Topics

  1. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  2. 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 ...
  3. 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.
  4. 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.
  5. How Is Income Taxed Differently Than Wealth?

    Simply having income does not mean that you also have significant wealth.
  6. 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.
  1. Regulatory Considerations for Your Aging Clients

    Elderly clients may present some unique challenges for financial advisors.
  2. The Motherhood Penalty

    For every child women have, they lose 4% of their pay. And it's even worse for high earners.
  3. MLP Investors to Benefit Under a Trump Tax Regime (AMLP,EMLP)

    Trump’s new tax plan could spell big savings for investors in master limited partnerships.
  4. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  5. Four Ways Boomers Benefit from Rising Rates

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

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  1. How To Make Extra Money At Christmas Time

    Here are some easy ways to make some cash if you need extra money for Christmas gifts.
  2. Regulatory Considerations for Your Aging Clients

    Elderly clients may present some unique challenges for financial advisors.
  3. The Motherhood Penalty

    For every child women have, they lose 4% of their pay. And it's even worse for high earners.
  4. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  5. 5 Financial New Year’s Resolutions for 2017

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

    Organize your financial baggage for a better future.
  1. Stocks Break Records Despite Uncertainties (SPY, DIA)

    The major markets moved higher this week, breaking records.
  2. Twitter Bans Bots that Reply to Trump's Tweets (TWTR, BA)

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

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

    The semiconductor solutions company reported strong results after the close yesterday. Analysts are following up with upgrades. ...
  1. Fed Set To Raise Rates on Wednesday

    The Fed is set to make the first rate hike in 12 months.
  2. MLP Investors to Benefit Under a Trump Tax Regime (AMLP,EMLP)

    Trump’s new tax plan could spell big savings for investors in master limited partnerships.
  3. Sprint & T-Mobile Merger? Don't Get Too Giddy

    Speculation is reaching fever pitch, but one analyst says investors should calm down.
  4. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  5. Twitter Bans Bots that Reply to Trump's Tweets (TWTR, BA)

    People are following the bots on Twitter and it's confusing everyone.
  6. 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.
  1. Sprint & T-Mobile Merger? Don't Get Too Giddy

    Speculation is reaching fever pitch, but one analyst says investors should calm down.
  2. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  3. 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.
  4. 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.
  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. 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.
  1. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  2. Four Ways Boomers Benefit from Rising Rates

    Here are four ways that Baby Boomers can take advantage of rising interest rates.
  3. 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.
  4. How to Save Clients from RMD Aggregation Mistakes

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

    Hint: not old enough.
  6. 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 ...
Hot Definitions
  1. Bond Ladder

    A portfolio of fixed-income securities in which each security has a significantly different maturity date. The purpose of ...
  2. Quadruple Witching

    The expiration date of various stock index futures, stock index options, stock options and single stock futures. All stock ...
  3. Co-pay

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

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

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

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