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. Banks Conspired to Rig Silver, Complaint Claims (SLV, HSBC)

    A new lawsuit filing in New York claims that several investment banks colluded to rig silver prices.
  2. How to Talk to Your Family About Christmas Gift Budgets

    Talking Christmas gift budgets with family members can be hard, but having the talk will help you stay on track financially. ...
  3. Metromile Insurance Review: Is Pay-Per-Mile Worth It?

    Metromile insurance rates are based on mileage rather than a flat rate. But is it a deal or not? Check out this Metromile ...
  4. Chase Sapphire Card Perks Costing the Company Millions (JPM)

    A victim of its own success, to the tune of $200-$300 million for JPM.
  5. Talking Toys That Spy on Your Child

    Two seemingly innocent talking toys available for sale this holiday season are able to eavesdrop on your family and could ...
  6. 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.
  1. European Central Bank Reduces Bond Buys (EEA, RODM)

    European equities gained over 1% after the ECB announced its bond buying program is shrinking.
  2. Banks Conspired to Rig Silver, Complaint Claims (SLV, HSBC)

    A new lawsuit filing in New York claims that several investment banks colluded to rig silver prices.
  3. WPX Energy Breakout Is Holding Up (WPX)

    WPX could hold on to the gains it saw on its November 30 breakout if oil stays at $50.
  4. Could Bitcoin Surpass $2,000 in 2017?

    With a perfect storm of Trump fiscal policies and international panic, maybe.
  5. Top 10 Green Industries

    Put a little green in your wallet by investing in these growing areas.
  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. European Central Bank Reduces Bond Buys (EEA, RODM)

    European equities gained over 1% after the ECB announced its bond buying program is shrinking.
  2. Banks Conspired to Rig Silver, Complaint Claims (SLV, HSBC)

    A new lawsuit filing in New York claims that several investment banks colluded to rig silver prices.
  3. Hexavest Cuts Stake in IBM Shares in 3Q16 (IBM)

    Hexavest reduced its stake in shares of International Business Machines Corp. by 6.3 percent in the third quarter of 2016. ...
  4. WPX Energy Breakout Is Holding Up (WPX)

    WPX could hold on to the gains it saw on its November 30 breakout if oil stays at $50.
  5. Regulus to Develop Two Kidney and Liver Drugs (RGLS)

    Regulus added two new clinical drug candidates to treat liver and kidney diseases.
  6. Citi Bullish on Micron, Shares Rally

    Analysts issue a buy rating on the stock, along with a price target indicating a 57% upside.
  1. Hexavest Cuts Stake in IBM Shares in 3Q16 (IBM)

    Hexavest reduced its stake in shares of International Business Machines Corp. by 6.3 percent in the third quarter of 2016. ...
  2. WPX Energy Breakout Is Holding Up (WPX)

    WPX could hold on to the gains it saw on its November 30 breakout if oil stays at $50.
  3. Regulus to Develop Two Kidney and Liver Drugs (RGLS)

    Regulus added two new clinical drug candidates to treat liver and kidney diseases.
  4. Citi Bullish on Micron, Shares Rally

    Analysts issue a buy rating on the stock, along with a price target indicating a 57% upside.
  5. First Data Expands Point-of-Sale Devices to Europe

    The tech company debuts its Clover Mini and Clover Mobile POS terminals in the U.K.
  6. Regeneron Eczema Drug to Be Reviewed in EU (REGN)

    Regeneron and Sanofi’s eczema drug makes progress toward being marketed in Europe.
  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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