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 craig@simpleplansforsuccess.com.

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  1. Stocks

    The Top 4 Amazon Shareholders (AMZN)

    Learn about the largest Internet-based retailer in the United States and discover details about the company's top four individual ...
  2. Credit, Loans & Mortgages

    Do mortgage lenders use FICO 8? (EFX, TRU)

    As more lenders employ the FICO 8 credit-scoring system, borrowers should be aware of how this may affect them..
  3. Credit, Loans & Mortgages

    How do mortgage lenders verify employment?

    Discover how mortgage lenders confirm your current employment situation, even if self-employed, and learn what types of information ...
  4. Retirement Savings

    How are you taxed after selling a mutual fund in a Roth IRA?

    Discover how investors are taxed after selling a mutual fund in a Roth IRA, and determine if this is useful to your financial ...
  5. FA Profession

    5 Top Tax Concerns Clients May Face This Year

    Clients of advisors may have more tax issues as their financial plans become more complicated.
  6. Credit, Loans & Mortgages

    How Many Mortgage Payments Can I Miss Before foreclosure?

    The status of your lender and the condition of your local housing market are some of the factors that determine how many ...
  7. Budgeting & Savings

    Are Student Loans Amortized?

    Student loans typically get paid back over time on a fixed payment, or amortized, schedule.
  8. Virtual Currency

    Top 6 Books to Learn About Bitcoin

    Bitcoin, which may be the future of money, is a digital currency with over $9 billion in circulation. Here are six books ...
  9. FA Profession

    5 Traits That Successful Financial Advisors Have

    Successful financial advisors have specific traits. Whether you aspire to be one or need to hire one, learn five of the top ...
  10. Health Insurance

    Coverage Gap Discount Program: How Does It Work?

    The Medicare Part D coverage gap is a period during which a person has limited or no prescription drug coverage. Find out ...
  11. Company Insights

    The Impact of Brexit on General Motors (GM)

    Brexit, the result of the U.K. leaving the European Union, will have much impact on many industries. This article discusses ...
  12. Investing Strategy

    Smart Beta Factor Investing: What Are the Most Popular Funds? (USMV, EFAV)

    Smart beta ETFs allow an investor to focus on specific factors. Here are some of the most popular smart beta ETF vehicles. ...
  13. Top 5 Hydroelectric Power Stocks of 2016 (BEP, IDA)

    Hydroelectric is an energy source that accounts for nearly 20% of global energy, and growing. This article discusses the ...
  14. FA Profession

    Active Risk vs. Residual Risk: Differences and Examples

    Active risk and residual risk are common risk measurements in portfolio management. This article discusses them, their calculations ...
  15. Virtual Currency

    The Top 5 Investors Investing in Bitcoin

    Bitcoin is the world's leading digital cryptocurrency. Discover who is investing in bitcoin, which segments they are investing ...
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