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| Origins: The Markets and Major Indexes | |
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| Introduction | |
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| The Stock Market: Historical Background | |
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| The Exchanges of Today | |
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| Practical .com Sites | |
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| Pricing and Trading | |
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| How and Why Stocks Are Traded | |
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| After-Market Trading Activity | |
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| Major Indexes | |
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| A Special Application: Investing in a Two-Tiered Market | |
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| Predicting Future Market Activity | |
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| Summary | |
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| Economics Basics: Terms, Definitions, Trends, and Policies | |
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| Introduction | |
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| Global Economic Expansion | |
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| Economic Terms and Definitions | |
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| The Business Cycle | |
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| Dangerous Waters for Long-Term Investors | |
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| Summary | |
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| Beginnings: What Affects Markets and Prices | |
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| Introduction | |
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| Classifications of Stock | |
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| Types of Common and Preferred Stock | |
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| Tax Ramifications of Ownership | |
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| Financial Statements and Ratio Analysis | |
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| Industry Analysis | |
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| Other Critical Factors | |
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| Stock Market Trends for the New Millennium | |
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| Companies Shaping the New Decade | |
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| Beginning a New Career as a Financial Professional | |
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| Trading: Buying and Selling Stocks | |
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| Introduction | |
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| Brokers and Dealers | |
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| Floor Brokers and Specialists | |
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| Decimals Come to the Markets | |
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| Disappearance of the Spread | |
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| Electronic Trading: The Wave of the Future The Danger of Churning | |
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| The Future of Financial Markets The Opportunity to Specialize | |
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| Studying: How to Interpret Prices and Understand Financial News | |
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| Introduction | |
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| Ticker-Tape Language | |
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| Share Volume and Trading | |
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| Bids and Offers: Understanding Stock Market Tables The Dow Jones Averages | |
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| Computation of the Dow Jones Averages | |
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| Selection of the Dow Stocks | |
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| Foreign Equities Markets Diary | |
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| Investor Protection: Government Regulations | |
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| Specific Legislation | |
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| Other Published Information Sources Financial Magazines | |
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| Investment Advisory Services | |
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| Academic and Professional Publications | |
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| Internet Web Sites | |
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| Analysis: Tools and Theories | |
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| Introduction | |
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| Averages and Indices | |
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| Lessons to Learn from an Erratic Stock Market | |
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| Guarding Against Risk: Protecting Clients' Money | |
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| Using Capitalization and Investment Styles for Better Balance | |
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| Degrees of Caution When Using | |
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| Fixed-Income Securities | |
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| Strategizing for Various Portfolios Exchange-Traded Portfolios | |
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| The Benefits of Fundamental Analysis | |
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| The Popularity of Technical Analysis | |
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| Modern Portfolio Theory | |
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| Goals and Guidelines: Setting Portfolio Parameters | |
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| Introduction | |
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| Investment Risks | |
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| New Economy Risks | |
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| Distinguishing between a Stock Market Correction and a Bear Market | |
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| Major Investment Fears and Mistakes Smart Reasons for Selling a Stock | |
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| Lowering Risk with Equity Mutual Funds | |
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| How to Tackle Specific Financial Goals | |
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| A Word to the Wise | |
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| Diversifying with Mutual Funds | |
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| Introduction | |
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| Benefits of Using Mutual Funds | |
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| Reading the Prospectus | |
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| Open-End and Closed-End Funds | |
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| Types of Mutual Funds | |
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| Paying Commissions and Fees | |
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| Mutual-Fund Investment Strategies | |
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| Redeeming and Exchanging Shares Determining NAV | |
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| How to Review the Fund Company | |
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| How to Evaluate the Fund Manager | |
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| Determining Portfolio Objectives | |
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| Conclusion | |
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| Tax Considerations: Equity-Related Vehicles | |
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| Introduction | |
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| Taxes and Capital Gains | |
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| Computing Your Tax Bracket | |
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| Trading versus Buy and Hold: Foolishness versus Tax Savvy | |
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| How to Lower Taxes with Individual Stocks IRAs: Rules and Regulations | |
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| The Benefits of Variable Annuities | |
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| Variable Annuities: A Strategic Asset-Allocation Tool | |
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| Conclusion | |
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| Brokers: Investment Companies and Services | |
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| Introduction | |
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| Bank Investment Services | |
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| The Pooling Concept | |
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| A Variety of Investments | |
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| Brokerage Companies The Internet Rewrites the Rules | |
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| Professional Investment Advisors | |
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| Your Ultimate Career Decision | |
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| How to Choose a Broker-Dealer | |
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| Building Competency as a Financial Professional | |
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| Selecting Investment Advisors: Using the Seven Cs | |
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| Conclusion | |
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| Conclusion | |
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| A Client's Bill of Rights | |
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| Index | |