Financial Advisors

  1. Top 4 Inverse Volatility ETFs for 2017

    By seeking the inverse of the performance of the volatility index, some investors make strong returns.
  2. Why It's Not too Late for International ETFs

    International investing still makes a lot of sense for some portfolios.
  3. Inverse Volatility ETFs Outperforming Volatility ETFs Despite Outflows

    Year-to-date, it’s the inverse ETFs that are riding higher among volatility funds.
  4. Top 3 Performing ETFs in 2017

    Direxion ETFs are leading performance in 2017.
  5. Are Red-Hot Semiconductor Stocks Top Heavy?

    Semiconductor stocks have been on a tear over the past couple of months, but many are trading at overbought levels.
  6. Tech Stocks Outperform Small Caps as Stocks Hit New Records

    Weekly technical summary of the major U.S. indexes.
  1. What does a 'Chief Economist' do?

    Vanguard's Chief Economist Joe Davis discusses his role helping portfolio managers and clients.
  2. FAANG Stocks Reignite Mutual Funds

    The FAANG stocks are boosting returns for actively managed mutual funds.
  3. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  4. This Mutual Fund Actively Unearths Value

    This mutual fund steers clear of debt and finds value stocks.
  5. Does Active Value Investing Pay Off?

    Learn about a well-researched paper that explores why active value investors underperform, and how value investing might ...
  6. What's Next For Quants

    We asked three pros what they're excited about in the future of quantitative analysis.
  1. Thanksgiving Is a Good Time to Talk Turkey About Estate Planning

    Thanksgiving may be a prime opportunity for parents and children to discuss estate planning.
  2. Plan Sponsor

    A plan sponsor is a designated party, usually a company or employer, that sets up a healthcare or retirement plan for the ...
  3. SEP IRAs Tutorial

    Learn about the set-up, the contributions to and the distributions from this IRA-based plan to which employers may make tax-deductible ...
  4. The 401(k) and Other Qualified Plans Tutorial

    Learn about eligibility requirements, contributions and distribution rules for these retirement plans.
  5. 403(b) Plan Tutorial

    Learn about the set-up, the contributions and the distributions for this retirement plan for certain employees of public ...
  6. A-B Trust

    An A-B trust is a joint trust created by a married couple for the purpose of minimizing estate taxes.
  1. What Makes a Successful Fiduciary: Relationship and Service

    A strong client relationship is important, but sometimes it is not enough. To be successful, other disciplines can’t be ignored. ...
  2. Series 6

    The Series 6 is a securities license entitling the holder to register as a company's representative and sell mutual funds, ...
  3. How Alibaba's Soaring Wealth Created 10 Billionaires

    Founder Jack Ma, worth $47.4 billion, wealthier than many U.S. tech billionaires
  4. Don’t Let Student Loans Keep Clients from Buying a Home

    Millennial clients who are paying off student loans shouldn't be discouraged from buying a home.
  5. Get Ready For The Coming Bear Market and Recession

    A bullish strategist now says that stocks are in the "9th inning"
  6. Investments Combating Climate Change Are on the Rise

    Advisors can help clients find investments that match their goals for environmental sustainability.
  1. Charles Schwab IMPACT 2017 Conference Reflections

    The Schwab IMPACT 2017 conference held this past week in Chicago was the event of the year for investment advisors, financial ...
  2. Marketing 101 for Advisors: Social Media and SEO

    Advisors looking to grow their practice should consider these social media and SEO strategies.
  3. How Betterment for Advisors Competes for RIA Business

    Betterment has been adding more platform features and is giving more account control to users.
  4. Advisor Insights: Frequently Asked Questions for Members

    These are answers to some of the most common questions asked by members of Advisor Insights.
  5. GE's Shrinking Cash Flow Signals Stock's Tragic Decline

    GE founder Edison would be shocked by the company's fall
  6. Disney Investors Suddenly Envision A Streaming Empire

    Disney's deal talks with Fox have changed many investors' image of the Magic Kingdom
  1. Why Amazon's Stock Is Poised To Reach New Records

    Amazon is up 50% this year and is likely to jump higher, one technical analyst says
  2. Wells Fargo Launches Hybrid Robo, Courting Millennials

    Wells Fargo's new hybrid robo advisor enters the digital advice space facing a number of challenges.
  3. Are Red-Hot Semiconductor Stocks Top Heavy?

    Semiconductor stocks have been on a tear over the past couple of months, but many are trading at overbought levels.
  4. GoPro Stock's Head and Shoulders Pattern Suggests Downside

    GoPro shares moved sharply lower after full-year guidance failed to impress, which could mean a breakdown from a head and ...
  5. Apple Stock Has Momentum but Suffered a Key Reversal

    Apple reports earnings after setting a new high, but investors should beware of overhead risky levels.
  6. Shopify Uptrend at Risk After Latest Bear Raid

    Anxious Shopify shareholders are reeling from the second major bear raid in less than a month and could choose to abandon ...
Hot Definitions
  1. Turkey

    Slang for an investment that yields disappointing results or turns out worse than expected. Failed business deals, securities ...
  2. Maintenance Margin

    The minimum amount of equity that must be maintained in a margin account. In the context of the NYSE and FINRA, after an ...
  3. Salvage Value

    The estimated value that an asset will realize upon its sale at the end of its useful life. The value is used in accounting ...
  4. Cryptocurrency

    A digital or virtual currency that uses cryptography for security. A cryptocurrency is difficult to counterfeit because of ...
  5. Promissory Note

    A financial instrument that contains a written promise by one party to pay another party a definite sum of money either on ...
  6. SEC Form 13F

    A filing with the Securities and Exchange Commission (SEC), also known as the Information Required of Institutional Investment ...
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