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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 a Federally Covered Advisor?

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Keywords: Securities and Exchange Commission (SEC), regulations, FINRA, Dodd-Frank Act, Investment Advisers Act of 1940, IARD, Assets Under Management (AUM), state vs federal registration, Form ADV,

What is an ADV form?

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Keywords: Securities and Exchange Commission (SEC), FINRA, Registered Investment Advisor (RIA), U4, NASAA, commissions, Assets Under Management (AUM),

How do Advisors Charge and How Much Should I Pay?

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Keywords: financial advisors, present value, fees & commissions, commissions, Assets Under Management (AUM),

Where Do I Find a Financial Advisor?

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Keywords: financial advisors, financial planning, fees & commissions, Assets Under Management (AUM),

What is Investment Advice?

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Keywords: investment advisors, Securities and Exchange Commission (SEC), FINRA, SEC registration, fiduciary, advisors, CPAs, Investment Advisers Act of 1940, IARD, Assets Under Management (AUM),

Do I Need an Advisor on a Permanent Basis?

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Keywords: financial advisors, asset allocation, client relationships, Assets Under Management (AUM),

What is a Registered Investment Advisor (RIA)?

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Keywords: financial planning, asset manager, management fees, commissions, Assets Under Management (AUM),

What is a hedge fund?

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Keywords: mutual funds, asset manager, risk, Exchange Traded Funds (ETFs), hedge, accredited investor, total return, Hedge Funds,

What does “Buy-Side” Mean?

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Keywords: mutual funds, asset manager, financial services, buy and hold, pensions,

What is a Long Position?

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Keywords: stocks, asset manager, Portfolio, long position, economic benefit,

What is active management?

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Keywords: benchmark, management fees, active management, alpha, Beta, passive management, SPIVA, index investing,

Is there a Benefit to Self-Managing?

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Keywords: portfolio management, investment, investment portfolio, active management, fees & commissions,

What is an Investment Manager?

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Keywords: investment managers, mutual funds, Securities and Exchange Commission (SEC), Hedge Funds, pooled investments, account manager,

Who Manages ETFs?

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Keywords: investments, market indices, active management, fund management, passive management, Charles Schwab, Barclays, ProShares, Credit Suisse, Eaton Vance,

What is Asset Turnover?

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Keywords: assets, efficiency, sales, market research, turnover ratio,

What is asset management?

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Keywords: cash flows, Certified Financial Planner (CFP), CPAs, tax planning, banking institutions, interest rate swaps, estate planners, business planning,

What is active money management?

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Keywords: investment managers, emerging markets, active management, efficient market hypothesis, rebalancing, passive management, energy sector companies, Master Limited Partnership (MLP), sector funds, oil and gas, Diversification Score®,

What Does Asset Mean?

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Keywords: assets, estates, balance sheet, Fair Market Value (FMV), economic value,

What is asset allocation?

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Keywords: portfolio management, portfolio theories, asset allocation, correlation, diversifiable risk, asset classes, Diversification Score®,

What is an asset mix?

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Keywords: risk tolerance, asset allocation, stocks, bonds, time horizon, asset classes, cash equivalents,

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