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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 the Investment Advisor Registration Depository (IARD)?

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Keywords: Securities and Exchange Commission (SEC), FINRA, NASAA, Investment Advisers Act of 1940, IARD,

What is the Investment Advisors Act of 1940?

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Keywords: securities, Securities and Exchange Commission (SEC), regulations, FINRA, Futures, SEC registration, financial institutions, Investment Advisers Act of 1940, IARD, Form ADV,

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 the Investment Company Act of 1940?

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Keywords: mutual funds, Securities and Exchange Commission (SEC), Exchange Traded Funds (ETFs), Hedge Funds, Investment Company Act of 1940, Commodity Futures Trading Commission (CFTC), '40 Act Funds,

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),

What is an Investment Club?

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Keywords: investment, Securities and Exchange Commission (SEC), Regulation D, private placements, Investment Company Act of 1940,

What is a Mortgage Subsidy Bond?

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Keywords: Federal Housing Finance Agency (FHFA), municipal bonds, subsidiaries, Federal Housing Administration (FHA), Mortgage Revenue Bonds (MRBs), Mortgage Subsidy Bond Tax Act of 1980, activity bonds,

What Health Insurance Do I Need if I Don't Have a Job?

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Keywords: health insurance, Affordable Care Act (ACA),

What are Investment Ideas?

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Keywords: investment advisors, technical indicators, fundamental analysis, investment basics, investment tips, internet, investment apps and websites,

How can I invest in hedge funds?

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Keywords: mutual funds, hedging, alternative investments, Exchange Traded Funds (ETFs), accredited investor, fund management, Hedge Funds, minimum initial investment, qualified buyer, Investment Company Act of 1940, non-accredited investor,

What is an Investment Banker?

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Keywords: investment banks, Volcker Rule, commercial banking, Glass-Steagall Act, iBanking,

What if I Cannot Get Individual Coverage?

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Keywords: health insurance, Affordable Care Act (ACA),

What can I find out about hedge funds?

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Keywords: alternative investments, speculation, Hedge Funds, alternatives, Dodd-Frank Act, SEC reporting, Bank Secrecy Act,

What is Publication 17 for Individual Federal Income Taxes?

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Keywords: Form 1040, individual tax return, Form 1040-EZ, 1040-A,

What is a Currency Transaction Report (CTR)?

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Keywords: Financial Crimes Enforcement Network (FinCEN), Suspicious Activity Report (SAR), Anti-Money Laundering (AML), Bank Secrecy Act,

What is Form 1045: Application for a Tentative Refund?

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Keywords: Form 1040, self-employed, NOL carry-back, carry-back claims,

What are the IRS Guidelines for Filing a Form 4868 Tax Return Extension?

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Keywords: IRS, Form 1040, SEP IRA, Form 1040-EZ, late penalty,

What is the Glass-Steagall Act?

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Keywords: investment banks, Gramm-Leach-Bliley Act, Volcker Rule, commercial banking, JP Morgan,

What is Form 8891?

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Keywords: Form 1040, Financial Crimes Enforcement Network (FinCEN), Canada, Form 114, FBAR, private letter ruling, Canadian-Americans,

How Can You Buy a Stock?

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Keywords: investments, portfolio management, stocks, brokerages, investment advisors, custodians, fees & commissions, eTrade, Ameritrade, Charles Schwab, client relationships, checking account,

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