U.S. Securities and Exchange Commission
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13 Stocks Warren Buffett Is Selling (And 5 He's Buying)
stocks Berkshire Hathaway CEO Warren Buffett and his team hacked away at numerous positions in Q1 2021 but found only a few stocks worth buying.
By Dan Burrows Published
stocks -
Is Your Financial Planner Acting in Your Best Interest?
Financial Advisers Not all financial professionals are held to the same standards. Some must meet a higher bar than others. What type of adviser are you working with?
By Kevin R. Keller, CAE Published
Financial Advisers -
ETFs vs. Mutual Funds: Why Investors Who Hate Fees Should Love ETFs
ETFs Exchange-traded funds offer a huge cost savings to consumers over mutual funds. Here’s why, and a couple of quirks about ETFs to watch out for as well.
By Mike Piershale, ChFC Published
ETFs -
The ABCs of Yields
Becoming an Investor What the number in front of the percentage sign really means.
By Nellie S. Huang Published
Becoming an Investor -
Check Your Financial Adviser Now (and Every Year) or Regret It Later
wealth management Fewer than 10% of investors use such free background checks as Investor.gov, BrokerCheck or IAPD to check their financial advisers’ backgrounds. These online tools are easy to use and full of important information, so get clicking.
By Carlos Dias Jr., Wealth Adviser Published
wealth management -
10 Things You Must Know About Insider Trading
investing If you’re an active investor who occasionally buys or sells stocks based on tips, you need to know what's allowed -- and what can land you in jail.
By Kathy Kristof Published
investing -
Thinking About Divorce? 5 Steps to Save Time, Money
retirement You’re on the verge of calling it quits. But before you do, consider taking these practical steps ASAP. They could make the process go more smoothly and save you on attorney fees as well.
By Tonya Graser Smith, Board Certified Specialist in Family Law Published
retirement -
21 Stocks Warren Buffett Is Selling (And 1 He's Buying)
stocks Warren Buffett was as negative as we've seen him during Q1 2020. Here are the many Berkshire Hathaway stock sells from its latest 13F, and its one purchase.
By Dan Burrows Published
stocks -
5 Strategies to Help You Hold on to More of Your Money in Retirement
Making Your Money Last Some savvy retirees could pay 0% in capital gains taxes if they manage their incomes right. Others could avoid paying hidden Medicare taxes with the help of Roth IRA conversions. It’s all about tax planning.
By Troy Sharpe, Certified Financial Planner Published
Making Your Money Last