Adding Mutual Funds to a Stock Portfolio Adding Stocks to a Fund Portfolio. An Introduction to Initial Public Offerings

Transcription

1 Primary Subject Accounting Tutorial 20 Stock-Investing Tips 401(k) Plans A Simple Adding to a Stock Adding to a Fund Advantages of Alternative Investments Alternatives to Probate American Depository Receipts An Introduction to Initial Public Offerings Analyzing Analyzing Investments Analyzing the Statement of Cash Flow Anatomy of an Exchange-Traded Fund Annuity Risks Arbitrage Are Right for You? Asset Allocation and the Investment Time Horizon Asset Allocation Asset Management Accounts Asset Utilization Ratios Automatic Savings and Investment Plans Automobile Automobile Warranties Avoiding Overlap When Building a Avoiding Overlap Avoiding Taxes at Retirement Balance Sheet Analysis Balanced Banker's Acceptances Bankruptcy and Its Alternatives Bear-Proofing Your Benchmarks Beta

2 Other Investments Block Orders Blue Chip Bond Basics: Overview Bond Discounts and Premiums Bond Duration Bond Funds: Interest-Rate Risk and Credit Risk Bond Funds: Smart Bond-Fund Buying Bond Indicators Bond Market Interest Rates Bond Quotes Bond Ratings and Default Risk and Money Market Investments Broker Services Brokers, Market Makers, and Designated Market Makers Budgeting Budgeting and While Job Hunting Budgeting Made Simple Building an Emergency Fund Building Your Mutual Fund Buying and Selling Stock Buying Buying Foreclosed Homes Buying Rookie Funds Buying the Unloved Buying Your First Home Calculating Your Cost Basis Calculating Your Personal Rate of Return Callable Capital Gains Chasing Closing Funds Choosing a Budgeting Tool Choosing a Credit Card Choosing a Health Plan Choosing a Savings or Checking Account Choosing an Index Fund

3 Financial Institutions Education Planning Education Planning Other Investments Choosing an International Fund: Emerging Markets and Specific Regions Choosing an International Fund: Style and Currency-Hedging Policy Choosing Life Closed-End Funds Closed-end Funds vs and ETFs Collateralized Mortgage Obligations Commercial Paper Commissions Commodities Comparison of Common Stock and Preferred Stock Comparison of the Primary and Secondary Markets Conservative Constructing a Consumer Credit Counseling Agencies Convertible Core vs. Noncore Investments Corporate Bond Corporate Retirement Plans Country Funds Coverdell Education Savings Accounts Create a Financial Action Plan -- Keep It Simple Creating a Creating Your Investment Policy Statement Credit Cyclical Industries Dealers Debt Management Defensive Industries Deferred Annuities Deferring, Cancelling, or Defaulting on Your Student Loans Delivery of Securities Dental Deposit Accounts Derivatives Designated Market Makers

4 Education Planning Sources of Investment Information Determining Retirement Needs Determining Your Asset Mix Disability Dividend Reinvestment Plans Dollar Cost Averaging Economic Moats Education Planning Effects of Inflation on Investments Eligibility for Health Savings Accounts Employee Stock Ownership Plans Establishing Credit for the First Time Establishing Health Savings Accounts Evaluating Risk Examining a Stock Fund's : Style Box Statistics Examining a Stock Fund's : The Morningstar Style Box Exchange-Traded Fund Best Practices and Fixed Income Factor Investing Factors Affecting Interest Rates Federal Help to Prevent Foreclosure Financial Aspects of Getting Married Financial Aspects of Living Together Financial Considerations in Divorce Financial Issues for New Parents Financial Issues of Investing Financial Planners Made Simple Financing a Major Purchase Financing a Vehicle Purchase Finding a Financial Planner Finding Annual and Quarterly Reports Finding Stock Symbols, Quotes, Charts, and Earnings Estimates Fiscal Policy

5 Financial Institutions Derivatives Derivatives Five Questions to Ask Before Buying a Mutual Fund Fixed Annuities Flexible Spending Accounts Foreign Foreign Stock Markets Formula Investment Plans Front-End Loads vs. Back-End Loads Functions of Commercial Banks Fund Warning Signs Fundamental Analysis Fundamental vs. Technical Analysis Futures and Forwards Futures Exchanges Gathering Relevant Information Gauging Risk and Return Together: Alpha and the Sharpe Ratio Gauging Risk and Return Together: The Morningstar Rating General Obligation Getting More Aggressive Getting More Conservative Getting Your Taxes Done Government Bond Great Investors: Benjamin Graham Great Investors: Others in the Hall of Fame Great Investors: Peter Lynch Great Investors: Philip Fisher Great Investors: Warren Buffett Gross Domestic Product Group Term Life Growth Growth Guardianship of children Handle with Caution: Leveraged Hazard and Flood Holding Period Returns Home Equity Lines of Credit

6 Home Ownership How Keep the Taxman at Bay How Long-Term Care Works How Many Investments Should You Have? How Much Risk Can You Tolerate? How to Avoid Foreclosure How to Contribute to Retirement Plans How to Finance a Home How to Inflation-Protect Your How to Invest for College How to Invest for Intermediate-Term Goals How to Invest for Short-Term Goals How to Juggle Different Investment Goals How to Monitor Your, Part 1 How to Monitor Your, Part 2 How to Purchase a Fund How to Rebuild Bad Credit How to Save Tax Money on Childcare Costs How to Withdraw from Your in Retirement How Your Daily Habits Impact Your Wallet HSA-Qualified Health Immunization Important Mutual Fund Documents: The Shareholder Report Income Funds Income Stock Index Shares Industry Analysis Interest-Rate Determination Interest-Rate Swaps Interpreting the Numbers Introduction to 401(k) Plan Fees Introduction to 401(k) Plans Introduction to 403(b) Plans Introduction to 457(b) Plans Introduction to Annuities

7 Financial Institutions Financial Institutions Derivatives Derivatives Introduction to Banks Introduction to Bond Features Introduction to Bond Funds Introduction to Bond Terminology Introduction to Buying Long-Term Care Introduction to Certificates of Deposit (CDs) Introduction to Common Stock Introduction to Convertibility Introduction to Credit Cards Introduction to Credit Unions Introduction to Debit Cards Introduction to Debt Securities Introduction to Defined-Benefit Pension Plans Introduction to Derivatives Introduction to Discounted Cash Flow Introduction to Economic Industries and Sectors Introduction to Employee Benefits Programs Introduction to Introduction to Finance Introduction to Financial Statements Introduction to Futures Introduction to Government Introduction to Growth & Income Funds Introduction to Health Savings Accounts Introduction to Identity Theft Introduction to Income Statement Analysis Introduction to Index Funds Introduction to Individual Retirement Accounts (IRAs) Introduction to Introduction to Investment Choices Introduction to Introduction to Terminology Introduction to Margin Introduction to Medicare Introduction to Money Market Funds

8 Introduction to Money Market Securities Introduction to Municipal Introduction to Mutual Fund Prospectuses Introduction to Mutual Fund Terminology Introduction to Introduction to Options Introduction to Preferred Stock Introduction to Investing Introduction to Retirement Planning Introduction to Risk-Return Relationship Introduction to Security Analysis Introduction to Stock Terminology Introduction to Introduction to Taxes and Investments Introduction to Technical Analysis Introduction to Term Life Introduction to Treasury Bills Introduction to Types of Loans Investing for Income Investing for the Long Run Investing in Alternatives with Investing in Initial Public Offerings Investing in Your Company's Stock Investment Advisors Investment Clubs Investment Earnings Investment Goals Investment Strategies for a Volatile Market IRA Deductions IRA Distributions Is Long-Term Care Appropriate for You? Is Your Retirement on Track? Junk Keogh Plans Laws That Affect Your Health Benefits

9 Other Investments Learn the Lingo Basic Ratios Life-Cycle Funds Lifestyle Planning Load and No-Load Funds Long-Term Care Long-Term Care Underwriting and Premiums Long-Term Investing Looking at Historical Risk: Morningstar Risk Looking at Historical Risk: Standard Deviation and Beta Macroeconomic Analysis Make Compound Interest Work for You Making Contributions to Health Savings Accounts Making Regular Contributions to Your Investments Adds Up Making the Most of Your Paycheck Margin Accounts Market Makers Market Timing Market Volume Mediation: An Alternative to Traditional Divorce Methods for Investing in Modern Theory Money Money Market Deposit Accounts Monitoring More on Competitive Positioning Municipal Bond Funds Municipal Bond Mutual Fund Choices Mutual Fund Earnings Mutual Fund Expense Ratios Mutual Fund Expenses Mutual Fund Sales Loads or Which to Choose? Negotiable Certificates of Deposit Net Asset Value

10 Online Investing Online Investing Online Investing Derivatives Derivatives Business Accounting Education Planning Online Brokerage Accounts Online Investing Online Investment Information Open-End and Closed-End Options Exchanges Options Trading Organization and Management of Overview of Leasing Cars Overview of Monetary Policy Overview of the Probate Process Paying for Health Care in Retirement Paying for Healthcare Peer-to-Peer Lending Personal Finance Basics Planning for a Large Purchase Planning for Long-Term Care Powers Of Attorney and Advance Medical Directives Pre-Emptive Stock Rights Preparing to Start Your New Business Price/Earnings Ratio Primer on Selling Your Home Principles of Profitability Ratios Programs That Can Help You Property and Auto Psychology and Investing Putting Discounted Cash Flow into Action Qualified State Tuition Plans Quantifying Competitive Advantages Investment Trusts (REITs) Rebalancing Your Rebalancing Your Refinancing Mortgages Refining Your Registered Representatives

11 Education Planning Online Investing Sources of Investment Information Sources of Investment Information Renting an Apartment Repaying Your Student Loans Reporting Investment Income on Your Federal Tax Returns Repurchase Agreements Responding to Identity Theft Retirement Investing Strategies Retirement Risks Retirement Withdrawals Return on Equity Analysis Revenue Reverse Mortgages Risk Tolerance Safety Issues of Online Investing Saving for Short, Mid and Long-Term Goals Second Mortgages Sector-Fund Investing Secured and Unsecured Selling Short Shades of Growth Shades of Value Shopping for a New Car Shopping for a Used Car Short-Term Investing Small and Medium Savings CDs Small Business Tax Deductions Small, Mid, and Large-Cap Social Security Socially Responsible Investing Socially Responsible Investing Funds Sources of Company Information Sources of Investment Information Special Issues and Rules Concerning Wills and Probate Special Types of Individual Retirement Accounts Specialized Trusts and Tools Start Thinking Like an Analyst

12 Staying Happy and Healthy in Retirement Steps to a Suitable Stockholder Rights and Privileges Stock-Index Options and Taxes and the Business Cycle Versus Other Investments : What Matters and What Doesn't Stop Wasting Money on Fees Straddles Strategies for Selling Stretching Your Paycheck STRIPS Style-Box-Specific versus Flexible Funds Surviving IRS Tax and Audit Challenges Take Control of Debt Tax Aspects of Long-Term Care Tax Deductions for Selling Your Home Tax Sheltering Taxable Equivalent Yield Tax-Deferred Retirement Plans Taxes in Bond Investing Taxes on Mutual Fund Income The Balance Sheet The Basics of Tax Planning The Best Investments for Taxable Accounts The Best Investments for Tax-Deferred Accounts The Bucket Approach to Retirement Allocation The Capital Asset Pricing Model The Case for Dividends The Cost of Money The Dividend Drill The Dow Jones Industrial Average The Efficient Market Theory The Fat-Pitch Strategy

13 Financial Institutions Online Investing The Importance of Diversification The Income Statement The Investing Pyramid The Language of Retirement Planning The Magic of Compounding The NASDAQ The Nuts and Bolts of Trusts The Over-the-Counter Market The Plight of the Fickle Investor The Process of Issuing The Purpose of a Company The Right Estate Plan for You The Risk Premium and the Risk-Free Rate The Role of Collateral The Roth IRA The Securities Investor Protection Corporation The Statement of Cash Flows The Stock Prospectus Things to Ask Yourself about Large Purchases TIGRs, CATS, and LIONs Tools and Tips to Evaluate Investments Tracking and Confirming Your Trade Trading on the Secondary Market Trading Online Treasury Bond Funds Treasury Inflation-Adjusted Securities Types of Accounts Types of Investment Risk Types of Types of Preferred Stock Types of Stock Types of Stock Accounts Unconventional Equities Understanding a Stock Table Understanding and Avoiding Fraud and Scams

14 Accounting Accounting Accounting Accounting Education Planning Business Understanding Bull and Bear Markets Understanding Company Earnings Understanding the Balance Sheet Understanding the Federal Gift and Estate Taxes Understanding the Income Statement Understanding the News Understanding the Statement of Cash Flow Understanding the Taxes You Pay Understanding Value Understanding Your Payroll Taxes Unemployment US Government Agency US Savings Using for Construction Using Opportunistically Using Financial Services Wisely Using Focused Funds Using Health Savings Account Funds Using Investment Software Using Morningstar's Rating for Using Quirky Bond Funds Using Ratios and Multiples Value Investing Value Variable and Universal Life Variable Annuities Variable Annuities Vision Warrants Ways to Finance Graduate School Ways to Finance Your Small Business Weighing Management Quality What Are All About? What Do Offer That Other Investments Do Not? What Goes Where? The Art of Asset Location

15 Regulation Business What Tax Relief Can You Get for Your Home? What to Know about Exchange-Traded Notes What to Look For in a Fund What's the Right Foreign Allocation? When to Sell a Fund When to Sell an Investment When You re Overwhelmed by Debts Where and Why Asset Size Matters Where to Live in Retirement Who Regulates Financial Services? Whole Life Why Bother with Investment Theory? Why Diversify? Why Do Companies Issue Stock? Why Knowing Your Fund Manager Matters Women and Retirement Working as an Independent Contractor Working in Retirement Yield Curves Young Couples and Money Your First Fund Your Housing Your Transportation Zero Coupon Securities