Financial Advisors

  1. Portfolio Manager Doug Noland on Spotting a Bubble

    Here, Doug outlines his framework for identifying inflationary biases to pinpoint bubbles, and where the cracks will appear ...
  2. WealthFront Inc.

    Founded in 2011, WealthFront has quickly grown to become the largest automated investment provider in the business.
  3. Betterment, LLC

    Robo-advisor Betterment provides personalized financial advice at a comparatively low cost.
  4. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  5. Will Vanguard's Record Inflows Continue Under Trump?

    Vanguard saw record inflows in 2016. But will investors turn back to active management under Trump?
  6. Top 3 ETFs for Investing in Water (PHO, CGW)

    It may be time to look at a scarce commodity that isn’t getting the investor attention it deserves.
  1. Portfolio Manager Doug Noland on Spotting a Bubble

    Here, Doug outlines his framework for identifying inflationary biases to pinpoint bubbles, and where the cracks will appear ...
  2. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  3. Will Vanguard's Record Inflows Continue Under Trump?

    Vanguard saw record inflows in 2016. But will investors turn back to active management under Trump?
  4. 4 Investing Resolutions to Make for 2017

    As 2017 approaches, it’s time to turn your thoughts to your financial goals – and the investing resolutions needed to achieve ...
  5. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  6. Is a Big Stock Buyback Coming? (APPL, MSFT)

    One of Trump’s tax proposal promises could be a boon for stock buybacks.
  1. Can President Trump 'Fix' Social Security?

    Donald Trump’s plan to replenish Social Security goes in a very new direction.
  2. Why Your Will Needs a 'Titanic Clause'

    If you don't have a Titanic clause in your will and disaster strikes, there's no guarantee that your intended beneficiaries ...
  3. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  4. Retirement Savings: How Much Is Enough?

    5%? 10%? 15%? Which retirement savings rate is the right one?
  5. Why High Income Workers Should Be Maxing Out Their 401(k)s in 2017

    If you're pulling in a bigger salary, there are two important reasons to consider making the most of your 401(k) in the new ...
  6. 5 Ridiculously Simple Steps to Have More Money in 2017

    Do this to have more money by the end of 2017.
  1. How Mortgage Debt Can Derail Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  2. HSBC Executives Facing Layoffs (HSBC, GS)

    In its constant effort to cut costs and drive profitability higher, HSBC is now pondering letting 100 executive bankers go ...
  3. Top Tips for Making Retirement Savings Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  4. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  5. Three Buy Ratings for Western Digital (WDC)

    Western Digital fell 2.1 percent Thursday, Jan. 19, despite news that it has received a wave of Buy ratings from Wall Street ...
  6. How Wealthy Clients Use Robo-Advisors to Invest

    Most high-net-worth investors are choosing to use both humans and robos to manage their money.
  1. How Mortgage Debt Can Derail Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  2. HSBC Executives Facing Layoffs (HSBC, GS)

    In its constant effort to cut costs and drive profitability higher, HSBC is now pondering letting 100 executive bankers go ...
  3. Top Tips for Making Retirement Savings Last Longer

    If you’re trying to figure out how to make your hard-earned nest egg last, there’s one piece of advice that stands above ...
  4. Trump Advisor Promises Repeal of Fiduciary Rule

    An advisor for Donald Trump’s campaign maintains that if Trump is elected, he'll repeal the new Fiduciary Rule.
  5. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  6. GM Fined $1M by SEC, Investing $1B in U.S. (GM)

    General Motors, which was fined $1 million by the SEC for accounting snafus, is planning a U.S. manufacturing investment ...
  1. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  2. An Argument for Not Saving Everything for Retirement

    We know that we need to amass a significant nest egg for a leisurely retirement. But what about enjoying our time now?
  3. Websites: The Front Door to Your Advisory Practice

    Having a vibrant and dynamic online presence is for many organizations even more important than having an actual brick and ...
  4. 3 Key Steps to Craft the Perfect Online Presence

    By utilizing social media, advisors can further showcase their personality and in turn build trustworthiness and authenticity ...
  5. Succeeding on Facebook: 3 Simple Steps for Financial Advisors

    With the right approach and appropriate plan of action, Facebook can help grow your financial services business. Here's a ...
  6. Clinton's Estate Tax Plan: What to Tell Your Clients

    Hillary Clinton's plan to increase estate taxes has many concerned that it will negatively impact farmers and small businesses ...
Hot Definitions
  1. Mobile Wallet

    Mobile wallet is a virtual wallet that stores payment card information on a mobile device.
  2. Leverage

    1. The use of various financial instruments or borrowed capital, such as margin, to increase the potential return of an investment. ...
  3. Trumponomics

    Trumponomics is a term for the economic policies of President Donald Trump.
  4. Universal Health Care Coverage

    An organized healthcare system that provides healthcare benefits to all persons in a specified region. Many countries, such ...
  5. Davos World Economic Forum

    The annual meeting of the World Economic Forum hosted at Davos—a small ski town in Switzerland—in January each year is among ...
  6. Smart Home

    A convenient home setup where appliances and devices can be automatically controlled remotely from anywhere in the world ...
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