What's New

  1. I'm about to retire. If I pay off my mortgage with after-tax money I have saved, ...

    Only you and your financial advisor, family, accountant, etc. can answer the "should I?" question because there are many ...
  2. Maxing Out Your RRSP (Canadian)

    Increasing your savings will provide tax benefits - and peace of mind.
  3. Tips To Beat Tough Interviews

    Learn how to answer some of the hardest interviewer questions and scenarios.
  4. Asset Protection For The Business Owner

    Could incorporating your business help protect it? Find out here.
  5. 5 ATM Scams That Can Break The Bank

    Don't get scorched by ATM thieves who want to burn a hole in your wallet.
  6. How many attempts at the Series 7 exam are permitted?

    The National Association of Securities Dealers (NASD) has not placed any limits on the number of times you can attempt to ...
  7. Top 9 Venture Capital Interview Questions

    Ace your interview by learning how to break down the most common questions asked.
  8. 10 Steps To Retire A Millionaire

    Making this dream come true takes work, but it's well worth the effort.
  9. House Your Retirement With Self-Directed Real Estate IRAs

    Investors are now able to invest directly in real property, mortgages and other assets.
  10. What is the maximum amount of time that can elapse between CFA examinations?

    According to the CFA Institute, a candidate can take as much time as necessary between examinations. Therefore, if you passed ...
  11. Life Lesson No. 1: Avoid College Scholarship Fraud

    When families get desperate to scrape together college funds, they may fall prey to scammers.
  12. Where are the testing centers for the Series 7 examination?

    Testing centers for the Series 7 and other FINRA (Financial Industry Regulatory Authority), administered exams are located ...
  13. What is a subprime mortgage?

    A subprime mortgage is a type of loan granted to individuals with poor credit histories (often below 600), who, as a result ...
  14. Which is better, a fixed or variable rate loan?

    A variable interest rate loan is a loan in which the interest rate charged on the outstanding balance varies as market interest ...
  15. What is market cannibalization?

    Market cannibalism is defined as the negative impact a company's new product has on the sales performance of existing products. ...
  16. 10 Tips For Choosing An Online Broker

    Investing online is cheaper, safer and easier than ever before. Find out how to choose the broker that will help you get ...
  17. Solving Mixed Options Problems On The Series 7

    Learn to ace the questions that involve both options contracts and stock positions.
  18. Downshift To Simplify Your Life

    Learn how to ditch the rat race with voluntary simple living.
  19. What's the difference between macroeconomics and microeconomics?

    Microeconomics is generally the study of individuals and business decisions, macroeconomics looks at higher up country and ...
  20. What is an assumable mortgage?

    The purchase of a home is a very expensive undertaking and usually requires some form of financing to make the purchase possible. ...
  21. How can I purchase stocks directly from a company?

    There are a few circumstances in which a person can buy stock directly from a company. The following is meant to cover some ...
  22. How do restricted stocks, treasury stocks and stock appreciation rights benefit employees?

    Restricted stock represents any equity that is conditionally given or sold to an insider as compensation or as part of an ...
  23. Are credit cards and debit cards considered debt instruments?

    Consumer debt instruments allow people to borrow money at specific interest rates. In recent years, the credit industry has ...
  24. What are the three phases of a completed initial public offering (IPO) transformation ...

    While some large and successful companies are still privately-owned, many companies aspire toward becoming a publicly-owned ...
  25. Demystification Of Bank Accounts

    Find out which type of account suits your specific needs.
  26. Do I need to take the Series 6 examination after I have already successfully completed ...

    No. According to the Financial Industry Regulatory Authority (FINRA), (formerly the National Association of Securities Dealers), ...
  27. I sold my house. Can I exclude the gain from my income?

    Generally, you are required to include the gain from the sale of your home in your taxable income. However, if the gain is ...
  28. Is it required to order the CFA guides in order to prepare for the CFA?

    Many of the candidates preparing for their upcoming CFA exam are working full time and trying to balance an adequate amount ...
  29. Are there any continuing education requirements after I pass the Series 7 examination?

    Yes. According to the Securities Industry/Regulatory Council on Continuing Education (CEC), there are two parts to the CE ...
  30. The Wall Street Animal Farm: Getting To Know The Lingo

    Finance professionals speak a different language, but the terms they use are more familiar than you think.
  31. What is the highest achievable FICO score?

    Your FICO score is used by creditors to determine the overall credit risk of any individual consumer. This score is calculated ...
  32. What is an entrepreneur's elevator pitch?

    An important part of being an entrepreneur is pitching or making the case for the product, project or idea you intend to ...
  33. Invest In Your Education With An RESP

    All Canadians should know the benefits of these flexible education savings plans.
  34. Mortgage Asset-Liability Management Made Easy

    Should you refinance your mortgage to purchase other assets? Learn how to weigh your risk.
  35. 12 Ways To Shop Smarter

    The early bird may catch the worm, but in shopping, the worm will come to those who wait.
  36. This ARM Has Teeth

    Find out how to avoid getting bitten when your mortgage rate resets.
  37. Say "I Do" To Financial Compatibility

    Make a commitment to prevent finances from souring your relationship.
  38. Fatal Seduction Of The Municipal Bond Insurers

    Learn how a foray into CDOs and other exotic products ruined an industry's image.
  39. What does 'going public' mean?

    Going public refers to a private company's initial public offering (IPO), thus becoming a publicly traded and owned entity. ...
  40. What exactly is a company's float?

    The term "float" refers to the regular shares that a company has issued to the public that are available for investors to ...
  41. The Lucrative World Of Third-Party Marketing

    Hedge funds don't sell themselves. Marketing experts reel in the big fish.
  42. After an initial public offering, does a company profit from increases in its share ...

    The short answer is "no". To understand why, recall that the stock market is actually comprised of two markets - a primary ...
  43. What does the 'FIG' at an investment bank refer to?

    The 'FIG' at an investment bank usually refers to the financial institutions group - a group of professionals that provides ...
  44. How is my credit score calculated?

    The credit score, commonly referred to as a FICO score, is a proprietary tool created by the Fair Isaac Corporation. This ...
  45. 7 Steps To Selling Your Small Business

    Money in the bank and newfound free time make this grueling process worth the trouble.
  46. I am not a resident of the United States, but would like to be qualified as a registered ...

    Even if you are not a resident of the United States, you may be eligible to take an abbreviated form of the Series 7 exam. ...
  47. Older Parents Face New Financial Challenges

    Older parents are becoming the norm, but when it comes to finances, this choice has special considerations.
  48. Do I have to reach a certain age before I can write an NASD exam?

    The National Association of Securities Dealers (NASD) does not stipulate that individuals must be a minimum age to write ...
  49. I have a CFA designation. Do I qualify for any exemptions from FINRA licensing exams?

    Unfortunately, a CFA charter does not qualify you for any FINRA exam exemptions.
  50. How can I withdraw from my CFA Level 1 exam?

    According to the CFA Institute, a CFA Level 1 candidate can withdraw from his or her current CFA examination (no later than ...
  51. How does the number of credit card accounts I have affect my credit score?

    Your credit score, which is also referred to as your FICO score, is a measure that creditors use to assess your potential ...
Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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