Active Trading Articles

  1. Retirement Investment Strategies by Age

    Saving and investing for retirement ideally should begin the moment you start working — if not before — and continue well ...
  2. 4 Key Factors That Drive The Real Estate Market

    Whether you are investing directly or indirectly in property, you need to know the factors that affect its value.
  3. RIAs: Where to Find Their Conflicts of Interest

    Here are five big conflicts of interest that financial advisors—and their clients—may want to watch out for.
  4. How to Keep Life Insurance Costs Down

    Curbing all costs and expenses is a priority for most people and buying life insurance is no different. Here's how to go ...
  5. How to Keep Accounts Safe From Cyber Criminals

    With the advancement of financial technology online comes the risk of criminals who try to hack your accounts. Here's how ...
  6. What Are The Pros and Cons Of A 15-Year Mortgage?

    The shorter term, and higher monthly payment, are only part of the picture.
  7. The Top Five Alibaba Shareholders in 2016

    Alibaba has cooled a bit since it's IPO in 2014, but the major shareholders have held steady. Here are the top five.
  8. Americans' Biggest Retirement Fear: Outliving Money

    No matter how strong your retirement plan may be, longevity risk - the fear of outliving your money - is real. How are Americans ...
  9. Why Financial Advisors Need to Use Google Analytics

    Google Analytics is a free tool that advisors can use to monitoring website traffic and improving digital marketing efforts. ...
  10. How an Opt-In Box Can Grow Your Email List

    Email is powerful for communicating with your financial advisory clients and nurturing prospects. Here are some tips on how ...
  11. 2 ETFs That Hedge Dividend Stocks (DFND, DIVA)

    These two ETFs hedge dividend stocks by employing a long-short strategy.
  12. 4 Common Active Trading Strategies

    Learn four of the most popular active trading strategies and why active trading isn't limited to professional traders anymore. ...
  13. Start a Side Gig for Extra Cash and Fulfillment

    Have you ever thought about getting a second job? Another income source can add a lot to your life. Here's how to get started ...
  14. The High Dividend Stock Strategy: Pros and Cons

    While high dividend stocks offer an income opportunity, careful consideration is essential before investing in them.
  15. Retirees: 7 Lessons from 2008 for the Next Crisis

    When the last big market crisis hit, many retirees ran to the sidelines. Next time, there are better ways to manage your ...
  16. Taking Your Personal Financial Inventory

    Taking a step back and assessing your personal finances each year can show how well you're doing with saving and what's needed ...
  17. Too Much Debt For a Mortgage?

    Just because a lender is willing to offer you a loan doesn't mean you should take it.
  18. Top 5 Most Expensive Superyachts in the World

    Want to know what the world's most expensive private yachts are like? Here's a list of the five largest superyachts on the ...
  19. It's Not Just Trump: Meet the HINTs (High Income, No Taxes)

    Donald Trump may be the most flamboyant example, but so many affluent Americans don't pay taxes that the IRS even has a nickname ...
  20. 10 Ways to Save Your Retirement: It's Not Too Late

    It's not too late to start saving for your retirement, even if you took longer to start thinking about it and doing something ...
  21. 9 Businesses That Thrive In Recession

    Some companies improve their bottom line as many people make more conservative decisions with money during a recession.
  22. Can Robo-Advisors Meet the Fiduciary Standard?

    The advent of robo-advisors has broached the question of whether they should also be regulated like traditional advisors.
  23. 3 Reasons Why Countries Devalue Their Currency

    Ever since world currencies abandoned the gold standard and allowed their exchange rates to float freely against each other, ...
  24. Here's How Your Wealthy Clients Use Social Media

    How dependent wealthy investors are on advisors can indicate how they use social media. So here's insight into how millionaires ...
  25. 5 Ways To Measure Mutual Fund Risk

    These statistical measurements highlight how to mitigate risk and increase rewards.
  26. Smart Beta Bond ETFs: A Niche to Watch (BYLD, FIBR)

    While smart beta fixed-income funds represent a fairly small niche, the market for them is likely to increase in the future. ...
  27. Financial Independence Is More Than Just A Number

    Managing financial independence is not a set-it-and-forget-it thing. Maintaining a balance between lifestyle and your financial ...
  28. 5 Economic Concepts Consumers Need To Know

    A solid understanding of economics helps build a strong foundation in almost every area of life.
  29. Advisors: 5 Tips for Modernizing Your Practice

    These five steps will help you stay on top of innovation and improve your financial advisory practice.
  30. Fiduciary Rule May Push ETF Assets to $10 Trillion

    Assets in exchange-traded products could hit $10 trillion by 2020 in the wake of the new fiduciary rule.
  31. 3 Secrets Of Successful Companies

    Make smart investments by spotting up-and-coming success stories early.
  32. Start Your Financial Plan by Talking About Money

    The ability to take control of your financial life and determine what wealth means to you begin with a simple conversation.
  33. What Not To Say In A Job Interview

    Don't let your nerves get the best of you during a job interview, and avoid these major flubs.
  34. 5 Tough Interview Questions And How To Answer Them

    Don't get caught unprepared when your prospective employer throws these questions at you in the interview.
  35. Tax Deductions on Mortgage Interest

    If you're a homeowner, this is one item you want to understand and use on your return.
  36. Mutual Fund Fees: Here's What You're Paying For

    It is important to understand mutual funds fees so that you know what you are paying and to whom, and how that impacts your ...
  37. Top 4 Mistakes That Cause Futures Traders To Fail

    Learn to keep your losses to a minimum and consistently produce positive results.
  38. Don't Get Scammed by Fake IRS Phone Calls

    There's been an increase in fraudulent phone calls and emails from people pretending to be the IRS. Here's how to know if ...
  39. Understanding How Exchange-Traded Funds Work

    An in depth look at how ETFs work and what investors need to consider when deciding if they should invest in these popular ...
  40. Estate Planning for Beginners, Part One

    Where do you start with estate planning? Here's a helpful outline to make sure your assets go where you want them to in the ...
  41. Hybrid Robo-Advisors to Outpace Pure Robos: Study

    A recent study projects that hybrid robo-advisors will manage 10% of all investable worldwide assets by 2025.
  42. 7 Critical Website Principles You Should Follow

    Since website design is just as important as functionality, here are seven basic principles you should know to keep your ...
  43. Trump vs. Clinton's Economic Policies: What Wall Street Thinks

    In terms of spending, regulation, trade, healthcare and immigration, this election offers an uneven mix of hopes, threats, ...
  44. Ten Social Security Questions Everyone Asks

    The average American doesn’t know enough about Social Security. Here are answers to 10 of the more common questions people ...
  45. What Is and Isn't Covered by Homeowners Insurance

    Understanding what your insurance covers can be confusing. Learn what almost all insurance policies have in common so you're ...
  46. How Advisors Can Be Entrepreneurs Not Salespeople

    The industry is evolving so that advisors are becoming behavior managers and business owners instead of product salespeople.
  47. Merrill Drops Commission Retirement Offerings

    In the wake of the fiduciary rule, Merrill Lynch is dropping commission-based transactions from all of its retirement accounts.
  48. Fee-Only Financial Advisors: What You Need to Know

    Are you considering hiring a fee-only financial advisor or one who is compensated via commissions? Read this first.
  49. Top Tips for Retirement Account Withdrawals

    Top things you need to know when it comes to managing the complex task of retirement account withdrawals.
  50. How to Help Women Who Are Single in Retirement

    The majority of women over the age of 65 are single. Here are five ways advisors can help these clients prepare for and manage ...
  51. Why You Should Skip Mutual Funds and Go for ETFs

    Many people debate the merits of mutual funds versus ETFs. Here are some reasons why ETFs should come out on top.
  52. Social Security Tips for Divorced Retirees

    These tips will help divorced retirees navigate recent changes to the laws covering Social Security benefits.
  53. How to Make Your Own Retirement Fund

    Making sure you have a large enough nest egg to retire on is a challenge. Here's how to accomplish the task, one step at ...
  54. How to Make Your Car Less of an Expense

    The cost of a car can be a sinkhole for your money. Here are a few ways to save money when you're buying your next car.
  55. 529 Plans: Your Most Pressing Questions Answered

    When parents start preparing for college costs, here are the most commonly asked questions about 529 plans.
  56. Adding Personal Finance to Your Kids' Curriculum

    As a parent, you can help your child be smart about finance by teaching them a few core principles. Here are the basics that ...
  57. Best Possible Retirement: 4 Things You Can Control

    You can't control the economy or the stock market, but you can time 4 crucial moves that will make a big difference to your ...
  58. 9 Top Tips on How to Retire Like the Rich

    What can you learn from the wealthiest investors when it comes to saving for retirement? Here are their top tips.
  59. Hurricane Insurance Deductible Fact Sheet

    If you're a homeowner with property in a high-risk hurricane area, you need to understand the special details of your hurricane ...
  60. Don't Let Emotions Block Your Investing Goals

    When it comes to investing, leave your emotions at the door.
  61. How to Financially Prepare for a Hurricane

    Insurance isn't enough: How to ensure that you're ready financially for a natural disaster.
  62. It's Time to Re-Examine the Fees You're Paying

    It's simple: The lower your costs, the greater your share of an investment’s return. Here's why it's time to re-evaluate ...
  63. 10 Topics to Discuss at an Initial Client Meeting

    These are 10 topics that should be discussed during the first meeting with a client.
  64. The Good News About Long-Term Care

    Two options have emerged that allow long-term care policyholders to gain control over premium increases.
  65. Do Retirement Accounts Go Through Probate?

    It's tough when retirement accounts have go through probate, tying up those funds after death. Here is how you can prevent ...
  66. Target-Date ETFs in a 401(k)? Probably Not. Here's Why

    Target-date ETFs aren't likely to become a popular offering in defined contribution plans any time soon. Here's why.
  67. The Top 5 Microsoft Shareholders in 2016

    The largest individual holders of Microsoft shares remain the company founders and top management.
  68. Advisors: Don't Make These Facebook Mistakes

    The Federal Reserve's launch of a Facebook page provides a good lesson on what not to do on the social media platform.
  69. The Top 5 Disney Individual Shareholders in 2016

    The top individual shareholders of Walt Disney Company for 2016 and their connections to the hugely successful media corporation.
  70. Election-Proof Your Portfolio By Leaving It Alone

    Here's why the best way to election-proof your portfolio is easier than you might think.
  71. The Way You Think About Money and Your Finances

    While your early memories of money may influence your current and future decisions, you don’t have to be ruled by them.
  72. 4 Estate Planning Documents You Need to Have

    Here's the lowdown on the four essential legal documents you need—right now—to have in place before you die.
  73. What to Tell Clients Who Worry About Inflation

    Although CPI numbers may be low, many clients are feeling the bite of inflation. Here's how to counsel them.
  74. Why Employer Healthcare Costs Are Rising for Employees

    It's no illusion that health insurance is getting more expensive, and employer healthcare costs that are passed on to employees ...
  75. The 10 Cheapest, Safest Retirement Countries in the World

    If you are looking to retire somewhere with a lower cost of living – and a peaceful environment – these 10 nations offer ...
  76. Top 5 Things to do When You Retire

    Substitute "when you retire" for "when you grow up" and it's the same open ended question. Here are some universal ideas ...
  77. Female Breadwinners: How to Tackle Money Issues

    Women who earn their household's primary income are a growing minority faced with unique challenges at home, at work, and ...
  78. Don't Wait Too Long to Tap Into Your Retirement

    Are you approaching your 70th birthday? If so, you'll want to tap into your retirement accounts — before the IRS assesses ...
  79. Are Retirement Villages a Good Investment?

    Demographic trends suggest that the days ahead are bright for retirement villages. But that doesn't mean they're foolproof ...
  80. 5 Financial Mistakes Business Owners Can Avoid

    Here are five financial mistakes business owners typically make, and strategies to ensure you don't make them.
  81. Advisors: Don't Lose Clients to Digital Attrition

    If a prospective client is deciding between you and another advisor, your digital experience is likely a contributing factor ...
  82. How Rising Interest Rates Impact Bond Portfolios

    A look at the impact that changing interest rates - rising or falling - have on bonds and what investors need to consider. ...
  83. How to Grow Your Advisory Firm by Studying People

    Honing in on your people skills will help you grow your centers of influence, attain clients, and build a solid referral ...
  84. What Advisors Need to Know About Gen X and Gen Y

    To remain relevant, financial advisors must understand the viewpoints of the next generations. Recent research shows that ...
  85. Managing Student Loans: 3 Things to Consider

    You can better manage the burden of student loan debt by following these three steps.
  86. Is the Roth IRA Under Threat?

    Roth IRAs are one of the most popular retirement savings accounts. Could Congress ever decide that too much money is being ...
  87. Retire in Thailand with $200,000 of Savings?

    How long would $200,000 in the bank last if you retired to Thailand? Pretty long, especially if you also get Social Security.
  88. 5 Important Steps to Take Before You Buy a Home

    If you're looking at home ownership, here are some steps you should consider taking before making the plunge.
  89. Why You Must Diversify to the Point of Discomfort

    Here's why diversifying your portfolio to the extreme is one of the best investment strategies around.
  90. Millennial Banking: A Look at Chime and Simple

    Here's what Millennial banking looks like—and what users can expect with these new technology platforms.
  91. High Beta Stocks Are Outperforming Low Volatility Stocks (SPHV, SPLV)

    After two years of low volatility stocks outperforming higher beta counterparts, that trend has reversed.
  92. The Dangers of Getting a Paycheck on a Prepaid Debit Card

    Receiving your paycheck on a prepaid debit card may seem like a boon until you discover all the fees that can come with it.
  93. Target Date Funds and the Fiduciary Rule: What to Know

    Are you a fan of selling target date funds to clients? You may be interested in how the market for them will change with ...
  94. Business Development Companies: What Investors Should Know (ARCC, ACAS)

    Business development companies can provide investors with a higher yield, but these instruments also come with substantial ...
  95. 7 Money Tips for Millennial Parents

    Millennial parents have graduated with massive student loans into a job market that makes them work hard for less money. ...
  96. Unemployed? 5 Smart Ways to Get Control of Debt

    When you're unemployed and barely making ends meet, smart debt advice can help you stay on top of your payments and protect ...
  97. Tale of Two Charities: Trump's Helps Trump, the Clintons' Is the Real Deal

    The Clintons have been quite literally a thousand times more charitable than The Donald. And now the Trump Foundation is ...
  98. Top Apple Shareholders for 2016 (AAPL)

    These insiders and institutional investors hold the largest positions in this popular tech company.
  99. Art of the 'Steal': How Trump Lost $916M and Avoided Tax

    This is how Donald Trump’s accountants most likely used the tax code to avoid paying income tax for almost two decades.
  100. Top 5 Rookie Mistakes Financial Advisors Make

    From a senior advisor to you: Here are five rookie mistakes that many financial advisors make.
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 ...
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