Personal Finance

By Anonymous (not verified), 18 April, 2019
Short Title
Cryptocurrency Trading Platforms

In the new world of cryptocurrencies and blockchain technology, a number of service providers have emerged to assist users in managing their cryptocurrencies. An important development is the emergence of cryptocurrency online platforms that let users buy, sell, exchange, and in some cases, store cryptocurrencies.

Core Official Date
Author (External)
FINRA STAFF AND THE BBB INSTITUTE ([email protected])
By Anonymous (not verified), 1 April, 2019
Short Title
Social Sentiment Investing Tools

This Alert provides tips to consider before using tools that analyze or aggregate information from social media sources to make investment decisions or attempt to predict changes in the stock market’s direction or in the price of a security.

Core Official Date
Author (External)
FINRA and SEC Staff ([email protected])
By Anonymous (not verified), 26 March, 2019
Short Title
Earned Income Tax Credit

With the Earned Income Tax Credit (EITC), eligible workers can receive a refundable tax credit that could exceed $6,500. Learn more.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 19 March, 2019
Short Title
Broker Imposter Scams

FINRA is aware of a recent scheme that involved an unregistered individual impersonating a registered investment professional to lure in potential investors. This scammer created a fake version of a public FINRA BrokerCheck® report of a legitimate broker—picking an experienced broker with a spotless regulatory record.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 7 March, 2019
Short Title
Deciding Whether to Rent or Buy

Since a home purchase is often the single biggest investment many people will ever make, it's important to give the question—buy or rent—serious consideration. If you are wondering what is right for you, here are four questions to ask yourself.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 6 March, 2019
Short Title
Investor Alert: Fake Check Scams

Fake checks purported to be issued by FINRA appear to be back in circulation in 2019. The checks are counterfeit, and may arrive by special delivery and require a recipient's signature. Learn about the risks of cashing unexpected checks and our tips to avoid being a check scam victim.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 21 February, 2019
Short Title
Save to Retire

Time for a Military Saves Week pep talk. YOU CAN DO IT! We're talking about saving meaningful money toward your retirement. Below are four ways to help achieve a secure retirement.

Core Official Date
Author (External)
FINRA Foundation ([email protected])
By Anonymous (not verified), 13 February, 2019
Short Title
Love and Debt

Before you go on a spending spree to show your love this Valentine's Day, try a different tactic this year and get on the same page about debt. It might just be the key to building a stable and happy future together.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 5 February, 2019
Short Title
Pay Raise

If you just got or are expecting a raise, you might be surprised at just how much even a modest salary bump can improve your financial fortunes.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 25 January, 2019
Short Title
FINRA Bond Facts

Wouldn't it be nice if there were a tool that could give you the most important facts about a particular bond in an easy-to-digest package? FINRA has you covered with the new Bond Facts tool.

Core Official Date
Author (External)
FINRA Staff ([email protected])