mean knowing what's happening with the economy, as ...
  96. Ben Graham's Advice on Reading Financial Statements

    Seven pieces of advice from Benjamin Graham on understanding financial statements.
  97. Top Reasons Not to Roll Over Your 401(k) to an IRA

    Five cases in which keeping your plan in place – or employing another non-IRA strategy – is the better move.
  98. Specialty Websites for Low First Class Airfares

    If a first class airline ticket is your goal, there are specialized websites that can help you find a good deal on one.
  99. The Best Time to Buy First Class Airline Tickets

    Book at least a week in advance and try these less-well-known routes to the least pricey first class seats.
  100. 3 Simple Lifestyle Changes to Make You More Productive

    If you are looking to become more productive it's important to find out what works best for you. Here are three ideas to ...
Hot Definitions
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