What's New

  1. Help Your Kids Understand Money

    These simple tips will help you raise financially savvy kids.
  2. Sales Director Career Provides Daily Challenge

    Find out what you need to do to close the deal on this investment management position.
  3. Enjoy Life Now And Still Save For Later

    Find out how to balance living well today and retiring well tomorrow.
  4. Health-y Savings Accounts

    HSAs can provide a new way to save for retirement and medical expenses.
  5. The No.1 Reason Why Couples Fight

    Learn how to resolve the financial and emotional issues surrounding a scarce commodity.
  6. Sneaky Strategies That Fuel Overspending

    Find out how to avoid six of the worst vender ploys this holiday shopping season.
  7. What is the difference between a buy-side analyst and a sell-side analyst?

    The main difference between these two types of analysts is the type of firm that employs them and the people to whom they ...
  8. Are IPOs available to short sell immediately upon trading, or is there a time limit ...

    The quick answer to this question is that an IPO can be shorted upon initial trading, but it is not an easy thing to do at ...
  9. Examining A Career As An Auditor

    Stricter government regulations have put auditing professionals in demand.
  10. What does the term "stock-for-stock" mean?

    The term "stock-for-stock" is popularly used in two different contexts, and it regularly makes business news headlines in ...
  11. 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 ...
  12. What are the advantages and disadvantages for a company going public?

    An initial public offering (IPO) is the first sale of stock by a company. Small companies looking to further the growth of ...
  13. Do You Need Casualty Insurance?

    Find out how different types of coverages can protect you and which policy is right for you.
  14. Financial Planners: Practice What You Preach

    "Do as I say and not as I do" doesn't make for a great professional reputation.
  15. Is it possible to take the Series 6 exam without being sponsored?

    Unfortunately, the answer to this question is "No." The Financial Industry Regulatory Authority or FINRA (previously the ...
  16. Since I do not have a certificate of completion, where can I get a copy of my exam ...

    If you are not currently employed by a member firm you can get your exam scores by contacting FINRA in writing and requesting ...
  17. What forms of ID are acceptable for admittance into the CFA examination room?

    CFA Institute indicates that an original driver's license, passport, government work permit, as well as military, citizen's ...
  18. If I have passed the Series 7 exam, do I need to write the 6 and 63 exams as well?

    Not always. According to the Financial Industry Regulatory Authority (FINRA), (formerly National Association of Securities ...
  19. Is it possible to take the Series 7 exam without being sponsored?

    Unfortunately, the answer is "No." The Financial Industry Regulatory Authority or FINRA, (formerly the National Association ...
  20. Combining Credit For A Happy Financial-Ever-After

    A couple's finances may not always be a match made in heaven. Find out when to say "I Do".
  21. How can I improve my credit score?

    If you are looking to take out a loan or apply for a credit card, then it will be very important for you to have a good credit ...
  22. How do I open a Swiss bank account, and what makes them so special?

    Surprisingly, opening a Swiss bank account is not that much different from opening a standard bank account because you have ...
  23. Retirement Funds To Fund Startups

    Retired entrepreneurs who have "played it safe" and retirees who want to stretch their dollars are looking to invest here. ...
  24. What is a "dog and pony" show?

    A dog and pony show, or a road show, is a term used to describe a seminar or forum that has the purpose of introducing new ...
  25. 9 Ways To Use A Tax Refund

    How do you plan to spend your refund this year? We provide some smart suggestions.
  26. 10 Tips For Choosing An Online Broker

    This important investment decision happens before you pick your first stock. Find out how to get it right.
  27. How Budgeting Works For Companies

    Learn how to break down and understand a corporate budget.
  28. Be Mortgage-Free Faster

    Getting rid of this debt faster has bigger benefits than you might think.
  29. From The Printing Press To The Internet

    Find out how this invention contributed to the development and evolution of the U.S. economy.
  30. Generational Marketing: Harvest The Whole Family Tree

    Attract new clients by tailoring your message to specific age groups.
  31. My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

    If you converted the funds less than five-years ago, you will not be able to meet the qualified distribution requirements. ...
  32. Tips For Boosting Your Business

    Find out how butter up new clients, build up old files and better your bottom line.
  33. Small Business: It's All About Relationships

    Rather than be a jack-of-all-trades, an owner should rely on a network of trusted experts.
  34. 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 ...
  35. The History Of Consumer Credit Rights

    The Fair Credit Billing Act of 1974 gave consumers the power to dispute credit card charges.
  36. How many attempts at each CFA exam is a candidate permitted?

    The CFA Institute allows an individual an unlimited amount of attempts at each examination.Although you can attempt the examination ...
  37. How long will my Series 7 license last after my employment has been terminated at ...

    According to the Financial Industry Regulatory Authority (formerly the National Association of Securities Dealers), you have ...
  38. Cut Your Bank Fees

    Find out how to get the bank to pay you for using their services, not the other way around.
  39. If I have already completed the Series 6 examination, do I have to complete the entire ...

    After having written the Series 6 examination, there would be significant overlap with the Series 7 in areas such as mutual ...
  40. Do I have to successfully complete the Series 7 exam before I can register for the ...

    There are no prerequisites to register for the Series 63 exam. However, once you have registered for the exam, you must schedule ...
  41. How does a credit crunch occur?

    A credit crunch occurs when there is a lack of funds available in the credit market, making it difficult for borrowers to ...
  42. Dialing In On The Credit Crisis

    Would a similar crisis have occurred if iPhone investors were offered the same loan options as homeowners?
  43. Starting A Small Business In Tough Economic Times

    We provide 6 tips for creating a winning business in a losing economy.
  44. 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 ...
  45. The Demise Of The Defined-Benefit Plan

    Experts are making bleak predictions for your post-work years. Be prepared and plan for your future.
  46. Share The Wealth With Franchises

    Skip the first step and build off of someone else's successful business model.
  47. A Multipurpose Future Planning Tool

    Overfunded variable universal life insurance policies can be an all-in-one financial solution.
  48. What are the differences between chapter 7 and chapter 11 bankruptcy?

    Chapter 7 bankruptcy is sometimes also called liquidation bankruptcy. Firms experiencing this form of bankruptcy are past ...
  49. 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 ...
  50. Maxing Out Your RRSP (Canadian)

    Increasing your savings will provide tax benefits - and peace of mind.
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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