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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 Coverdell ESA?

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Keywords: educational expenses, college funding, contribution limits, private school tuition, Coverdell ESA, private school education, beneficiary change, saving for college,

What Happens to My Annuity After I Die?

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Keywords: annuities, insurance, fees, RMDs, death benefit, beneficiaries, market exposure,

What is a Variable Annuity?

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Keywords: capital gains and losses, annuities, insurance, surrender charge, non-qualified accounts, market exposure,

What is a momentum trading system?

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Keywords: Forex, momentum investing and trading, technical indicators, Relative Strength Index (RSI), rate of change, momentum, emotionless systems, momentum trading system,

What is a foreign transaction fee?

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Keywords: transaction cost, fees, account fees, overseas, travel, currency conversion charges, dynamic charges, bank branches,

What is a Billing Cycle?

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Keywords: cycles, billing, invoices, bills, past-due amount, late charges, cash cycle,

What is currency convertibility?

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Keywords: China, foreign exchange reserves, currency conversion charges, closed economies, non-convertible currencies, Cuba, Russia,

What are Load Mutual Funds?

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Keywords: mutual funds, fees, fund expenses and fees, sales charges, front load, front-end load, back-end load, contingent deferred sales charge, breakpoint, 12b-1, CDSC (contingent deferred sales charge),

What is currency exchange?

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Keywords: market, Forex, derivatives, forward contracts, interbank market, spot trading currency, forex market, currency conversion charges,

What are the Expenses Associated with Buying and Owning Mutual Funds?

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Keywords: mutual funds, active management, passive management, expense ratio, share classes, CDSC (contingent deferred sales charge),

Why Does the Price of a Stock Change?

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Keywords: technical analysis, stocks, book value, fundamental analysis, day trading, oscillators, buy and hold, swing trading,

How should my strategy change with age?

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Keywords: risk tolerance, asset allocation, dividends, S&P 500, Diversification Score®,

What is an Irrevocable Trust?

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Keywords: estates, estate planning, plan trustee, trusts, irrevocable trusts,

How Can the Money in My Coverdell ESA be Invested?

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Keywords: asset allocation, educational expenses, Coverdell ESA, private school education, saving for college,

What are the Contribution Limits For My 529 Plan?

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Keywords: educational expenses, maximum account balance, annual gift tax exclusion amount, 529 Plan,

How Could Blockchain Technology Change the World of Finance?

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Keywords: Initial Public Offering (IPO), Blockchains, blockchain technology, Initial Coin Offering (ICO),

What is the Hang Seng Index?

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Keywords: market indices, China, stock exchanges, foreign investment, free float,

What is the “Life with Period Certain” Option?

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Keywords: taxation, annuities, insurance, retirement accounts, years certain, life with cash refund, life with period certain,

How Often Can I Change the Allocation in My 401(k)?

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Keywords: asset allocation, taxation, retirement accounts, Markowitz, rebalancing, plan document,

What is Pari-Passu?

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Keywords: bankruptcy, assets, estate planning, creditors, probate court, pari-passu,

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