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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 Accounting Policies?

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Keywords: cycles, accounting methods, accounting conventions, accounting practices, business management, internal control systems, accounting cycle,

What does the Efficiency Ratio Mean?

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Keywords: liabilities, assets, efficiency ratio, assets and liabilities, business management, market research, turnovers, 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 Does M&A Mean?

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Keywords: general business information, acquisitions, Mergers and Acquisitions (M&A), business management, consolidation,

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 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 is a Form 2106: Employee Business Expense?

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Keywords: 2106-EZ, unreimbursed expenses, business deductions,

What is IRS Publication 334, Tax Guide for Small Business?

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Keywords: CPAs, Limited Liability Company (LLC), S-Corp, small businesses, tax credits, tax deductions, tax advisors,

What does “Buy-Side” Mean?

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

What are Actively-Managed ETFs?

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Keywords: mutual funds, Exchange Traded Funds (ETFs), passive fund management, intra-day trading, fund expenses and fees,

How old should my portfolio manager Be?

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Keywords: investment managers, financial advisors, portfolio management, investment portfolio, account manager,

What is an Account Executive?

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Keywords: sales, account manager, advertising, client relationships, repeat business,

What is Chapter 10?

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Keywords: bankruptcy, credit rating, board member, small businesses, bankruptcy filings, Chapter 10,

What is the difference between active and passive money management?

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Keywords: market indices, investment managers, asset allocation, alpha, money manager, Warren Buffett, efficient markets, index funds, asset classes,

Who are Some of the More Well-Known Investment Managers?

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Keywords: market statistics, investment managers, money manager, Warren Buffett, best-efforts,

What is a Home Office Expense?

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Keywords: deductions, tax deductible, self-employment tax, small businesses, self-employed, business taxes, home office, tax deductions, itemized deductions, self-employed individuals,

What is IRS Publication 544 on Sales and Other Dispositions of Assets?

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Keywords: Fair Market Value (FMV), nontaxable exchange, like-kind exchanges, business interest, tax deductions, capital gains or ordinary gains,

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