Personal Finance Advice and Commentary

Wednesday, July 20, 2016 4:58 pm
By Stephen Pounds ·

Brexit is casting a shadow over a trade pact the U.S. and EU have been negotiating for 3 years.

Thursday, June 23, 2016 11:56 pm
By Stephen Pounds ·

Voters in the United Kingdom have approved a referendum to leave the 28-nation European Union in a move that is sure to disrupt markets today and possibly longer.

Friday, March 11, 2016 1:54 pm
By Dr. Don Taylor ·

Lending Club, a major P2P lender, uses WebBank to originate the loans that Lending Club securitizes. Investors buy the securities which are backed by the loans. By the end of 2015, Lending Club had issued almost $16 billion in loans.

Monday, February 22, 2016 5:06 pm
By Dr. Don Taylor ·

When you leave a job for the next job opportunity, whether it’s on your terms or not, you have 4 choices about what to do with your 401(k) account from that employer.

Friday, February 12, 2016 1:17 pm
By Dr. Don Taylor ·

the U.S. House of Representatives voted overwhelmingly (347-8) in early February to approve changing the definition of who is an accredited investor. An accredited investor is qualified to buy exempt securities — securities not registered with the Securities and Exchange Commission.

Tuesday, February 02, 2016 12:57 pm
By Dr. Don Taylor ·

On Monday, the U.S stock market opened lower on weak economic news out of China and lower oil prices. If China’s economy catches a cold, does Europe get the flu?

Monday, January 11, 2016 3:55 pm
By Dr. Don Taylor ·

A fiduciary standard is the higher standard and requires that the professional put the client’s interests 1st in the actions he or she takes on behalf of the client.

Tuesday, December 08, 2015 1:25 pm
By Dr. Don Taylor ·

ESG investing considers how companies score related to their environmental impact, societal impact corporate governance.

Monday, November 30, 2015 7:05 am
By Judy Martel ·

The volatile stock market shouldn’t knock you off your game. Avoid these 2 common mistakes.

Friday, October 30, 2015 12:22 pm
By Sheyna Steiner ·

Finally you can invest in flashy yet unproven startups. The SEC voted on a crowdfunding rule allowing small investors to invest in unregistered securities.

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