James Chen, CMT is an expert trader, investment adviser, and global market strategist. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, ...

Investing can be incredibly complicated, with hundreds of thousands of investment choices that can be combined in nearly infinite variations. The sheer number of options available--and the high stakes ...

Financial plans can be overwhelming to conceptualize, create, and cultivate. So to help make sense of them, most people turn to goal-setting principles or easy rules of thumb. But these frameworks can ...

Some financial advisors can be rather critical when it comes to financial planning rules of thumb, or heuristics that provide general guidance to households about how to invest, save or potentially ...

Rules of thumb are common in financial literature. Who can disagree with “buy low, sell high” or “decrease your risk exposure by diversifying your portfolio”? Author and retirement planner Dana ...

General rules of thumb aren't the best way to decide how to prepare for retirement. You may hear that you should max out your 401(k), but that's not always the best approach. The 4% rule to determine ...

Probably the best financial advice I’ve heard is to spend less than you make. That’s as simple as it gets. For a variety of reasons, that is difficult for many people. I learned in Biblical counseling ...