Topics

  1. 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.
  2. How Is Income Taxed Differently Than Wealth?

    Simply having income does not mean that you also have significant wealth.
  3. 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.
  4. 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 ...
  5. How Trump Tax Plans Will Aid Wealth Building for the 1%

    President-elect Trump's proposed tax plan includes tax breaks that may offer some generous benefits to higher-income earners. ...
  6. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  1. What Does the Average Senior Financial Scam Cost?

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

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

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

    Bond tents can be a useful tool for retirees to protect their income during a bear market.
  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. Why Tech Should Top Advisors' Must-Do List in 2017

    Here are three reasons why financial professionals should absolutely integrate technology into business efforts over the ...
  1. 3 Ways to Make Budgeting a Success in the New Year

    Sticking with a financial plan isn't easy, but these strategies can help you achieve your goals.
  2. Co-insurance vs. Co-pay: Why You Need to Know the Difference

    When looking at co-insurance vs. co-pay healthcare policies, understanding the difference could save you a bundle on medical ...
  3. How Is Income Taxed Differently Than Wealth?

    Simply having income does not mean that you also have significant wealth.
  4. Financial Planning Asks, Will You Have Enough Money?

    Financial planning helps answer the question all of us should be thinking: "Will I have enough?"
  5. Offshore Investors Eyeing Stake in Deutsche Bank (DB)

    Outside investors eyeing stake in Deutsche Bank, German magazine says.
  6. Senate Passes Sweeping Medical Research Reform Bill

    The US Senate just passed the biggest health reform bill since Obamacare.
  1. Top 10 Green Industries

    Put a little green in your wallet by investing in these growing areas.
  2. Why Tech Should Top Advisors' Must-Do List in 2017

    Here are three reasons why financial professionals should absolutely integrate technology into business efforts over the ...
  3. Venezuelan President Maduro Salsa Dances in Midst of Crisis

    Why let hyperinflation, food shortages interfere with hosting your Salsa show?
  4. Three S&P 500 Turnaround Plays (CL, KIM)

    Recent rally expansion has the power to float all boats, lifting beaten down S&P 500 stocks that show technical resilience ...
  5. Sugar and Cotton ETF Trade Setups (SGG, BAL)

    Sugar and cotton ETFs are setting up for another move to the upside amidst a longer-term uptrend.
  6. EOG Resources Boosts Oil Production Estimates (EOG)

    EOG has raised its oil production estimates for the period through 2020.
  1. YouTube Releases Top Trending Videos For 2016 (GOOG, CBS)

    Mostly, it's from mainstream media networks, with two notable exceptions.
  2. SVP Pumphrey Sells Cooper Standard Shares (CPS)

    Cooper Standard Senior Vice President and North America President William Pumphrey sold 7,351 company shares at an average ...
  3. Google To Become A 100% Renewable Energy Company in 2017 (GOOG, AMZN)

    The Mountain View company is already the largest purchaser of renewable energy in corporate America.
  4. How Does CLSA Rate TripAdvisor Shares? (TRIP)

    CLSA today provided shares of travel website company TripAdvisor Inc. with an Underperform grade.
  5. IATA Predicts Strong 2017 for Airlines (AAL, UAL)

    IATA released its 2017 forecast for the airline industry. Its press release also revised predictions about 2016.
  6. Southwest Reports November Traffic (LUV)

    Southwest Airlines announced its November traffic results on Dec. 6.
  1. SVP Pumphrey Sells Cooper Standard Shares (CPS)

    Cooper Standard Senior Vice President and North America President William Pumphrey sold 7,351 company shares at an average ...
  2. How Does CLSA Rate TripAdvisor Shares? (TRIP)

    CLSA today provided shares of travel website company TripAdvisor Inc. with an Underperform grade.
  3. Southwest Reports November Traffic (LUV)

    Southwest Airlines announced its November traffic results on Dec. 6.
  4. UPS Conducting eBike Trial in Portland (UPS)

    UPS is testing electronic tricycle delivery in Portland. The company hopes to expand the test program in 2017.
  5. Wall Street Finding Profits in Block Trades as IPO Market Stalls (MS, C)

    Banks are buying "blocks" of listed shares and trying to flip them for a profit.
  6. A Look at the Oracle of Omaha's Airline Stocks (UAL, DAL)

    It seems that Buffett could predict that stocks, especially airlines, would bounce back after the Brexit tumble, where investor ...
  1. 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 ...
  2. What Does the Average Senior Financial Scam Cost?

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

    Simply having income does not mean that you also have significant wealth.
  4. 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 ...
  5. 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.
  6. 5 Ways Your Retirement Plan Can Fail

    There are far too many variables involved in retirement planning to just wing it.
Hot Definitions
  1. Protectionism

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

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

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

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

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

    A statistic researched, recorded and reported by the U.S. Bureau of Labor Statistics intended to represent the total number ...
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