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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 is backtesting?

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Keywords: indicators, due diligence, options, statistical analysis, historical performance, future results, trading strategies, market theories, algorithm, assumed rate of return, oversight, backtesting,

What is Mortgage Suitability?

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Keywords: fiduciary standard, suitability standard, due diligence, know-your-customer,

What is a 10-k?

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Keywords: Securities and Exchange Commission (SEC), equity, annual reports, 10-K, 10-Q, due diligence, fiscal year,

What is Accountant Responsibility?

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Keywords: American Institute of CPAs (AICPA), responsibility center, conflicts of interest, due care,

What is Due Diligence?

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Keywords: Securities and Exchange Commission (SEC), Securities Act of 1933, fiduciary,

What is a Billing Cycle?

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Keywords: cycles, billing, invoices, bills, past-due amount, late charges, cash cycle,

Who is a Bill Collector?

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Keywords: bills, credit cards, past-due amount, consolidation agencies, account settlement, debt collector, Fair Debt Collection Practices Act, payment-for-deletion,

What is the SEC?

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Keywords: Securities and Exchange Commission (SEC), FINRA, NASD, insider trading, illegal activities,

Should I invest in private placements?

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Keywords: asset allocation, alternative investments, accredited investor, private placements, non-accredited investor, misrepresentation, wealth gap,

What does Investment Grade Mean?

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Keywords: security, bond, interest rate, credit rating, investment grade bonds,

How Do I Find the Best Mutual Fund?

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Keywords: mutual funds, benchmark, active management, alpha, efficient market hypothesis, historical performance,

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 the Fiduciary Standard?

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

What are Subprime Loans?

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Keywords: Mortgage-Backed Securities (MBS), 2008, cash flow, securitized, Collateralized Mortgage Obligation (CMO), prime rate, subprime loans,

What is a Federally Covered Advisor?

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Keywords: Securities and Exchange Commission (SEC), regulations, FINRA, Dodd-Frank Act, Investment Advisers Act of 1940, IARD, Assets Under Management (AUM), state vs federal registration, Form ADV,

What is Housing Expense Ratio?

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Keywords: Fannie Mae, Freddie Mac, mortgage loans, bad debt, mortgage lending market, home mortgage lending, housing expense ratio,

Where can I get information about private placements?

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Keywords: asset allocation, alternative investments, accredited investor, EDGAR, private placements, Form D, JOBS Act of 2012, 506(c),

Where Do I Buy Life Insurance?

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

How Can I Keep My Health Costs Down in Retirement?

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Keywords: medical expenses, long-term care insurance, health insurance,

What is an Income Bond?

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Keywords: bankruptcy, bonds, coupon payments, corporate bonds, junk bonds, high yield bonds, cumulative frequency,

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