Personal Financial Specialist

  1. How Can Technology Make You a Smarter Investor?

    Managing money these days has become very similar to planning a trip as people use ...
  2. 4 Famous People Whose Finances Were Under Conservatorship

    Understand what conservatorship is and how it comes about during the legal process. ...
  3. Top 10 Investopedia Personal Finance Stories ...

    Every year is the year to start saving money, and 2015 was no different.
  4. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways ...
  5. Top Tips for Minimizing Taxes on Severance Pay

    A look at the top ways to lessen the tax burden on severance pay.
  6. Computer-Based Financial Planning: How it Works

    Computer-based financial planning is on the rise. Here's a look at the different ...
  1. Computer-Based Financial Planning: How it Works

    Computer-based financial planning is on the rise. Here's a look at the different ...
  1. What financial certifications or exams do I need to complete in order to qualify ...

    In general, most states require the successful completion of the Series 65 exam or both the Series 7 and Series 66 exams. ...
Hot Definitions
  1. Demand Curve

    The demand curve is a graphical representation of the relationship between the price of a good or service and the quantity ...
  2. Goldilocks Economy

    An economy that is not so hot that it causes inflation, and not so cold that it causes a recession. This term is used to ...
  3. White Squire

    Very similar to a "white knight", but instead of purchasing a majority interest, the squire purchases a lesser interest in ...
  4. MACD Technical Indicator

    Moving Average Convergence Divergence (or MACD) is a trend-following momentum indicator that shows the relationship between ...
  5. Over-The-Counter - OTC

    Over-The-Counter (or OTC) is a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, ...
  6. Quarter - Q1, Q2, Q3, Q4

    A three-month period on a financial calendar that acts as a basis for the reporting of earnings and the paying of dividends.
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