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. 4 Way Boomers Benefit from Rising Rates

    Here are four ways that Baby Boomers can take advantage of rising interest rates.
  2. How to Save Clients from RMD Aggregation Mistakes

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  3. Will the Fiduciary Rule Scare Away Young Clients?

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

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

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

    Prices are starting to drop as an interest rate hike looms.
  1. 5 Financial New Year’s Resolutions for 2017

    Start the new year off right with these five financial resolutions.
  2. Why You Should Embrace Your Inner Financial Bag Lady

    Organize your financial baggage for a better future.
  3. 5 Ways to Avoid Overspending at Christmas

    Here are five Christmas shopping tips that can help save you from the Christmas money pit.
  4. 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. ...
  5. How to Combine Two Mortgages Into One?

    If you have a second mortgage as well as a primary, does it make sense to consolidate into a single loan? Here's how to figure ...
  6. Can FHA loans be used for investment property?

    Learn the unique situations in which a home buyer can take advantage of the FHA home loan program to finance an investment ...
  1. Twitter Bans Bots that Reply to Trump's Tweets (TWTR, BA)

    People are following the bots on Twitter and it's confusing everyone.
  2. Billionaire Kyle Bass Anticipates 30% Drop in Chinese Yuan

    Bass accurately predicted the 2008 mortgage crisis. Is he right this time too?
  3. 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 ...
  4. 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 ...
  5. Broadcom Poised for Higher Highs (AVGO)

    The semiconductor solutions company reported strong results after the close yesterday. Analysts are following up with upgrades. ...
  6. 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 ...
  1. Twitter Bans Bots that Reply to Trump's Tweets (TWTR, BA)

    People are following the bots on Twitter and it's confusing everyone.
  2. Outfitter Advisors Ups Stake in IBM Shares (IBM)

    Outfitter Advisors added 1,660 shares of International Business Machines Corp. in the third quarter of 2016.
  3. Deltec Lowers Stake in Adobe Shares in 3Q16 (ADBE)

    Deltec Asset Management sold 5,000 shares of Adobe Systems Inc. in the third quarter of 2016.
  4. Zuckerberg in Public Office? FB Board Thinks It's Possible (FB)

    The board has provisions in case Zuck takes political office. Why?
  5. Comcast Gears Up for Its Own Online TV Service

    CFO Mike Cavanaugh says move is meant to counter competition from streaming video providers.
  6. 4 Way Boomers Benefit from Rising Rates

    Here are four ways that Baby Boomers can take advantage of rising interest rates.
  1. Outfitter Advisors Ups Stake in IBM Shares (IBM)

    Outfitter Advisors added 1,660 shares of International Business Machines Corp. in the third quarter of 2016.
  2. Deltec Lowers Stake in Adobe Shares in 3Q16 (ADBE)

    Deltec Asset Management sold 5,000 shares of Adobe Systems Inc. in the third quarter of 2016.
  3. Comcast Gears Up for Its Own Online TV Service

    CFO Mike Cavanaugh says move is meant to counter competition from streaming video providers.
  4. PFE Bounces, But Is It Just A Dead Cat? (PFE, XLV)

    Pfizer, along with Akili Interactive, reported positive data that could help with the detection of onset Alzheimer's disease.
  5. Triangle Petroleum Near the End of the Road (TPLM)

    In its 3Q filing, bankrupt Triangle Petroleum said it may not be able to continue as a going concern.
  6. InvenSense Shares Soar as TDK Makes an Offer

    TDK's $12/shr bid offers a 45% premium for InvenSense.
  1. 4 Way Boomers Benefit from Rising Rates

    Here are four ways that Baby Boomers can take advantage of rising interest rates.
  2. Important Year-End Tax Moves for 2016 (Part 1)

    Here's part of a year-end tax strategy for 2016, to make the most of your retirement savings plans.
  3. How to Save Clients from RMD Aggregation Mistakes

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  4. How Old Will You Be When Social Security Goes Broke?

    Hint: not old enough.
  5. 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 ...
  6. 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 ...
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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