Topics

  1. 5 Steps to Getting a Home-Equity Loan

    Want to use your residence as collateral for some financing? Our handy how-to guide to getting a home-equity loan or line ...
  2. Investors Managing More Than $10 Billion Have an Advantage

    A report from Ernst & Young reveals some of the many reasons large money managers are outpacing their smaller rivals.
  3. Is This the Best Time to Start a Donor Advised Fund?

    With possible changes to taxes looming next year, 2016 may be the time to start a donor-advised fund.
  4. How Is Income Taxed Differently Than Wealth?

    Simply having income does not mean that you also have significant wealth.
  5. Anticipating Trump: How to Adjust Tax Planning Now

    President-elect Trump's proposed tax plan means your tax situation could change next year. What to do now.
  6. Donald Trump Looks to Steve Schwarzman for Economic Panel

    The president-elect has tapped the Blackstone Group CEO as chair of the President's Strategic and Policy Forum, designed ...
  1. Will the Fiduciary Rule Scare Away Young Clients?

    Some advisors are worried that the DOL rule could hinder relationships with would-be clients.
  2. What Does the Average Senior Financial Scam Cost?

    The problem of financial scams targeting seniors may be greater than previously thought.
  3. How Advisors Can Avoid Common CRM Mistakes

    These five tips will help advisors avoid common mistakes made when using CRM solutions.
  4. Muni Bond Returns Hurt as Rates Rise (NCHRX, PVI)

    Prices are starting to drop as an interest rate hike looms.
  5. How Bond Tents Help Retirees Protect Income

    Bond tents can be a useful tool for retirees to protect their income during a bear market.
  6. Best and Worst Investments If You’re 50 or Older

    It’s always important to be diligent about choosing the right investments for your portfolio. What are the best investments ...
  1. Is an Online Financial Advisor Right for You?

    There are some important issues to consider before signing up with an online financial advisor.
  2. How do I know if I should refinance my mortgage?

    If you can reduce your current interest rate by 0.75-1% or higher then it might make sense to consider a refinancing move. ...
  3. Mortgage Broker vs. Direct Lenders: Which Is Best?

    There are key differences between mortgage brokers and direct lenders. Here's how to choose which is best for you.
  4. Salesforce Opposes European LinkedIn Decision (CRM, LNKD)

    Following the European Commission's decision to approve the merger between Microsoft and LinkedIn, Salesforce.com wants regulators ...
  5. How to Make the Most of Charitable Giving This Year

    Before donating, here are some helpful tips to protect both your wallet and generous heart.
  6. How to Switch from Military to Civilian Jobs

    Here are several tips to help during your transition from the military to a civilian job.
  1. Billionaire Kyle Bass Anticipates 30% Drop in Chinese Yuan

    Bass accurately predicted the 2008 mortgage crisis. Is he right this time too?
  2. KO Turnaround May Herald Multi-decade Breakout (KO)

    Technical signals predict the 8-month decline has come to an end, with the next rally having the power to clear 18-year resistance ...
  3. Energy Funds Set to Hit Rally Roadblocks (XLE, XOP)

    Energy funds are nearing resistance following post-OPEC breakouts while individual refiners show the best opportunities to ...
  4. When Should You Roll a Position?

    You can do many things with options, but you cannot truly save a losing trade. No one likes to lose, but taking your losses ...
  5. Non-OPEC Output Talks Disappoint (USO, UCO)

    It looks less likely an OPEC agreement to freeze oil production will extend far beyond the cartel.
  6. European Central Bank Reduces Bond Buys (EEA, RODM)

    European equities gained over 1% after the ECB announced its bond buying program is shrinking.
  1. Billionaire Kyle Bass Anticipates 30% Drop in Chinese Yuan

    Bass accurately predicted the 2008 mortgage crisis. Is he right this time too?
  2. 3 Reasons to Invest in Multi-family Real Estate

    Here are three reasons to consider investing in multi-family real estate.
  3. Is an Online Financial Advisor Right for You?

    There are some important issues to consider before signing up with an online financial advisor.
  4. Real Estate Speculation In College Towns

    Is buying real estate in a college town an investing option you should consider? Find out here.
  5. Occidental Trading Ex-Dividend (OXY)

    Occidental Petroleum began trading ex-dividend on Wednesday, sparking a plunge in share prices and creating mixed reactions ...
  6. KO Turnaround May Herald Multi-decade Breakout (KO)

    Technical signals predict the 8-month decline has come to an end, with the next rally having the power to clear 18-year resistance ...
  1. Occidental Trading Ex-Dividend (OXY)

    Occidental Petroleum began trading ex-dividend on Wednesday, sparking a plunge in share prices and creating mixed reactions ...
  2. KO Turnaround May Herald Multi-decade Breakout (KO)

    Technical signals predict the 8-month decline has come to an end, with the next rally having the power to clear 18-year resistance ...
  3. Energy Funds Set to Hit Rally Roadblocks (XLE, XOP)

    Energy funds are nearing resistance following post-OPEC breakouts while individual refiners show the best opportunities to ...
  4. AstraZeneca Cuts 700 U.S. Staffers (AZN)

    Falling revenues from its best-selling drugs have led to severe cost-cutting measures.
  5. Alibaba Initiated at Overweight by Morgan Stanley (BABA)

    Analyst Grace Chen believes investors are underestimating the potential of the company's AliCloud business.
  6. Apple App Store November Sales Break Record (AAPL)

    iPhone sales have begun to slow, but app store sales are heating up.
  1. How can I avoid paying taxes on my Social Security income?

    Learn how to calculate the percentage of Social Security income benefits that may be taxable and discover strategies to reduce ...
  2. 8 Countries Where $200K in Retirement Savings Will Last 30 Years

    Retiring on $200,000 may seem like a longshot, but there are several countries that are perfect for living out your later ...
  3. What Does the Average Senior Financial Scam Cost?

    The problem of financial scams targeting seniors may be greater than previously thought.
  4. How Is Income Taxed Differently Than Wealth?

    Simply having income does not mean that you also have significant wealth.
  5. Best and Worst Investments If You’re 50 or Older

    It’s always important to be diligent about choosing the right investments for your portfolio. What are the best investments ...
  6. How a Solo 401(k) Can Increase Retirement Savings

    For the self-employed or small business owner, a solo 401(k) is a valuable retirement plan.
Hot Definitions
  1. Co-pay

    A type of insurance policy where the insured pays a specified amount of out-of-pocket expenses for health-care services such ...
  2. Protectionism

    Government actions and policies that restrict or restrain international trade, often done with the intent of protecting local ...
  3. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  4. Demonetization

    Demonetization is the act of stripping a currency unit of its status as legal tender and is necessary whenever there is a ...
  5. Investment

    An asset or item that is purchased with the hope that it will generate income or appreciate in the future. In an economic ...
  6. Redlining

    The unethical practice whereby financial institutions make it extremely difficult or impossible for residents of poor inner-city ...
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