Category: Education

January 6, 2016
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Strive to pay off lingering debt and get your finances in order in 2016. A new year is approaching, and with it comes the desire to do better. We make New Year's resolutionsfor all aspects of our life, and our money...

October 13, 2015
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Type your job title into the search box on the linked webpage to find out the likelihood that it could be automated within the next two decades. About 35% of current jobs in the UK are at high risk of...

September 29, 2015
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The credit cards in most Americans’ wallets are pretty much antiques. They’re easy to counterfeit, thanks to magnetic strips that rely on basically the same 1960s technology used in cassette tapes. At last they're getting an upgrade, giving them the technology,...

September 17, 2015
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The Federal Reserve’s interest-rate-setters opted for caution when they voted not to raise rates at today’s meeting. On some measures, things look better than when the rate-setting committee last met in June. The committee’s median growth forecast for 2015 has...

September 15, 2015
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Men are short of a standard goal by $270,000. Women? Half a million dollars, according to a new report. So here's what you need to do: Just save a lot more while earning a lot less. While both men and...

January 23, 2015
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For the municipal bond industry, 2015 marks the midpoint in what may turn out to be the decade of the bankruptcy. onwallstreet

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December 12, 2014
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‘Tis the season for gifts and giving — the holidays are now in full swing. Retailers and advertisers are all making the pitch for your hard earned dollars. The power of persuasion is at play tempting one to re-categorize his/her...

December 11, 2014
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OK, so "bad" might be a little strong. It's difficult to point to any one or two factors and credibly argue that they alone make a bond fund bad. However, there are red flags that investors can watch for to...

September 5, 2014
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CFP Board has joined forces with three national non-profit organizations – Financial Planning Association®, Foundation for Financial Planning, and the U.S. Conference of Mayors – to organize annual Financial Planning Days in October, consisting of free public events in cities...

August 8, 2014
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The best investment marketing campaign I've seen are the new CFP Board ads. The ads (click here to watch) portray a well-dressed, earnest young professional talking to potential clients. After throwing out a few pieces of financial-speak such as "401(k)s...

January 26, 2014
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The last few years have featured so many tax changes that it is hard to keep them straight. For some help, here's a quick summary of what I think are the most important federal tax changes that will affect individual...

January 1, 2014
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The Fama and French three-factor model is used to explain differences in the returns of diversified equity portfolios. The model compares a portfolio to three distinct risks found in the equity market to assist in decomposing returns. Prior to the...

April 29, 2013
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Brian Jacobson had been using online brokerages to invest for retirement since he was 18, but a decade later, when he'd bought a home and had a baby on the way, he started looking for a more efficient way to...