Topics

  1. How to Give Clients What They Actually Need

    There is considerable disconnect between what clients need and what advisors are offering.
  2. Decanting: Not Just for That Bottle of Cabernet

    Decanting an irrevocable trust is a useful tool to undo some of the missteps of the past.
  3. How to Cut Financial Advisor Expenses

    Here's a look at what you should pay for financial advice and investment management, what you should get for that price and ...
  4. 5 Financial Planning Decisions You Won't Regret

    From growing your personal savings to hiring a financial planner, here are five indispensable personal finance tips for your ...
  5. 5 Financial Strategies to Last a Lifetime

    To stay consistent with your financial goals, here are five financial strategies to help you grow your balance sheet and ...
  6. How to Create an Effective Budget

    Following a budget can be difficult. But it’s usually the difference between living a stressful retirement versus the retirement ...
  1. Proposed Conn. 19% Hedge Fund Tax Could Drive Out Ultra-Wealthy

    Elected leaders from Connecticut have voiced opposition to a bill requiring a 19% tax on hedge funds.
  2. Why Your Passive Fund Is Crushing Active Managers

    A new study shows passive funds outperformed over 5, 10 and 15 years
  3. The Top 3 Financial Mistakes Couples Make

    Money is one of the top reasons couples argue. Here are the major issues advisors need to be aware of to help couples avoid ...
  4. Investing in a Post-Brexit World: Ideas From CAIS 2017

    Panelists from the Cayman Alternative Investment Summit reveal their outlook for the year.
  5. These 10 Stocks Are Fueling the S&P's Rise

    10 stocks have accounted for 50% of the index's gain this year, which may bode ill for the market
  6. DOL Fiduciary Rule Explained as of April 18, 2017

    The Department of Labor (DOL) Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under ...
  1. How to Build Excellent Credit and Improve Your Credit Score

    There are several things you can do to protect and improve your credit score.
  2. Goldman Sachs's Profitable Punishment for the 2008 Crisis

    Goldman Sachs is doing penance for its role in the 2008 foreclosure crisis, but it's also profiting. Homeowners and taxpayers ...
  3. New York Makes Public College Tuition Free for Most

    A new program offering free college tuition, with certain conditions, to all New Yorkers for state schools has launched. ...
  4. 5 Steps Toward Raising Financially Savvy Kids

    Talking to your kids about money isn't enough. These five steps will help them apply the knowledge.
  5. Handling Negative Home Equity During a Divorce

    An underwater mortgage can add to the already stressful situation of a divorce.
  6. Life Insurance Should Cover Emotional Needs Too

    Life insurance should cover the financial and emotional needs of family members.
  1. Committed To Making An Impact

    Brett Wayman shares Envestnet's method for selecting an impact investing strategy.
  2. Chart of the Week: Worried About Trade Wars? We Think There is Room for Calm

    Richard explains why trade war risks have been lowered in the short term, and what it could mean for markets.
  3. Brick & Mortar Retailers Could Punish Short Sellers (KSS, JWN)

    Brock and mortar retailers are oversold after a long bout of selling pressure and could squeeze overeager short sellers into ...
  4. Are Homebuilders Topping Out? (DHI)

    D.R. Horton is getting sold after earnings despite higher EPS and revenues, pointing to weakening sentiment that could signal ...
  5. Should Traders Buy Shopify or Shop Elsewhere? (SHOP)

    A look at Shopify following its run-up and where the stock may be headed from here.
  6. Citron Research: Wayfair Is Like a Ponzi Scheme (W)

    Citron Research cautions that e-commerce giant Wayfair's cash flow is an "illusion."
  1. Who Will Prevail in a Marijuana-Friendly Future?

    Cowen says Constellation Brands is the best prepared to deal with the new competition.
  2. Rob Lowe Is KFC's New Colonel Sanders

    A-list actor, Rob Lowe, is starring as Colonel Sanders in ads to launch The Zinger burger in the U.S. (and space).
  3. KKR, INCJ Plan Joint Bid for Toshiba's Chip Unit - Nikkei

    U.S. private equity firm KKR & Co LP and Japanese government-backed fund, Innovation Network Corp of Japan (INCJ), will ...
  4. EMA Panel Recommends Nod for Sanofi, Regeneron's Arthritis Drug

    A European Medicines Agency panel said on Friday it recommended granting marketing approval to Sanofi and Regeneron's experimental ...
  5. U.S. Will Not Issue Drilling Waivers to Russia Sanctions

    The United States will not make an exception for American companies, including oil major Exxon Mobil Corp, seeking to drill ...
  6. -Waiting for Green Cards, Indian Visa-Holders See Hope in Trump Review

    When Gokul Gunasekaran was offered a full scholarship for a graduate program in electrical engineering at Stanford University, ...
  1. EMA Panel Recommends Nod for Sanofi, Regeneron's Arthritis Drug

    A European Medicines Agency panel said on Friday it recommended granting marketing approval to Sanofi and Regeneron's experimental ...
  2. U.S. Will Not Issue Drilling Waivers to Russia Sanctions

    The United States will not make an exception for American companies, including oil major Exxon Mobil Corp, seeking to drill ...
  3. -Waiting for Green Cards, Indian Visa-Holders See Hope in Trump Review

    When Gokul Gunasekaran was offered a full scholarship for a graduate program in electrical engineering at Stanford University, ...
  4. Credit Suisse: Hershey a Buy on Earnings Pullback

    Analysts reiterate outperform ratings on chocolate maker, as well as on shares of Kraft, Pinnacle.
  5. Will General Electric Ever Return to Growth?

    GE's latest quarterly earnings report broadly met expectations, however robust growth remains a far-off dream.
  6. Power Outage Cripples San Francisco for Seven Hours

    A massive power outage threw San Francisco into chaos for most of the work day on Friday, knocking out traffic signals, paralyzing ...
  1. 4 Mistakes to Avoid with Your Retirement Plan

    The retirement landscape is changing. Here are four things retirees today need to be wary — and aware — of when it comes ...
  2. The Pros and (Mostly) Cons of Early Retirement

    Many people dream of retiring early, but it isn't for everyone. Here's how to decide if it makes sense for you.
  3. Estate Planning Tips for Multinational Families

    Estate planning is even more essential and complex for multinational families.
  4. Top Tax Tips for Retirees

    Filing your taxes during retirement can be just as time consuming as when you were employed. We have some tips to help you ...
  5. 3 Big Financial Mistakes to Avoid in Your 30s

    Want to have continued control of your finances as you get older? Start by making sure to avoid these three financial mistakes ...
  6. Plan for the Inevitable: How We Can Prepare for Death

    Preparing for death doesn't just include getting your financial house in order.
  1. Alibaba’s Ant Financial Merges With helloPay

    Ant has reached an agreement to merge with and rebrand Lazada's helloPay payment platform.
  2. Brexit

    Brexit refers to Britain's leaving the European Union, which could happen in as few as two years.
  3. Amazon Wins Patent for On-Demand Clothes Manufacturing (AMZN)

    The Seattle-based company's system kicks in once a customer places an order.
  4. IBM Price Levels to Watch After Earnings (IBM)

    IBM sold off at harmonic resistance in February after a yearlong bounce and could test even lower levels following a surprisingly ...
  5. Verizon Names 3 Companies It's Open to Merging With (VZ, CMCSA)

    Verizon’s CEO revealed that he’s open to the idea of merging the mobile network carrier with several other companies.
  6. Silver Lake Raises $15B as It Bets on New Tech Deals

    Silver Lake raised $15 billion for its latest tech fund.
Hot Definitions
  1. Return on Market Value of Equity - ROME

    Return on market value of equity (ROME) is a comparative measure typically used by analysts to identify companies that generate ...
  2. Majority Shareholder

    A person or entity that owns more than 50% of a company's outstanding shares. The majority shareholder is often the founder ...
  3. Competitive Advantage

    An advantage that a firm has over its competitors, allowing it to generate greater sales or margins and/or retain more customers ...
  4. Mutual Fund

    An investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities ...
  5. Wash-Sale Rule

    An Internal Revenue Service (IRS) rule that prohibits a taxpayer from claiming a loss on the sale or trade of a security ...
  6. Porter Diamond

    A model that attempts to explain the competitive advantage some nations or groups have due to certain factors available to ...
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