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  1. 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 ...
  2. 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. ...
  3. 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 ...
  4. 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 ...
  5. 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 ...
  6. 6 Trends That Could Cripple The Bull Market

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

    Pro forma is a Latin term that describes a method of calculating and presenting financial results to emphasize either current ...
  8. 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 ...
  9. 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 ...
  10. 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 ...
  11. Top Reasons Why Advisors Should Go RIA

    The top reasons why advisors should become registered investment advisors.
  12. 5 Facts Financial Advisors Wish You Knew

    These finance professionals have different titles and areas of expertise. Find out what you should know before you consult ...
  13. Inventory Turnover

    Inventory turnover is a ratio showing how many times a company has sold and replaced inventory during a given period.
  14. Retained Earnings

    Retained earnings are the cumulative net earnings or profit of a firm after accounting for dividends — some people refer ...
  15. This Is How Much Mutual Fund Managers Make

    Mutual fund managers' compensation is based on a variety of factors, but figuring out how much they make exactly is not easy. ...
  16. Equity

    Equity is the value of an asset less the value of all liabilities on that asset.
  17. Lead Underwriter

    A lead underwriter is usually an investment bank that organizes an IPO or a secondary offering for companies that are already ...
  18. The 6 Best Financial Advisors in San Francisco

    Understand what makes a financial advisor good and what people should look out for. Learn about the top six financial advisors ...
  19. 9 Client Events to Grow Your Financial Advisor Practice

    These nine event ideas for financial advisors will grow your firm by showing clients you appreciate them and encouraging ...
  20. 5 Top Registered Investment Advisory (RIA) Firms

    Learn about five registered investment advisory (RIA) firms listed among the top RIAs in the U.S. by Barron's in 2018.
  21. Why Join the Financial Planning Association?

    Why join the Financial Planning Association? We asked their 2018 President, Frank Paré, CFP®, to explain what advisors can ...
  22. The Effect of Fed Fund Rate Hikes on Gold

    Explore the historical relationship between interest rate increases and the price of gold, and consider what effect a fed ...
  23. The DOL Fiduciary Rule Explained

    The Department of Labor (DOL) fiduciary rule expanded the “investment advice fiduciary” definition under the Employee Retirement ...
  24. How to Reduce Your Taxes and AGI by Giving to Charity

    Learn how you, as an IRA owner, can lower your adjusted gross income and reduce your taxes by making qualified charitable ...
  25. 8 High-Risk Stocks Facing Steep Declines

    Collapsing profit margins put these stocks in danger, Morgan Stanley warns.
  26. Top Places to Work for Financial Advisors

    Those seeking a financial advisor job might see how the top performers on Fortune's 100 Best Companies to Work For list meet ...
  27. IBM Stock Seen Rebounding 7% Despite Weak Earnings

    IBM shares have fallen 8% in October.
  28. Is a Career in Financial Planning in Your Future?

    Take our quiz to find out whether you're suited for a line of work in financial planning. You never know.
  29. When Is an MBA Worth It?

    Earning an MBA can enhance one's career path, or help land a high-paying job. It also involves substantial expense and time. ...
  30. Taxes on Endowments, How It Works

    Endowments and endowment funds are critical for non-profit organizations, and payouts are generally not taxable - but there ...
  31. Why Market Correlation Matters

    Correlation measures how assets and markets move in relation to each other, and can be used to manage risk.
  32. SEC Form 17-H

    SEC Form 17-H is a risk-assessment report that all broker-dealers must file with the Securities and Exchange Commission (SEC).
  33. Vanguard CEO: The Future of Advice is Human

    Despite the pressure that his company has exerted on the financial advice industry, Vanguard CEO Tim Buckley believes that ...
  34. What Should an Aspiring Financial Advisor Major In?

    What should an aspiring financial advisor study in college? There are advantages and disadvantages with each major and advisors ...
  35. Best Places to Find Christian Financial Advisors

    Some Christians prefer to hire financial advisors who share their beliefs. Here are some of the best places to look when ...
  36. The 5 Best Financial Advisors in Chicago

    Chicago has a high density of financial advisors; these five independent firms are among the Windy City's best.
  37. How Trust Funds Can Safeguard Your Children

    Certain types of trust funds can help to protect your assets from bankruptcies and civil actions, and can be established ...
  38. Example of Applying Modern Portfolio Theory (MPS)

    See how an investor can maximize expected return for a given level of risk by altering the proportions of the assets held.
  39. Financial Careers Without a College Degree

    Many financial careers don't require a college education. Credentials like on-the-job experience and licenses can be much ...
  40. An MBA vs. Master's in Finance

    While an MBA offers a more flexible curriculum and part-time classes, a Master of Finance is a good alternative for students ...
  41. The Best Banks to Stash Your Million Dollars

    If you’re shopping for a private bank, start with your bank and call the private arms of a few others. Ask your financial ...
  42. Why Clients Fire Financial Advisors

    The reasons most clients fire their advisors are simple and easy to address. Find out what you should be doing to keep your ...
  43. 10 of the Most Famous Financial Advisors

    The most famous financial advisors are a mix of legendary investors, best-selling financial authors, celebrity talk show ...
  44. Investment Advisor Versus Broker

    What is the difference between an investment advisor and a broker? These are two different jobs, each with its own financial ...
  45. How to Protect Your Assets from a Lawsuit or Creditors

    Learn how to protect your assets from lawsuits, creditors and other judicial proceedings, and what laws may already protect ...
  46. Accredited Financial Counselor: An Introduction

    This designation is highly relevant as it allows you to help the middle and lower-income population in America.
  47. 3 Reasons to Avoid Treasury Inflation-Protected Securities

    Learn three reasons why you should avoid investing in Treasury inflation-protected securities (TIPS) and why you are better ...
  48. Fee-Only vs. Fee-Based Advisors: How They Differ

    When choosing an advisor, it's key for investors to understand the different ways they are compensated.
  49. How Billionaires Manage Their Fortunes

    A new report on the personal financial strategies of the world's billionaires provides insight into how they work, save and ...
  50. Talk About Financial Constraints to Your Clients

    Learn how to discuss financial constraints with clients, including time horizon, tax and regulatory constraints, as well ...
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