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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 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 is active management?

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Keywords: benchmark, management fees, active management, alpha, Beta, passive management, SPIVA, index investing,

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 are No-Load Mutual Funds?

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

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,

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 a Registered Investment Advisor (RIA)?

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

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,

Is there a Benefit to Self-Managing?

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Keywords: portfolio management, investment, investment portfolio, active management, fees & commissions,

What is passive investing?

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Keywords: market indices, asset allocation, securities, passive investing, active management, efficient market theory, alpha, long position, buy and hold, long term financial planning, no-load,

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 Manages ETFs?

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Keywords: investments, market indices, active management, fund management, passive management, Charles Schwab, Barclays, ProShares, Credit Suisse, Eaton Vance,

What is a Lifeline Account?

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

What is Account Activity?

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

What is active money management?

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Keywords: investment managers, emerging markets, active management, efficient market hypothesis, rebalancing, passive management, energy sector companies, Master Limited Partnership (MLP), sector funds, oil and gas, Diversification Score®,

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 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,

How do I Buy an ETF?

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Keywords: investments, risk tolerance, volatility, portfolio management, liquidity, Exchange Traded Funds (ETFs), fees, fees & commissions, commissions,

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),

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