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Sep 13, 2024

Uranium Stocks, ETFs and Other Ways to Invest in the Nuclear Fuel

Here's how to invest in uranium as demand grows during the energy transition.

Uranium Stocks, ETFs and Other Ways to Invest in the Nuclear Fuel
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Aug 27, 2024

7 Energy Stocks With Fat Dividend Yields

Energy dividend payers include oil and gas producers, infrastructure companies and utilities.

7 Energy Stocks With Fat Dividend Yields
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Jul 21, 2024

I Didn’t Plan To Use Social Security: Here’s Why I Was Wrong


Think Social Security won’t exist by the time you retire? Or, at the opposite extreme, that it will provide such hefty benefits that you can save and reinvest rather than spend them?

I Didn’t Plan To Use Social Security: Here’s Why I Was Wrong
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Jul 21, 2024

5 Tips for Retirees Without Multiple Retirement Accounts, According to Financial Advisors

Different retirement accounts come with different rules and different tax treatment. That gives you far more flexibility to minimize taxes both before and in retirement.

5 Tips for Retirees Without Multiple Retirement Accounts, According to Financial Advisors
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Jul 12, 2024

Bill to kill fiduciary rule heads for full congressional vote

Biden expected to veto efforts to quash fiduciary rule

Bill to kill fiduciary rule heads for full congressional vote
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May 23, 2024

Billionaire George Soros' 6 Top Stock Picks

Now 93 years old, Soros has long given up running Soros Fund Management LLC,

Billionaire George Soros' 6 Top Stock Picks
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Apr 30, 2024

What The New Fiduciary Rule Means for Your Retirement Savings

After several abortive attempts over three presidential administrations, the Department of Labor (DOL) once again has issued a new Fiduciary Rule.

What The New Fiduciary Rule Means for Your Retirement Savings
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Apr 18, 2024

I Bought a Yacht: Here's why I Regret it

Having a yacht sounds like a dream — cruising in Italy with Beyoncé and jetting off to the Bahamas with Lady Gaga. Well, it might sound glamorous but not everybody is happy with their purchase of a yacht.

I Bought a Yacht: Here's why I Regret it
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Mar 27, 2024

How high will the price of gold go? Here's what some experts think

"The fact that gold has broken out to a new all-time high and has no technical overhead supply is positive for the long term," says Stephen Akin, an investment advisor at Akin Investments in Charleston, South Carolina.

How high will the price of gold go? Here's what some experts think
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Apr 26, 2023

IN-DEPTH: What Financial Analysts Are Recommending for Investing in a Recession

Traders work on the floor of the New York Stock Exchange (NYSE) in New York City, on April 14, 2023.

IN-DEPTH: What Financial Analysts Are Recommending for Investing in a Recession
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Mar 15, 2023

8 Best Green Stocks to Buy for 2023

Green stocks at the forefront of the energy transition could be excellent long-term opportunities

8 Best Green Stocks to Buy for 2023
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Aug 17, 2022

How to Trade Currencies, Avoid Forex Trading Scams

U. S. News and World Report, Forex trading is rising in popularity amid inflation and geopolitical strife. Here's what you need to know.

How to Trade Currencies, Avoid Forex Trading Scams
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Jul 5, 2022

Advisors Turn to Options to Protect Capital and Even Boost Returns

While options can help preserve and grow account value, investors must use caution.

Advisors Turn to Options to Protect Capital and Even Boost Returns
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May 27, 2022

5 reasons why you should add beneficiaries to your accounts right now

Here are five reasons why you should consider adding beneficiaries to your accounts right now, especially in the midst of the coronavirus pandemic where thousands of families are facing unexpected losses of life as a result of the outbreak.

5 reasons why you should add beneficiaries to your accounts right now
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Jan 11, 2022

Rising interest rates tops list of muni concerns in 2022

Major challenges for the public finance industry abound but rising interest rates is the largest concern for business in 2022

Rising interest rates tops list of muni concerns in 2022
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Dec 15, 2021

Here’s How To Gift Stock Shares to Your Loved Ones This Holiday Season

Can You Give Stocks as a Gift?
Yes, you can absolutely gift stocks. There are a few ways to do it.

Here’s How To Gift Stock Shares to Your Loved Ones This Holiday Season
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Jun 29, 2021

What is a Broker Dealer?

A broker-dealer is a key player in the financial markets. Jun 29, 2021

What is a Broker Dealer?
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Jan 15, 2021

With online shopping not-so-tall guys get the short end of the stick

As buying online becomes the norm, menswear brands need to find a way to serve the millions of customers they’re currently missing. Namely: short kings

With online shopping not-so-tall guys get the short end of the stick
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Dec 28, 2020

Financial Advisors Understand COVID 19 Bill

Financial Advisors need to know about the Coronavirus relief package

Financial Advisors Understand COVID 19 Bill
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Sep 8, 2020

Book Value vs Market Value: The key difference

These metrics can be used independently and together when valuing a company's stock.

Book Value vs Market Value: The key difference
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Jul 22, 2020

What Happens To Your ESG Investment When Money’s Tight For Others?

Forbes.com EDITORS' PICK | 58,483 views|Jul 11, 2020,10:43am EDT

What Happens To Your ESG Investment When Money’s Tight For Others?
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Jul 6, 2020

When Might You See ESG Issues Align With Stock Performance?

Recently I participated in an article for Forbes.com by Chris Carosa
Here is an excerpt:

When Might You See ESG Issues Align With Stock Performance?
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Mar 27, 2020

‘The common theme is fear and panic’ Fortune.com

‘The common theme is fear and panic’: These are the lessons learned from the past 3 bear markets

‘The common theme is fear and panic’ Fortune.com
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Feb 28, 2020

After the markets’ worst week since 2008, Wall Street takes a deep breath and braces for Monday

Weekend Respite

After the markets’ worst week since 2008, Wall Street takes a deep breath and braces for Monday
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Dec 20, 2019

Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?

We hear all about “not saving enough” when it comes to retirement, but there’s another issue that can be worse: “not spending enough.”

Why Are We Seeing More Cases of “Fear of Spending” Among Retirees?
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Dec 18, 2019

Learn These 2019 Market Lessons Or Doom Yourself To Repeating Avoidable Mistakes

If you didn’t learn the lesson of staying put in volatile markets until 2019, then you may have learned it too late

Learn These 2019 Market Lessons Or Doom Yourself To Repeating Avoidable Mistakes
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Dec 15, 2019

The Unexpected Dangers Of Paying Off Student Loans With Your 401(k) Savings

Have you ever heard the phrase “sometimes the cure is worse than the disease”? This may be one of those cures.

The Unexpected Dangers Of Paying Off Student Loans With Your 401(k) Savings
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Dec 12, 2019

Focus On These Year-End Tax Tips Right Now

Yet, the clock is ticking. Once the old year turns over to the new, a curtain of opportunity slams forever shut.

Focus On These Year-End Tax Tips Right Now
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