Topics

  1. What Clinton's Stance on the Rich Means for Advisors

    Hillary Clinton’s references to a progressive approach to dealing with Wall Street and the wealthy has some advisors concerned.
  2. What Drives Wealthy Donors and How to Advise Them

    New research about high net worth philanthropy shows that values drive giving decisions—and that donors plan to keep on giving ...
  3. Are Computer-Driven Funds Really the Answer to Low Returns?

    As hedge funds falter, more managers have turned to computer-driven strategies, but these have proven slow to make gains ...
  4. Clinton Wants 65% Top Estate Tax Rate, Trump Wants Repeal

    Clinton has adopted an estate tax rise advocated by Bernie Sanders. Trump promises to eliminate the "death tax," though exactly ...
  5. Mark Zuckerberg's $3B One-Day Loss Sets Record (FB)

    You're doing well if you can suffer a $3 billion loss and still be the world’s fifth richest person. This is how Mark Zuckerberg ...
  6. Asset, Wealth Management M&A Rose in Q3, Though Value Dropped

    The third quarter of 2016 saw an increase in M&A activity among asset and wealth managers says a new report, but the ...
  1. Your Annual Financial Planning Checklist

    As the new year approaches, it's time to review your annual financial plan to make sure you've completed the most important ...
  2. Trump: Retail’s Reagan Revolution? (TJX, WMT)

    Presidential charisma: some investors in retail stocks see the Reagan Revolution in President-Elect Trump's corporate tax ...
  3. Top 5 Companies in Telemedicine

    Telemedicine companies are seeing a surge in popularity.
  4. Seniors See the End of Social Security File and Suspend as a Benefit Cut

    Many seniors see the end of two Social Security claiming strategy loopholes as unnecessary benefit cuts.
  5. How Insurers Can Benefit From Smart Technology

    Smart technology promises to bring major change to the way that insurers monitor and protect their customers.
  6. Advisors: 5 Things Your Blog Must Get Right

    What makes good content for financial advisor blogs? Here are some tips for turning out quality and engaging words.
  1. Six Things To Buy AFTER Christmas

    Waiting out the frenzy of Christmas sales could actually save you a lot of money.
  2. Can I buy a house directly from Fannie Mae (FNMA)?

    Fannie Mae (the Federal National Mortgage Association, or FNMA) is a government-sponsored enterprise established to expand ...
  3. Make Better Financial Decisions With These 3 Tips

    To make better financial decisions you need to define success, find out how others do it, make a plan, and think outside ...
  4. The Financial Advice You Need in Your 30s

    When you reach your 30s and have kids, debt and your retirement to fund, where is the best place to put your money to work?
  5. Don't Wait to Teach Your Kids About Money

    Parents should always take the initiative to teach our kids to save from an early age.
  6. FDA Greenlights Study of Ecstasy for PTSD Patients

    The controversial Ecstasy drug, MDMA, is being studied as a PTSD treatment.
  1. Germany's Central Bank Tests Blockchain-based Securities Trading

    New proof that blockchain will be the backbone of finance: Germany is testing a system to trade stocks using blockchain technology.
  2. 3 Small Caps To Fill Your Holiday Stocking (KOP, AGX)

    Small caps are overbought after the November rally but the group's broad diversity still offers unexplored opportunities.
  3. Dollar General No Bargain After Earnings Miss (DG, WMT)

    Dollar General is testing a multiyear trendline for the second time in three months after an earnings shortfall and could ...
  4. S&P 500 Price Action and Seasonality in Conflict (SPY)

    History shows December is a bullish month for the S&P 500. Though, its current price action indicates a decline is due.
  5. How Reddit Makes Money

    Reddit, the self-proclaimed “Front Page of the Internet,” celebrated its tenth anniversary last year. How does the website ...
  6. How Does Google Maps Make Money? (GOOG)

    Find out how Google Maps generates revenue through subtle techniques that many users may not even be aware of.
  1. Credit Suisse Lowers 2017 Gold Forecast (GLD, IAU)

    Credit Suisse analysts recently cut their 2017 full-year gold forecast to $1,338 per ounce.
  2. Crude Prices on Fire but Oil ETFs Smolder (USO, OIL)

    Crude oil is up 36.7% in 2016, but few oil related ETFs can report similar returns.
  3. Dell CEO Reports Q3 Results After EMC Acquisition

    After completing the largest tech merger to date, Dell's CFO says the firm is on track.
  4. AVGO Beats On Top & Bottom Line, Shares Up (AVGO)

    Broadcom beats analyst expectations for Q4 top and bottom line.
  5. 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.
  6. Allergan Talks Strategy at Citi Conference (AGN)

    Brent Saunders, AGN's CEO had much to say about drug pricing and acquisition possibilities.
  1. Novartis Lung Cancer Drug Succeeds in Trial (NVS)

    Novartis said its Zykadia drug was twice as effective against chemotherapy in a Phase 3 trial.
  2. Target Is Restocking Hatchimals This Weekend (SNMSF)

    Here’s where you can find these high-demand toys.
  3. GNC to Pay $2M for Misbranded Supplement (GNC)

    GNC will fork over $2.25 million for allegedly using illegal ingredients in its supplements.
  4. Moody’s: Tax Reform to Improve Cisco’s Credit

    The networking hardware firm could finance its $21.2 billion debt with a portion of overseas cash.
  5. Another Cruise Line Nixes Turkey (CCL)

    The cruise lines are reacting to low customer demand in a part of the world where risks are too high.
  6. Cruise Lines Are Heading to Cuba (NCLH)

    The Cuban government has approved cruise line service from Florida.
  1. Some Surprising Risks of Medicare Advantage Plans

    A new study finds disturbing differences in the hospital networks some Medicare Advantage plans provide. Check before you ...
  2. Don't Miss This Retirement Tax-Saving Window

    Many retirement planners view the years between age 59½ and 70½ as a “sweet spot” for their clients’ taxes. Here’s why and ...
  3. 5 Ways to Stretch Your Retirement Dollars

    Fixed incomes are a reality of retirement, which means your money needs to last. From downsizing to staying healthy, here ...
  4. How Retirement Planning is Like Playing Football

    Your retirement game plan shares a few similarities to a football game. How are you scoring so far?
  5. Where Should I Retire?

    It's not just about money or weather or beautiful scenery and a lively cultural scene. Here, some other real-life ways to ...
  6. 8 Essential Tips For Retirement Saving

    Whether you're a saver or a financial advisor who wants to give clients a leg up, these 8 tips are essential for financial ...
Hot Definitions
  1. Quadruple Witching

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

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

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

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

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

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