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Personal Finance

Summer Solstice Checkup—Are You Halfway to Achieving Your Financial Goals?

Short Title: 
Summer Solstice Financial Checkup

We're closing in on the longest day of the year. That means the year is half over. Here's something all of us can put on our Summer Solstice checklist: check in on the progress of your 2018 financial goals.

Core Official Date: 
Thursday, June 21, 2018 - 12:00
Author (External): 
Pete Chandler ([email protected])

A Gift for Dad This Father’s Day: Financially Independent Kids

Short Title: 
Father's Day and Your Finances

This Father's Day, show Dad that when it comes to saving for the future, and keeping your finances in check, you've got it covered.

Core Official Date: 
Friday, June 19, 2020 - 14:30
Author (External): 
FINRA Staff ([email protected])

This Hurricane Season Learn to Take Shelter from Disaster-Related Financial Fraud

Short Title: 
Disaster-Related Financial Fraud

Hurricane season is upon us. As you put together your disaster preparedness plan this year, brush up on the signs of fraud. And be on the lookout for common disaster-related financial frauds.

Core Official Date: 
Thursday, June 7, 2018 - 16:45
Author (External): 
FINRA Staff ([email protected])

Getting a Handle on Virtual Currencies

Short Title: 
Virtual Currencies

Social and traditional media have been abuzz with articles and information about the rising phenomenon of virtual currencies. Before you make any investment decisions, it is critical to understand some of the concepts underlying this emerging world of virtual currencies.

Core Official Date: 
Thursday, May 31, 2018 - 15:45
Author (External): 
By FINRA Staff and the BBB Institute ([email protected])

Using Your Credit Card To Invest? Think Again.

Short Title: 
Credit Cards and Investing

The Securities and Exchange Commission (SEC) recently issued an investor alert listing some of the risks associated with using credit cards to buy investments or to fund an investment account.

Core Official Date: 
Tuesday, May 22, 2018 - 17:30
Author (External): 
Erika Karell ([email protected])

Congrats, Grads! Now It's Time To Think About That Debt

Short Title: 
Grads Student Debt

Congratulations, Class of 2018, you did it! But the hard work for many of you has just begun. Now, it's time to think about paying down student loan debt. With the average student debt burden hovering around $40,000, that's no small task. Here's what you need to know.

Core Official Date: 
Wednesday, May 16, 2018 - 11:45
Author (External): 
[email protected] (FINRA Staff)

Talking Money With Mom: Gender, Generation and Financial Knowledge

Short Title: 
Gender, Generation and Financial Knowledge

Across generations, women trail men in financial knowledge—but the gap may be closing. This Mother's Day, here are some tips to keep that momentum going.

Core Official Date: 
Friday, May 11, 2018 - 10:00
Author (External): 
Erika Karell ([email protected])

Volatility Investing—Not for the Faint of Heart

Short Title: 
Volatility Investing

Volatility-linked exchange-traded products are not designed to be used as buy-and-hold investments—and they can quickly lose some or all of their value in a very short time.

Core Official Date: 
Friday, May 4, 2018 - 09:00
Author (External): 
FINRA Staff ([email protected])

Market Cap, Explained

Short Title: 
Market Cap

There are many different ways to group and classify stocks. Market capitalization, a measure of a company's value, is one of them. Here's a look at some of the ways you can use market cap and a look at some of the measurement's limitations.

Core Official Date: 
Thursday, April 26, 2018 - 12:00
Author (External): 
Kaitlyn Kiernan ([email protected])

Senior Investors: This Helpline Is For You

Short Title: 
FINRA's Senior Helpline

April 20th marks the three-year anniversary of the Senior Helpline, which FINRA launched to provide senior investors a source of trustworthy information and assistance. The Helpline's dedicated staff has taken over 13,000 calls, including over 1,000 so far in 2018.

Core Official Date: 
Friday, April 20, 2018 - 10:00
Author (External): 
FINRA Staff ([email protected])

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