1. Estate Planning for Beginners: Part Three

    A primary purpose of most trusts is to provide a timetable for the distributions of assets where an outright distribution ...
  2. Confidence of America's Rich Grows Following Trump Win

    Wealthy investors are much more optimistic about the economy, the future of healthcare and national security following Trump's ...
  3. Steven A. Cohen Makes Surprise Move to Index Funds

    Cohen has surprised analysts with an interest in Acorns Grew, a company pushing index fund investment to Millennials.
  4. Tips on Buying a Beach Condo in Puerto Rico

    The island has beautiful beaches, a great climate, tax breaks for American buyers – and a huge debt crisis. Still game? Here ...
  5. Switzerland Tops World Wealth Ranking (Again)

    By average and median, the Swiss are the wealthiest in the world.
  6. The Number of Millionaires Continues to Increase

    Global wealth growth remains weak, but the number of millionaires in high-income economies is surging.
  1. Snapchat as a Digital Marketing Tool for Advisors

    Could Snapchat be what the FinServ world needs to liven up their marketing to the next generation?
  2. Top Tips for Boomers Who Want to Shore Up Their Retirement

    The retirement situation for most Baby Boomers isn't that encouraging. But there are actions they can take to shore up their ...
  3. Where Are You on the Road to Retirement Readiness?

    Taking a look at your retirement readiness is a vital step in ensuring that your financial future looks as bright as possible. ...
  4. What Causes Your Insurance Premium to Go Up?

    You just opened your insurance renewal and found that the premium went up. Here's why it can happen.
  5. Financial New Year's Resolutions You Can Keep

    Start the year off right by evaluating your financial health and setting impactful and achievable goals.
  6. Some Tax Refunds Will Be Delayed to Feb. 15

    Extra data to fight fraud means some people's tax refunds will be held to Feb. 15. See if it affects you.
  1. DOL Fiduciary Rule: Everything You Need to Know

    The Department of Labor Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under the ...
  2. How the Best Interest Contract Works

    Here is how the Best Interest Contract works and when it is needed under the new fiduciary rule.
  3. The Pros and Cons of Thrift Savings Plan Rollovers

    Is rolling over a Thrift Savings Plan into an IRA the right move? Here's what to consider.
  4. SoFi, Inc.

    SoFi is a nontraditional financial services firm that offers student loans and refinancing programs.
  5. Student Debt Solutions for Medical Professionals

    Here's how residents and young physicians can tackle their debt load while saving.
  6. Does Zest Health Really Save You Money?

    Zest Health is a Chicago-based consumer-focused mobile health provider that helps consumers make smarter, more cost-effective ...
  1. Repeat After Me: Valuation Is Not a Catalyst!

    Valuation is a powerful reasoning tool for asset allocation only if you've done the associated fundamental analysis.
  2. What Happens When You Try to Time the Market?

    This is how market timing and frequent trading can negatively impact returns.
  3. Three Stocks for the January Effect (FSLR, COTY)

    2016 tax selling season comes to an end next week, signaling the January Effect, a seasonal influence that favors the prior ...
  4. Three Oil & Gas Stocks to Buy in 2017 (HP, RSPP)

    Crude oil could hit the mid-60s in 2017, underpinning growing uptrends in these three U.S. drilling and production stocks. ...
  5. These Gold Stocks Could Do Well in 2017 (ABX, BTG)

    These gold stocks have pulled back and could see a rise in 2017, based on relative strength compared to gold.
  6. Charts Suggest Commodities Are Poised to Have a Strong 2017 (DBC, JO)

    Long-term weekly charts combined with the under followed Volume by Price indicator are pointing to higher commodity prices ...
  1. New York State Attempts to Revamp Drug Pricing

    New York Gov. Cuomo joins Donald Trump and state of Maryland in attempting to overhaul drug pricing.
  2. Canaccord Sets $20.00 Price Target for Cree (CREE)

    Financial services firm Canaccord Genuity recently issued a $20.00 price target for shares of lighting products company Cree ...
  3. What to Expect in Morgan Stanley Q4 Earnings (MS, JPM)

    Wall Street expect the bank to report year-over-year increases in both revenue and profits.
  4. Bank of America Lowers SunPower Grade (BAC, SPWR)

    Bank of America Corp. recently cut its rating for shares of American energy company SunPower Corp.
  5. Old Mutual Buys Adobe Shares in 3Q16 (ADBE)

    U.K.-based investment management firm Old Mutual Global Investors recently added 51,035 shares of multinational software ...
  6. Evercore Verifies Buy Rating for Mobileye (MBLY)

    Independent investment banking advisory firm Evercore ISI recently verified its Buy rating for shares of Mobileye N.V.
  1. Microsoft Buys AI Startup Maluuba (MSFT, AAPL)

    Aside from cementing Microsoft's position in the cloud market, CEO Satya Nadella has set a goal to "democratize AI."
  2. KKR Acquires Hitachi's Power Tools Business (KKR)

    Global investment firm KKR & Co. continued its shopping spree, agreeing to acquire Hitachi Ltd's power tools unit for ...
  3. Zoetis Stock Trades Ex-Dividend Wednesday (ZTS)

    Zoetis will send its dividend payment on March 1 to shareholders of record as of Jan. 20.
  4. WD-40 Stock Trades Ex-Dividend Wednesday (WDFC)

    WD-40 will send its dividend payment on Jan. 31 to shareholders of record as of Jan. 20.
  5. Herbalife Stock Rises After FTC Chairwoman Resigns (HLF)

    Investors see this as a positive for Herbalife, as Ramirez has been a strong opponent of multi-level marketing.
  6. Will Facebook's Ad Metric Errors Hurt Q4 Results? (FB)

    Over the past few quarters, the ad data Facebook provides to advertisers have proven to be unreliable.
  1. How Social Security Works After Retirement

    Millions of Baby Boomers are looking forward to collecting benefits, but several factors can affect how much they get and ...
  2. How to Use Your HSA for Retirement

    Thanks to its unique tax advantages, a Health Savings Account may be the best retirement option you never knew you had.
  3. An Argument for Not Saving Everything for Retirement

    We know that we need to amass a significant nest egg for a leisurely retirement. But what about enjoying our time now?
  4. When Do Social Security Benefits Start and End?

    Everything you need to know about the three primary Social Security programs, how they work and who qualifies for them.
  5. Are We in a Baby Boomer Retirement Crisis?

    Data paints a gloomy picture for Baby Boomers and their retirement. So how bad is it? We take a look at the latest research. ...
  6. How to Think About Retirement Savings Realistically

    Professor Sheena Iyengar of the Columbia Business School believes in a less abstract, more visual approach in improving retirement ...
Hot Definitions
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