What's New

  1. Can someone who is not yet of legal age open a brokerage account?

    Can someone who is not yet of legal age open a brokerage account?

    An underage person cannot open a brokerage account on his or her own. However, it is possible for an underage person to have ...
  2. What financial certifications or exams do I need to complete in order to qualify ...

    What financial certifications or exams do I need to complete in order to qualify ...

    In general, most states require the successful completion of the Series 65 exam or both the Series 7 and Series 66 exams. ...
  3. If I do not have a U.S. Bachelor's Degree or equivalent, can I still qualify for ...

    If I do not have a U.S. Bachelor's Degree or equivalent, can I still qualify for ...

    CFA Institute indicates that a minimum of 4 years of qualifying work experience may allow an applicant without a Bachelor's ...
  4. Why does the majority of my mortgage payment start out as interest and gradually ...

    Why does the majority of my mortgage payment start out as interest and gradually ...

    When you make a mortgage payment, the amount paid is a combination of an interest charge and principal repayment. Over the ...
  5. I am not currently employed at a member firm, but I have independently written the ...

    I am not currently employed at a member firm, but I have independently written the ...

    After you have successfully completed your exam, you have two years to become registered or licensed to prevent your completion ...
  6. Does it make sense to get my house and car insurance at the same place?

    Does it make sense to get my house and car insurance at the same place?

    Some companies offer a "multi-policy" discount to people who buy auto and home insurance together, in which case it may save ...
  7. What is reinsurance?

    What is reinsurance?

    Reinsurance occurs when multiple insurance companies share risk by purchasing insurance policies from other insurers to limit ...
  8. 10 Tips For Choosing An Online Broker

    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 ...
  9. The Reverse Mortgage: A Retirement Tool

    The Reverse Mortgage: A Retirement Tool

    Discover another way to fund your retirement without having to make payments on a loan.
  10. How Budgeting Works For Companies

    How Budgeting Works For Companies

    Learn how to break down and understand a corporate budget.
  11. Let Life Insurance Riders Drive Your Coverage

    Let Life Insurance Riders Drive Your Coverage

    Find out how these additional benefits can help you customize your policy.
  12. Share The Wealth With Franchises

    Share The Wealth With Franchises

    Skip the first step and build off of someone else's successful business model.
  13. In A Cash Crunch? Hold A Yard Sale

    In A Cash Crunch? Hold A Yard Sale

    Lighten your load for a heavier wallet. We'll provide helpful tips to ensure a successful sale.
  14. How The Big Boys Buy

    How The Big Boys Buy

    Learn what those in-the-know look for when acquiring a company.
  15. Sneaky Strategies That Fuel Overspending

    Sneaky Strategies That Fuel Overspending

    Find out how to avoid six of the worst vender ploys this holiday shopping season.
  16. What's Your Net Worth Telling You?

    What's Your Net Worth Telling You?

    Net worth provides a road map for retirement - learn if you're headed in the right direction.
  17. Examining A Career As An Auditor

    Examining A Career As An Auditor

    Stricter government regulations have put auditing professionals in demand.
  18. What Makes An M&A Deal Work?

    What Makes An M&A Deal Work?

    Do you know why companies merge? Here we'll take a look at three successful company acquisitions and why they succeeded. ...
  19. Bank Failure: Will Your Assets Be Protected?

    Bank Failure: Will Your Assets Be Protected?

    The SIPC and FDIC insure against personal financial ruin when banks or brokerages go belly up.
  20. Do You Need Casualty Insurance?

    Do You Need Casualty Insurance?

    Find out how different types of coverages can protect you and which policy is right for you.
  21. 3 Life Events That Can Ruin Retirement Plans

    3 Life Events That Can Ruin Retirement Plans

    Death, divorce and loss of income can leave retirees reeling. Learn how to prepare.
  22. The Kingpin Of Wall Street: J.P. Morgan

    The Kingpin Of Wall Street: J.P. Morgan

    From robber baron to the hero of the Panic of 1907, this man helped shape Wall Street as we know it.
  23. Starting A Small Business In Tough Economic Times

    Starting A Small Business In Tough Economic Times

    We provide 6 tips for creating a winning business in a losing economy.
  24. I'm new to this. Can I sell or buy stock by myself?

    I'm new to this. Can I sell or buy stock by myself?

    In order to buy stocks, you need the assistance of a stock broker since you cannot just phone up a company and ask to buy ...
  25. My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are ...

    My husband has a 401(k) account which is 100% vested with an $8,000 balance. We are ...

    Unfortunately, the conditions under which hardship withdrawals can be made from a qualified plan, including a 401(k) plan, ...
  26. Is a Canadian resident allowed to participate in a direct stock purchase plan from ...

    Is a Canadian resident allowed to participate in a direct stock purchase plan from ...

    There is no law that prevents Canadians from participating in direct stock purchase plans offered by U.S. companies. There ...
  27. What is authorized stock?

    What is authorized stock?

    Authorized stock represents the maximum number of common shares that can be issued legally by the company as stated in the ...
  28. Which States do not require a Representative to write the Series 63 exam?

    Which States do not require a Representative to write the Series 63 exam?

    The Financial Industry Regulatory Authority (FINRA), (formerly the National Association of Securities Dealers), indicates ...
  29. If I already hold a professional certification am I eligible for any exemptions from ...

    If I already hold a professional certification am I eligible for any exemptions from ...

    No. To obtain a CFA designation, you must complete all levels of the CFA program regardless of whether you hold a professional ...
  30. At what point in the ordering process does a broker charge commission?

    At what point in the ordering process does a broker charge commission?

    When placing a market order for a security through a broker, there will be a commission accompanying the service. The fee ...
  31. Which popular professional certification exams do not require sponsorship?

    Which popular professional certification exams do not require sponsorship?

    The Financial Industry Regulatory Authority (FINRA) administers several professional certification examinations that do not ...
  32. Why should I bother creating a budget?

    Why should I bother creating a budget?

    Creating and using a budget is a valuable tool for all demographics; it's not just for those who need to closely monitor ...
  33. Who coined the term

    Who coined the term "entrepreneur"?

    For one, it wasn't Adam Smith. One person strangely overlooked in Smith's free market masterpiece, The Wealth of Nations, ...
  34. What's the difference between casualty insurance and disability insurance?

    What's the difference between casualty insurance and disability insurance?

    Casualty insurance is often called "property casualty insurance", and it provides insurance protection for your property ...
  35. Budgeting Basics

    Budgeting Basics

    If you're looking for a way to better manage your money and improve your financial situation, then this tutorial is for you. ...
  36. Introduction To Insurance

    Introduction To Insurance

    Having the right kind of insurance is a critical component of any good financial plan.
  37. The Greatest Investors

    The Greatest Investors

    Read about the achievements of those who have mastered the art of investing.
  38. IPO Basics Tutorial

    IPO Basics Tutorial

    What's an IPO, and how did everybody get so rich off them during the dotcom boom? We give you the scoop.
  39. The Greatest Market Crashes

    The Greatest Market Crashes

    From a tulip craze to a dotcom bubble, read the cautionary tales of the stock market's greatest disasters.
  40. Roth IRAs Tutorial

    Roth IRAs Tutorial

    This comprehensive guide goes through what a Roth IRA is and how to set one up, contribute to it and withdraw from it.
  41. 529 Plan Tutorial

    529 Plan Tutorial

    This comprehensive guide goes through what a 529 plan is and how to set one up, contribute to it and withdraw from it.
  42. Accounting and Valuing Employee Stock Options

    Accounting and Valuing Employee Stock Options

    Learn the different accounting and valuation treatments of ESOs, and discover the best ways to incorporate these techniques ...
  43. Advanced Financial Statement Analysis

    Advanced Financial Statement Analysis

    Learn what it means to do your homework on a company's performance and reporting practices before investing.
  44. Education Savings Account Tutorial

    Education Savings Account Tutorial

    This comprehensive guide goes through what an Education Savings Plan is and how to set one up, contribute to it and withdraw ...
  45. Registered Retirement Savings Plans (RRSP)

    Registered Retirement Savings Plans (RRSP)

    Learn how the Canadian government makes saving for your post-work years easy. We take you from your first contribution to ...
  46. Mortgage Basics

    Mortgage Basics

    Learn how to navigate what may be your biggest and most important loan.
  47. Analyzing A Career In Credit Analysis

    Analyzing A Career In Credit Analysis

    If you're a number-cruncher and responsibility doesn't scare you, this could be the job for you.
  48. Life Expectancy: It's More Than Just A Number

    Life Expectancy: It's More Than Just A Number

    Find out how this factor determines your life insurance premiums and affects your payout.
  49. An Introduction To LIBOR

    An Introduction To LIBOR

    This influential rate is published daily in Britain, and felt all around the world.
  50. Financial Regulators: Who They Are And What They Do

    Financial Regulators: Who They Are And What They Do

    Find out how these government agencies govern the financial markets.
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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