Personal Finance Articles

  1. 4 Cases to Buy If the Stock Market Is at an All-Time High

    Learn about why someone would invest in the stock market, even if it has reached an all-time high. This article will review ...
  2. Is Travel Insurance a Good Idea?

    Is travel insurance a good idea for your next vacation? This is a look at what policies may or may not cover and when it ...
  3. Top 8 Ways Companies Cook the Books

    Find out more about the fraudulent accounting methods some companies use to fool investors.
  4. Mergers And Acquisitions: Understanding Takeovers

    In the dramatic world of M&As, battleground terms meld with bizarre metaphors to form the language of the game.
  5. Behind Costco's 180% Rise in 10 years (COST)

    Analyze Costco's historical stock price performance to determine what has driven growth. How have market performance and ...
  6. How Wealth Managers Can Bridge Digital Tech Gap

    A lack of digital technology offerings puts many wealth management firms at risk of losing significant income due to client ...
  7. Wells Fargo’s New Client Dashboard: An Overview

    Wells Fargo recently launched Client Dashboard, a platform that significantly improves advisor workflow.
  8. Why Clients Should Save More for Medical Expenses

    Here's how to approach clients to get them to save more toward medical expenses in retirement, which continue to grow.
  9. Why the Popularity of Liquid Alternatives Has Slowed

    Alternative liquid funds have experienced both fat and lean years. Time will tell whether they are able to adapt and become ...
  10. Captive Insurance: A Good Wealth Management Tool?

    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  11. Behind Johnson & Johnson's 91.5% Rise in 10 years (JNJ)

    Analyze Johnson & Johnson's historical stock price performance. Learn how equity valuations, operating fundamentals and health ...
  12. Is the Global Economy Much Worse Than Experts Say?

    Learn about three factors that suggest the global economy is far weaker than experts admit and why these factors should concern ...
  13. Top 3 Homebuilders ETFs (ITB, XHB)

    Discover analyses of the top three ETFs tracking the homebuilding industry, and learn about their characteristics and historical ...
  14. Top 4 Money Market Fund ETFs of 2016 (SHV, NEAR)

    Learn about four money market ETFs and why they make safe additions to the short-term, conservative portion of an investor's ...
  15. Can Scotland Join the EU If It Leaves the U.K.?

    Explore the options for Scotland to remain in the EU after the Brexit vote, including the assumption of the United Kingdom's ...
  16. Behind Exxon's 51.2% Rise in 10 years (XOM)

    Analyze Exxon Mobil's price history to determine the factors driving fluctuations. Assess the impact of crude oil price, ...
  17. FPACX: Pacific Advisors's Top 3 Funds

    Learn about three mutual funds from First Pacific Advisors for including in a well-diversified retirement portfolio. Discover ...
  18. (FTIBX, AIBRX) 3 Expensive Mutual Funds Worth Your While

    Find out why these three funds with high management expense ratios may still be worth your consideration for global bond ...
  19. Fidelity Magellan Fund Top Holdings Studies (FMAGX)

    Learn which companies are among the top 5 holdings of the Fidelity® Magellan® Fund and get an overview of each company's ...
  20. (JNPR, TRVLX) Juniper Networks' Top 5 Mutual Fund Holders

    Discover the top five largest mutual fund holders of Juniper Networks' shares and learn if their investment strategies can ...
  21. (ETAGX, VMACX) 3 Expensive Mutual Funds That Are Worth

    Discover three mutual funds with above-average expense ratios and consistent outperformance of the S&P 500 Index and the ...
  22. Overview of Somerset Emerging Equity Markets Fund (BIAQX)

    Explore the investment process of the Somerset Emerging Market Equity Fund, the highest returning fund in the Brown Advisory ...
  23. AMECX: Mutual Funds Exposed to Both Stocks and Bonds

    Evaluate the composition of the Income Fund of America from American Funds, and study how its makeup has evolved between ...
  24. Fallen Angel Bonds and Rising Stars: Risks and Opportunities

    Junk bonds can be an attractive option for private and institutional investors chasing returns.
  25. FLPSX: Fidelity Low-Priced Stock Fund Portfolio Trends

    Evaluate the composition of the Fidelity Low-Priced Stock Fund, and learn how the fund's makeup has evolved between March ...
  26. These 3 Stocks Just Hit Highs: More Room to Run?

    These three stocks just hit 52-week highs. Will this upward trend continue?
  27. 9 S&P 500 Companies With No Long-Term Debt (FB)

    These nine S&P 500 companies have no long-term debt which means they should be capable of weathering turbulent markets.
  28. These 5 Stocks Just Hit 52-Week Lows (DHT,FRO)

    The five stocks all just hit 52-week lows. Are they bargains or highly speculative investments?
  29. Debt Forgiveness: Escape Your Student Loans

    There are income-based plans and forgiveness for public-service employees. The latest wrinkle: loan forgiveness because the ...
  30. Overview of T. Rowe Price Health Sciences Fund (PRHSX)

    Learn about the health care sector's performance in 2016 and how T. Rowe Price's funds have fared. Discover an overview of ...
  31. How to Avoid the Hijacking of Your Credit Cards

    Arm yourself with these strategies on how to safely use your credit and debit cards, and protect yourself from fraud and ...
  32. XLI, VINAX: Industrial Sector ETF vs. Mutual Fund Case Study

    Explore the similarities and differences between the holdings, pricing, returns and structure of Industrial Sector ETF vs. ...
  33. The Four Most Common Indicators in Trend Trading

    Here are the top indicators and tools trend traders use to establish when trends exist and find entry/exit points.
  34. Fidelity's Mutual Fund That Tracks S&P 500 (FUSEX)

    Discover the five largest holdings of common stock shares that comprise the Spartan 500 Index mutual fund managed by Fidelity ...
  35. How To Use A Moving Average To Buy Stocks

    The Moving Average indicator is one of the most useful tools for trading and analyzing financial markets.
  36. How Brexit Can Affect the European Economy

    Pay attention to the economic consequences for the European Union as a result of the Brexit, and compare the outcomes with ...
  37. Save on Taxes With These 3 Tax-Efficient Mutual Funds (FLTMX, PREIX)

    Learn about the benefits of investing in tax-advantaged mutual funds whose managers seek to minimize capital gains and maximize ...
  38. VGTSX: 3 Vanguard International Funds That Lowered Fees

    Read about three international equity mutual funds administered and advised by Vanguard whose expense ratios were lowered, ...
  39. What Makes An M&A Deal Work?

    Do you know why companies merge? Here we'll take a look at three successful company acquisitions and why they succeeded. ...
  40. How Your Tax Rate Is Determined

    Feel like the government always has its hand in your pocket? Learn the theory behind how it decides how much to take.
  41. Retiring in the Philippines? Try These Top Cities

    Four cities in different regions of the Philippines that offer a range of activities and settings, along with good healthcare ...
  42. Top 3 ETFs With Exposure to Hedge Funds

    Get a detailed review of three top-performing ETFs that offer investors the opportunity to profit from hedge fund investing ...
  43. 3 Mutual Funds That Weathered the Falling Markets (ACMVX)

    Discover which three mid-cap value funds weathered the falling markets and capitalized on rising markets, and learn whether ...
  44. 9 Different Ways To Find A New Job

    Make sure you're covering all your bases and you should have a new career in no time.
  45. Here Is Your Retirement Checklist

    Here is a retirement checklist that offers many things to think about, from ten years before retirement to just after yours ...
  46. Unemployment and Economic Growth: Okun's Law

    Unemployment and economic growth? Okun has a law for that.
  47. 10 Signs You Are Not OK to Retire

    Carrying a lot of debt? Haven’t yet figured out a long-term financial plan? These are just two of the reasons you shouldn’t ...
  48. Millennials: Manage Your Own Portfolio With ETFs

    Learn how robo-advisors such as Wealthfront and Betterment help millennials take control of their own portfolios with ETF ...
  49. How the Same Sex Marriage Decision Changed Things

    Here's how the financial lives of LGBT couples have been greatly simplified since the legalization of same-sex marriage.
  50. 9 States Where You'll Pay the Most in Taxes

    Which state you live in can mean thousands of dollars saved or lost in taxes each year. Here's a list of states to avoid ...
  51. What to Learn from Millennials’ Distrust of Banks

    An examination of why Millennials distrust traditional financial services firms can help financial advisors adapt their ways ...
  52. How to Talk Fees with Clients

    Talking about fees with clients is not always a fun discussion. Here's the best way to go about it.
  53. FBALX: Fidelity's Fund Investing in 60% Stocks and 40% Bonds

    Learn about the Fidelity Balanced Fund and its investment strategy, portfolio composition, management, performance and investment ...
  54. Fidelity's Fund for Small & Mid Sized Companies (FLPSX)

    Discover the seasonal performance trends for the Fidelity Low-Priced Stock Fund, and learn which months have been the best ...
  55. Mutual Fund That Seeks Long Term Principal and Income (DODGX)

    Review a volatility and modern portfolio theory statistics case study of the Dodge & Cox Stock Fund, and consider whether ...
  56. Top 3 Holdings Analysis of Growth and Income Funds (ANCFX)

    Learn about the American Funds Fundamental Investors portfolio, a mutual fund which has a solid track record of above-average ...
  57. It's All Related: Interest, Mortgages, the Economy

    The article looks into the relationship between the economy, interest rates and mortgage rates.
  58. 3 Global Equity Mutual Funds to Avoid (KGIAX, GGECX)

    Discover how global stocks have performed in early 2016, where global stocks could be going and three global equity mutual ...
  59. When Spouses Die, Who Gets Their Retirement Funds?

    You don't automatically get your spouse's IRA, 401(k) and other accounts when he or she dies. Here's how to plan so the right ...
  60. Build Your Wealth Like a Serial Entrepreneur

    Investing wisely is one way to build wealth, but serial entrepreneurs are rethinking the way they build their portfolios. ...
  61. Money Market Case Study: Breaking the Buck

    Discover when money market funds have broken the buck and lost money, and why it is less likely to ever happen again.
  62. ARTIX: Artisan's International Stocks Mutual Fund

    Learn about the top five equity holdings of the Artisan International Fund, an actively managed equity fund from boutique ...
  63. Corporate Bond Basics: Learn to Invest

    Understand the basics of corporate bonds to increase your chances of positive returns.
  64. How to Make the Fiduciary Standard Work for You

    This is how you can tell if your financial planner genuinely has your best interests at heart.
  65. Why the Purchasing Managers' Index Matters

    The Purchasing Managers' Index is a telling sign of the U.S. economy. But what is it?
  66. FBALX: Fidelity's Fund Investing in Stocks and Bonds

    Review the returns of the Fidelity Balanced Fund since 2012, as well as the consistent seasonality patterns that generate ...
  67. 5 Risky Energy Stocks (FCX,APC,RIG,HFC,PBR)

    These stocks might continue to rally, but they come with high risk.
  68. 10 Most Traded ETFs Following Financial Indexes (XLF, KRE)

    Learn about the 10 most actively traded ETFs from the financial sector, and discover how many shares these funds trade on ...
  69. 5 Stocks Being Unfairly Punished (NFLX,SFM,KR)

    While these stocks are currently moving lower, their underlying businesses remain strong.
  70. XLK, VITAX: Technology ETF vs. Mutual Fund Case Study

    Read an in-depth comparison of a widely held technology sector ETF versus a popular technology sector mutual fund, and see ...
  71. The Gold Standard Revisited

    Think the value of gold is unshakable? Read this chronicle of its rise and fall.
  72. Top 4 Mutual Funds With Exposure to India

    Discover four mutual funds that invest in India and how these emerging market portfolios are poised to take advantage of ...
  73. How Much Disaster Can Gold Hedge?

    Gold holds up well in the face of fear, but offers little in times of true collapse.
  74. How and Why Our Investing Habits Matter

    Habits are not created or broken in a day, but through consistent choices we can develop healthy habits that will aid us ...
  75. The Risks of Exchange-Traded Notes

    Learn exactly what the principal advantages and risks, such as tax advantages and credit risk, for investors considering ...
  76. Top 5 Shopping Apps of 2016

    Explore Goldman Sachs' list of the five best shopping apps and the basis for its call for $50 billion in sales to shift to ...
  77. Why the Financial Industry is Still Broken

    Most financial professionals are good people, but the U.S. financial system is set up in a way that doesn’t typically place ...
  78. Quantitative Easing: Does It Work?

    This controversial monetary policy has been used by some of the world's most powerful economies. But does it work?
  79. Can I Retire Yet?

    Being able to retire depends on many variables as well as the spending and saving choices you make leading up to and once ...
  80. What Causes A Currency Crisis?

    Find out what can cause a currency to collapse and what central banks can do to help.
  81. The History Of Money: Currency Wars

    Find out how conflicts have changed the role money plays in our lives.
  82. Gold: The Other Currency

    Throughout history, gold has held its value against paper currencies. Learn how it can help offset market risks.
  83. ABLE Accounts: An Overview

    ABLE accounts provide a new opportunity for clients and advisors to help those with special needs. Here’s what you need to ...
  84. LinkedIn: How Advisors Can Use It to Grow

    Here are some best practices on how financial advisors can leverage LinkedIn to connect with more potential clients.
  85. 5 Areas Advisors Should Watch Post-Brexit

    These are the five areas advisors need to watch post-Brexit in order to protect clients.
  86. Wealthy Clients: How Advisors Can Nab More of Them

    Wealth management firms still only manage a minority of the assets of high net worth individuals. Here are some insights ...
  87. The Real Danger of Brexit

    The coverage of Brexit has missed the real story: widespread, underlying economic despair reminiscent of what produced two ...
  88. 6 Iconic Restaurant Chains That No Longer Exist

    Here is a list of the top 6 restaurant chains that once spotted the United States with multiple locations, but which today ...
  89. FSPHX: Top Holdings of Health Care & Medicine Mutual Fund

    Learn about the top five holdings in the four-star rated Fidelity Select Health Care fund, managed by top portfolio manager, ...
  90. Mutual Fund Committed to Growth Companies of Any Size (AMCPX)

    Discover the American Funds AMCAP Fund, a large-cap growth fund that seeks stocks with attractive valuations and long-term ...
  91. Top 3 Mutual Fund Holders of Chevron Corp (CVX, VTSMX)

    Discover the top three largest mutual fund holders of Chevron shares, and determine if their investment strategies can improve ...
  92. FKINX: Flagship Mutual Fund From Franklin Templeton

    Learn about the Franklin Income Fund Class A mutual fund and its legacy since inception in 1948, and review the income fund's ...
  93. 3 Mutual Funds From Pzena for Retail Investors

    Find more out about Pzena Investment Management's new rollout of a series of mid-cap value funds for retail investors.
  94. British Real Estate Funds Drop Like Dominoes

    Since the Brexit, U.K.-based commercial real estate funds have been hammered, losing value as investors scramble to pull ...
  95. FSPHX: Fidelity’s Mutual Fund for Health Care or Medicine

    Analyze the risk metrics of FSPHX. Find out what beta, standard deviation and R-squared imply about volatility and market ...
  96. 3 Oil-Heavy Mutual Funds to Avoid (IEFCX)

    Discover three oil-heavy mutual funds investors should avoid, and learn why these funds have poor risk-reward profiles and ...
  97. 3 Potential Synergies In Microsoft's Purchase of LinkedIn (MSFT, LNKD)

    Discover AllianceBernstein's take on the acquisition of LinkedIn by Microsoft, as well as the synergies that are likely to ...
  98. 3 U.S. Large-Cap Value Mutual Funds to Avoid (CVGRX, GSCGX)

    Learn about three mutual funds with high expense ratios and risk-adjusted returns that have not historically met investors' ...
  99. Top 4 Mutual Fund Holders of Goldman Sachs (GS)

    Discover the four largest mutual fund holders of Goldman Sachs shares and learn how their investment portfolios could help ...
  100. Why Women Financial Advisors Earn Less Than Men

    Female financial advisors earn just 61.3% of what male advisors make. Why is the gap so great, and what can be done about ...
Hot Definitions
  1. Treynor Ratio

    A ratio developed by Jack Treynor that measures returns earned in excess of that which could have been earned on a riskless ...
  2. Buyback

    The repurchase of outstanding shares (repurchase) by a company in order to reduce the number of shares on the market. Companies ...
  3. 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 ...
  4. 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, ...
  5. Inflation

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

    Merchandising is any act of promoting goods or services for retail sale, including marketing strategies, display design and ...
Trading Center