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

    Learn about the largest Internet-based retailer in the United States and discover details about the company's top four individual ...
  2. 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.
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 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..
  7. 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 ...
  8. 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 ...
  9. 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.
  10. 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 ...
  11. Budgeting & Savings

    Are Student Loans Amortized?

    Student loans typically get paid back over time on a fixed payment, or amortized, schedule.
  12. 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 ...
  13. 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 ...
  14. 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 ...
  15. 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. ...
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