Financial Advisors

  1. REITs: Should You Invest?

    Here’s what you need to know about Real Estate Investment Trusts (REITs) and how they can benefit you as an investor.
  2. 7 Low-Cost ETFs: Should You Invest?

    If you're looking to invest in low-cost ETFs, these seven funds could be good investment options in a bull market.
  3. Beware Of Company Stock In Qualified Plans

    While owning company stock in a qualified plan does have a few advantages, it can also pose some substantial risks to employees. ...
  4. The Top 5 Ways to Hedge Against Inflation

    Here are five ways to hedge against inflation if it reappears on the horizon. Be prepared for when it happens.
  5. Top 4 Municipal Bond ETFs

    Four popular ETFs that track the municipal bond market can be beneficial to investors in high tax brackets.
  6. One Thing to Never Do When the Stock Market Goes Down

    We could all use a little reminder.
  1. Best and Worst Performing Hedge Funds in 2018

    Some hedge funds have been doing quite well in 2018. Others, not so much. Here's a look at the best and worst performing ...
  2. How Often Do Mutual Funds Pay Capital Gains?

    Find out how often mutual funds distribute capital gains income, including the basics of how mutual funds work and why frequent ...
  3. 3 Dodge & Cox Funds Rated 5 Stars by Morningstar

    Discover three top mutual funds administered and managed by Dodge & Cox that have received high ratings from Morningstar ...
  4. Two Morgan Stanley Funds for Global Investors

    Interested in global growth? Discover two mutual funds administered and managed by Morgan Stanley that received five-star ...
  5. REITs: Still a Viable Investment?

    Are REITs viable investments now? Here's a look at the history of REITs' performance during rocky economic times and other ...
  6. Top 4 Transportation Mutual Funds

    These top-rated mutual funds represent different diversified plays in the transportation industry for retail investors.
  1. Is a Simplified Employee Pension (SEP) IRA tax deductible?

    Simplified employee pension plans include many benefits for both the employee and the employer. One benefit is that the SEP ...
  2. Are dividends the best way to make money for retirement?

    Using dividends for retirement income can provide a hedge against a variety of risks, but investors need to be aware of the ...
  3. Financial Planning for Veterans

    Veterans of all kinds have special needs when it comes to financial planning. Here are some tips as well as a comprehensive ...
  4. 3 Reasons Your 401(k) Is Not Enough for Retirement

    Learn the basic structure of a 401(k) and why it may not be enough to sustain you during retirement.
  5. What are the IRS guidelines on the 401(a)?

    Find out what IRS regulations exist regarding 401(a) retirement savings plans, including which aspects are dictated by the ...
  6. Deferred Compensation Plans vs. 401(k)s

    Deferred compensation plans give higher-earners a way to save more money for retirement. They have several advantages, though ...
  1. Net Profit Margin

    Net profit margin, or net margin, is equal to net income or profits divided by total revenue and represents how much profit ...
  2. Potential Conflicts of Interest With Your Financial Advisor

    While everyone wants to think their financial advisor is working in their best interest, it's important to look out for potential ...
  3. Survey Shows SEC Disclosure Doesn’t Clarify New Broker Standards

    A survey reveals that the SEC’s mandatory disclosure form doesn't help consumers understand proposed changes to standards ...
  4. 6 Trends That Could Cripple The Bull Market

    Goldman Sachs warns that these headwinds will push back on stock prices going forward.
  5. Pro Forma

    Pro forma is a Latin term that describes a method of calculating and presenting financial results to emphasize either current ...
  6. Why These Are the Most Valuable Brands of 2018

    A company's brand value can translate into billions of dollars. Creating an emotional connection is key. Here are the most ...
  1. Facts About Independent Broker-Dealers

    Independent broker-dealers are a great choice for experienced, self-starter planners who have established practices.
  2. Despite Weaknesses, Earnings and Trade Drive Rally

    A shift towards a more bullish outlook should be tempered by continuing weakness in the intermarket environment and in safe-haven ...
  3. 10 Best Life Insurance Companies for Veterans

    These companies offer life insurance policies and related services tailored to the needs of military veterans and their families. ...
  4. Top 3 Coaching Programs for Financial Advisors

    Financial advisors and planners looking to improve their practice may hire coaches such as CEG Worldwide, Oechsli Institute ...
  5. An Example of an Investment Policy Statement

    Learn about the anatomy of an Investment Policy Statement (IPS). An IPS is the map, activity schedule and outcome document ...
  6. 5 Top Podcasts for Financial Advisors

    Podcasts are a good way for advisors to keep on top of the financial industry and learn valuable techniques to grow their ...
  1. Robinhood Takes Aim at Wall Street

    Mobile-first stock brokerage Robinhood could change the way stocks are traded. Since inception, they have disrupted the traditional ...
  2. What is Square, Inc?

    Find out how Square helps small businesses accept credit cards, track sales and inventory through their mobile point of sale ...
  3. The Big Risks of Investing in Facebook Stock (FB)

    Find out what risks Facebook shareholders face in coming years, and why the social media giant may struggle to find new markets.
  4. 7 Low-Cost ETFs: Should You Invest?

    If you're looking to invest in low-cost ETFs, these seven funds could be good investment options in a bull market.
  5. 7 Top Non-U.S. Robo-Advisors

    Want a global perspective on your finances? Maybe you should consider going with one of these international robo-advisors.
  6. How Big Data Has Changed Finance

    The vast proliferation of data and increasing technological complexities continues to transform the way industries operate ...
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