| 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 |
| 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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Better Business Bureau
- Wise Giving Alliance - The BBB Wise Giving Alliance offers guidance to
donors on making informed giving decisions through our charity evaluations, various "tips" publications, and
publishes the quarterly Better Business Bureau Wise Giving Guide . |
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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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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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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. |
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Wall Street Directory - Wall Street Directory Search Engines contain over 50,000 financial listings for
Traders and Investors providing contact information, direct email linkage, product and service descriptions as
well as site links to thousands of locations both on and off th |
