Topics

  1. Transfer

    A change in ownership of an asset, or a movement of funds and/or assets from one account to another. A transfer may also ...
  2. Advisors: Niche Clients Need You the Most

    Despite efforts by advisors to provide niche services, there are still markets that remain untapped.
  3. Bezos, Buffett and Ortega Battle it Out for World's Second Richest Man

    Despite the bump in Amazon stock after the Whole Foods deal, the race is on between Bezos and Zara's Ortega for the ever-changing ...
  4. Why Millionaires Are Nervous About the Stock Market

    Conservative millionaires are nervous about the stock market due to a variety of political concerns. Should they be?
  5. How to Transfer Wealth and Values to Heirs

    Not transferring values along with wealth to heirs can have devastating consequences.
  6. How Executives Should Approach Estate Planning

    Estate planning can be more complex for executives who have substantial assets.
  1. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  2. Retirement Planning Strategies for Clients in Their 60s

    Here are four things clients in their 60s need to consider when it comes to retirement planning.
  3. A Fundamental Approach to Dividends

    This dividend ETF emphasizes fundamentals in search of dividend growth.
  4. Top 3 ETFs for Investing in Water in 2017

    It may be time to look at a scarce commodity that isn't getting the investor attention it deserves.
  5. Top 25 Broker-Dealer Firms for 2017

    These are the top 25 broker-dealer firms based on assets under management.
  6. 1987 Stock Crash, Can It Happen in 2017?

    The end of low interest rates and easy money could lead to a major market decline
  1. 6 High-Paying Jobs With Low Education Requirements

    If the high cost of college is getting you down, you can still find jobs with high pay that require little or no post-secondary ...
  2. Pay Off Your Mortgage or Save for College?

    Is it best to pay off your mortgage or save for college? The answer may surprise you.
  3. Managing Your Employer Stock Holdings

    Investors should not be complacent when it comes to holdings in an employer's stock.
  4. Budgeting Basics

    What is budgeting? Basically, it's making sure that you're spending less than you're bringing in and planning financially ...
  5. 8 Great Ideas for Your Summer Staycation

    If the money just isn't there for a big trip, it doesn't mean you can't have a great summer.
  6. Wells Fargo Stock Falls to Key Support Levels

    Wells Fargo shares moved lower in early trading on Friday after the bank reported worse-than-expected second quarter financial ...
  1. Top 3 Stocks for Novice Swing Traders

    You can learn swing trading if you start with large-cap stocks that have predictable patterns.
  2. Can I have a self-directed IRA or Roth IRA using the forex market?

    In the U.S., one of the best ways for individuals to protect their income from taxes and save for retirement is by using ...
  3. The 5 Best ETFs to Short the Market In 2017

    An exchange-traded fund allows you to short a market segment instead of individual stocks.
  4. Netflix Stock Breaks Out Ahead of Q2 Earnings

    Netflix shares broke out from trendline resistance ahead of second quarter financial results expected next week.
  5. Stocks Rise on Crude Recovery and Yellen Testimony

    Weekly technical summary of the major U.S. indexes.
  6. Wells Fargo Stock Falls to Key Support Levels

    Wells Fargo shares moved lower in early trading on Friday after the bank reported worse-than-expected second quarter financial ...
  1. Abbott Profit Forecast Gets a Lift From St. Jude Integration

    Abbott Laboratories raised its full-year profit forecast as the company benefits from its St. Jude Medical acquisition, and ...
  2. -Dynamic Yield Raises $31 Mln From Deutsche Telekom Capital Partners, Others

    Dynamic Yield, a company that designed a digital platform to help online marketers, has raised $31 million in a investment ...
  3. Microsoft Stock Reaches 52-Week Highs After Baidu Deal

    Microsoft shares broke out from key resistance to new highs ahead of fourth quarter earnings.
  4. Facebook Stock Breaks Out From Key Resistance

    Facebook shares hit all-time highs as the company looks to test subscription-based news products.
  5. Goldman Stock Overrated, Gets a Downgrade: KBW

    The firm's shares dipped this week after posting its worst-ever commodities result.
  6. Buyout Firm Blackstone Q2 Earnings Grow but Miss Forecasts

    Buyout firm Blackstone Group LP on Thursday reported quarterly earnings that grew but was a touch lower than expected, as ...
  1. Goldman Stock Overrated, Gets a Downgrade: KBW

    The firm's shares dipped this week after posting its worst-ever commodities result.
  2. Buyout Firm Blackstone Q2 Earnings Grow but Miss Forecasts

    Buyout firm Blackstone Group LP on Thursday reported quarterly earnings that grew but was a touch lower than expected, as ...
  3. Futures Higher as Commodity Prices Rise

    Futures pointed to a higher opening for Canada's main stock index on Thursday as commodity prices climbed to near five-month ...
  4. KeyCorp's 2017 Loan Forecast Casts Cloud Over Profit Beat

    U.S. regional bank KeyCorp said it expects average loans at the end of 2017 to be at the low end of its previous forecast, ...
  5. Singapore's Keppel Posts Lower Profit, Says Rig Market Outlook Muddy

    Singaporean conglomerate Keppel Corp posted a 21 percent drop in its quarterly profit and warned it did not expect a speedy ...
  6. UK Watchdog Said Property Funds Poorly Prepared for Brexit Vote Turbulence

    Asset managers did not plan properly or have clear procedures for valuing their property funds under stressed market conditions ...
  1. 401(k) Investing for Military Veterans

    Military personnel have access to a thrift savings plan, which is similar to a 401(k) plan.
  2. Retirement Planning Strategies for Clients in Their 50s

    Here are three ways financial advisors can help 50-somethings plan for retirement.
  3. Retirement Planning Strategies for Clients in Their 60s

    Here are four things clients in their 60s need to consider when it comes to retirement planning.
  4. Can I roll my 401(k) and/or IRA funds into a more liquid investment fund without penalty?

    Choosing your retirement plan investments requires the assistance of an expert who is able to analyze your options and to ...
  5. Who bears the investment risk in 401(k) plans?

    Who actually bears the investment risk in a pension plan depends on the type of pension plan that is employed. In a broad ...
  6. Can I have a self-directed IRA or Roth IRA using the forex market?

    In the U.S., one of the best ways for individuals to protect their income from taxes and save for retirement is by using ...
  1. Is Netflix Stock a 'Buy' at New Highs?

    Netflix stock is at an all-time high after strong results, but weak accumulation raises the odds for a failed breakout.
  2. Ether Mining Boom Causes Graphics Card Shortage in Germany

    A Germany-wide shortage in powerful graphics cards is due to rapid increase in the number of cryptocurrency mining rigs.
  3. Tesla Stock Is at Risk of a Major Breakdown

    Even Elon Musk has hinted that Tesla stock might be a bit pricey.
  4. Tesla Adds Two Independent Board Members After Criticism

    Tesla responds to criticism that its board is too insular by bringing in two media CEOs.
  5. Can Amazon Make a Meal of Blue Apron?

    Amazon is reported to have filed for a patent for meal kit delivery, spooking Blue Apron investors.
  6. An Ether Trader Made More Than $200 Million in One Month

    The anonymous trader turned $55 million in crypto assets into $283 million in just over a month.
Hot Definitions
  1. Stop-Loss Order

    An order placed with a broker to sell a security when it reaches a certain price. A stop-loss order is designed to limit ...
  2. Acid-Test Ratio

    A stringent indicator that indicates whether a firm has sufficient short-term assets to cover its immediate liabilities. ...
  3. Floating Exchange Rate

    A country's exchange rate regime where its currency is set by the foreign-exchange market through supply and demand for that ...
  4. Taxes

    An involuntary fee levied on corporations or individuals that is enforced by a level of government in order to finance government ...
  5. Impaired Asset

    A company's asset that is worth less on the market than the value listed on the company's balance sheet. This will result ...
  6. Solvency Ratio

    One of many ratios used to measure a company's ability to meet long-term obligations. The solvency ratio measures the size ...
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