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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 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 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,

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),

Where Do I Find a Financial Advisor?

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

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 Holding an Annuity?

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

What is a "Breakpoint"?

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

What is an Active Index Fund?

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

How do Advisors Charge and How Much Should I Pay?

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

Who is the best custodian for my investments?

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

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 Turnover Ratio?

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Keywords: mutual funds, capital gains and losses, management fees, capital gains taxes, reference rate, Exchange Traded Funds (ETFs), short term capital gains, efficiency, inventory, mutual fund fees, income taxes, inventory carrying costs, warehousing costs, costs of carry, turnover ratio,

Can I Leave My 401(k) With My Former Employer?

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Keywords: retirement accounts, vesting, fees, inactive account, traditional IRAs, rollover, small account fee,

Can I Rollover My 401(k) into an IRA?

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Keywords: retirement accounts, vesting, 401(k)s, IRAs, custodian-to-custodian transfer, in-kind transfer, account fees, direct transfer, account liquidation,

What is a Registered Investment Advisor (RIA)?

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

What Happens to My Annuity After I Die?

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Keywords: annuities, insurance, fees, RMDs, death benefit, beneficiaries, market exposure,

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 Account Activity?

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Keywords: dividends, inactivity fee, dormant account fee, buying and selling activity, maintenance fees, dormant account,

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