Personal Finance

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])
By Anonymous (not verified) , 14 March, 2018
Short Title
Watch Out for These 4 Behaviors by Your Financial Professional

Financial regulators work hard every day to protect investors from broker misconduct. But at the end of the day, a diligent and vigilant investor is her own best first line of defense. Here are four behaviors that should have you asking questions.

Core Official Date
Author (External)
Kaitlyn Kiernan ([email protected])
By Anonymous (not verified) , 9 March, 2018
Short Title
Lost Property

The purpose of unclaimed property laws is to protect consumers by ensuring money they are owed is returned to them. But those same laws can also cause potential problems. Follow these steps to help prevent your assets from ending up in your state's unclaimed property fund.

Core Official Date
Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified) , 5 March, 2018
Short Title
Tax Refund

Expecting a tax refund? Here are six smart ways you can use that cash to jumpstart your finances.

Core Official Date
Author (External)
Kaitlyn Kiernan ([email protected])
By Anonymous (not verified) , 1 March, 2018
Short Title
Military Saves Week

From February 26 to March 3, military installations and other organizations will promote good savings behavior, reaching millions of people during Military Saves Week. Don’t miss out. Here are 3 ways to make the most of Military Saves Week.

Core Official Date
Author (External)
Erika Karell ([email protected])
By Anonymous (not verified) , 27 February, 2018
Short Title
ETF vs. Mutual Fund

ETFs and mutual funds are two of the most common ways for Americans to invest. And while these investment vehicles have some important similarities, they have some key differences.

Core Official Date
Author (External)
Kaitlyn Kiernan ([email protected])
By Anonymous (not verified) , 21 February, 2018
Short Title
Opening a Brokerage Account: Part 2

In the second installment of our two-part series, we prepare you for some of the decisions you will need to make during the account opening process and provide a list of questions to ask your broker.

Core Official Date
Author (External)
Erika Karell ([email protected])