Personal Finance

By Anonymous (not verified), 10 May, 2018
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
Author (External)
Erika Karell ([email protected])
By Anonymous (not verified), 3 May, 2018
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
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 26 April, 2018
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
Author (External)
Kaitlyn Kiernan ([email protected])
By Anonymous (not verified), 19 April, 2018
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
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 10 April, 2018
Short Title
401(k) Plan Matches

Are you making the most of your company's 401(k) match? Each year, Americans leave billions of dollars in 401(k) company matches on the table. Here's how to avoid becoming one of the estimated one-of-four employees who misses out on free money.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 3 April, 2018
Short Title
Senior Financial Exploitation

The protection of senior investors has always been a top priority for the Financial Industry Regulatory Authority (FINRA). As part of this ongoing effort, FINRA adopted rules earlier this year that allow brokers to take steps to protect seniors and other specified adults.

Core Official Date
Author (External)
Erika Karell ([email protected])
By Anonymous (not verified), 29 March, 2018
Short Title
Be Mindful of Data Aggregation Risks

Before you share your account information and other sensitive financial details with data aggregators, it pays to know how these services operate, and how to protect yourself from potential privacy and security risks.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 27 March, 2018
Short Title
April Fools

As some of us delight in tricking our friends on April Fool's Day, scammers are out working to trick people, too—but their mischief results in far greater consequences than a nose full of shaving cream. Here are 5 tips to keep you from getting fooled by fraud.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 22 March, 2018
Short Title
Cost Basis

Selling an investment typically has tax consequences. To figure out whether you need to report a gain—or can claim a loss—after you sell, you need to know the cost basis for that investment.

Core Official Date
Author (External)
Pete Chandler ([email protected])
By Anonymous (not verified), 15 March, 2018
Short Title
Smart Investing at Your Library

Across the country, libraries are working with financial educators to bring innovative programs and resources to visitors of all ages to help them hone their financial skills.

Core Official Date
Author (External)
Pete Chandler ([email protected])