Retirement

  1. Who Are Headhunters And What Do They Do

    Corporations often turn to these outside consultants to fill their executive vacancies. Here's what you need to know about ...
  2. The Advantages of Investing in Art & Collectibles

    Investing in collectibles can be profitable and fun, and can offer tax benefits for some.
  3. The Risks of Investing in Art and Collectibles

    Investing in art and collectibles has the potential to lead to a big payday, but it's often a difficult road.
  4. Top Closed-End Funds

    Advisors looking to recommend closed-end funds to clients might want to consider ones that have withstood the test of time. ...
  5. Private Jet Charter Vs. First Class: What's Best?

    Here's a close look at the differences between taking first class on a commercial flight and chartering a private jet.
  6. How Much Cash is Too Much? It Depends

    Holding too much cash in your portfolio is usually a bad thing, but these aren't usual times.
  7. How do I get started with a career in asset management?

    Find out how to get stated with a career in asset management whether you are still an undergraduate student or making a career ...
  8. How ETF Dividends are Taxed

    Here's the rundown on how different ETF dividends are taxed.
  9. Top Energy MLPs

    Energy MLPs offer good long-term potential. Here's why.
  10. Why Millionaires are Running Scared

    Most millionaires don't identify as rich and worry about maintaining their wealth. Here's why.
  11. How to Find the Best Bets in Muni Bonds

    Approach investing in municipal bonds the same as you would investing in stocks.
  12. Few Target-Date Managers Invest in Their Own Funds (MORN)

    Target-date funds have experienced explosive growth in the past 20 years. Many managers who run them, however, have failed ...
  13. Do Empty Nesters Really Spend Less, Save More?

    Saving for retirement takes thought and planning, and reassessing your approach at different stages in life may be wise. ...
  14. Are Financial Advisor Fees Too High?

    Fees charged by financial advisors run the gamut. Are you getting a fair deal or paying too much?
  15. Impact Investing: How it Works and How to Invest

    Impact investing makes a positive impact, socially and/or environmentally, while also aiming to produce positive returns, ...
  16. Top 5 Robo-Advisor Myths (VTI)

    Robo-advisors are not going to replace their flesh and blood counterparts. Here's how their future will likely play out.
  17. Top Spots to Wine and Dine Clients in New York

    New York City is one the world's best places to wine and dine a client. From power lunches to sushi to celebrity chef spots, ...
  18. How are margin calls regulated by the SEC?

    Learn how FINRA and the Federal Reserve Board regulate trading in margin accounts, and see how brokers can liquidate positions ...
  19. How To Find A Smart Accountant

    Things for entrepreneurs and small business owners to think over before hiring a tax preparer.
  20. Financial Planning: Can You Do it Yourself?

    There's no shortage of financial advice out there, but do you have the inclination, time and skills to do it yourself?
  21. When is Hiring a Financial Advisor Necessary?

    Do you have the time, skills and inclination to manage your own finances and plan for the future? If not, it might be wise ...
  22. How Private Equity Dividends Work

    Everything you didn't know about private equity dividends.
  23. Why Today's Savers Will Work Past Age 70

    Your clients just might work into their 70s. Here's why.
  24. The 15 Fastest-Growing RIAs

    Registered investment advisors are consolidating their business and assets. Here are 15 of the fastest-growing RIAs.
  25. Why the Government Favors Index Funds

    The DoL’s proposed fiduciary rules appear to favor low-cost index funds that would allow brokers to sidestep many requirements.
  26. How can I protect my business from my spouse during a high net worth divorce?

    Understand what constitutes a high-net-worth divorce, and learn how business owners can protect their companies when going ...
  27. When is litigation better than mediation in a high net worth divorce case?

    Learn the variables in a divorce case that most often determine whether mediation or litigation is a better path for the ...
  28. Should My Portfolio Include Private Equity?

    Private equity offers a lot of potential, but is it worth the risk?
  29. Is A Premium Checking Account Worth It?

    Premium checking accounts give you free checking and other perks in return for keeping a certain balance in the bank. Is ...
  30. Top Retirement Saving Tips for Women

    Women face unique challenges when it comes to saving for retirement compared to men. Here's why and how to better prepare. ...
  31. Robo-Advisors: Schwab vs. Vanguard

    Arguably, the best robo-advisors are those with open architectures and loyalty to their customers above all.
  32. How To Implement A Smart Beta Investing Strategy

    Smart beta investing is the notion of re-writing investment rules to improve investment outcomes by targeting exposures to ...
  33. Is ‘Free’ the Best Price for Online Financial Advice?

    For many investors, robo-advisors may be a better deal than traditional financial advisors, though they should know what ...
  34. Avoid The Top 5 Scams Affecting Senior Citizens

    Unfortunately, many scam artists try to prey on people whom they perceive as particularly vulnerable, especially seniors. ...
  35. How Do the Robo-Advisors Differ? (SCHW)

    Not all robo-advisors are created equal, and each could be perfect for a specific body of investors. Here's a look at the ...
  36. Risk-Free & 20% Return? More Like 100% Scam

    An investment that promises a risk-free return of 20% is 100% likely to be a scam.
  37. 7 Sentences Successful People Never Say

    Success & wealth are not something that can be accomplished overnight. Here, we interviewed more than a thousand millionaires ...
  38. Top Financial Advisor Scams and How to Avoid Them

    Investors need to be wary of financial advisor scams. Here are the most common and how you can protected yourself.
  39. Why Savers Should Put More into HSAs

    HSAs represent a fourth leg on the retirement planning stool. Here's what employees and employers need to know.
  40. Why Some Advisors are Shy to Convert Roth IRAs

    Potential upcoming changes from the Obama Administration could hit rollovers from traditional to Roth IRAs, and that has ...
  41. Top Dividend Stocks: How to Pick Them

    Dividend stocks can make you rich, but you have to be patient.
  42. Real Estate Advice for Recent Retirees

    What retirees need to consider when it come to making real estate decisions.
  43. How is buying on margin regulated by the Securities and Exchange Commission (SEC)?

    Learn how FINRA and the Federal Reserve regulate margin account trading, and understand how pattern day trading can impact ...
  44. Feex: A Tool To Reduce Investment Management Fees

    If someone were to ask what the management fees are on your investment accounts, would you know the answer? The truth is ...
  45. Tips for Retiring Without Long Term Care Insurance

    Long term care insurance is as pricey as it is important. Here are tips for how to manage retirement and meet healthcare ...
  46. Tips for Breaking the Ice with New Clients

    Tips and methods to ensure a successful start to client/advisor relationships.
  47. How are asset management firms regulated?

    Find out how the asset management industry is regulated and how those regulations fit within the broader scope of financial ...
  48. How many attempts at the series 7 test are permitted?

    The National Association of Securities Dealers (NASD) has not placed any limits on the number of times you can attempt to ...
  49. Which Robo-advisor is Best for Financial Advisors? (SCHW)

    With the list of robo-advisors already long and growing, which will integrate best into a financial advisory practice?
  50. Overview of VelocityShares TVIX

    Thinking of leveraging volatility with VelocityShares Daily 2x VIX Short Term ETN? If so, proceed with caution.
Hot Definitions
  1. Compound Annual Growth Rate - CAGR

    The Compound Annual Growth Rate (CAGR) is the mean annual growth rate of an investment over a specified period of time longer ...
  2. Net Present Value - NPV

    Net Present Value (NPV) is the difference between the present value of cash inflows and the present value of cash outflows ...
  3. Price-Earnings Ratio - P/E Ratio

    The Price-to-Earnings Ratio or P/E ratio is a ratio for valuing a company that measures its current share price relative ...
  4. Internal Rate of Return - IRR

    Internal Rate of Return (IRR) is a metric used in capital budgeting to estimate the profitability of potential investments.
  5. Limit Order

    An order placed with a brokerage to buy or sell a set number of shares at a specified price or better.
  6. Current Ratio

    The current ratio is a liquidity ratio that measures a company's ability to pay short-term and long-term obligations.
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