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SmartReads

Take control of your financial future.

Investing
Jul 08, 2021

Investors tend to use the terms “stock” and “share” interchangeably, and usually that’s fine. A stock comes in shares and you buy a share of stock. But these ideas aren’t always interchangeable. Technically speaking, a stock always refers to equity in a traded company. Shares can refer to stocks, as well as to portions of ownership in just about any other asset. Here’s what you need to know. Consider working with a financial advisor as you build an investment portfolio. Read More...

Investing
Jul 08, 2021

Micro futures allow investors to trade against the stock market at large. They’re priced so that ordinary investors can afford to trade futures on the major market indices, which have otherwise gotten so expensive that only major investors can afford to trade those futures. Here’s what this product is, and how it works. Consider working with a financial advisor as you plan an investment strategy that includes futures trading. Read More...

Investing
Jul 08, 2021

A exchange-traded fund (ETF) is a security that mimics the performance of the actual digital currency. The underlying asset in the case of a ETF is the digital currency. There are exchanges, which are just networks of computers, where and ETFs are traded. However, the Securities and Exchange Commission (SEC) has not approved a ETF for trading on U.S. exchanges. Consider working with a financial advisor before you decide to invest in cryptocurrencies. Read More...

Retirement
Jul 07, 2021

Most retired workers depend on multiple streams of income during their retirement. Two of the most common such income streams are Social Security and pensions. If we look at pension vs. Social Security income, we find significant differences. Retired workers need to understand the key differences between the two programs. They are funded, structured and taxed differently. If you’re planning for retirement be sure to make use of the insights of a financial advisor. Read More...

Editor's Picks

Taxes

Mar 17, 2021 Many people dread tax season. But if you're expecting a tax refund for the 2020 tax season - and even if you're not - you've got a couple…

Financial Advisor

Apr 09, 2021 "Chartered financial analyst" (CFA) and "certified financial planner" (CFP) are common certifications for individuals working in finance,…

Investing

May 01, 2020 Wealth management firms are all different. You need to make sure to do the work to pick the right one for you. Wealth managers work with…

Financial Advisor

Apr 09, 2021 If a financial planner or financial advisor is fee-only, that means they receive compensation solely from the fees clients pay from their…

Mortgage

Jul 23, 2019 If you’re young and you're looking to purchase a new home to live in, maybe you should consider turning your first home into an investment…

Data Articles and Studies

Financial Advisor
Mar 11, 2021

The number of registered investment advisors (RIAs) in the U.S. is growing, as are the number of clients they serve and assets they manage. According to an annual report published jointly by the Investment Advisor Association and National Regulatory Services, there were 13,494 RIAs in 2020 – about 11% more than there were in 2017 (12,172). Last year, those advisors reported a total of 42.1 million clients and $97.2 trillion in regulatory assets under management (AUM) – roughly 18% and 37% more, respectively, than the number of clients and assets reported three years prior. Read More...

Checking Account
Jan 07, 2021

Since the onset of COVID-19, remote work has become the norm for many Americans, allowing them to continue to meet some of their expenses while saving where possible. In the late spring of 2020, about half of American workers were working from home, according to two surveys conducted by the National Bureau of Economic Research. Many researchers believe that increased work flexibility and work-from-home opportunities may continue even after the pandemic is over. With that in mind, SmartAsset looked at the best cities to work from home in 2021. Read More...

Checking Account
Feb 18, 2021

The Bureau of Labor Statistics (BLS) says that computer and information technology jobs are expected to have grown by 11% from 2019 to 2029, adding 531,200 new jobs in cloud computing, big data storage and collection and information security. The median annual wage for those jobs in May 2019 was $88,240, which is $48,430 higher than the median annual wage for all occupations. Read More...

Videos

Personal Finance
Mar 14, 2019

Patrice Washington says she is an accidental personal finance blogger. Regardless, it’s a role she seems born to play, and one she’s certainly making the most of! Patrice is now much more than a personal finance blogger, she is a personal finance educator, author and advocate. You can see, hear and read Patrice pretty much everywhere from the Steve Harvey TV and radio show to her own books on personal finance. We caught up with Patrice in New Orleans for this edition of SmartAsset Talks. Read More...