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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’s a Defined Benefit Plan?

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Keywords: taxation, retirement accounts, lump sum payment, class action lawsuit, enrolled actuary, audit,

What is the “Period Income” Option on Annuities?

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Keywords: taxation, annuities, insurance, retirement accounts, creditor protection, liens, lawsuits,

What is absolute frequency?

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Keywords: Relative Strength Index (RSI), statistics, frequencies, probability, empirical studies, relative frequency, observations, data set, bin, class, cumulative frequency,

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,

What is an Abandonment Clause?

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Keywords: counter-parties, construction law, maritime insurance, property insurance, boat insurance, abandonment clause,

What Are the Basics of Mutual Funds?

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Keywords: mutual funds, qualified plans, prospectus, breakpoint, share classes, no-load, separate accounts,

What is an asset mix?

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Keywords: risk tolerance, asset allocation, stocks, bonds, time horizon, asset classes, cash equivalents,

What is asset allocation?

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Keywords: portfolio management, portfolio theories, asset allocation, correlation, diversifiable risk, asset classes, Diversification Score®,

How do I determine the right mix of assets?

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Keywords: volatility, portfolio theories, asset allocation, diversification, investment portfolio, correlation, diversifiable risk, asset classes, Monte Carlo Simulation, market exposure,

What does asset allocation mean?

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Keywords: real estate investments, portfolio management, asset allocation, stocks, commodities, alternative investments, risk, bonds, correlation, diversifiable risk, asset classes,

Who is the best custodian for my investments?

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

What is the right mix of assets for me?

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Keywords: risk tolerance, portfolio management, asset allocation, alternative investments, investment portfolio, asset classes, Diversification Score®,

What is the role of asset allocation in my investments?

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Keywords: asset allocation, diversifiable risk, investment strategy, asset classes, investment basics,

Do I Need a Financial Advisor?

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Keywords: financial advisors, financial planning, investment portfolio, asset classes,

How can I check if my portfolio is diversified?

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Keywords: mutual funds, asset allocation, diversification, investment portfolio, diversifiable risk, asset classes, Diversification Score®,

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),

What is Investment Banking?

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Keywords: trading, trading volume, new issue, Initial Public Offering (IPO), investment banks, Volcker Rule, Hedge Funds, banking institutions, Glass-Steagall Act, loan underwriting,

What does net long mean?

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Keywords: derivatives, fund management, long and short positions, asset classes, net long, active trading,

How many investment choices should I have in my portfolio?

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Keywords: portfolio management, portfolio theories, asset allocation, investment portfolio, asset classes, investment basics, Diversification Score®,

How many financial advisors do I need?

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Keywords: financial advisors, commodities, estate planning, investment portfolio, CPAs, tax planning, asset classes,

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