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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

EDU Articles

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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 Federal Credit Union?

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

Who is an Account Manager?

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

What is the Suitability Standard?

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

What is Bank-Owned Property?

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Keywords: foreclosure, real estate auction, Real Estate Owned (REO),

What is an Account Executive?

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

How Can You Buy a Stock?

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

What is adaptive selling?

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

Where do I find a good CPA?

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Keywords: investment taxation, financial planning, accounting, advisors, business owners, CPAs, small businesses, business taxes,

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 are Accounting Policies?

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

Do I Need an Advisor on a Permanent Basis?

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

How often should I call my financial advisor?

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

If I Want to Establish a SEP IRA, Do I Have to Establish One for All Owners of My Business?

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Keywords: taxation, retirement accounts, fringe benefits, partnerships, Form 1040, silent partners,

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 is the Ethereum Virtual Machine?

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

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,

How Do You Set Up a Bitcoin Miner?

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

What is the Federal Unemployment Tax Act (FUTA)?

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Keywords: state unemployment benefits, business taxes, unemployment insurance trust funds,

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,

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