Financial Advisor

  1. How Annuities Can Boost Your Retirement Confidence

    If you're ready to be more confident about living comfortably in retirement, having ...
  2. 6 Questions to Ask a Financial Advisor

    Here are 6 questions you should ask to get to know a financial advisor before entrusting ...
  3. How to Interview Your Financial Advisor

    When it comes to choosing a financial advisor, investors have to do homework. That ...
  4. How Women Face Unique Retirement Challenges

    Women face different retirement planning challenges compared to men. Here's an overview.
  5. Will Raising the Retirement Age Save Social Security?

    Social Security is the federal government’s biggest expenditure. Here's why raising ...
  6. Helping Clients Weigh College Financial Aid Offers

    Now's the time for reviewing financial aid offers, which can often be confusing. ...
  1. Why Advisors Are Flocking to This Pricey ETF ...

    Despite its high expense ratio advisors are flocking to this ETF. Here's why.
  2. All That Glitters Does Not Belong in an IRA

    Gold can be an attractive investment given its meteoric rise. But those wanting it ...
  3. Which Robo-Advisor is Best? Here's a Shortlist

    Robo-advisors are not going away anytime soon. Here is a look at 2016's best options ...
  4. Pros & Cons of Using a Robo-Advisor

    Robo-advisors come in all shapes and sizes. This article goes through the pros and ...
  5. Advisors: Can't Beat Robo-Advisors? Then Join ...

    The old versus the new. Financial advisors are taking notice of robo-advisors and ...
  6. Is It Time To Buy The Solar Sector? (TAN, FSLR)

    The solar industry has grown rapidly in the last decade but faces major roadblocks ...
  1. Countdown to Retirement

    Retirement is staring you in the face...and decisions are looming about your savings, ...
  1. Do financial advisors get paid by mutual funds?

    Learn how mutual funds reimburse financial advisors for recommending that their clients invest in funds and stay invested ...
  2. Do financial advisors charge VATs?

    Understand what types of actions on behalf of a financial advisor constitute a value-added tax (VAT). Learn how to avoid ...
  3. How do financial advisors execute trades?

    Understand how financial advisors normally execute an investor's trades. Learn about the different type of markets and exchanges ...
  4. How do financial advisors help you avoid escheatment?

    Find out your financial advisor can help you avoid escheatment of your assets by monitoring your accounts and ensuring that ...
  1. Series 99

    FINRA/NASAA Series 99 Exam Guide
  2. Series 24

    FINRA/NASAA Series 24 Exam Guide
Hot Definitions
  1. Return On Invested Capital - ROIC

    A calculation used to assess a company's efficiency at allocating the capital under its control to profitable investments. ...
  2. Law Of Demand

    A microeconomic law that states that, all other factors being equal, as the price of a good or service increases, consumer ...
  3. Cost Of Debt

    The effective rate that a company pays on its current debt. This can be measured in either before- or after-tax returns; ...
  4. Yield Curve

    A line that plots the interest rates, at a set point in time, of bonds having equal credit quality, but differing maturity ...
  5. Stop-Limit Order

    An order placed with a broker that combines the features of stop order with those of a limit order. A stop-limit order will ...
  6. Keynesian Economics

    An economic theory of total spending in the economy and its effects on output and inflation. Keynesian economics was developed ...
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