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IntroductionMarket Abbreviations Stock Market Statistics Thinking about Your Financial Future Search for Advisors Financial Calculators Financial Media Federal Agencies and Programs

Investment PortfoliosModern Portfolio Theories Investment Strategy Practical Portfolio Management Info Diversification Ratings Activities Abroad Trading Markets

Investment Terminology and InstrumentsBasics Investment Terminology Trading Bonds Mutual Funds Exchange Traded Funds (ETF)Stocks Annuities

Technical Analysis and TradingAnalysis Basics Technical Indicators Trading Models Patterns Trading Options Trading Forex Trading Commodities Speculative Investments

Cryptocurrencies and BlockchainBlockchain Bitcoin Ethereum Litecoin Ripple Taxes and Regulation

RetirementSocial Security Benefits Long-Term Care Insurance General Retirement Info Health Insurance Medicare and Medicaid Life Insurance Wills and Trusts

Retirement Accounts401(k) and 403(b) Plans Individual Retirement Accounts (IRA)SEP and SIMPLE IRAs Keogh Plans Money Purchase/Profit Sharing Plans Self-Employed 401(k)s and 457s Pension Plan Rules Cash-Balance Plans Thrift Savings Plans and 529 Plans and ESA

Personal FinancePersonal Banking Personal Debt Home Related Tax Forms Small Business Income Investments IRS Rules and Publications Personal Life Mortgage

Corporate BasicsBasics Corporate Structure Corporate Fundamentals Corporate Debt Risks Economics Corporate Accounting Dividends Earnings

What is an Accounting Period?

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Keywords: accounting, Generally Accepted Accounting Principles (GAAP), IFRS, quarterly review, IRS, business financial reports, fiscal year, 52-53 week year, 4-4-5 calendar, 13-week quarter,

What is Chapter 13?

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Keywords: mortgage payments, liquidation value, repayment plan, Chapter 7, Chapter 13, bankruptcy filings,

What is Chapter 12?

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Keywords: debt, proxies, liquidation value, repayment plan, Chapter 13, creditor protection, farmers only, trustee account, bankruptcy filings, Chapter 12,

What is Earnings Season?

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Keywords: Securities and Exchange Commission (SEC), Earnings Per Share (EPS), quarterly review, fiscal year, earnings forecast, earnings season, positive and negative earnings surprise,

What is Chapter 7?

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Keywords: bankruptcy, credit score, liquidation value, debt settlement, Chapter 7, Chapter 13, account liquidation, income threshold limits, debt obligations, bankruptcy filings, income test,

What is a Bankruptcy Trustee?

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Keywords: repayment plan, Chapter 7, Chapter 13, 341, unsecured creditors, estate liquidation,

What does “Buying on Weakness” Mean?

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Keywords: trend reversal, buying on weakness, sell on strength, buy low / sell high,

What is Chapter 15?

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Keywords: Chapter 7, Chapter 13, United Nations (UN), UNCITRAL, foreign investors, bankruptcy filings, Chapter 15,

What are Earnings per Share (EPS)?

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Keywords: Securities and Exchange Commission (SEC), investor sentiment, quarterly review, earnings growth, earnings call, investor relations, stock picking,

What is Nominal GDP?

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Keywords: quarterly review, Gross Domestic Product (GDP), Gross National Product (GNP), Gross National Income (GNI), infrastructure,

What is an Earnings Surprise?

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Keywords: quarterly review, insider trading, market efficiency, positive and negative earnings surprise, front running,

What is GDP?

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Keywords: recession, macroeconomics, quarterly review, Gross Domestic Product (GDP), Gross National Product (GNP),

What is Profit and Loss (P&L) Statement?

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Keywords: profit, losses, balance sheet, corporate finance, corporate profit, financial statement, income statement, quarterly review, fiscal year, Profit and Loss Statement (P&L),

What is “adding to a loser”?

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Keywords: bullish, fundamental analysis, value investing, oversold, buying on weakness, price rebounds, adding to a loser,

How often should I call my financial advisor?

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Keywords: financial advisors, portfolio performance, investment portfolio, quarterly review, client relationships,

How often do I need to rebalance my portfolio?

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Keywords: portfolio management, asset allocation, investment portfolio, rebalancing, quarterly review,

What is the House Price Index (HPI)?

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Keywords: Fannie Mae, Freddie Mac, quarterly review, housing market, Case-Shiller index, FNC index, jumbo mortgages,

How often do I check the performance of my portfolio?

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Keywords: investment managers, portfolio management, portfolio performance, investment portfolio, quarterly review,

What is IRS Publication 505, Tax Withholding and Estimated Tax?

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Keywords: quarterly review, income taxes, withholding, payroll taxes, W-4,

What are Articles of Incorporation?

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Keywords: business owners, resident agent, corporate charter, articles of association,

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