Financial Advisors

  1. The 5 Biggest ETF Successes of 2017

    In 2017, ETFs attracted a record $400 billion in net inflows in less than 11 months. Here are some standouts.
  2. Top 4 Inverse Volatility ETFs for 2017

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

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

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

    Direxion ETFs are leading performance in 2017.
  6. 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.
  1. Why Your Clients Need Three Index Funds, Not Just One

    Would three broad index funds outperform just one in your clients' portfolios?
  2. What does a 'Chief Economist' do?

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

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

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

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

    Learn about a well-researched paper that explores why active value investors underperform, and how value investing might ...
  1. Roth IRAs Tutorial

    This comprehensive guide goes through what a Roth IRA is and how to set one up, contribute to it and withdraw from it.
  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. Plan Sponsor

    A plan sponsor is a designated party, usually a company or employer, that sets up a healthcare or retirement plan for the ...
  4. 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 ...
  5. The 401(k) and Other Qualified Plans Tutorial

    Learn about eligibility requirements, contributions and distribution rules for these retirement plans.
  6. 403(b) Plan Tutorial

    Learn about the set-up, the contributions and the distributions for this retirement plan for certain employees of public ...
  1. Talking To Clients About ETF Investing

    Yes, low expense ratios matter. But simply telling clients “you’re in this because it’s cheap” may not resonate.
  2. Thanks to FANG, You're Not as Diversified as You Think

    David Winters, CEO of Wintergreen Advisors, talks FANG stocks propping up the market, value investing and why executive compensation ...
  3. Commodity Trader

    A commodity trader focuses on investing in physical substances like oil and gold.
  4. The 5 Biggest ETF Successes of 2017

    In 2017, ETFs attracted a record $400 billion in net inflows in less than 11 months. Here are some standouts.
  5. How to Talk to Clients About Investing in Real Estate

    When it comes to discussing real estate with clients, advisors often draw on their own hard-earned experience.
  6. Why Your Clients Need Three Index Funds, Not Just One

    Would three broad index funds outperform just one in your clients' portfolios?
  1. Pass Your CFA Exams On The First Try

    Become one of the elite who pass these exams by using these simple study methods.
  2. Clients Need to Know These Benefits of Permanent Life Insurance

    Conversations with clients about permanent life insurance should include explaining these major benefits.
  3. Advisors: How You Can Compete With Vanguard

    At the Schwab Impact conference in Chicago, one question stood out: How do you compete with Vanguard?
  4. How Hard are the CFA Exams?

    Learn about the difficulty of the CFA exams with a description of the tests, some statistics on pass rates and suggestions ...
  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. Series 6

    The Series 6 is a securities license entitling the holder to register as a company's representative and sell mutual funds, ...
  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. Passive Investing

    Passive investing is an investment strategy that limits buying and selling actions. Passive investors will purchase investments ...
  2. Treasury Stock (Treasury Shares)

    The portion of shares that a company keeps in their own treasury.
  3. Residual Value

    How much a fixed asset is worth at the end of its lease, or at the end of its useful life. If you lease a car for three years, ...
  4. Minority Interest

    1. A significant but non-controlling ownership of less than 50% of a company's voting shares by either an investor or another ...
  5. Target Hash

    A target hash is a number that a hashed block header must be less than or equal to in order for a new block to be awarded.
  6. Payout Ratio

    Payout ratio is the proportion of earnings paid out as dividends to shareholders, typically expressed as a percentage.
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