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Financial Advisor Center

Fintech: What’s in Your Wallet? (And What Will Be?)

Fintech is growing in numbers and scale ... and it's also growing beyond the capacity of banks or governments to control it. Read Article

4 Steps to Cutting Your Personal Debt

You don’t need to be afraid of debt, but you do need to be in control of the situation. Read Article

10 Spring Cleaning Tips for Your Portfolio

You should regularly tidy up your portfolio and your broader financial plan. You’d be surprised how much “junk” you can accumulate in a brokerage account. Read Article

4 Tips to Get Ahead of Your 2018 Tax Return

The 2017 tax filing season is over, but don't lose the momentum! These tax tips for 2018 will help you be prepared and save a bundle. Read Article

3 Questions EVERY Potential Homebuyer Should Ask

Before you jump into buying a home, ask yourself three important questions that will help you determine if you're ready for homeownership. Read Article

5 Blue-Chip Stocks That Will Get the Worst of the Selloff

If things like tax reform and deregulation are going to stall -- hopes for which drove the market surge -- then stocks suddenly look expensive. Read Article

3 ‘Boring’ Consumer Stocks That Just Got Exciting

The combination of a huge buyout and a hawkish fed has the entire consumer goods sector on the move. Here are three stocks worth a look. Read Article

7 Stocks Warren Buffett Is Buying or Selling

Love 'em or hate 'em, the 'Oracle of Omaha' has had his hands in 'em. Now Warren Buffett is either buying, reducing or exiting his positions. Read Article

U.S. Tax Brackets: Where You Sit in 2017

The U.S. tax system is progressive, which means the wealthier you are, the more you pay. Here, we look at this year's tax brackets. Read Article

3 Tax Issues You Might Face in Retirement

Retirement accounts can help you build a lot of wealth, but there are a few tax issues you might have to navigate along the way. Read Article

5 Income Tax Deductions You Can’t Afford to Miss

If you're not maximizing your income tax deductions, you're just hurting yourself. Here are five deductions that should be on your radar. Read Article

5 Ways to Avoid an IRS Tax Audit

Audits are definitely time-consuming and expensive. Yet there are some strategies you can take to help avoid being a target. And the good news is that they are fairly simple. Read Article

Required Minimum Distributions (RMDs): Everything You Need to Know

Required minimum distributions (RMDs) are the IRS' way of saying "you can't take it with you." And the penalties for not listening are steep. Read Article

Capital Gains Tax: What Do You Owe This Year?

The capital gains tax is a pretty good deal for investors. You just need to do some planning and remember that timing is everything. Read Article

Tax E-Filing: What Option Is Best for You?

Tax e-filing is increasingly popular, but there's an increasingly wide menu of options to choose from. Here's what you should know. Read Article

Newmont Mining Corp (NEM) Stock Has More Gains to Come

Gold stocks surged higher on Monday thanks to election uncertainty in Europe, lifting Newmont (NEM) stock to its highest level since November. Read Article

3 Earnings Reports Every Investor Should Watch

While I expect the rest of earnings season to be relatively calm, that doesn’t mean there aren’t new things the upcoming reports can tell us. Read Article

3 “Left for Dead” Stocks Making a Comeback

Amid the quiet, a number of once forlorn stocks are mounting impressive recoveries. Here are three worth a look. Read Article

The Dow Jones Industrial Average Hits 20,000. So What? Now What?

Mark Jan. 25, 2017, as the date that the Dow Jones Industrial Average hit 20,000 ... and the issue of Dow 20,000 was laid to a merciful rest. Read Article

Trump’s Special Adviser Carl Icahn Comes to America’s Rescue

Using Carl Icahn as a special advisor on regulatory reform could help a lot of stocks, including those Icahn holds in Icahn Enterprises LP (IEP). Read Article