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. Master Of Business Administration - MBA

    A graduate degree achieved at a university or college that provides theoretical and practical training to help graduates ...
  2. Liquidity Event

    An event that allows initial investors in a company to cash out some or all of their ownership shares and is considered an ...
  3. Job Market

    A market in which employers search for employees and employees search for jobs. The job market is not a physical place as ...
  4. Yuppie

    Yuppie is a slang term denoting the market segment of young urban professionals. A yuppie is often characterized by youth, ...
  5. SEC Form 13F

    A filing with the Securities and Exchange Commission (SEC), also known as the Information Required of Institutional Investment ...
  6. Four Percent Rule

    A rule of thumb used to determine the amount of funds to withdraw from a retirement account each year. The four percent rule ...
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