| Government Resources |
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Federal
Reserve Board - Consumer Information - This page lists information on credit cards,
home mortgages, vehicle leasing, personal finance and more. |
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Federal Reserve
Education - The Federal Reserve System on Monday announced it has redesigned its
financial education web site to increase the use of Federal Reserve educational materials and promote financial education
in the classroom. The redesigned web site (www.FederalReserveEducation.org) has material intended
for the general public, as well as materials specifically geared toward teachers, high school and college
students. |
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Investor Information for
Seniors - Whether you are nearing -- or already enjoying -- retirement, it pays to stay on
top of your finances. Nearly one-third of all U.S. investors are between 50 and 64 years of age, and approximately 5 million
senior citizens succumb to financial abuse each year. |
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SEC - Investor Education and
Assistance - |
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SEC - The Internet and
Online Trading - The SEC offers tips on how to invest wisely and avoid fraud on the
Internet |
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SEC Investor Resources Website - Become a smarter investor, access unbiased information, get help, and
more. |
| Private Resources |
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American Association for Individual
Investors - The American Association of Individual Investors specializes in providing
education in the area of stock investing, mutual funds, portfolio management and retirement planning. We are a not-for-profit
organization that arms investors with the knowledge and |
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Certified Financial Planner Board
of Standards - Describes the financial planning process, tips on defining goals,
described what a certified financial planner is, and more. |
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FINRA
BrokerCheck - FINRA makes information on securities professionals and firms
available online and, in most cases, detailed report information is returned to you by e-mail within minutes of your request.
FINRA BrokerCheck was designed to be simple and efficient in its delivery of information. |
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FINRA Investor Alerts - FINRA registers member firms, writes rules to govern
their behavior, examines them for compliance and disciplines those that fail to comply. It publishes alerts to educate
investors on how to protect their money and avoid scams. |
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FINRA Launches Comprehensive Mutual Fund Expense Analyzer - The Financial Industry Regulatory Authority (FINRA) launched the Fund Analyzer, an
innovative, easy-to-use online tool to help mutual fund investors make smart investment choices. The Fund Analyzer
combines the capabilities of the two online tools it replaces - FINRA's Mutual Fund Expense Analyzer and Mutual Fund
Breakpoint Search Tool - into a single, convenient application for investors and brokers looking to compare and evaluate
investment options. |
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Fraud Fighting 101: Smart Tips for Older Investors
- Older investors are a target for financial fraudsters -- and some investors are at greater risk than others. Tips for older
investors from FINRA. |
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Mutual Fund Breakpoint Search
Tool - Mutual funds that have front-end sales charges may offer discounts for larger
investments; the amounts at which these discounts become available are called 'breakpoints. This tool allows you to look
up breakpoint schedules and linkage rules for mutual funds with sales charges to ensure discounts are given where
applicable. |
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Mutual Funds Interactive - |
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My Life My Family -
This website informs consumers about their risks of needing long-term care and highlight the valuable financial protection
long-term care insurance provides. The website also provides videos that feature real-life stories from current policyholders,
an interactive online quiz, and additional resources on long-term care insurance. |
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Net Asset Value (NAV) Transfers: Look Before You Leap Into
Another Mutual Fund - Certain load mutual funds allow you to buy Class A shares
without paying the front-end sales load if you buy that fund using proceeds from the sale of shares in a different mutual fund
family for which you paid a front-end or back-end sales charge. These transactions are called "NAV transfers." This alert will
explain how NAV transfers work and what you need to know to make sure you don't pay any unnecessary sales charges
when selling one load fund to buy another load fund. |
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North American
Securities Administrators Association, Inc. - The North American Securities
Administrators Association (NASAA) is the oldest international organization devoted to investor protection. We are a voluntary
association whose membership consists of 66 state, provincial, and territorial securities administ |
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SaveAndInvest.org
- SaveAndInvest.org is an important source for objective answers, unbiased investing resources and straight-talking
financial information and tools for military personnel and their families. It's a free service of the NASD Investor Education
Foundation. |
