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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 the Series 7?

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Keywords: regulations, self-regulatory organization (SRO), licensing, Series 6,

What is the Series 63?

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Keywords: regulations, self-regulatory organization (SRO), securities licensing, Series 7,

What is a Home Lien?

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Keywords: debt, property taxes, liens, low income homebuyers, lien-holder, tax lien, judgment lien, mechanic's lien,

What is the “Period Income” Option on Annuities?

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Keywords: taxation, annuities, insurance, retirement accounts, creditor protection, liens, lawsuits,

What is a BitLicense?

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Keywords: Coinbase, New York Department of Financial Services (NYDFS), Article 78, regulation of cryptocurrency exchanges,

What is the FCC?

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Keywords: advertising, communications media, virtual interactions, content regulation, ratings, radio, film, television, internet, satellite,

What is Mortgage Suitability?

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

What is an ADV form?

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Keywords: Securities and Exchange Commission (SEC), FINRA, Registered Investment Advisor (RIA), U4, NASAA, commissions, Assets Under Management (AUM),

What is the Investment Advisor Registration Depository (IARD)?

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Keywords: Securities and Exchange Commission (SEC), FINRA, NASAA, Investment Advisers Act of 1940, IARD,

What is a Mortgage Broker?

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Keywords: mortgage, mortgage loans, lenders, loan underwriting, mortgage brokers,

Who is a commodity trading advisor (CTA)?

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

What is an Investment Manager?

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Keywords: investment managers, mutual funds, Securities and Exchange Commission (SEC), Hedge Funds, pooled investments, account manager,

Who is a commodity trader?

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Keywords: Securities and Exchange Commission (SEC), Futures, spot trading currency, Commodity Futures Trading Commission (CFTC), National Futures Association (NFA), commodity swaps,

What are the pros and cons of hedge fund investing?

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Keywords: mutual funds, hedging, alternative investments, liquidity, Hedge Funds, financial vehicles, transparency, prospectus,

Who Establishes a 401(k)?

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Keywords: taxation, retirement accounts, fiduciary standard, fiduciary, custodian, top-heavy testing, HCE, Average Deferral Percentage (ADP), sponsor, Department of Labor, administrator, bookkeeper,

What is Mortgage Insurance?

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Keywords: loans, ratios, Federal Housing Administration (FHA), Loan-to-Value (LTV), Homeowners Protection Act (HPA),

What is a commodity swap?

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Keywords: hedging, energy, interest rate swaps, forex market,

What are Investment Ideas?

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Keywords: investment advisors, technical indicators, fundamental analysis, investment basics, investment tips, internet, investment apps and websites,

What are the Different Types of Annuities?

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Keywords: annuities, insurance, lifetime income, variable annuities, fixed annuities, indexed annuities, period income annuities, SPIA, deferred annuities, joint-life annuities,

What is a Decentralized Application?

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Keywords: Dapps, Ethereum Virtual Machine, distributed computing, tokenization,

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