Personal Finance Articles

  1. One Thing to Never Do When the Stock Market Goes Down

    We could all use a little reminder.
  2. The 8 Deadly Sins of Financial Advice

    As an informed consumer is the best defense against a swindling financial professional, here are eight things to watch out ...
  3. Discover 5 Secrets About 529 Plans

    When starting a 529 plan for your child's college fund, keep these details in mind.
  4. Bank Fees Be Gone

    Not only are bank account interest rates measly, but fees can take a serious bite out your balance. Here's what to do.
  5. Brexit Bargains: What's on Sale in the UK

    Investors see opportunity in the U.K. tech and real estate despite Brexit.
  6. 3 Mutual Funds with Exposure to ETFs (UGOFX, ETFFX)

    Find out why some mutual funds invest in exchange-traded funds (ETFs) and learn about three that invest almost exclusively ...
  7. 10 Best Retirement Cities in the U.S.

    Discover 10 destinations across the United States whose mix of affordability, weather and amenities attracts significant ...
  8. 3 Big Financial Mistakes to Avoid in Your 30s

    Want to have continued control of your finances as you get older? Start by making sure to avoid these three financial mistakes ...
  9. Top 5 Apartment REITs in 2016 (EQR, AVB)

    Learn about five top REITs that invest in purchasing, developing and managing apartment complexes, and why they may be smart ...
  10. Why Betterment Delayed Trading Post-Brexit Vote

    A look at Betterment and its controversial decision to temporarily halt trading the morning after the historic Brexit vote. ...
  11. Top 5 Corporate Donors in Tech (GOOG, MSFT)

    Pay attention to philanthropic donations from publicly traded tech companies when basing portfolio selections on principles ...
  12. Top 2 ETFs With Exposure to Uranium (URA, NLR)

    Examine a comparison review and analysis of two ETFs that offer significant exposure to the uranium market.
  13. Foodzie Review, Is It Worth It?

    Learn about the purchase of Foodzie and its sale to online retailer Joyus and the importance of acquiring the client base ...
  14. 3 Ways to Ensure Your Path to Financial Literacy

    People have strong feelings when it comes to money. Here are three ways to arm yourself with financial literacy and break ...
  15. Explaining Facebook's 199% Rise in Four Years (FB)

    Examine Facebook's price history to determine the primary drivers of the stock, and discover how KPIs and growth have been ...
  16. What the Future Holds for ETFs

    The popular ETF market is maturing. Here’s a look at where it may be headed as the industry moves forward.
  17. Expensive Global Mutual Funds Worth Your While (NPFCX, TWEBX)

    Learn about three expensive global mutual funds that offer attractive features to investors. These funds have good historical ...
  18. Introducing Top Holdings of Dodge & Cox Income Fund (DODIX)

    DODIX: Examine the top holdings of the Dodge & Cox Income Fund, and gain insight into the fund's performance and potential ...
  19. Fidelity Select Pharma Fund Top 5 Holdings Analysis (FPHAX)

    Explore the five largest holdings of the Fidelity Pharmaceuticals Select Portfolio. Learn about the top products and drug ...
  20. VWEHX: 3 Mutual Funds for Investors Looking for Yield

    High yield bond, REITs, High Dividends U.S. Stocks: Discover three high-yielding mutual funds
  21. 5 Health Care Mutual Funds to Avoid (ETCHX)

    Explore five health care mutual funds that lag their sector Sharpe ratios and have higher-than-average expense ratios, leading ...
  22. 3 U.S. Mid-Cap Mutual Funds to Avoid (PAMVX)

    PAMVX,QSCCX,GWSCX: Avoid these three mid-cap mutual funds in 2016 due to unfavorable levels of risk and reward, high fees ...
  23. Top Mutual Fund Holders of PepsiCo (VTSMX)

    Learn about PepsiCo's business and the top mutual funds that hold the shares. The top three holders are index mutual funds, ...
  24. Top Mutual Fund Holders of Exxon Mobil (VTSMX)

    Discover the top three largest mutual fund owners of Exxon Mobil shares, and learn how their portfolios could help your investments.
  25. Who Wealthy Investors Pick as Their Advisors

    Affluent investors have particular characteristics that decide the type of advisor they choose. Knowing these can help advisors ...
  26. Top 3 Mutual Funds From Thornburg (THIFX, THOAX)

    Learn about the Thornburg family of mutual funds and the top three funds that you should consider for retirement diversification ...
  27. DODFX: Overview of International Stock Mutual Fund

    Learn about the Dodge & Cox International Stock Fund, and explore an analysis of its investment strategy, portfolio and management ...
  28. Financial Planning for Professional Athletes: An Inside Look

    The right financial planning for professional athletes can turn short-term high earnings into a lifetime of steady income. ...
  29. How Paladin Digital Marketing Helps Advisors

    It can be hard for advisors to keep up with ever-evolving technology trends. Paladin Digital Marketing is one firm that aims ...
  30. Top Mutual Fund Holders of Johnson Controls (VWNFX)

    Discover the five largest mutual fund investors in Johnson Controls a 130 -year -old manufacturing company engaged in a tax ...
  31. A Shakeup Is Coming for the Advisory Industry

    With many advisors nearing retirement, mounting interest in robo-advisors and advisor defection to competitors are setting ...
  32. Overview of Vanguard High-Yield Corporate Fund (VWEHX)

    Learn about the Vanguard High-Yield Corporate Fund and its investment philosophy, portfolio, management, performance and ...
  33. Why the 10-Year US Treasury Rates Are Crucial

    10-year treasury bond yields are important indicators of the economy as a whole.
  34. Retail Sector ETF (XRT) vs. Mutual Fund (VCDAX) Case Study

    Discover if the Vanguard Consumer Discretionary Fund Admiral Shares is the better investment over the SPDR S&P Retail ETF, ...
  35. The Best REITs Right Now for Returns, Dividends

    These five types of REITs have showed no signs of slowing down.
  36. 8 Reasons To Never Borrow From Your 401(k)

    Find out why dipping into your 401(k) can have serious consequences.
  37. Estate Plans Should Include Instruction Manuals

    Death is not something that we wish to dwell on, but estate planning—and figuring out even more basic issues—is something ...
  38. Why These European Countries Don't Use The Euro

    The euro is a common currency of the European Union. Yet, many EU countries don’t use the euro. Investopedia explores why.
  39. How Do Apple's Taxes Compare to Other Tech Giants? (AAPL)

    Analyze Apple's recent tax history to determine how geographic sales mix, foreign profit reinvestment and tax credits are ...
  40. Work & Collect Social Security in Retirement?

    What to consider if working in retirement while collecting Social Security.
  41. Cake Style Review: Is It Worth It?

    Learn about popular YouTube channel Cake Style and how YouTube is an outlet for self-employed individuals who make and edit ...
  42. Credit Card Debt: America’s Biggest Struggle?

    Dealing with credit card debt is a huge struggle for many American families. Here are some tips to get you started.
  43. Advisors' Take on the Turbulent Earnings Season

    Is a market correction in the near future inevitable? Advisors who believe this to be talk through what they see as the best ...
  44. Sprout's Farmers Market's Competitive Advantage: An Inside Look (SFM)

    Analyze Sprouts Farmers Markets' competitive advantage to determine if its business model and brand provide a sustainable ...
  45. Investing Strategies to Avoid and Embrace

    For most, having a diversified portfolio and a strategy that is both short-term boring and long-term rewarding is the best ...
  46. Is Sales Growth Weaker Than Inventory Growth?

    Find out why Goldman Sachs Equity Research is concerned about inventory growth, which appears to be outpacing sales growth ...
  47. Digging Out Of Personal Debt

    Good intentions can put consumers in even more personal debt.
  48. Dawn Of The Zombie Debt

    Are old debts coming back to haunt you? We'll show you how to keep these zombies from eating you alive.
  49. Don't Be Like NBA Legend Antoine Walker

    Using an NBA legend as an example, this is why finding a financial advisor who is trustworthy and right for your unique needs ...
  50. Explaining Apple's 1,057% Rise in 10 years (AAPL)

    Examine Apple's strong history of returns to understand how financial performance, investor outlook and market conditions ...
  51. Top 2 Mutual Funds With Exposure to REITs (TRREX, TIREX)

    Learn more about these two real estate mutual funds. By investing in real estate investment trusts, these two funds offer ...
  52. Top 3 ETFs With Exposure to Palladium (PALL, SPPP)

    Discover why palladium is considered a precious metal, and learn about some of the ETF options that provide investors exposure ...
  53. 7 Secrets You Didn't Know About Microsoft

    Learn about the history of Microsoft and its founders, Bill Gates and Paul Allen, including some facts that most people might ...
  54. 18 Most Traded Inverse ETFs by Sector in 2016 (FAZ, ERY)

    Learn about the largest and most-traded inverse ETFs that cover each sector of the U.S. stock market. Discover which sectors ...
  55. Why Goldman Is Warning About Free Cash Flow Yield (GS)

    Learn why Goldman Sachs is alerting investors to the importance of cash flow, and discover a recommended alternative equity ...
  56. Buying ETFs Online Is Easy: Here's How

    Learn how and where to purchase exchange-traded funds (ETFs) online and bypass the standard broker commission that must be ...
  57. Manage Your Own 401(k) or IRA, John Oliver Style

    Read about a few simple and easy steps to help manage your own finances, John Oliver style, even if you don't have a lot ...
  58. Top 5 Mutual Fund Companies by Customer Service (BLK, DB)

    Find out which mutual fund companies receive the highest satisfaction ratings from their clients for providing the best customer ...
  59. Facebook's Competitive Advantage: An Inside Look (FB)

    Analyze Facebook's economic moat to determine its width and sustainability, and discover how scale and network effect add ...
  60. Has Rising Rent in Big Cities Peaked?

    Learn how the interplay of supply and demand factors in coming years are to influence whether rental prices peak or continue ...
  61. Implied vs. Historical Volatility: The Main Differences

    Discover the differences between historical and implied volatility, and how the two metrics can determine whether options ...
  62. A History of the S&P 500 Dividend Yield

    Find out why the dividend yield for the S&P 500 Index remains historically low, and what dividend yields used to look like ...
  63. Consumer Staples: ETF (XLP) vs. Mutual Fund (VHGEX) Study

    Discover how XLP, the Consumer Staples Select Sector ETF performs against VHGEX, the Vanguard Global Equity Fund.
  64. 3 International Equity Mutual Funds to Avoid in 2016 (AWPCX, BJBIX)

    Discover three international equity funds that investors should avoid in 2016 due to their poor fundamentals, high risks ...
  65. 4 Long Term Bond Mutual Fund Portfolio Managers to Consider

    Learn about four long-tenured bond fund managers who have guided their portfolios to benchmark-beating performances and above-average ...
  66. 3 Best High-Yielding Convertible Bond Mutual Funds (LACFX, FACVX)

    LACFX,FACVX,VCVSX: Learn about three of the highest-yielding options available.
  67. Top 3 Mutual Fund Holders of Yahoo (VTSMX)

    VTSMX,VFINX,VINIX: Discover which mutual funds own the largest holdings in Yahoo shares.
  68. Top 3 ETFs Tracking the MSCI World Index (URTH, VT)

    Morgan Stanley's Capital International World Index top three ETFs that can give you access to the investments it tracks...
  69. Top 4 Mutual Fund Holders of YUM! Brands, Inc. (YUM, VTSMX)

    Discover the top four largest mutual fund holders of YUM! Brands shares, and determine if their investment strategy can help ...
  70. Materials Sector ETF (XLB) vs. Mutual Fund (VMIAX) Study

    Discover fund investment options in the materials sector, including an ETF, The Materials Select Sector SPDR (XLB), and a ...
  71. Overview of 3 Global Equity Mutual Funds (MWEFX,MSFBX)

    Discover three global equity mutual Funds that perform well in both bull and bear markets, complete with a summary of investment ...
  72. Top 3 Alliance Bernstein Fixed-Income Mutual Funds (ANAGX, ABQIX)

    Explore three AllianceBernstein fixed-income mutual funds with strong risk-adjusted returns, low expense ratios and high ...
  73. Job Hunting: Higher Pay vs. Better Benefits

    Focusing on pay when job hunting may be a mistake. Find out which benefits have the highest long-run payoff.
  74. FKINX: Franklin Income Fund Portfolio Trends

    Evaluate the composition of the Franklin Income Fund, and learn how the fund's makeup has evolved between March 2015 and ...
  75. Are You Ready for the Retirement Challenge?

    In order to truly take advantage of retirement, take these six things into consideration during the retirement planning process.
  76. Is Your Workplace Awesome?

    These important qualities make a workplace great for both employees and employers.
  77. No Retirement Savings? How to Catch Up

    Starting your retirement savings late, like in your 50s? Here are a few ways to catch up.
  78. Act (Invest) Your Age

    It’s never too late to invest for retirement. Make the right decisions for where you're at.
  79. The Best Way To Build Your Retirement Portfolio

    Retirement means changing your investment goals from growing assets to generating income. Here's how.
  80. 6 Bad Home Renovations that Don't Add Much Value

    Before you begin any home renovations, make sure they will add to the value of your home. Here are six projects to absolutely ...
  81. Annuities: The Good, Bad and the Ugly

    Annuities suffer from a few perception problems. This primer that covers the good, the bad and the ugly of annuities.
  82. Are ETFs Liquid Enough for a Bear Market Exodus?

    Are ETFs liquid enough for a mass exodus that could come with the next major market downturn?
  83. In Your 20s and Have Extra Cash? Here's What to Do

    If you're lucky enough to have saved (or otherwise come across) some spare cash in your 20s, what's the best thing to do ...
  84. LinkedIn/Microsoft Deal: What Advisors Should Know

    Microsoft’s acquisition of LinkedIn could benefit advisors in many ways, but it could also introduce some new compliance ...
  85. Overview of Top 4 Legg Mason Funds (SBLGX,LMOPX)

    Discover how to diversify retirement savings using two broad-based Legg Mason Funds. Learn about two funds that can significantly ...
  86. SGENX: First Eagle Global Fund Top Holdings Analysis

    Learn about the First Eagle Global Class A mutual fund, including details about the fund's asset allocation and an analysis ...
  87. EXDAX: Overview of Top Manning & Napier Funds

    Learn about four mutual funds administered and managed by Manning & Napier that can help investors diversify their retirement ...
  88. Top 5 Mutual Fund Holders of Salesforce.com (CRM, ORCL)

    Discover Salesforce.com's five largest mutual fund investors and learn why it is important that four of those funds are actively ...
  89. 5 Technology Mutual Funds to Avoid (HTECX)

    See why investors should avoid these five mutual funds when choosing a technology mutual fund, based on returns, risk profiles, ...
  90. How to Decide to Pay Down Debt vs. Invest

    You find yourself sitting on some cash—do you invest or pay down debt? The answer is different for everyone, so be sure to ...
  91. The Top 4 Credit Suisse Funds for Retirement Diversification in 2016

    Discover the top four Credit Suisse funds for retirement diversification in 2016, complete with a description of each fund ...
  92. Top 5 Mutual Fund Holders of Electronic Arts (EA, VIMSX)

    Discover which five mutual funds are the largest investors in Electronic Arts, Inc., one of the largest and best-known creators ...
  93. Find a New Financial Advisor Who's Right for You

    It is a jolt when a long-time financial consultant leaves. Be sure not to make a snap decision.
  94. 3 Top Global Equity Calamos Investments Mutual Funds

    CIGRX,CAGEX,CNWGX. Explore three Calamos Investments mutual funds focused on global growth equities, and learn more about ...
  95. Financial Planning: It's About More Than Money

    Financial planning isn't just about the money. Find out where else to focus on.
  96. Not Crazy: Unconventional Monetary Policy

    Unconventional monetary policy, such as quantitative easing, can be used to jump-start economic growth and spur demand.
  97. 8 Essential Four-Letter Words for Financial Health

    By embracing these four-letter words, you can take the steps necessary to improve your financial health.
  98. Behind IBM's 87.6% Rise in 10 years (IBM)

    Analyze IBM's stock price history to learn why investor outlook has been more important than financial performance for influencing ...
  99. VGHCX: Vanguard Health Care Fund Risk Statistics Case Study

    Discover one of the largest health care-focused mutual funds, and learn about the fund's historical values for seven key ...
  100. 3 Safe Places to Retire in Latin America With Under $2,000 a Month

    Retired expats can enjoy a comfortable life in Latin America for $2,000/mo.
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