James E. McWhinney

  • Showing 1-50 of 72 items
  • 1
  • 2
  • >>
  1.  Investors often spend decades working and saving in an effort to build a nest egg for retirement. During that time, their primary investment goal is to see their assets grow. When retirement finally arrives, the investment goal often changes from seeking to grow assets to using those assets to generate income.
    Retirement

    The Best Way To Build Your Retirement Portfolio

    If you're near retirement or already there, it's time to change your investment goals from growing assets to using them to generate income. Here's how.
  2. The Nordic countries' (Sweden, Norway, Finland and Denmark) high living standards and low income disparity have captured the world’s attention.
    Economics

    The Nordic Model: Pros and Cons

    The Nordic countries' (Sweden, Norway, Finland and Denmark) high living standards and low income disparity have captured the world’s attention.
  3. Credit & Loans

    4 Steps To Attaining A Mortgage

    It starts with knowing your choices as well as your price range. We show you how to get there.
  4. Insurance

    ARMed And Dangerous

    In a climate of rising interest rates, having an adjustable-rate mortgage can be risky.
  5. Home & Auto

    Protecting Your Financial Documents From Disaster

    Organizing and updating your records regularly can save you a lot of grief in a time of crisis.
  6. Insurance

    Identity Theft: How To Avoid It

    Don't be a victim of this disturbing crime. Get insight into how perpetrators commit this form of fraud.
  7. Quantitative analysis provides certainty.
    Investing Basics

    A Simple Overview Of Quantitative Analysis

    All of the potential highs, lows, and sentiments associated with investing can overshadow the ultimate goal—making money. The “quantitative” approach to investing seeks to pay attention to the numbers ...
  8. Investing News

    Will Bitcoin And Walmart Force Western Union To Change Its ...

    Western Union is recognized across the globe for providing a fast, efficient way to move money. Just walk into a Western Union office and you can transfer money to friends, relatives or business partners ...
  9. Economics

    How Budget Sequestration Affects You

    Sequestration became a household word in 2011, but neither the term, the concept or the controversy surrounding the topic are new.
  10. Savings

    WaterSense: Saving Water And Money

    With a few simple updates, you could be saving on your annual water expenses.
  11. Credit & Loans

    Mortgages: Fixed-Rate Versus Adjustable-Rate

    Both of these have advantages and disadvantages depending on your financial needs and prospects.
  12. Consumers who compare their credit scores across the three agencies may find that the numbers don’t always match.
    Credit & Loans

    The Top Credit Reporting Bureaus: How Different?

    Consumers who compare their credit scores across the three agencies may find that the numbers don’t always match.
  13. A good credit rating can make your life simpler in almost every way.
    Credit & Loans

    10 Ways To Improve Your Credit Report

    A good credit rating can make your life simpler in almost every way. Here's how to build up yours – and repair it if times get tough.
  14. Mutual Funds & ETFs

    Investing In Commodities Without the Hassle: Try Commodity ...

    Exchange-traded funds (ETFs) that invest in commodities offer a convenient, low cost way to access the commodities markets.
  15. What do lenders consider when they look at your credit report? It’s a simple question with a complicated answer.
    Credit & Loans

    What Lenders Look At On Your Credit Report

    What do lenders consider when they look at your credit report? It’s a simple question with a complicated answer.
  16. Trading Systems & Software

    How Do You Use Stock Simulators?

    Stock market simulators let you pick securities, make trades and track the results-all without risking a penny.
  17. It's not just about money or weather or beautiful scenery and a lively cultural scene. Here, some other real-life ways to think about your post-work life.
    Retirement

    Where Should I Retire?

    It's not just about money or weather or beautiful scenery and a lively cultural scene. Here, some other real-life ways to think about your post-work life.
  18. late trading versus after-hours trading
    Trading Strategies

    What Is The Difference Between After-Hours Trading And Late ...

    “After-hours” trading and “late trading” both refer to investments made outside of normal business hours. While the two activities sound similar and often take place in similar time frames, the former ...
  19. Mutual funds face competition from other financial instruments
    Mutual Funds & ETFs

    Are Mutual Funds Doomed?

    Decreases in mutual fund classes and the growing use of ETFs means the future of mutual funds will be anything but smooth.
  20. Many U.S. corporations keep funds overseas
    Investing

    Overseas Cash Hoards: Shareholder Boon Or Taxpayer Burden?

    American corporations are holding something in the neighborhood of $1.5 trillion in cash in the coffers of their offshore entities, usually to avoid tax liability. Needless to say, not everyone agrees ...
  21. Economics

    Understanding The Consumer Confidence Index

    We look at this closely watched economic indicator to see what it means and how it's calculated.
  22. Personal Finance

    To Rent Or Buy? There's More To It Than Money

    Your lifestyle, level of commitment and the trade-offs need to be carefully weighed.
  23. Home & Auto

    To Rent Or Buy? The Financial Issues

    Thinking of buying a home? We look at the initial and ongoing costs, as well as the so-called benefits.
  24. Brokers

    Choosing An Advisor: Wall Street Vs. Main Street

    A high-profile brand name alone won't meet your personal investing needs. This article will show you what else to look for.
  25. Retirement

    Preparing To Tap Into Retirement Income

    You need to plan ahead to ensure a long and happy future away from the daily grind.
  26. Personal Finance

    Top 6 Marriage-Killing Money Issues

    Strengthen your marriage by discussing these financial pitfalls.
  27. Investing Basics

    Introduction To Multi-Discipline Accounts

    You get multiple managers, affordable diversification, customization and consolidated reporting all under one roof.
  28. Bonds & Fixed Income

    The Impact Of An Inverted Yield Curve

    Find out what happens when short-term interest rates exceed long-term rates.
  29. Investing Basics

    Introduction To Investment Diversification

    Reducing risk and increasing returns in your portfolio is all about finding the right balance.
  30. Mutual Funds & ETFs

    Open Your Eyes To Closed-End Funds

    Although less popular than their open-ended counterparts, these investment vehicles are worth a second look.
  31. Mutual Funds & ETFs

    Separately Managed Accounts: A Boon For All

    We provide an explanation of individual cost basis and the advantages it brings to these accounts.
  32. Taxes

    Tax Deductions On Mortgage Interest

    If you're a homeowner, this is one item you want to understand and use on your return.
  33. Budgeting

    Mortgages: How Much Can You Afford?

    Answering this means number-crunching as well as factoring in other considerations and expenses.
  34. Home & Auto

    The Benefits Of Mortgage Repayment

    Buying a home may be the biggest debt you'll ever incur. Learn why you should retire it sooner, rather than later.
  35. Options & Futures

    The Benefits Of ETF Investing

    Exchange-traded funds provide unique opportunities for investors. Find out how.
  36. Fundamental Analysis

    The Misery Index: Measuring Your Misfortune

    The Misery Index measures a combination of unemployment and inflation, but what does it mean for your finances?
  37. Mutual Funds & ETFs

    Active Vs. Passive ETF Investing

    You can use these securities for more than just indexing. Explore the spectrum of possible ETF strategies.
  38. Options & Futures

    Uncovering The ETF Wrap

    Tax benefits, low expense ratios and flexibility - discover the advantages of this managed money product.
  39. Mutual Funds & ETFs

    Water: The Ultimate Commodity

    Opportunities to invest in this scarce resource are flowing freely - dive in!
  40. Options & Futures

    Massive Hedge Fund Failures

    Flying high one day but not the next - see the stories behind some spectacular meltdowns.
  41. Retirement

    Introduction To Social Security

    You've probably contributed to this fund, but will you reap the benefits? Find out here.
  42. Taxes

    Dividend Tax Rates: What Investors Need To Know

    Find out how legislation enacted in 2003 is benefiting both investors and corporations, and when it's scheduled to expire.
  43. Options & Futures

    Getting Through The Medicare Part D Maze

    Having trouble sorting through your prescription drug coverage options? We offer some solutions to the confusing process of selecting the right Medicare Part D coverage for you.
  44. Options & Futures

    Wrap It Up: The Terms And Benefits Of Managed Money

    Find out if fee-based investing is right for you, by learning its terminology and types of investment vehicles.
  45. Credit & Loans

    Build America Bonds: Should You Buy?

    BABs are part of the recovery act created by the Obama administration. Find out how they work and whether they could work for you.
  46. Home & Auto

    6 Signs That You've Made It To Middle Class

    If you can check off each of these points, you are likely a member of the middle class.
  47. Active Trading

    Diamonds: The Missing Commodity Derivative

    While they may be "a girl's best friend", diamonds haven't made it to the futures market - yet.
  48. Budgeting

    Teaching Your Child To Be Financially Savvy

    If you start today, you can set your kids up for a lifetime of smart money management.
  49. Home & Auto

    Adjustable-Rate Mortgage Indexes: Know Your Benchmark

    Understanding these benchmarks can help you select the most competitive adjustable-rate loan.
  50. Economics

    Twin Deficits: Twice The Fun For The U.S

    The U.S. has been running both fiscal and current account deficits for years, but what does it all add up to?
  • Showing 1-50 of 72 items
  • 1
  • 2
  • >>