Craig Anthony

Craig Anthony

Craig Anthony, CFA, is a financial advisor to high-net worth individuals. He advises his clients on topics such as strategic and tactical asset allocation, investment selection, cash flow planning, retirement planning, tax, risk, and estate-planning. Craig is also the author of the personal finance books "A Simple Plan for Building Wealth" and "An Old Man and A Gentleman". He holds the Chartered Financial Analyst (CFA) designation and the FINRA Series 65. Craig can be reached at

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  1. Budgeting & Savings

    Are Student Loans Amortized?

    Wondering if student loans are amortized? Here's everything you should know about student loans and amortization.
  2. Markets & Economy

    10 Countries With The Most Natural Resources

    Commodities are the raw materials used for all products manufactured worldwide. This article lists the top 10 countries with ...
  3. Mutual Funds

    3 Dividend-Paying Energy Mutual Funds

    Discover three energy-focused, high dividend-paying mutual funds that you can use in your portfolio with the potential to ...
  4. FA Profession

    Example of Applying Modern Portfolio Theory (MPS)

    See how an investor can maximize expected return for a given level of risk by altering the proportions of the assets held.
  5. Credit, Loans & Mortgages

    When Is Mortgage Insurance Tax Deductible on Rental Property?

    Learn when mortgage insurance premiums are allowed to be deducted on your taxes for rental properties and see an example ...
  6. ETFs

    Top 3 ETFs Tracking the MSCI World Index

    Only one exchange-traded fund directly tracks the Morgan Stanley Capital International (MSCI) World Index, but other ETFs ...
  7. Mutual Funds

    3 Best High-Yielding TIPS Bond Mutual Funds

    Mutual funds with treasury inflation-protected securities (TIPS) offer diversification benefits and protection when inflation ...
  8. FA Profession

    5 Traits of Successful Financial Advisors

    Whether you want to become a financial advisor or need to hire one, here are five traits to keep in mind that most successful ...
  9. FA Profession

    Active Risk vs. Residual Risk: Differences and Examples

    Active risk and residual risk are common risk measurements in portfolio management. Understand the differences between them ...
  10. Stocks

    The Top 4 Amazon Shareholders

    Learn about the largest Internet-based retailer in the United States and discover details about the company's top four individual ...
  11. Forex & Currencies

    Taxes on Physical Gold and Silver Investments

    While tax implications for owning or selling ETFs are straightforward, not everyone understands the tax implications of owning ...
  12. Markets & Economy

    10 Countries that Produce the Most Silver

    Silver is used in a variety of applications, from jewelry and mirrors to electronics and circuits.
  13. Income Tax

    Why is Monaco considered a tax haven?

    Discover why the principality of Monaco is considered a tax haven, and learn about some of the sovereign city-state's more ...
  14. Stocks

    The Volatility Surface Explained

    Learn about stock options and the "volatility surface," and discover why it is an important concept in stock options pricing ...
  15. People

    How Did Peter Thiel Get Rich?

    As the billionaire entrepreneur makes his move from Silicon Valley to Los Angeles, here's a peak into how Thiel amassed his ...
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