Topics

  1. 4 Things Millennials Need to Know about Economics

    Millennials are just entering their prime working years as we face economic problems that are nearly unprecedented in world ...
  2. Carlos Slim's Net Worth: How He Built His Wealth

    How did Carlos Slim Helú get to be so wealthy? A look at his road to success.
  3. Top Stocks Billionaire David Tepper Bought and Sold in Q3: 13F Filing

    Tepper's Appaloosa Management is up 5.6% over last quarter, according to a 13F filing.
  4. Assets Under Management - AUM

    Assets under management (AUM) is the total market value of assets that an investment company or financial institution manages ...
  5. 10 Reasons to Use Your Credit Card

    There's a surprising credit card strategy you should employ as a consumer: Use your credit card for everything (well, almost). ...
  6. Kleintop: Global Economies are Booming

    Jeffrey Kleintop is Senior Vice President, Chief Global Investment Strategist at Charles Schwab.
  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. 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.
  3. Series 6

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

    Founder Jack Ma, worth $47.4 billion, wealthier than many U.S. tech billionaires
  5. Top Stocks Billionaire David Tepper Bought and Sold in Q3: 13F Filing

    Tepper's Appaloosa Management is up 5.6% over last quarter, according to a 13F filing.
  6. 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.
  1. Top 3 Mobile Wallets of 2017

    Why carry around a bulky, overstuffed wallet when you can go digital with these mobile apps?
  2. 7 Unusual Ways Businesses Can Borrow Money

    More and more alternative lenders have emerged for business owners. But beware: Some offer better terms than others.
  3. Financial Planning Tips for New Parents

    Having a baby is expensive which means proper financial planning is a must.
  4. 3 Tips for Managing An Inheritance

    Consider these three tips before deciding what to do with an inheritance.
  5. 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. ...
  6. 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.
  1. Twitter Stock: Breakout or Double Top?

    Twitter shares have soared following reports of a new news network, but traders are closely watching key resistance levels.
  2. Commodities Continue to Climb

    The chart of the Thomson Reuters/CoreCommodity CRB Index (CRB) suggests upside potential for commodities.
  3. Forex Broker

    A forex broker is a service firm that offers clients the ability to trade currencies, whether it for speculating or hedging ...
  4. Economic Spread

    Economic spread is a way to assess if a company is making money from its capital assets.
  5. Palo Alto Networks Upside Limited Despite Solid Quarter

    Palo Alto Networks price action reflects equal strength between bulls and bears, frustrating trend followers with a multi-year ...
  6. Mark To Market - MTM

    Mark to market (MTM) is a measure of the fair value of accounts that can change over time, such as assets and liabilities.
  1. U.S. Shoppers Browse Stores, Buy Online as Black Friday Deals Beckon

    U.S. stores offered deep discounts, entertainment and free gifts to lure bargain hunters on Black Friday, the traditional ...
  2. Macy's Suffers Credit Card Processing Slowdown on Black Friday

    Department store operator Macy's Inc said that processing of payments with some credit and gift cards was taking longer than ...
  3. Macy's Says Processing of Some Credit Cards Slow on Black Friday

    Department store operator Macy's Inc said that processing of payments with some credit and gift cards was taking longer than ...
  4. Chart of the Week: Gauging Signs of an Oil Price Slowdown

    We see reasons to believe oil price gains will moderate. Richard explains.
  5. EU Banks Have Cut Exposure to Britain Since Brexit Vote

    Banks on mainland Europe have cut their exposures to Britain since the Brexit vote last year and are concerned about the ...
  6. Time to Trim, But Not Abandon Gold

    Gold has performed surprisingly well this year. We discuss why that might not be the case going forward, and it may be time ...
  1. U.S. Shoppers Browse Stores, Buy Online as Black Friday Deals Beckon

    U.S. stores offered deep discounts, entertainment and free gifts to lure bargain hunters on Black Friday, the traditional ...
  2. Macy's Suffers Credit Card Processing Slowdown on Black Friday

    Department store operator Macy's Inc said that processing of payments with some credit and gift cards was taking longer than ...
  3. Macy's Says Processing of Some Credit Cards Slow on Black Friday

    Department store operator Macy's Inc said that processing of payments with some credit and gift cards was taking longer than ...
  4. EU Banks Have Cut Exposure to Britain Since Brexit Vote

    Banks on mainland Europe have cut their exposures to Britain since the Brexit vote last year and are concerned about the ...
  5. JP Morgan, Eyeing Brexit, Rents More Space in Frankfurt - Source

    JP Morgan has become the latest big bank to respond to Britain's looming exit from the European Union by renting extra office ...
  6. Holiday Cheer Boosts Amazon, Macy's and Other Retail Stocks

    Shares of Amazon.com Inc , Macy's Inc, Kohl's Corp and other U.S. retailers rose on Friday on early signs that consumers ...
  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. How to Navigate Required Minimum Distributions

    Determining required minimum distributions can be tricky. Here's what you need to know.
  3. 5 Benefits of Creating a Trust to Manage Wealth

    Trusts should be considered as part of an estate plan to manage and protect wealth.
  4. Target-Date Fund

    A target-date fund is a fund offered by an investment company that seeks to grow assets over a specified period of time for ...
  5. Collectible

    A collectible is an item that is worth far more than it was originally sold for because of its rarity and/or popular demand. ...
  6. How Longevity Is Transforming Retirement Planning

    Average longer life spans mean retirees need to invest accordingly to be prepared.
  1. Bitcoin Price Still Steady As Ethereum Reaches Record Highs

    Ethereum and bitcoin cash continued their gains as bitcoin registered modest increases in its prices.
  2. GOOG or GOOGL: Which Stock Do You Buy? (GOOG, GOOGL)

    Google stock comes in two different share classes with different rights for shareholders.
  3. Europe Startup Launches Bitcoin-Settled Futures

    NexPay UAB will function as a bank and directly settle payments with the central bank.
  4. Bitcoin Price Steady as Bitcoin Cash and Ethereum Climb

    The two cryptocurrencies rose on positive sentiment even as bitcoin's price moved sideways.
  5. App Uses Cryptocurrency To Help Indigent Post Bail

    Bail Bloc lets you use your spare computing power to mine cryptocurrencies and exchange them for dollars to post bail for ...
  6. HPE Shares Drop on News of CEO Whitman Resigning

    After a six-year tenure that included one of the biggest corporate breakups in history, Meg Whitman will be succeeded long-time ...
Hot Definitions
  1. Efficiency Ratio

    Ratios that are typically used to analyze how well a company uses its assets and liabilities internally. Efficiency Ratios ...
  2. Turkey

    Slang for an investment that yields disappointing results or turns out worse than expected. Failed business deals, securities ...
  3. 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 ...
  4. 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 ...
  5. Cryptocurrency

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

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