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

Who is an Account Manager?

Continue reading...

Keywords: client retention, customer service, clientèle, client relationships, know-your-customer,

What is the Suitability Standard?

Continue reading...

Keywords: financial planning, retirement planning, management fees, fiduciary standard, suitability standard, client relationships, commissions,

What is an Account Executive?

Continue reading...

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

What is adaptive selling?

Continue reading...

Keywords: marketing, sales, e-commerce, formula selling, value proposition, client retention, market psychology, demographics,

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,

How often should I call my financial advisor?

Continue reading...

Keywords: financial advisors, portfolio performance, investment portfolio, quarterly review, client relationships,

What is a Federal Credit Union?

Continue reading...

Keywords: interest rates, 457 plans, FDIC, NCUA, Certificates of Deposit (CDs), client-owned businesses, mutuality, exporting,

Do I Need an Advisor on a Permanent Basis?

Continue reading...

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

How Do You Set Up a Bitcoin Miner?

Continue reading...

Keywords: ASIC mining, Bitcoin mining, Raspberry Pi, stand-alone mining rigs, mining pools, mining client software,

What is the Ethereum Virtual Machine?

Continue reading...

Keywords: distributed computing, Ethereum client software, validation nodes,

How old should my portfolio manager Be?

Continue reading...

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

What is the XRP Escrow Lock-Up?

Continue reading...

Keywords: money supply, XRP, XRP Lockup, Bitcoin Mining Awards, cryptocurrency inflation,

What is the Fiduciary Standard?

Continue reading...

Keywords: financial planning, retirement planning, fiduciary standard, suitability standard, commissions,

What is a Registered Investment Advisor (RIA)?

Continue reading...

Keywords: financial planning, asset manager, management fees, commissions, Assets Under Management (AUM),

What is Credit Debt?

Continue reading...

Keywords: interest rates, debt, credit, credit debt,

What is an Investment Banker?

Continue reading...

Keywords: investment banks, Volcker Rule, commercial banking, Glass-Steagall Act, iBanking,

What is asset management?

Continue reading...

Keywords: cash flows, Certified Financial Planner (CFP), CPAs, tax planning, banking institutions, interest rate swaps, estate planners, business planning,

What is the Prime Rate

Continue reading...

Keywords: loan interest rates, default risk, federal funds rate, prime rate, lending institutions,

What is an Abandonment Option?

Continue reading...

Keywords: appraisal, arbitration, Mergers and Acquisitions (M&A), liquidation value, abandonment value, appraised value, abandonment option,

Who is a commodity trading advisor (CTA)?

Continue reading...

Keywords: Futures, swaps, index funds, pooled investments, Commodity Futures Trading Commission (CFTC), National Futures Association (NFA), single-stock futures,

Ad is loading...