Personal Financial Specialist

  1. Find a New Financial Advisor Who's Right for ...

    It is a jolt when a long-time financial consultant leaves. Be sure not to make a ...
  2. How Can Technology Make You a Smarter Investor?

    Managing money these days has become very similar to planning a trip as people use ...
  3. 4 Famous People Whose Finances Were Under Conservatorship

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

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

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

    A look at the top ways to lessen the tax burden on severance pay.
  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. Cyclical Stock

    An equity security whose price is affected by ups and downs in the overall economy. Cyclical stocks typically relate to companies ...
  2. Front Running

    The unethical practice of a broker trading an equity based on information from the analyst department before his or her clients ...
  3. After-Hours Trading - AHT

    Trading after regular trading hours on the major exchanges. The increasing popularity of electronic communication networks ...
  4. Omnibus Account

    An account between two futures merchants (brokers). It involves the transaction of individual accounts which are combined ...
  5. Weighted Average Life - WAL

    The average number of years for which each dollar of unpaid principal on a loan or mortgage remains outstanding. Once calculated, ...
  6. Real Rate Of Return

    The annual percentage return realized on an investment, which is adjusted for changes in prices due to inflation or other ...
Trading Center