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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 are Some of the Biggest Bankruptcies in Recent History?

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Keywords: market statistics, bankruptcy, market scandals, Lehman Brothers,

What is a Credit Crunch?

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Keywords: leverage, financial crisis, balance sheet, credit, central banks, Bear Sterns, Lehman Brothers,

What is the Lehman Aggregate Bond Index?

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Keywords: bond, government bond, money manager, Lehman Aggregate Bond Index,

What is a Broker-Dealer?

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Keywords: liquidity, FINRA, investment banks, broker-dealers, Registered Investment Advisor (RIA), custodian, investment brokerage houses,

What is a Mortgage Broker?

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Keywords: mortgage, mortgage loans, lenders, loan underwriting, mortgage brokers,

What is IRS Publication 524, Credit for the Elderly and the Disabled?

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Keywords: disabled children, tax credits, permanent disability, elderly and disabled tax credit,

What is Cash Collateral?

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Keywords: broker, short selling, margin, loans, lending, cash, collateral, collateral account,

What is a Market Maker?

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Keywords: securities, trading, broker-dealers, investment basics, market makers,

What is FINRA?

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Keywords: financial advisors, brokerages, FINRA, broker-dealers,

Where Do I Buy Life Insurance?

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Keywords: insurance, estate planning, captive agents, online insurance brokerage services, insurance brokers,

What is Mortgage Fallout?

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Keywords: secondary market, economics, Collateralized Mortgage Obligation (CMO), production analysis, secondary mortgages, mortgage brokers, mortgage companies, production metrics,

What is Abandoned Property?

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Keywords: broker-dealers, escheatment, abandoned 401(k), inactive account, abandoned property,

What are My SIMPLE IRA Investment Options?

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Keywords: mutual funds, retirement accounts, IRA, broker-dealers, ERISA,

Should I pay for financial planning services?

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Keywords: financial calculators, financial planning, fiduciary standard, fees, supply and demand, Certified Financial Planner (CFP), broker-dealers, custodians, fees & commissions, commissions, fee-only, fee-based, advisor compensation, inherent value,

Who is the best custodian for my investments?

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Keywords: investments, securities, margin, fees, broker-dealers, custodians, asset classes,

What are My SEP IRA Investment Options?

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Keywords: mutual funds, retirement accounts, broker-dealers, custodians, open architecture plans, brokerage platforms, mutual fund families,

What is a Mortgage Company?

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Keywords: 2008, Fannie Mae, Freddie Mac, subprime meltdown, mortgage loans, mortgage brokers,

What is an Earnings Recast?

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Keywords: privately-held companies, adjusted earnings, Cash Flow Statement, going public, business brokers,

How Does a 401(k) Work?

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Keywords: taxation, retirement accounts, broker-dealers, RMDs, ERISA, TPA, custodian company, participation rates, top-heavy testing, safe harbor plans,

Do I Need an Advisor on a Permanent Basis?

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

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