What's New

  1. Demystification Of Bank Accounts

    Find out which type of account suits your specific needs.
  2. The P/E Ratio: A Good Market-Timing Indicator

    Check out the returns this newer technical analysis tool would've yielded over the period from 1920 to 2003.
  3. Sales Director Career Provides Daily Challenge

    Find out what you need to do to close the deal on this investment management position.
  4. Top 7 Social Security Myths: Exposed

    A look at several myths that surround Social Security benefits.
  5. What is a typical day in the life of someone in M&A? How long does a project last?

    The life of a financial professional involved in the field of mergers and acquisitions can, like any line of work, vary considerably ...
  6. Plans The Small-Business Owner Can Establish

    Don't hesitate to adopt a smart plan for you and your employees.
  7. What is multiline insurance?

    The term "multiline insurance" can refer to multiline contracts and multiline insurers, so let's take a look at both variations. ...
  8. Biggest Merger and Acquisition Disasters

    Find out which companies collapsed after merging.
  9. Do I need to be a U.S. resident to take the Series 63 exam as an individual?

    No. The Financial Industry Regulatory Authority or FINRA, (previously the National Association of Securities Dealers), does ...
  10. 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 ...
  11. 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 ...
  12. It Is Better To Give AND Receive

    You give to benefit others, but there can be perks for you too.
  13. Help Your Kids Understand Money

    These simple tips will help you raise financially savvy kids.
  14. What is a stock-for-stock merger and how does this corporate action affect existing ...

    First, let's be clear about what we mean by a stock-for-stock merger. When a merger or acquisition is conducted, there are ...
  15. 3 Life Events That Can Ruin Retirement Plans

    Death, divorce and loss of income can leave retirees reeling. Learn how to prepare.
  16. I know there is a form of deposit insurance where a portion of my bank account deposits ...

    First things first, it's only partially correct to think that a portion of your bank deposits is protected. The Federal Deposit ...
  17. What happens if there are no places available for me to sit for my exam within my ...

    The NASD may extend your examination window to the next available appointment at your test center, if you contact your exam ...
  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. What is foreclosure investing?

    Foreclosure investing involves the purchase of houses that are somewhere in the process of being confiscated by lenders due ...
  20. Cold Call Without Getting The Cold Shoulder

    Learn how to warm up prospective clients to your business and your abilities.
  21. Analyzing A REX Agreement

    These contracts can be an effective way for homeowners to hedge against declining house prices.
  22. 5 ATM Scams That Can Break The Bank

    Don't get scorched by ATM thieves who want to burn a hole in your wallet.
  23. The Risks Of Mortgage-Backed Securities

    Find out how weighted average life guards against prepayment risk.
  24. Is there any difference between a holder of a Chartered Financial Analyst Designation ...

    Using the title "Certified Financial Analyst" to refer to the CFA® program offered by the CFA Institute is incorrect.CFA ...
  25. Is there any time I would want to have a zero-principal mortgage?

    As a general rule, entering a zero principal mortgage, or what is commonly referred to as an "interest-only mortgage", is ...
  26. The Demise Of The Defined-Benefit Plan

    Experts are making bleak predictions for your post-work years. Be prepared and plan for your future.
  27. How do university endowments work?

    Endowments represent money or other financial assets that are donated to universities or colleges. The sole intention of ...
  28. Cut Credit Card Bills By Negotiating A Lower APR

    Reducing the rate charged on your credit card balance is the first step to getting out of debt.
  29. 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 ...
  30. The History Of The FDIC

    Find out why this corporation was developed and how it protects depositors from bank failure.
  31. Enjoy Life Now And Still Save For Later

    Find out how to balance living well today and retiring well tomorrow.
  32. Six Rut-Busting Business Moves For Brokers

    Find out how to beat a plateau and boost your sales to the next level.
  33. How can I prevent commissions and fees from eating up my trading profits?

    First off, understand that there is no universal system regarding trading commissions charged by brokerage firms. Some charge ...
  34. What is the difference between a collateralized mortgage obligation (CMO) and a collateralized ...

    Both collateralized mortgage obligations (CMOs) and collateralized bond obligations (CBOs) are similar in that investors ...
  35. 10 Ways To Prepare For Nature's Worst

    Protect your financial interests from earthquakes, floods, tsunamis, hail, hurricanes, tornadoes and lightning strikes.
  36. What's the difference between net present value and internal rate of return? How ...

    Both of these measurements are primarily used in capital budgeting, the process by which companies determine whether a new ...
  37. How do I receive sponsorship from a member firm in order to write a Series 7 exam?

    In most cases, you obtain sponsorship for the Series 7 exam through employment at a FINRA member firm or a self-regulatory ...
  38. 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 ...
  39. Do You Need Casualty Insurance?

    Find out how different types of coverages can protect you and which policy is right for you.
  40. 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 ...
  41. 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 ...
  42. Revealing The Hidden Costs Of Weddings

    Find out how to avoid paying more for your big day!
  43. 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), ...
  44. Option ARMs: American Dream Or Mortgage Nightmare?

    Option adjustable rate mortgages could make or break your home-buying experience.
  45. Creating A Tax-Deductible Canadian Mortgage

    Find out how to get a tax benefit from your mortgage like your neighbours to the south.
  46. 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 ...
  47. Top 9 Venture Capital Interview Questions

    Ace your interview by learning how to break down the most common questions asked.
  48. Which popular professional certification exams do not require sponsorship?

    The Financial Industry Regulatory Authority (FINRA) administers several professional certification examinations that do not ...
  49. 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.
  50. 7 Tips On Buying A Home In A Down Market

    Follow these seven tips to get a leg up on rival bargain hunters.
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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