Home  >  Financial Articles and Q&A  >  Articles

Answers and Articles from Top Financial Advisors

0 votes

Survivor Benefits for Widows or Widowers who are 60 to 70.

by Larry R Frank Sr Level 20
  One of the trickiest — and most critical — Social Security planning strategies applies to widows who are between the ages of 60 and 70. Once a widow becomes eligible for survivor benefits — as early as age 60 (50 ...(more)
Comment   |  Nov 15, 2017 from Roseville, CA
0 votes

2017 Quarter 3 Stock Market Update

by James Leland Hancock Level 11
The stock market has continued to have success. The big surprise of the year continues to be international stocks. The Matson Money International Stock fund is up 21.89% this year, compared to the Matson Money US Stock ...(more)
1 Comment   |  Oct 31, 2017
0 votes

The Financial Nuptials

by Richard Scott Boyles Level 6
Together you said “I Do”.  The hopes and dreams to build a future and a family together are alive.  But now what? One of the hardest things couples do when joining their lives together is merging their finances. How do ...(more)
Comment   |  Oct 25, 2017 from Dallas, TX
0 votes

How to Find a Great Financial Planner

by Ryan Sterling Cole Level 6
Finding a sub-par financial planner is easy. In fact, if you have significant assets then you’ve probably experienced multiple sub-par financial advisors trying to knock down your door. Just search for “financial ...(more)
Comment   |  Oct 24, 2017
0 votes

Why Spending Makes Us Feel Good

by Rush Barrett Steelman Level 6
We usually think of Christmas as the time of year when we get spendy. However, there are plenty of other times in the year when we spend on non-essentials. Halloween is one such time. Candy and costumes may not seem ...(more)
Comment   |  Oct 12, 2017
0 votes

Tackle Year-End Deadlines and Look Ahead to 2018

by Jessica Elizabeth Poynter Level 6
With happy holidays come distracting deadlines. Our gift to you: wrapping them up in this year-end guide. With happy holidays come distracting deadlines. Our gift to you: wrapping them up in this year-end guide. Now’s ...(more)
Comment   |  Oct 06, 2017
0 votes

Buy Apple Stock, or Diversify?

by James Thomas Hancock Level 13
Diversification seems to be a buzzword that is thrown around by investment gurus way too often.  It is a feel good word that advisors use to sound intelligent and sophisticated.  That is fine and all, but most ...(more)
Comment   |  Oct 03, 2017
0 votes

Risk Relativity

by Nick Allen Edwards Level 12
Most have heard the expression, “No risk, no reward,” or some variant thereof applied to investment philosophies. Within that statement is a fundamental logic that dictates how investors and asset managers should be ...(more)
Comment   |  Oct 02, 2017
0 votes

What is an Index?

by Nick Allen Edwards Level 12
Ensuring consistently clear and accurate communication with the public is an enduring challenge of our profession.  It’s a complication that can be exacerbated over time as we become more accustomed to using industry ...(more)
Comment   |  Oct 02, 2017
0 votes

3 Steps to Prepare for a Market Crash

by Nick Allen Edwards Level 12
I know this may come as a shocking revelation, but, yes, sometimes the stock market goes down. And every so often, it goes down really far, really fast.  Considering the current S&P 500 bull market is now the ...(more)
Comment   |  Oct 02, 2017
0 votes

The Very Basics of Income Taxation

by Nick Allen Edwards Level 12
Despite being the system all of us have spent our lives beholden to, I’ve found very few individuals fully understand how our government taxes personal income.  This article will be a brief overview of how it works from ...(more)
Comment   |  Oct 02, 2017
0 votes

Investment Portfolio Diversification

by Nick Allen Edwards Level 12
In the investment world, “Diversification is King” is a mantra almost as popular as “Buy Low, Sell High,” and, for some, it seems almost as difficult to follow. Time and again, we come across portfolios of ...(more)
Comment   |  Oct 02, 2017
0 votes

How Do Financial Advisors Make Money?

by Nick Allen Edwards Level 12
As shocking as it may seem, most financial professionals do not work for free. Unfortunately, the industry does not make discerning exactly how, or how much, an advisor gets paid as clear as it should be. I say, “should ...(more)
Comment   |  Oct 02, 2017
0 votes

401k Motivation: Overcoming Generational Hurdles

by Curtis Steven Farrell Level 14
While many financial wellness programs offer a “one size fits all” solution, it’s important to be mindful that different age groups have different needs, and it’s very likely your workforce represents a fairly wide ...(more)
Comment   |  Sep 21, 2017 from Mission Viejo, CA
0 votes

The Equifax Data Breach: What To Do Next

by W. David Kern, CFP® Level 14
If you’ve been left scratching your head over the recent Equifax data breach, you’re not alone. The personal data of over 143 million American consumers is said to have been stolen – meaning, if you have a credit ...(more)
Comment   |  Sep 20, 2017
0 votes

Align Spending with Values

by Robert Rankin Schulz Level 6
I have the opportunity to review client spending patterns regularly, and it's one of the most important exercises in our client process. Very few of us voluntarily want to discuss spending on a line item by line item ...(more)
Comment   |  Sep 08, 2017 from Mansfield, TX
0 votes

Do nothing

by Luiz Augusto Pacheco Level 6
The Wall Street Journal has a very interesting article with Nevada Public Employees’ Retirement System fund manager, Steve Edmundson. He oversees USD 35 billion and gave his investment strategy: do as little as ...(more)
Comment   |  Sep 04, 2017
0 votes

Don't judge your value by your wallet

by John Stackhouse Level 8
Think back to being in grade school. The times when you had to work on an assignment or a project. Then came getting a grade on the work. Sometimes there were no grades but certificates, stars, or even smiley faces. You ...(more)
Comment   |  Sep 01, 2017
0 votes

When Borrowing Money Makes Sense

by W. David Kern, CFP® Level 14
At first glance, the data looks bleak: Nearly three-fourths of Americans are in some kind of debt. While that may sound troubling, consider that not all debt is bad. In fact, borrowing sums of money with a legally ...(more)
Comment   |  Aug 31, 2017
0 votes

How to Get Started on Estate Planning

by Douglas A. Boneparth, CFP®, MBA Level 6
For those Millennials (and Baby Boomers- don’t think you’re off the hook!) who own and home or have a family, estate planning is something you absolutely must do.  I see so many people avoiding it because they don’t ...(more)
Comment   |  Aug 18, 2017 from Manhattan, NY
  • posts per page
  • 20