Topics

  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. 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. ...
  2. Why Women-Owned Advisory Firms Outperform

    While women-owned advisory firms are in the minority, they outperform their peers in a number of important metrics.
  3. Citi's New Digital Strategy for Wealthy Clients

    Citi is launching two new technology-driven programs in an effort to increase its market share among affluent customers.
  4. 8 Ways Financial Advisors Can Improve Direct Mail Marketing

    Here are eight ways advisors can improve their direct mail marketing efforts.
  5. 3 Examples of What a Great Advisor Website Looks Like

    It’s not enough to just have a website. Here are three amazing advisor websites that go above and beyond.
  6. The Top 4 Digital Marketing Tips for Advisors

    Being active on digital channels and marketing yourself as an expert can help sustain your business over the long term by ...
  1. It's Trump Vs. Republicans on Moving Jobs Overseas

    Congressional republicans have started pushing back against president-elect Donald Trump's economic campaign promises.
  2. RI Treasurer Wants Conoco to Disclose Lobbying (COP)

    Rhode Island wants Conoco to abide by new lobbying disclosure guidelines, which would force the oil company to come clean ...
  3. Citi's New Digital Strategy for Wealthy Clients

    Citi is launching two new technology-driven programs in an effort to increase its market share among affluent customers.
  4. 6 Worst Financial Mistakes and Why You Made Them

    Many of our worst financial mistakes spring from the best intentions.
  5. Top 5 Budgeting Questions Answered

    Answering your questions on five of the most popular budgeting questions around.
  6. 10 Ways To Budget When You're Broke

    When you're short on cash, a strict budget is the best tool for finding financial stability. Learn the 10 proven ways to ...
  1. Navigating the Trump Dollar Rally

    We explain the importance of why—and where—the U.S. dollar is rallying.
  2. Gold Mining Fund Set to Punish Bears (GDX)

    The gold mining fund has displayed relative strength compared to the gold futures contract since Nov. 14 and could embark ...
  3. OPEC Oil Output Soars to Record High (USO, UCO)

    Just before its oil production cut goes into effect, OPEC is producing more oil than ever before.
  4. Trump Could Clear Dow DuPont Merger Roadblock (DOW, DD)

    Dow and Du Pont have reached price levels that could trigger major breakouts and multiyear trend advances. Now all they need ...
  5. Active Traders Turn Their Attention to Forestry (WOOD, WY)

    Strong price action on the charts of the major timber stocks suggests that 2017 could be the year for timber and related ...
  6. Buying Diamondback Stock on Pullbacks (FANG)

    FANG had a steep breakout on November 30. Is this a failed breakout or a buying opportunity?
  1. George Soros Bets on Netflix, Alphabet and Amazon (NFLX, GOOG)

    George Soros, a billionaire investor, author, and philanthropist, founded his company Soros Fund Management in 1970. Based ...
  2. BlackRock Japan Buys Baidu and Nvidia Stock in Q3 (BIDU, NVDA)

    Asset manager BlackRock Japan boosted its stakes in two popular technology stocks during the third quarter. Here's what the ...
  3. Twelve Buy Ratings for Western Digital on Dec. 7 (WDC)

    Western Digital stock hit a new 52-week high after 12 analysts reiterated a Buy rating on the stock. The optimism comes after ...
  4. FedEx Stock Trades Ex-Dividend Thursday (FDX)

    FedEx will send its dividend payment on Jan. 3 to shareholders of record as of Dec. 12.
  5. Russia Cashes in on Oil Upswing to Sell Rosneft Stake

    The Russian government sells a 19.5% stake in Rosneft for $11 billion.
  6. Costco Reports Mixed Results (COST)

    A miss on the top line and beat on the bottom line has led to some investor confusion.
  1. Home Depot Co-Founder Wants More Jobs (HD)

    Bernie Marcus wants the president-elect to do what he said he would do: focus on jobs.
  2. JPMorgan: Cloud Could Hurt IT Vendors (CSCO)

    Analyst Rod Hall says the unique advantages of the cloud could result in sharp declines for the non-public portion of the ...
  3. Cedar Fair CEO Reveals Future Strategy (FUN)

    Cedar Fair to partners with sports complex to develop unique entertainment facility.
  4. Will Devon Stock Give Up Its Breakout Gains? (DVN)

    DVN has not followed through on its recent breakout and may be losing steam.
  5. Analysts Bullish on Cisco Rival Arista (CSCO, ANET)

    Barclays lifts Arista's price target 28%, indicating long-term growth and positioning to outcompete rivals Cisco and Juniper ...
  6. LGF Options Surges Again, Shares Move Up 4% (LGF)

    LGF shares surge by nearly 4% as volume in the stock is almost double the average.
  1. 5 Ways to Use Your Home to Retire

    Retirement is going to cost a lot, and for homeowners who face a shortfall, their home can be a source of income. From downsizing ...
  2. 3 Reasons to Convert Your IRA to a Roth IRA

    Having an IRA is smart. Knowing when to convert it to a Roth IRA is smarter because it can give you and your heirs a welcome ...
  3. How to Adopt a Plan for Clients With Dementia

    Advisors who don't have a plan for clients with dementia can risk leaving themselves open to potential litigation or other ...
  4. Managing Your Own 401(k): Pros & Cons

    The decision to manage your 401(k) investments should not be made lightly. These pros and cons will help you determine if ...
  5. Betterment to Trump: 'Leave the Fiduciary Rule Alone'

    Robo-advisor Betterment has appealed to President-elect Trump to leave the fiduciary rule alone.
  6. Protect Your Future Wealth From This Big Mistake

    Putting off saving for retirement might feel like your only option right now, but this kind of procrastination can wreak ...
Hot Definitions
  1. Protectionism

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

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

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

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

    The unethical practice whereby financial institutions make it extremely difficult or impossible for residents of poor inner-city ...
  6. Nonfarm Payroll

    A statistic researched, recorded and reported by the U.S. Bureau of Labor Statistics intended to represent the total number ...
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