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Financial Advisor Forum

Stocks Close Lower Ahead of Greek Vote on Bailout
Stocks Close Lower Ahead of Greek Vote on Bailout
By Scott Gamm | 07/02/15 - 4:05 PM EDT
Greece's debt woes roiled global markets this week, and probably will do so again next week.

Practice Management

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From Citigroup to JPMorgan, How Nuns Became Wall Street's Conscience
By Carleton English | 06/23/15 - 7:44 AM EDT
Wall Street exists to serve the needs of Main Street, says Sister Nora Nash. It's a belief she's spent years fighting to support at shareholder meetings nationwide.
Shark Tank’s Herjavec Still ‘Very, Very Bullish’ on U.S. Economy
Shark Tank’s Robert Herjavec, who also runs an Internet security firm, says the U.S. still provides the best opportunity for people to get ahead — if they work hard enough.
How to Make Money As a Whistleblower
The SEC has announced a new award out of its Office of the Whistleblower. Two informants will split $875,000 between them.
3 Amazing Clues That the Housing Market Recovery Has Abruptly Slowed
The U.S. housing market recovery has slowed, and not many average investors are taking notice. Sector-related stock prices have come under pressure. You should watch these THREE short videos that provide worrying clues on the state of housing right now.
Financial Advisor Background Checks Omit Crucial Information Under "Veil of Secrecy"
The FINRA BrokerCheck system excludes data regarding fraud, bankruptcies and more.

Wealth Management

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5 Must-Avoid Summer Destinations That Are Wildly Popular
By Robert McGarvey | 07/03/15 - 11:59 AM EDT
If you hate crowds and high prices, steer clear of these destinations this summer.
Fed Rate Hike Is Nothing to Panic About
If the Federal Reserve raises the funds rate, it's going to have an effect on fixed income retirement investments such as bonds. However, all is not lost.
How Investors Can Prepare for Greece Vote This Holiday Weekend
U.S. investors may be having a long holiday weekend, but Greece's debt crisis definitely is not.
Budget Travel Guide to Greece in the Face of the Grexit
Looking for a chance to check out Greece this summer? Here are a few tips to make it particularly affordable.
Behold the Best Budget Travel Destinations for 2015
Summer travel plans can waylay even the most thoughtfully constructed budgets. But it's possible to outsmart rising prices.

Advice From Financial Advisors

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5 Must-Avoid Summer Destinations That Are Wildly Popular
By Robert McGarvey | 07/03/15 - 11:59 AM EDT
If you hate crowds and high prices, steer clear of these destinations this summer.
Fed Rate Hike Is Nothing to Panic About
If the Federal Reserve raises the funds rate, it's going to have an effect on fixed income retirement investments such as bonds. However, all is not lost.
How Investors Can Prepare for Greece Vote This Holiday Weekend
U.S. investors may be having a long holiday weekend, but Greece's debt crisis definitely is not.
Budget Travel Guide to Greece in the Face of the Grexit
Looking for a chance to check out Greece this summer? Here are a few tips to make it particularly affordable.
Behold the Best Budget Travel Destinations for 2015
Summer travel plans can waylay even the most thoughtfully constructed budgets. But it's possible to outsmart rising prices.

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