Saving & Spending

  1. 5 Reasons Advisors Need to Rethink Impact Investing

    Aligning investments with personal values can be a winning formula.
  2. Terri Kallsen: Investopedia Profile

    As Executive Vice President of Charles Schwab's Investor Services, Terri Kallsen oversees Schwab’s branch network, Independent ...
  3. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  4. Why Create a Financial Plan?

    Tom Zgainer of America's Best 401k explains why investors should create a financial plan.
  5. Top Tips for Handling Married Couples' Finances

    Money is a top conflict among couples. Here's how to deflate the tension so that couples can focus on maximizing their finances, ...
  6. 7 Easy Steps to Negotiating a Raise

    Salary negotiations aren't easy, but even if your company is on a tight budget, you can still ask for more.
  7. 10 Ways to Effectively Save for the Future

    Savings is as crucial as ever, as we deal with life changes and our needs for the future. Here are some essential steps to ...
  8. Fast Fashion

    Definition of "fast fashion."
  9. 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, ...
  10. Why You Shouldn't Manage Your Friends' Money

    Your pals may like your returns, but it isn't wise for you to manage their money.
Hot Definitions
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    The minimum amount of equity that must be maintained in a margin account. In the context of the NYSE and FINRA, after an ...
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    A digital or virtual currency that uses cryptography for security. A cryptocurrency is difficult to counterfeit because of ...
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  5. SEC Form 13F

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

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