Personal Finance Articles

  1. Phew! IRA Tax Fixes Possible Through Oct. 15

    Tax season ended April 15 but you've got until Oct. 15 to correct errors, including those to do with Roth and traditional ...
  2. 10 Ways to Loosen Up Your Cash Flow

    Cash flow is king. Here are a few ways to fatten it up.
  3. How to Help Clients with Cash Flow Issues

    Sometimes your spending gets out of hand or income has a hiccup. Here's how financial advisors can help clients who have ...
  4. How To Avoid Common Health Insurance Scams & Fraud

    A few precautions is all it takes for you to avoid being a victim of – or an unwitting accomplice to – health insurance con ...
  5. How Are eBay And Amazon Different?

    Learn how eBay differs from Amazon in the e-commerce environment for both buyers and sellers, and understand why each operates ...
  6. Analyzing Alibaba Vs. Amazon Business Models

    Learn how Alibaba and Amazon compare in terms of each company's applied business model, and understand the markets each company ...
  7. Why It's The Right Time To Buy Rite Aid

    Recently considered to be a distressed stock, learn whether or not Rite Aid is currently undervalued.
  8. Should Netflix Consider Commercials And Ads?

    Understand why Netflix does not currently support commercials or ads on its streaming site, and learn how it could benefit ...
  9. Grocery Wars: Who Will Win in 5 Years?

    Grocery stores have been slowly transitioning to become the kind of grocery stores that Millennials want and need.
  10. Refinancing Mortgages: Cash Out Vs. Rate/Term

    Understanding the pros and cons of each type of mortgage loan.
  11. Why Is Silicon Valley A Startup Heaven?

    Silicon Valley persists as a primary destination for tech startups. Investopedia explores why it is beneficial to start a ...
  12. Does It Pay To Go To College?

    College or not? There are smarter or lamer ways to decide, but this cool calculation shows the basic college boost to career ...
  13. The Alpha And Omega Of Greece's Debt Crisis

    The Greek debt crisis has its origins in the fiscal profligacy of previous governments, proving that nations cannot afford ...
  14. The Most Innovative Entrepreneurs Of 2015

    Investopedia provides a list of the most innovative entrepreneurs with the potential to make it big in 2015.
  15. 5 Secrets You Didn't Know About Mortgages

    Being savvy about the ins and outs of mortgages can mean big savings in the long term.
  16. High-Income Benefits From A Health Savings Account

    Health savings accounts are the only tax break offering triple benefits. Here's a look at how they work.
  17. Best Ways To Use Your Cell Phone Overseas

    8 tips to keep your phone costs under control while you travel abroad.
  18. Flexible Spending Accounts: Dependent Care Rules

    If your company offers it – and you meet the criteria – a dependent care account can help you save on childcare and care ...
  19. Are These 5 Retailers in Trouble?

    The retail environment is a tough one and some companies are doing better than others.
  20. 10 Creative Strategies for Finding Wealthy Clients

    Thinking outside of the box when it comes to meeting prospective wealthy clients can ultimately pay off.
  21. The Best 5 Grocery Companies To Work For

    With such a variety of different chains though, how does one decide where to hand in his or her application when the time ...
  22. How Cheap Will Gas Get This Summer?

    The national average retail price for regular gasoline will likely fall between $2.50 and $3 per gallon during the summer ...
  23. Is Amazon Fresh A New Threat to Walmart?

    As Amazon Fresh expands its service, Walmart is developing its own online grocery delivery and pickup service, which could ...
  24. Elon Musk's Ventures-Bringing His Visions to Life

    Elon Musk has worked to bring to life his visions for a virtual payment system, solving our energy needs, and exploring space.
  25. Review: Chase IHG Rewards Club Select Credit Card

    This rewards card gives you instant platinum elite status at more than 4,700 Intercontinental Hotel Group properties. Does ...
  26. How Are Futures & Options Taxed?

    We present a basic introduction to the US tax processes of futures and options.
  27. Top 5 States That Save The Most For Retirement

    Wondering if you can live somewhere that's better for building a nest egg? Don't just stick a pin in the map. Consider these ...
  28. Top 10 Ways to Improve Your Business's Cash Flow

    Improving cash flow from receivables provides more capital for day-to-day operations and innovation. Here are 10 ways to ...
  29. Five Rules of Persistence for Entrepreneurs

    “Anything worth attaining will require persistence,” is the first lesson of entrepreneurship.
  30. Retire In Indonesia With $200,000 Of Savings?

    It's very doable. Here's why.
  31. Top Spots to Take Your Clients in Chicago

    Looking to wine and dine clients in Chicago? These 7 spots should be on your short list.
  32. Do Empty Nesters Really Spend Less, Save More?

    Saving for retirement takes thought and planning, and reassessing your approach at different stages in life may be wise. ...
  33. Few Target-Date Managers Invest in Their Own Funds

    Target-date funds have experienced explosive growth in the past 20 years. Many managers who run them, however, have failed ...
  34. Kohl's: Does a Broken Stock Mean a Broken Company?

    Kohl's stock is broken, but the company is strong.
  35. Are Financial Advisor Fees Too High?

    Fees charged by financial advisors run the gamut. Are you getting a fair deal or paying too much?
  36. Finding a Top Financial Advisor in Canada

    Choosing a financial advisor is a difficult and important job. A ranking of Canadian advisors can help you make the right ...
  37. How to Exit Your Small Business with Grace

    Here is a guide for how best to leave your baby — your small business.
  38. Why Muni Bonds and Bond Funds are Perfect Together

    Municipal bonds and bond funds differ in several ways, which is partly why they complement each other well.
  39. How Elon Musk Became A Superstar

    An overview of the early life and education of Elon Musk, one of the great innovators of our time.
  40. How Southwest Airlines Has Won Over Travelers

    Understand what Southwest Airlines' competitive advantages are and how they manage to edge out other airlines.
  41. How Are Dividends On IRAs Taxed?

    Reinvesting dividends in an IRA is a great way to grow your retirement funds faster, but be sure you understand the potential ...
  42. Which Are the World's 10 Largest Private Banks?

    Most of the largest private banking providers in the world are headquartered in Europe or the United States.
  43. How to Attract and Advise 30-Somethings

    Advisors who want to attract 30-somethings need to act now. Here's why and how.
  44. Are the Busiest U.S. Retailers Good Investments?

    Do the country's top three retailers in terms of traffic present good investments?
  45. Debunking 5 Robo-Advisor Myths

    Robo-advisors are not going to replace their flesh and blood counterparts. Here's how their future will likely play out.
  46. Top Spots to Wine and Dine Clients in New York

    New York City is one the world's best places to wine and dine a client. From power lunches to sushi to celebrity chef spots, ...
  47. Find The Top Retirement Cities In Indonesia

    Places to enjoy life in the land of "Eat, Pray, Love."
  48. Checking Account Reviews: Chase Premium Platinum

    Which perks and services come with Premier Platinum and is it worth the cost to you?
  49. How Netflix Is Changing The TV Industry

    First Blockbuster, now cable companies? Find our how Netflix's popular streaming service is forcing the television industry ...
  50. Top Healthcare Stocks Rallying Under Obamacare

    The healthcare industry, bullish via Obamacare, has plenty of stocks with major upside.
  51. 401(k) Investment Policy Statement: An Example

    Here's what a 401(k) investment policy statement should look like.
  52. These Firms Are Tops Among Advisor Clients

    A new study shows that financial advisors, even at the most popular firms, aren't doing enough to strengthen ties to clients.
  53. Why Advisors Should Sidle Up to Estate Attorneys

    Financial advisors who building relationships with estate attorneys can better help all parties.
  54. Asset Protection for High Net Worth Individuals

    OK, you've made it. Here's how to hang onto it.
  55. Protecting Your Idea From Angel Investors

    If you need outside financing to grow your business, be careful about whom you decide to talk to and what information you ...
  56. Are These the Weirdest Jobs of the Decade?

    If cubicle life has you down, maybe it's time to consider one of the decade's weirdest jobs.
  57. Why People Renounce Their U.S Citizenship

    It's an irrevocable act but, surprisingly, a growing number of Americans are giving up their citizenship, largely for tax ...
  58. Advisors: Revisit Your Client's Risk Assumptions

    Financial advisors should avoid generalizing a client’s risk tolerance based on their age or other demographics.
  59. Should You Hire an Advisor or DIY Your Savings?

    Investors should consider index funds and robo-advisors before committing to a costly professional money manager.
  60. When Do I Stop Paying Social Security Tax?

    Almost never, unless you belong to one of these special groups.
  61. Is HD Vest Financial Services Right for You?

    Here's what you need to know about HD Vest Financial Services.
  62. The Top 3 Financial Advisor Credentials

    An overview of the top three credentials for financial advisors and what they require.
  63. Risky Business:Trading Inverse ETFs in an IRA

    Since you can't short stocks in an IRA, consider these liquid inverse ETFs instead.
  64. Why More Investors Are Optimistic About Retirement

    Investors feel better about retirement now because the amount of employees having enough money for a comfortable retirement ...
  65. What Does A Flexible Spending Account Let You Buy?

    A healthcare FSA will help you pay your medical expense with pre-tax dollars – just not all of them. Here's how to tell which ...
  66. Retire In South Korea With $200,000 Of Savings?

    In modern South Korea, the cost-of-living differential may not be so good as elsewhere in SE Asia, but with a large enough ...
  67. Where To Look For Yield In A Low-Yield World

    While U.S. yields are likely to rise by year’s end, last week’s decline in yields is a reminder that we’re in a “low-for-long” ...
  68. How To Join An Angel Investor Group

    If you’re new to angel investing, it often helps to join a group that can partner up on deals and spread out the due diligence ...
  69. Should You Take Out A Pre-Approved Loan?

    Probably not. Here's why.
  70. Find The Perfect Accountant For You

    Things for entrepreneurs and small business owners to think over before hiring a tax preparer.
  71. 10 Facts You Didn’t Know About Amazon

    Learn some interesting facts about Amazon.com Incorporated, the history behind Amazon's name and the hidden services and ...
  72. Financial Planning: Can You Do it Yourself?

    There's no shortage of financial advice out there, but do you have the inclination, time and skills to do it yourself?
  73. Do Financial Analysts Need Financial Advisors?

    Financial analysts are very knowledgable about investments, but that doesn't mean they couldn't use advice on how to manage ...
  74. Advisors: Avoid these Common Mistakes

    Every financial advisor should work hard to avoid these common missteps.
  75. When is Hiring a Financial Advisor Necessary?

    Do you have the time, skills and inclination to manage your own finances and plan for the future? If not, it might be wise ...
  76. Why Your Clients Just Might Work into Their 70s

    Your clients just might work into their 70s. Here's why.
  77. 13 Facts You Didn't Know About Google

    Find out more about Google Incorporated, 13 facts some people may not know about Google, including the history of and technologies ...
  78. What Is The “Taper Tantrum” And Should You Fear It?

    If the Fed can figure out a way to raise interest rates and mitigate the effects, then the possible Taper Tantrum will barely ...
  79. The Importance Of Millennial Consumers

    Millennials are the next Baby Boomers: a group of people so economically valuable that advertisers drop their pre-existing ...
  80. Credit Card Review: Citi ThankYou Premier Credit Card

    This higher-end card provides a wide range of rewards types. The question is: Are they rich enough to be worth the annual ...
  81. Don't Throw Out These Tax Documents!

    Tedious as it is, make a practice of keeping these papers that you'll need in the future. It can save headaches and pay off ...
  82. Credit Card Reviews: HHonors Reserve Credit Card

    The pros and cons of a famed hotelier's plastic.
  83. Credit Card Review: Citi Prestige Card

    Packed with luxury perks, this card is especially good if you regularly fly American Airlines. You will owe a hefty fee for ...
  84. How Non-Qualified Deferred Compensation Is Taxed

    The tax savings of non-qualified deferred compensation plans are not the only tax fact you need to know before signing up ...
  85. 10 Reasons Google Is One Of The Best Employers

    Find out more about Google Incorporated and reasons why Google was named to Fortune magazine's list of the best companies ...
  86. Which is the Better Bet: Amazon or eBay?

    Amazon and eBay are solid ecommerce companies, but the former is more innovative and diversified. Plus, a third is about ...
  87. Is Now the Time to Bet on Vacation Spending?

    As Americans embark on summer trips, investors can benefit by adding exposure to the travel and leisure sector.
  88. The Best Bet for Taxes: Traditional or Roth IRAs?

    Choosing a Traditional IRA over a Roth IRA, or vice versa, depends on financial situation and long-term goals, especially ...
  89. How to Profit from the Generic Drug Trend

    Generic drugs are poised to steal market share as patent protections on a number of branded drugs expire. Investors should ...
  90. Why the Government Favors Index Funds

    The DoL’s proposed fiduciary rules appear to favor low-cost index funds that would allow brokers to sidestep many requirements.
  91. The Basics Of The New Exchange-Traded Mutual Funds

    We explore how NASDAQ's new product exchange-traded mutual funds work, their benefits, and how they can impact the fund market.
  92. Save Money By Spending With A FSA

    ... And why using a FSA can help you beat the high cost of health care.
  93. America's Most Expensive Retirement States

    Six places that aren't great for the Golden Years (financially speaking).
  94. Top 10 Pfizer Venture Investments

    Learn more about Pfizer Venture Investments, a private equity venture capital firm, and some of the major companies in its ...
  95. How Amazon Competes With Google

    Learn why Amazon is considered Google's most direct competitor, and discover the various areas where the two companies are ...
  96. How Does Biogen Make its Money?

    Biogen is a healthy biotechnology company producing a stream of illness-fighting drugs. Its big sellers treat MS, and it ...
  97. Sports Stocks to Pump Up Your Portfolio

    Want to play some sports stocks? Here's a handful of known names to consider.
  98. Can Under Armour Catch Nike?

    Under Armour has become the second-largest athletic apparel company in the world, trailing only Nike. How did it get there, ...
  99. When Investing in Whisky, Mind Your Liquidity

    As rare spirits fetch unprecedented prices at auctions, investing in whiskey may prove even more tempting than drinking it.
  100. How Mutual Funds Are Taxed in the U.S.

    A look at how mutual funds are taxed and how investors can be more tax efficient.
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