Topics

  1. How to Avoid Gift Taxes

    For most, the answer to the question, “How much is the gift tax?” can be “nothing."
  2. How Advisor Compensation Models Are Evolving

    Is there still a place in this world for commission-based advice in wealth management?
  3. Should Investors Sell in These 4 Scenarios?

    You may want to sell in any of these four scenarios, but it may not be the right decision.
  4. Top 25 Broker-Dealer Firms for 2017

    These are the top 25 broker-dealer firms based on assets under management.
  5. Transfer

    A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may also ...
  6. Advisors: Niche Clients Need You the Most

    Despite efforts by advisors to provide niche services, there are still markets that remain untapped.
  1. The Best Way to Withdraw Money From a 529 Plan

    What’s the best way to withdraw money from a 529 plan? Let’s assess and compare the three options available to you.
  2. 5 Big Investors Plan For A Bear Market

    Big Bear: These famous investors see drastic stock declines ahead
  3. Why Content Is Still King for Advisors' Websites

    With more and more Americans going online to get their daily news, advisors should be building out their social networks. ...
  4. The Best CRM Services for Financial Advisors

    CRM solutions are an invaluable tool for advisors as competition from robo-advisors heats up. Here are some of the best. ...
  5. U.S. Stocks' Biggest Risk Is Corporate Profits

    Earnings have become the main driver of earnings with as the odds of quick tax reform and deregulation fade
  6. Railroads Could Lead Transport Stocks to Higher Ground (CSX, NSC)

    Railroads have lifted into transportation sector leadership and could build impressive gains in the second half of 2017.
  1. Credit, Debit and Charge: Sizing Up The Cards in Your Wallet

    Not all plastic is equal! Learn the difference between the three kinds, and how each can affect your finances.
  2. What is an assumable mortgage?

    The purchase of a home is a very expensive undertaking and usually requires some form of financing to make the purchase possible. ...
  3. Do I have to complete all exams within a certain period of time to receive the CFA charter?

    According to the CFA Institute, a candidate can take as much time as necessary to complete all three levels of the CFA program.Therefore, ...
  4. The Best Way to Withdraw Money From a 529 Plan

    What’s the best way to withdraw money from a 529 plan? Let’s assess and compare the three options available to you.
  5. The Seven-Figure Asset You’re Probably Ignoring

    What is human capital and how should it factor into your investment decisions?
  6. Why You Shouldn't Pay Off Your Mortgage

    With today's historically low interest rates, it may make more sense to keep your 30-year mortgage.
  1. Dollar Hits Near 5-Week High Against Yen Ahead of Yellen Comments

    The dollar rose on Tuesday to its highest level against the yen in nearly five weeks ahead of comments from Federal Reserve ...
  2. Railroads Could Lead Transport Stocks to Higher Ground (CSX, NSC)

    Railroads have lifted into transportation sector leadership and could build impressive gains in the second half of 2017.
  3. Cara Therapeutics Breaks Out to Fresh Highs (CARA)

    Shares rallied more than 20% on favorable interim clinical trial results and a Breakthrough Therapy designation from the ...
  4. Pfizer Stock Looks Pretty Bullish for the Long Term

    After spending much of the last two months in a slow decline, shares of Pfizer have broken out of their downtrend.
  5. Blackberry Breaks Below 50-Day MA but Could Rebound (BBRY)

    Shares of Blackberry plummeted following its quarterly results, and technical indicators point to a lot of indecision.
  6. Tech's Big Guns Could See Upside During Mark-Up (FB, MSFT)

    These Nasdaq-100 tech winners could gain ground into early July as fund managers tidy up their quarterly performance reports.
  1. The Seven-Figure Asset You’re Probably Ignoring

    What is human capital and how should it factor into your investment decisions?
  2. Why You Shouldn't Pay Off Your Mortgage

    With today's historically low interest rates, it may make more sense to keep your 30-year mortgage.
  3. Don't Overlook Employee Stock Purchase Plans

    Employee Stock Purchase Plans are a benefit that shouldn't be overlooked.
  4. An Investment Strategy for Market Volatility

    It is imperative to adopt an investment strategy that can weather turbulent markets.
  5. 6 Proven Strategies for Volatile Markets

    Volatile markets are inevitable. Here are six ways to navigate them.
  6. 5 Big Investors Plan For A Bear Market

    Big Bear: These famous investors see drastic stock declines ahead
  1. Don't Overlook Employee Stock Purchase Plans

    Employee Stock Purchase Plans are a benefit that shouldn't be overlooked.
  2. 5 Big Investors Plan For A Bear Market

    Big Bear: These famous investors see drastic stock declines ahead
  3. 3 Tech Stars: It May Be Time to Trim Your Stake

    A number of investors are warning that now might be the time to sell certain outperforming tech stocks.
  4. Why AMD's Stock Is Set for a Fall

    AMD could be set for a fall with shares hovering around $14 and valuation stretched.
  5. Wal-Mart, Costco Will Outperform in Face of Amazon

    Wal-Mart and Costco could thrive as broader retail struggles.
  6. Google Braces for Record EU Fine as U.S. Companies Cheer (GOOG, ORCL)

    U.S. companies tired of Google's "anticompetitive conduct," have written a letter in support of the European Union fining ...
  1. Know the Rules for Roth 401(k) Rollovers

    Rolling a Roth 401(k) into a Roth IRA is usually the optimal thing to do.
  2. Does Your Estate Plan Include a Digital Fiduciary?

    What will happen to your social media and email accounts when you die?
  3. Don't Miss out on Retirement Rollover Benefits

    Don't let the fear of having to report a retirement rollover keep you from benefitting from it.
  4. Income Tax Planning Is the New Estate Tax Planning

    Use these strategies to minimize your family’s income taxes through your estate plan.
  5. 6 Ways to Reduce Taxes in Retirement

    Use these 6 tips before and after you retire to reduce taxes for yourself and your loved ones.
  6. Early Out: A Realistic Plan to Retire Younger

    If you want to retire ahead of schedule, it'll take some extra planning.
  1. Does Your Estate Plan Include a Digital Fiduciary?

    What will happen to your social media and email accounts when you die?
  2. 3 Tech Stars: It May Be Time to Trim Your Stake

    A number of investors are warning that now might be the time to sell certain outperforming tech stocks.
  3. Google Braces for Record EU Fine as U.S. Companies Cheer (GOOG, ORCL)

    U.S. companies tired of Google's "anticompetitive conduct," have written a letter in support of the European Union fining ...
  4. Senate Anti-Terror Bill a Threat to Bitcoin

    Senate bill 1241 assumes a link between Bitcoin and terror. Are civil asset forefeitures on the way?
  5. The Best CRM Services for Financial Advisors

    CRM solutions are an invaluable tool for advisors as competition from robo-advisors heats up. Here are some of the best. ...
  6. What is the Biggest Security Threat to Ripple Cryptocurrency?

    Some cryptocurrency experts believe Ripple, the third-largest player in the industry, faces some significant security threats.
Hot Definitions
  1. Dividend Yield

    A financial ratio that shows how much a company pays out in dividends each year relative to its share price.
  2. Fixed-Income Security

    An investment that provides a return in the form of fixed periodic payments and the eventual return of principal at maturity. ...
  3. Free Cash Flow - FCF

    A measure of financial performance calculated as operating cash flow minus capital expenditures. Free cash flow (FCF) represents ...
  4. Leverage Ratio

    Any ratio used to calculate the financial leverage of a company to get an idea of the company's methods of financing or to ...
  5. Two And Twenty

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
  6. Market Capitalization

    The total dollar market value of all of a company's outstanding shares. Market capitalization is calculated by multiplying ...
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