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

Give the Ugly Looking Investments a Second Look

by Tom Murcko

The best investments, especially for value investors, are often the ones that look the ugliest at first glance. The reason is that most other investors won't look any further; indi ...

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...

Good Referrals for Financial Advisors Can Go Bad

Even if the referral is honest and true, it still may not deliver the right person for you. Think of it in terms of interior decorators. Your mother may have a ...

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...

Interview Questions for Financial Planners

Because "financial planning" covers a lot of ground, it can be hard to find the right match of skill and service to meet all of your needs. But if you enter the...

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...

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