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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

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What are Load Mutual Funds?

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Keywords: mutual funds, fees, fund expenses and fees, sales charges, front load, front-end load, back-end load, contingent deferred sales charge, breakpoint, 12b-1, CDSC (contingent deferred sales charge),

What are No-Load Mutual Funds?

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Keywords: mutual funds, mutual fund fees, commissions, front load, breakpoint, 12b-1, no-load,

What are the Expenses Associated with Buying and Holding an Annuity?

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Keywords: annuities, fees, financial vehicles, insurance companies, mortality and expense fees, fund fees, rider fees,

What are Bank Fees?

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Keywords: inactive account, overdraft, bounced check, maintenance fees, dormant account, wire transfers,

What is a foreign transaction fee?

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Keywords: transaction cost, fees, account fees, overseas, travel, currency conversion charges, dynamic charges, bank branches,

Where Do I Find a Financial Advisor?

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Keywords: financial advisors, financial planning, fees & commissions, Assets Under Management (AUM),

What is an Expense Ratio?

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Keywords: mutual funds, Exchange Traded Funds (ETFs), fees, operating expenses, 12b-1, expense ratio, turnovers, turnover ratio,

What is a Lifeline Account?

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Keywords: checking account, bank account, account fees, low income homebuyers, social mobility,

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 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,

What is Cash Flow?

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Keywords: accounting, cash flow, cycles, revenue, expenses, cash flow coverage ratio, cash equivalents, cash conversion cycle,

What’s Better: ETFs or Mutual Funds?

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Keywords: investments, mutual funds, Exchange Traded Funds (ETFs), transaction cost, Dollar Cost Averaging (DCA), fees & commissions, expense ratio, turnovers, turnover ratio,

What is an Operating Expense?

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Keywords: profit, operating expenses, corporate finance, OPEX,

What is a "Breakpoint"?

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Keywords: mutual funds, investment, fees, sales load, mutual fund fees, fees & commissions, breakpoint,

How do I Calculate my Expenses?

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Keywords: financial calculators, Personal Finances, savings, assets, expenses, household budgeting,

What are the Expenses Associated with the Purchase of ETFs?

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Keywords: investments, trading expenses, Exchange Traded Funds (ETFs), fees, fees & commissions, commissions, expense ratio,

Should I pay for financial planning services?

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Keywords: financial calculators, financial planning, fiduciary standard, fees, supply and demand, Certified Financial Planner (CFP), broker-dealers, custodians, fees & commissions, commissions, fee-only, fee-based, advisor compensation, inherent value,

What is an Active Index Fund?

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Keywords: active management, index funds, passive management, mutual fund fees, turnovers, turnover ratio,

What is IRS Publication 535, Business Expenses?

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Keywords: overhead, depreciation, inventory carrying costs, capital expenses, cost of sales, Research and Development (R&D),

What is IRS Publication 529 on Miscellaneous Deductions?

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Keywords: Form 1040, 2% limit on deductions, unreimbursed expenses, Schedule A, Form 2106,

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