Financial Advisors - Saving and Spending

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  1. Brexit Basics and Your Clients

    The market punishes uncertainty, and the Brexit has sown the seeds for plenty of it. Here are some Brexit basics for you ...
  2. What the Brexit Means to Near-Retirees

    Brexit-spurred economic uncertainty and added volatility comes at an inopportune time for those nearing retirement. Here's ...
  3. Talking to Your Clients about the Brexit

    The Brexit is a great time to reach out and let clients know you are on top of the situation and that you are there to address ...
  4. Why ETFs and Millennials are a Good Match

    Here's why ETFs are a great way for Millennials to get started with investing.
  5. Evaluating Target Date Funds Just Got Easier

    The wave of target date funds has caught the eye of the DoL, which has issued guidelines on them for fiduciaries. Here's ...
  6. How to Grow Your Business with Donation Strategies

    Advisors who offer clients expertise in how to charitably donate will likely build a stronger practice and capture more business. ...
  7. How to Advise Business Owners Looking to Retire

    Here are some things to be aware of when advising business owners looking to retire.
  8. ETFs and Taxes: What Investors Need to Know

    It's true that ETFs can offer tax efficiency, but that's not always the case. Here's what investors need to watch out for.
  9. How to Help Clients Navigate Medicare Enrollment

    Here's how to help clients navigate the maze of Medicare enrollment.
  10. Top Hacks for Prepping for Late-in-Life Healthcare

    Research shows that people are underestimating their healthcare costs in retirement. Here's how to prepare to deal with the ...
  11. 6 Tropical Places to Retire to on the Cheap

    Want to live out your golden years in a tropical paradise for the cost of a small U.S. apartment? Check out this list of ...
  12. How to Explain Value Investing to Clients

    The sun appears to be coming out for value stocks again. But before you advise clients to invest, here's what you should ...
  13. How to Fool-Proof Your Retirement Plan

    Planning perfectly for retirement is incredibly difficult and complex. But eliminating these four big mistakes can help keep ...
  14. At What Point Does Indexing Get Top Heavy?

    More than 40% of all investment assets are now held in index funds. Are they becoming too popular?
  15. The Top 3 Social Security Myths Busted

    Like most complicated topics, Social Security is shrouded by a wealth of misinformation and myth-spreading. Here are three ...
  16. The Impact of Fiduciary Rule on Annuity Sales

    The new fiduciary rule has a far reaching effect on the annuity sales process for advisors and clients.
  17. Variable Annuities: The Good, The Bad and the Ugly

    An in-depth guide to everything you need to know and watch out for with variable annuities.
  18. Watch Out for These Medicare Mistakes

    Sorting through Medicare can be confusing. Here are some potential mistakes to avoid when choosing your plan.
  19. Why Advisors Shouldn't Overlook Impact Investing

    The demand for impact-centered portfolio management is rapidly growing. Here's how advisors can get on the bandwagon with ...
  20. The Biggest ETF Risks

    ETFs have become so popular because of the many advantages they offer. Still, investors must keep in mind that they aren't ...
  21. The Scary Truth About Medical Costs in Retirement

    Are you saving enough to cover your medical costs during retirement? Recent research says you're likely not. Here's what ...
  22. REITs Join S&P 500: What it Means for Investors

    REITs have been growing in popularity recently. Here's why, and here's where they're likely to end up in investors' portfolios.
  23. How to Help Clients Manage Retirement Withdrawals

    Here's how to create a well planned and executed withdrawal strategy to enhance the longevity of a client's retirement portfolio.
  24. Red State or Blue State: Where's Retirement Sweeter?

    Choosing whether to go red or blue when picking out your retirement destination is more than a matter of politics. Here's ...
  25. The Top 5 Ways to Hedge Against Inflation

    Here are five ways to hedge against inflation if it reappears on the horizon.
  26. Why Now is the Best Time to Talk Risk with Clients

    Here's how to make sure clients are financially prepared to handle their summer fun before they go off into the blue.
  27. A Look At Obama's New Stance on Social Security

    President Obama has changed his stance on Social Security, effectively unifying the Democratic party on this issue.
  28. Helping Clients Balance Retirement Portfolio Risk

    Here's how to help clients balance risk in their retirement portfolios.
  29. When is a Mutual Fund the Best Investment Option?

    ETFs and their multitude of strategies are super-popular, but when it a good old mutual fund the best choice?
  30. Estate Planning: What to Learn from Celebrity Mistakes

    Prince's heirs could have benefitted from some more extensive estate planning. Here are some basics to cover with your clients ...
  31. Smart Beta: Do Low Volatility ETFs Make Sense?

    Do low volatility ETFs have a place in client portfolios as either core or satellite holdings?
  32. How to Create a Retirement Investment Policy

    A retirement policy statement can be a good idea for clients. Here's how to create one.
  33. Portfolio Concentration: Why You Should Watch It

    Overconcentration in a specific position or sector can lead to disaster.
  34. 4 Dividend ETFs to Help Fund Your Retirement

    Investing in stocks that pay out dividends can be a smart way to establish a reliable income stream in retirement. Here are ...
  35. Are There Too Many ETFs?

    ETFs have accumulated assets under management faster than any other financial product in history. Is supply starting to outstrip ...
  36. Why the TIPS Rally Might Not Be Real

    The influx of money into TIPS that ended in April is probably not an indicator that real inflation is on the horizon.
  37. How to Explain Smart Beta Strategies to Clients

    Smart beta funds continue to gain steam. Here's how to explain the benefits of these strategies to clients.
  38. REITs: Why They're So Hot Right Now

    They've been substantially outperforming both stocks and bonds for the past several months.
  39. Are TIPS a Good Buy Right Now?

    TIPS are trading at a big discount making this a good time to get into these instruments for those who believe that inflation ...
  40. Why the Top-Performing Fund Isn’t the Best Choice

    The top-performing mutual fund or ETF isn't often the best choice for your portfolio. Here's why.
  41. Unplanned Early Retirement? Helping Clients Deal

    Here are some planning steps to consider with your clients if they are faced with an unplanned early retirement.
  42. Why Coverdell ESAs May Trump 529 Plans

    Coverdell ESAs still trail 529 plans in popularity by a wide margin due to their low contribution limits. But these accounts ...
  43. Why Investors Need to Lower Their Expectations

    The golden age of investing for investors is about to end, according to a recent McKinsey & Co. report.
  44. 4 ETFs for a Rising U.S. Dollar (UUP, IWM)

    If the Federal Reserve hikes rates, these four ETFs might see some upside.
  45. Smart Beta: How Does Quality Factor In?

    One of the factors used in smart beta strategies is quality. Here's a look at this popular factor and the ETFs that use it. ...
  46. How Long Will You Live? This Tool Will Tell You

    Longevity-calculating tools help advisors guide clients through their financial livelihood during their retirement years. ...
  47. How New SEC Rule Would Hit Alternative Mutual Funds

    New rules proposed by the SEC could require some alternative mutual funds to scale back the use of derivatives.
  48. Are Millennial Retirement Savers Doomed?

    A new McKinsey report spells a grim financial future for Millennials, who will have to work harder and save more than their ...
  49. The Next Frontier for Robo-Advisors? 529 Plans

    Here's how robo-advisors are infiltrating the 529 college savings plan market.
  50. Why Most Analysts Remain Bullish on Gold

    Many analysts are bullish on gold for the foreseeable future. Here's why.
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Hot Definitions
  1. European Union - EU

    A group of European countries that participates in the world economy as one economic unit and operates under one official ...
  2. Sell-Off

    The rapid selling of securities, such as stocks, bonds and commodities. The increase in supply leads to a decline in the ...
  3. Brazil, Russia, India And China - BRIC

    An acronym for the economies of Brazil, Russia, India and China combined. It has been speculated that by 2050 these four ...
  4. Brexit

    The Brexit, an abbreviation of "British exit" that mirrors the term Grexit, refers to the possibility of Britain's withdrawal ...
  5. Underweight

    1. A situation where a portfolio does not hold a sufficient amount of a particular security when compared to the security's ...
  6. Russell 3000 Index

    A market capitalization weighted equity index maintained by the Russell Investment Group that seeks to be a benchmark of ...
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