Personal Finance

By Anonymous (not verified), 23 January, 2018
Short Title
Interval Funds

Interval funds are closed-end investment companies that may appeal to investors looking for new ways to diversify their portfolio. Here are 6 things to know before investing in interval funds.

Core Official Date
Author (External)
Erika Karell ([email protected])
By Anonymous (not verified), 18 January, 2018
Short Title
Know Margin Risks

According to FINRA's latest margin statistics, borrowing by investors in November 2017 stood at an all-time high of $627.4 billion. FINRA often gets phone calls from investors after they receive a margin call. Now, in the midst of a bull market, is a good time to get ahead of things. In the event you get a margin call from your brokerage firm—are you prepared?

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Author (External)
Pete Chandler ([email protected])
By Anonymous (not verified), 16 January, 2018
Short Title
Pay Raise Tips

Expecting a bump in your pay soon? You're not alone. But before you get carried away, it’s time to stop and think about how you can make the most of the extra cash so you aren’t soon left wondering how you ever lived on less.

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Author (External)
Kaitlyn Kiernan ([email protected])
By Anonymous (not verified), 10 January, 2018
Short Title
Investment Returns

An investment’s performance is more than just the amount it has appreciated since you bought it, whether we’re talking stocks, bonds, real estate or some other asset. If you want to make informed investment decisions, it’s important that you understand how to calculate your return on investment (ROI).

Core Official Date
Author (External)
Kaitlyn Kiernan ([email protected])
By Anonymous (not verified), 8 January, 2018
Short Title
Securities Class Action Lawsuits

It is not uncommon for FINRA to receive calls from investors about a securities class action lawsuit, especially on the heels of a large settlement. Based on questions we receive from investors, here are eight things you should know about securities class actions involving investors.

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Author (External)
FINRA Staff ([email protected])
By Anonymous (not verified), 2 January, 2018
Short Title
2018 Tips

When it comes to New Year's resolutions, Americans often focus on health-related goals, such as exercising more and eating better. This year, make your resolutions about another kind of health: your financial health.

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Author (External)
Kaitlyn Kiernan ([email protected])
By Anonymous (not verified), 27 December, 2017
Short Title
Corporate Actions

A corporate action is an event by a public company that may affect the company's securities and, therefore, its shareholders and bondholders. Understanding common corporate actions, and where to find information about them, will keep you informed about your investments.

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Author (External)
Erika Karell ([email protected])
By Anonymous (not verified), 12 December, 2017
Short Title
Closing the Financial Literacy Gender Gap

Historically, women have fallen behind men in financial literacy, and that has held true across age groups. The good news is, women are catching up. Here are steps you can take right now to improve your financial literacy—regardless of your gender or age.

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Author (External)
Michelle Volpe-Kohler ([email protected])
By Anonymous (not verified), 6 December, 2017
Short Title
Bond Investing

It’s often during long bull markets that an asset mix gets out of sync and calls for rebalancing. When investments in stocks have been rising, rebalancing generally means considering shifting assets to bonds. Here are 7 tips to consider before you invest in bonds or bond funds.

Core Official Date
Author (External)
Pete Chandler ([email protected])
By Anonymous (not verified), 4 December, 2017
Short Title
Online Shopping

Online shopping can be a great way to snag deals and comparison shop, saving you time and energy. But it is not without its perils. If you are one of the millions likely to shop online this holiday season, check out these six tips to stay safe as you shop.

Core Official Date
Author (External)
Kaitlyn Kiernan ([email protected])