MENU

EDU Articles

Ad is loading...

Popular articles

Table of Contents

Help CenterFree Products Premium Products

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 Broker-Dealer?

Continue reading...

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

What is Abandoned Property?

Continue reading...

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

Who is the best custodian for my investments?

Continue reading...

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

What are My SIMPLE IRA Investment Options?

Continue reading...

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

What is a Market Maker?

Continue reading...

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

Should I pay for financial planning services?

Continue reading...

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,

How Does a 401(k) Work?

Continue reading...

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

What is FINRA?

Continue reading...

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

What is a Mortgage Broker?

Continue reading...

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

What is a Discount Broker?

Continue reading...

Keywords: stocks, trading, trade execution, discount brokerages,

What is Cash Collateral?

Continue reading...

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

What are My SEP IRA Investment Options?

Continue reading...

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

How Can You Buy a Stock?

Continue reading...

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

What is a Mortgage Company?

Continue reading...

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

What is a Bond Purchase Agreement?

Continue reading...

Keywords: investment banks, dealer firm, selling agreement, firm-commitment, best-efforts, all or none, minimum maximum, market-out clause,

What is Mortgage Fallout?

Continue reading...

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

What is an Earnings Recast?

Continue reading...

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

Where Should I Open an IRA?

Continue reading...

Keywords: investments, brokerages, taxation, retirement accounts, real estate, private equity, gold bullion, proprietary products, collectibles, refined gold bullion,

Where Do I Buy Life Insurance?

Continue reading...

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

What are the Projections for Social Security Benefits?

Continue reading...

Keywords: pension, social security, Medicare, baby boomers, Alan Greenspan, Social Security Trust Fund,

Ad is loading...