Term of the Day

annuity

A contract sold by an insurance company designed to provide payments to the holder at specified intervals, usually after retirement. The holder is taxed only when they start taking ... Read more

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Investing Tip

Picking Winning Stocks Using Analysis

by Blain Reinkensmeyer

A combination of fundamental and technical investment styles is essential to picking winning stocks. Fundamental analysis looks at a company's earnings, earnings growth, sales, pro ...

Pension Lump Sum Rollover: Advantages and Disadvantages

During the early post-World War II days, employers implemented defined benefit pension plans to provide retirement income to the workers who were loyal enough t...

How to Determine if a Broker is Suitable for Your Needs

The broker functions like a salesman but, unlike someone pushing vacuum cleaners or refrigerators, simply persuading you to write a check does not legally const...

Financial Advisor Credentials Are Misleading

Even if you know what a CFP is, you probably don't know what an advisor does to earn the designation. And CFP is a common credential, unlike most of the 100-plu...

Which Type of Financial Advisor is Right for You?

Say you're nearing retirement age, and you want to improve your portfolio to make sure it lasts a lifetime and helps meet your personal goal of putting the gran...

Week 13: Personal Finance Guide Review – Part II

So You Think You Know Personal Finance? It's now time to review more of our previous Personal Finance Guide articles as we gear up for Financial Literacy Month ...

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