New Year

  1. New Year's Resolutions: How to Help Clients Adhere

    Clients setting new resolutions is one thing, but it can be hard to achieve financial ...
  2. 5 Portfolio Ideas for 2016

    The Fed's zero interest rate policy is ending after seven years, the global economy ...
  3. 6 Ways to Save on Holiday Wine and Spirits

    Get started on your planning and spending now, so you are prepared when the holiday ...
  4. Financial New Year's Resolutions You Can Keep

    Start the year off right by evaluating your financial health and setting impactful ...
  5. New Year Planning For Business Owners

    Make a resolution to start your business off on the right foot in the new year.
  6. How Much Your New Year's Partying Could Cost ...

    Here's a look at how much a typical New Year's party could cost in the U.S., and ...
Hot Definitions
  1. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  2. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  3. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  4. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  5. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  6. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
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