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▷ Market Watch
  1. The Dow Jones Industrial Average DJIA.
  2. The S&P 500 SPX.
  3. The Nasdaq Composite COMP.
  4. The Russell 2000 Index RUT.
▷ News, Outlook & Info
  1. Investment News.
  2. Investment Tools.
  3. Investments (Art or Science)
  4. Investment Fund Sample Portfolios
  5. Investment Philosophies
  6. Investment Analysis and Portfolio Management (Leonardo da Vinci Programme Project)
  7. Investment Analysis and Portfolio Management
  8. Investment Strategy
  9. Investment Strategies to Learn Before Trading
  10. Investment Strategies for New Investors.
  11. Investment Choices for Wealthy People.
  12. Investment Choices After Pension Auto-Enrolment.
  13. Investment Scams: Different Types of Scams.
  14. Investment Scams - Internet Fraud.
  15. Investment App Review: Stash vs. Acorns vs. Betterment vs. Robinhood.
  16. Investing
  17. Investing for Dummies
  18. Investing for Dummies: How to Start Investing
  19. Investing Without People.
  20. Investing in a Hedge Fund Isn't Really Worth the Bother.
  21. Investing in Stocks: Coronavirus Attacks Stock ETFs, Mutual Funds
  22. Is Investing in Gold a Bad Idea?
  23. The Basics for Investing in Stocks.
  24. Smart Investments
  25. Smart Investments on a Small Budget.
  26. Smarter International Investing.
  27. Smart Women Finish Rich.
  28. Understanding and Managing Investments
  29. Principles of Building Wealth
  30. Principles of Investment Management
  31. Build a Dividend Portfolio that Grows With You.
  32. Solution Manual Investment Analysis & Portfolio Management
  33. Security Analysis Portfolio Management
  34. The False Debate: Choosing Between Promoting FDI and Domestic Investment
  35. A Salute to Smart Investing
  36. Return on Investment (ROI)
  37. Top Stock Gainers Today | Yahoo Finance
  38. Is a 10% Return Good or Bad?
  39. Fidelity Investments Review: Pros, Cons and Comparisons
  40. Soaring Number of Americans Are Now 401(k) Millionaires
  41. The National Study of Millionaires | Ramsey
  42. Saving and Investing.
  43. Saving and Investing Facts
  44. Stocks: Insights & Ideas
  45. Sample Investment Proposal
  46. Portfolio Management: Definition, Types, and Strategies
  47. The Good, The Bad and The Ugly of Investments
  48. The Investment Outlook
  49. U.S. Market Outlook: Better Days?
  50. Most Prestigious Banking Firms
  51. Banks Are Bingeing on Bonds, But Not Because They Want to
  52. Should You Sell Bonds If the Fed Raises Rates?
  53. Despite the Fed's Big Rate Hike, Most Banks Won't Pay Much in Interest
  54. A Closer Look at the Past Performance Disclaimer
  55. The DOL Fiduciary Rule
  56. The Theory of Life-Cycle Saving and Investing
  57. Should You Invest During COVID-19?
  58. Don't Touch Your Stocks During the Coronavirus Crisis
  59. The Birth of Stock Exchanges
  60. Registered Investment Advisor - Meaning & Regulations by SEBI
  61. TD Bank to Pay $1.2B to Settle Allen Stanford Ponzi Scheme Lawsuit
  62. Inside the Bizarre Legal Case of Allen Stanford
  63. Judges Tosses $20 Billion Suits Against JPMorgan, UBS
  64. Billion-Dollar Investment Fraud.
  65. Coronavirus and the Market Plunge
  66. Coronavirus and Investing
  67. Coronavirus Crash Puts Portfolios to the Test
  68. Coronavirus: Investing When Interest Rates Plunge | USA Today
  69. Coronavirus Market Meltdown: How to Invest Your Cash
  70. Saving and Investing: A Roadmap to Your Financial Security Through Saving and Investing
  71. Portfolio Benchmarking: Best Practices for Private Investments
  72. Best and Worst Investments Options
  73. Best Ways to Earn Passive Income
  74. Best Interest Disclosure | Charles Schwab
  75. Best Investment Firms.
  76. Best Investments for Short-Term and Long-Term Goals
  77. Best Investment Strategies
  78. Best Practices for Making Socially Responsible Investments in Senior Living
  79. Best Practices for Creating a Top-Notch Investment Presentation
  80. Best Practices for Evaluating Your Investment Advisor
  81. Best Strategies for Investing as an Expat (Plus Worst Mistakes to Avoid)
  82. The Best Investing Blogs
  83. The Best Investment Advice of All Time.
  84. The Best and Worst Investing Advice
  85. The Best Financial Advice I Ever Heard.
  86. The Best and Worst Sectors for Rising Interest Rates
  87. The Most Profitable Investing Trends Right Now
  88. The Most Powerful Trader on Wall Street You've Never Heard of.
  89. Paying Your Investment Advisor: Fees vs. Commissions
  90. The Investment Fees You Don't Realize You're Paying
  91. The Investment Fees to Ask About Before You Invest
  92. Are You Paying Too Much in Investment Fees?
  93. The Heavy Toll of Investment Fees | Forbes
  94. Low Investment Fees and Costs Mean You Keep More for You | Vanguard
  95. Understanding Investment Fees | Charles Schwab
  96. Will the Dollar Foil the Fed's Rate-hike Plans?
  97. Independent Financial Advisor Fee Comparison
  98. Pension Funds Investing in Real Estate
  99. Dividend Investing: Is It Worth It?
  100. Is Wall Street Pay Too High?
  101. In Estate Planning, Family Isn't Always First.
  102. Taxes on Investments: Investment Taxes Basics
  103. Taxation of Income from Business and Investment
  104. Taxation of Investment Income and Capital
  105. Taxation of Investment Income in a Corporation
  106. A Portfolio Less Taxing: Understanding the Taxation of Investment Income
  107. Your Payments While You Are Outside the United States
  108. The Art Market vs. NASDAQ 100.
  109. Fastest-Growing Companies.
  110. Largest Hedge Fund Managers
  111. Largest Fund Companies.
  112. Largest Institutional Investors.
  113. The World's Largest Public Companies.
  114. The World's Top Asset Management Firms.
  115. The World's Top Investments Companies by Market Value.
  116. The World's Largest Fund Managers.
  117. The World's Official Minimum Wage Rates.
  118. The World Markets.
  119. Global Investment Managers.
  120. Global Stocks Sink Into Bear Market.
  121. Top Investment Banks List.
  122. Money Master the Game.
  123. Cash In on After-Hours and Premarket Trading
  124. The Behavior of Individual Investors.
  125. Dow Is Now Down 1,451 Points This Year.
  126. It Can Be Hard to Recover from “Recovery” Scams.
  127. Price-Earnings Ratio - P/E Ratio.
  128. Is Your Financial Adviser Making Money Off Your Bad Investments?
  129. Common Investment Scams.
  130. Don't Be a Victim of Investing Scams.
  131. Red Flag When Paying Your Financial Advisor.
  132. States With the Best & Worst Taxpayer Return on Investment (ROI)
  133. Is Life Insurance a Good Investment?.
  134. Required Minimum Distributions—Common Questions About IRA Accounts.
  135. Blame the Dollar Not China.
  136. China Devaluation Is Good News.
  137. Reinvesting in Your Business Can Lead to Huge Growth.
  138. The Lowdown on Buying and Selling Silver.
  139. Online Investment Scams Tutorial.
  140. CNN Started 2014 with $1,000 each in Investments in 30 companies. Here's How the Portfolio Is Doing.
  141. Tools of the Fraud Trade: Phones and Emotions.
  142. Messaging Apps Are Latest Platform for Delivering Pump-And-Dump Scams.
  143. A Review of the Latest Portfolio Analysis Tool.
  144. SAC Capital Pays a Record $1.2 Billion in Penalties.
  145. SAC Capital to Pay $616 Million in Insider Trading Cases.
  146. Overseas Finances Can Trip up Americans Abroad.
  147. An Understanding of
  148. Bonds | Investor.gov
  149. Municipal Securities Rulemaking Board
  150. Practical Strategies for Today's Bond Market.
  151. Are I Bonds a Good Investment for Retirees?
  152. Can Regular Investors Beat the Market?
  153. The National Study of Millionaires
  154. Dividend Facts You May Not Know.
  155. Understanding Total Basis in IRAs
  156. Understanding 401(k).
  157. Average 401(k) Balances by Age
  158. More Americans Than Ever Are 401(k) and IRA Millionaires, Fidelity Says
  159. Americans Are Pulling Money Out of their 401(k) Plans at an Alarming Rate
  160. Simple IRA vs. 401(k) Comparison Chart
  161. Best IRA Accounts
  162. The 401(k) Plans for Small Business.
  163. Learn About the Benefits of a 401(k) Plan
  164. Maximizing 529 College Savings Plan Tax Breaks.
  165. Advantages and Disadvantages of 529 College Savings Plans.
  166. The 529 Plans and ABLE Programs
  167. The Basics of Individual Retirement Accounts and Your Taxes.
  168. Has High Frequency Trading Ruined the Stock Market for the Rest of Us?
  169. Do Your Investments Have Short-Term Health?
  170. Well-Traveled Fraud—Advance-Fee Scams Target Non-U.S. Investors Using Fake Regulator Websites and False Broker Identities.
  171. Cybersecurity and Your Brokerage Firm.
  172. Get the Facts: The SEC's Roadmap to Saving and Investing.
  173. Trade Secrets of Steve Cohen, the Founder of SAC Capital.
  174. Automated Investment Tools.
  175. Dormant Shell Companies—How to Protect Your Portfolio from Fraud
  176. Brief Summary of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
  177. Viral Disease Stock Scams: Don’t Let Them Infect Your Portfolio.
  178. Billionaire Hedge Fund Managers
  179. Earnings Announcements ...
  180. Earnings Reports/News.
  181. Net Worth Throughout Your Life.
  182. Special Alerts.
  183. Find a Bank Holding Company.
  184. Stock Up on Information Before Buying Stock.
  185. Failed Bank List
  186. High-Yield CD Offers Can Be Bait for High-Commission Investments.
  187. Certificate of Deposit (CD) Calculator.
  188. Certificate of Deposit (CD) Rates.
  189. Certificate of Deposit (CD).
  190. Commodities Futures.
  191. Dow Jones 30 Industrials.
  192. Bloomberg's Breaking News.
  193. Fidelity Review
  194. Building Savings
  195. Pre-IPO Offerings—These Scammers Are Not Your Friends.
  196. The Facts on Saving and Investing.
  197. The Intelligent Investor.
  198. Calpers Sues Rating Companies over $1 Bbillion in Bond Losses
  199. Federal Employee News and Commentary.
  200. Billion Dollar Mistake
  201. The Basic Types of Products for
  202. College Savings Calculator.
  203. Currency Converter.
  204. First-Time Investor: Grow and Protect Your Money
  205. Stock Market Crash: Definition, Facts, Causes, Effects (1929)
  206. Black Thursday: Facts, Causes, and Effects (1929)
  207. 2 Mistakes With Your Cash on Hand - Don't Make These.
  208. 3 Types of Investors - Which One Are You? Take This Test.
  209. 3 Creepy Investment Scams.
  210. 4 Considerations for Strong Investment Policy Statements
  211. 4 Common Investing Mistakes.
  212. 4 Most Important Effects of Rising Interest Rates
  213. 4 Key Investment Strategies to Learn Before Trading
  214. 5 Important Facts About Stocks
  215. 5 Popular Ways to Invest in Gold.
  216. 5 Dividend Stocks That Have Only Gotten More Attractive.
  217. 5 Steps of Investment Management Process.
  218. 5 Investment Scams.
  219. 5 Bitcoin Scams
  220. 5 Biggest Wall Street Scams of All Time
  221. 5 Richest Hedge Fund Managers in the World
  222. 5 Most Profitable Investments Have in Common
  223. 5 Historical Stock Market Facts.
  224. 5 'Dividend Champ' Stocks With the Highest Yields.
  225. 5 Portfolio Risk Management Strategies
  226. 5 Best Investments for 2024
  227. 5 Best Short-Term Investments for Generating Income
  228. 6 Best Crowdfunding Platforms
  229. 6 Safe Investments for Seniors
  230. 6 Investing Mistakes the Ultra Wealthy Don't Make.
  231. 6 Principles of Smart Investing.
  232. 6 Tax Strategies That Will Have You Planning Ahead.
  233. 6 Things You Need to Know About Bonds.
  234. 6 401(k) Committee Best Practices to Reduce Your Liability
  235. 7 Stocks Poised to Profit from Coronavirus.
  236. 7 Top Costly Mistakes Investors Made.
  237. 7 Common Investment Scams.
  238. 7 Expert Investing Moves to Make.
  239. 7 Smart Ways to Invest $1,000 - Forbes
  240. 7 Ways the Global Economy Can Affect You.
  241. 7 Ways Novice Investors Can Get Investment Advice
  242. 7 Ways to Make Money Daily With Investments
  243. 7 High-Risk Stocks for Aggressive Investors
  244. 7 Short-Term Stocks to Buy for a Quick Profit
  245. 7 Best Safe Investments
  246. 7 Best Practices for Investing in Startups
  247. 7 Best Investments to Make: 2019 - 2021
  248. 7 Fastest-Growing Techs.
  249. 7 Rules for Investing in the Stock Market (video)
  250. 7 Countries Spooking Investors.
  251. 8 Safe Investments With High Returns in Canada.
  252. 8 Money Moves Investors Should Make Before Year-End
  253. 8 Costly Investing Mistakes That Could Ruin You
  254. 8 Things to Know Before Investing in Gold.
  255. 8 Cool Facts About the Stock Market
  256. 8 Really Bad Investments that Lost a Bundle
  257. 8 Common Investment Scams
  258. 9 Facts to Know About Stock Market Corrections
  259. 9 Investment Strategies for New Investors
  260. 9 Practices for Better Capital-Investment Management
  261. 9 Mature Tech Stocks to Buy for Dividends
  262. 9 Worst Dangerous Investments That Can Hurt You Financially
  263. 9 Top Best-Performing Stocks
  264. 9 Best-Performing Growth Stocks
  265. 9 Best Stock Advisors, Stock Picking Subscriptions, Investment Advice Websites & Advisory Services
  266. 10 RRSP Hacks
  267. 10 Myths About 401(k)s — and the Facts
  268. 10 Important Facts About 401(k) Plans
  269. 10 Top Hedge Fund Firms in the World
  270. 10 Top Asset Management Firms Globally
  271. 10 Top Private Equity Firms
  272. 10 Top Largest Investment Companies in the World
  273. 10 Largest Investment Management Companies Worldwide
  274. 10 Pieces of Investment Advice from Warren Buffett
  275. 10 Pieces of Investment Advice from America's Greatest Investor.
  276. 10 Most Popular Investment Opportunities
  277. 10 Most Undervalued Stocks
  278. 10 Best Growth Stocks to Buy
  279. 10 Best Growth Stocks
  280. 10 Best Investments for the Next 10 Years
  281. 10 Best Passive Income Investments
  282. 10 Best Stock to Buy
  283. 10 Best Investments
  284. 10 Best Long-Term Investments
  285. 10 Best Stocks to Invest
  286. 10 Best Stocks in the World.
  287. 10 Best Investment Companies to Consider
  288. 10 Things to Watch When Interest Rates Go Up
  289. 10 Things to Consider Before You Make Investing Decisions
  290. 10 Steps to Take When Stocks Plunge.
  291. 10 Famous Investment Scams.
  292. 10 Long-Term Investing Strategies That Work
  293. 10 Biggest Investment Scams of All Time
  294. 10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
  295. 11 Biggest & Best Investment Companies (2020-2021).
  296. 11 Best Growth Stocks to Buy for the Next 5 Years
  297. 11 Financial Advisors Share Their Worst Investing Blunders
  298. 12 Best Investments
  299. 13 Best Investments That Can Make You Money
  300. 14 Top Financial Frauds of All Time
  301. 15 Best Alternative Investments
  302. 15 Largest Investment Companies in the World
  303. 15 Richest Hedge Fund Managers in the World
  304. 15 Ways to Invest Small Amounts of Money
  305. 16 Rules for Investment Success
  306. 17 Stocks With High Potential for Big Growth
  307. 18 Ways to Get Tax-Free Income.
  308. 20 Biggest Asset Managers in the World.
  309. 21 Best High Interest Savings Accounts in Canada
  310. 22 Most Common Types of Investment Fraud to Know
  311. 23 Things Beginners Absolutely Must Know About Saving.
  312. 25 Rules for Investing
  313. 25 Top Incredible Stock Market Statistics and Facts.
  314. 25 Kickass and Interesting Facts About Stocks and Shares
  315. 30-Year-Old Man Sentenced to 10 Years for $30 Million Ponzi Scheme.
  316. 50 Smart Money Moves.
  317. 50 Ways to Improve Your Finances
  318. 50+ Important 401k Statistics for Companies and Employees
  319. 60 Stock Market Statistics & Facts
  320. 73 Lucrative Stock Facts
  321. 100 Must-Know Statistics
  322. About 401(k) Plans
  323. 100 Top Largest Sovereign Wealth Fund Rankings by Total Assets.
  324. 101 Investment Decisions Guaranteed to Change Your Financial Future.
  325. 500 Top Asset Managers.

▷ Retirement
  1. Plan Your Retirement Income: Step by Step
  2. Old-Age Income Support in the 21st Century
  3. Ranking the World's Retirement Systems on Results
  4. Americans' Retirement Literacy Is Lacking, and It Matters
  5. Americans Haven't Saved Enough for Retirement. What Are We Going to Do About It?
  6. Most Americans Flunk When It Comes to Retirement Literacy, Study Finds
  7. A Compendium of Findings About the Retirement Outlook of U.S. Workers
  8. U.S. Retirement Market Outlook: Three Themes Shaping the Retirement Landscape
  9. Pros and Cons of Getting an Annuity
  10. Pros and Cons of Annuities
  11. Annuity Scams - Fraudulent Schemes & Illegal Practices
  12. “Annuity Risk: Volatility and Inflation Exposure in Payments from Immediate Life Annuities
  13. Living Trust and Annuities Scams
  14. Understanding Annuities
  15. Pensions at a Glance 2023: OECD and G20 Indicators
  16. Pension Systems by Country
  17. Pension Plan Options
  18. Pension Calculator | Bankrate
  19. Pension Calculator
  20. Pension vs. Lump Sum Payout Calculator
  21. Comparison of Pensions Across the European Union by Country
  22. Trends in Pension Systems Around the World
  23. Can Pension Reform Reverse the Trend to Earlier Retirement?
  24. Today's Pension Plans: How Much Do They Pay?
  25. Types of Pension Payouts: Lump Sum vs. Monthly
  26. State of Retirement Planning Fact Sheet
  27. A Simple Six-Step Retirement Checkup
  28. Investing for Retirement | Fidelity
  29. Investing for Retirement
  30. Manage Your Money Right in Retirement
  31. Managing Your Income in Retirement
  32. Managing Post-Retirement Risks: Strategies for a Secure Retirement
  33. The Best and Worst Pension Plans by Country
  34. Best Dates to Retire for Federal Employees (FERS / CSRS) - 2021, 2022, 2023 and 2024
  35. Best Investments for Retirement Planning.
  36. Best Investing and Retirement Advice for Your 70s
  37. Best Pension Payout Options
  38. Best Countries for Pensions and Retirement
  39. Best Roth IRA Accounts.
  40. Best Retirement Plans
  41. Best Retirement Plans | Forbes
  42. Best Retirement Plans: Choose the Right Account for You
  43. Retirement | USAGov
  44. Retirement Plans 101.
  45. Retirement Plan Investing: Clearer Information on Consideration of Environmental, Social, and Governance Factors
  46. Retirement Plans in the United States.
  47. Retirement Plan Inflation Adjustments
  48. Retirement Planning.
  49. Retirement Planning: Strategies, Tools, Choices
  50. Retirement Planning from Start to Finish
  51. Retirement Calculator | Fisher Investments
  52. Retirement Calculator | Ramsey
  53. Retirement Calculator: How Much Do You Need?
  54. Retirement Calculator: Free Estimate of How Much You Need
  55. Retirement Annuities: Know the Pros and Cons
  56. Retirement Annuities: Pros and Cons of Annuity Income Investing
  57. Retirement Checklist: 8 Steps You Need to Take
  58. Retirement Checklist
  59. Retirement Statistics
  60. Retirement Statistics You Should Know
  61. Retirement Savings and Planning Benefits
  62. Retirement Savings by Age: Averages, Medians, Percentiles US
  63. Retirement Services - FERS Information
  64. Retirement Security: Most Households Approaching Retirement Have Low Savings
  65. Retirement Age and Benefit Reduction | SSA
  66. Retirement Resolutions.
  67. Retirement Toolkit | DOL
  68. Retirement Ready - Fact Sheet for Workers Age 49-60
  69. Retirement Mindset Study
  70. Retirement Confidence Survey Summary Report
  71. Retirement Income Investments
  72. Retirement Isn't Free—But Your 401(k) Match Is.
  73. Retirement Crisis Facing Black Americans
  74. Retirement Age by Country 2024
  75. Retirement Age by Country | Visual Capitalist
  76. Understanding Your Retirement Plan and Options
  77. Understanding Your Retirement Benefit Service
  78. Understanding Retirement and Disability Benefits
  79. Understanding Social Security Benefits | SSA
  80. Understanding the Benefits of Social Security.
  81. Understanding Spouse's Social Security Benefits | SSA
  82. Analyzing the Best Retirement Plans and Investment Options.
  83. Types of Retirement Plans
  84. Types of Retirement Plans, Vested Plans, and Qualified Plans
  85. Ready for Retirement?
  86. Important Things to Consider When Planning for Retirement
  87. Choosing a Retirement Solution for Your Small Business | IRS
  88. Target Retirement Funds
  89. Traditional IRA and Roth IRA Limits
  90. More Millionaires Are Among Us Thanks to Ballooning 401(k), IRA Balances
  91. Emerging Markets: The Drive for Sustainable Retirements in an Ageing World
  92. Growing Older in America: The Health & Retirement Study
  93. Health Care Coverage for Retirees
  94. Portfolio Asset Allocation by Age - Beginners to Retirees
  95. From Assets to Income: A Goals-Based Retirement Approach
  96. Wrap Fee Programs Risk Alert
  97. Taking the Mystery out of Retirement Planning
  98. At What Age Should You Stop Saving for Retirement
  99. Does It Ever Make Sense to Stop Saving for Retirement
  100. Smart Management of Retirement Income
  101. Top Retirement Mistakes Federal Employees Made
  102. Average FERS TSP Balance at Retirement
  103. Applying for Deferred or Postponed Retirement Under the Federal Employee Retirement System (FERS)
  104. FERS Retirement Calculator - 6 Steps to Estimate Your Federal Pension
  105. Checklist for Federal Employees Retiring in Late December or Early January
  106. Types of Federal Retirement | OPM
  107. US Federal Employees' Retirement System
  108. The U.S. Retirement System
  109. The Success of the U.S. Retirement System
  110. The Essentials of Investing for Retirement
  111. The Securing a Strong Retirement Act
  112. The "Train Wreck" Awaiting American Retirement.
  113. The Last Private Industry Pension Plans: A Visual Essay
  114. The Crisis in Retirement Planning.
  115. The Path to Retirement
  116. The Origins of Retirement and How It Shape Your Beliefs
  117. The Decision to Retire | Stanford
  118. The Middle Class Retirement Delusion by the Numbers.
  119. The Retirement Outlook for Millennials: What Is the Early Prognosis?
  120. The Top Retirement Strategies for Teachers
  121. The Truth About Firefighter Retirement Benefits and Pensions
  122. The Social Security Retirement Age
  123. The Right Age to Take Social Security Retirement Benefits
  124. The 401(k) Millionaires Club Hit a New Record. What's Their Secret?
  125. The Fed - Retirement
  126. The Fed - Retirement and Investments
  127. Federal Retirement Eligibility.
  128. Federal Employee Retirement System (FERS)
  129. Federal Employee Spousal Survivor Benefits Upon Death
  130. Federal Pensions
  131. Federal Retirement Calculators | OPM
  132. Cost-of-Living Adjustment (COLA): Social Security and Supplemental Security Income (SSI) Beneficiaries (2023)
  133. Military Pay and Pensions | USAGov
  134. FERS Spousal Survivor Benefits Upon the Death of a Annuitant
  135. CSRS Survivor Spousal Benefits Upon Death of a CSRS/CSRS Offset Annuitant
  136. Can I Retire After 5 Years of Federal Service?
  137. California State Employees' Retirement System and Retirement Fund
  138. Louisiana State Employees' Retirement System (LASERS)
  139. Michigan Public School Employees' Retirement System
  140. NJ Public Employees Retirement System (PERS)
  141. Tennessee Consolidated Retirement System (TCRS)
  142. Selecting a Retirement Benefit Option (texas.gov)
  143. Smart Management of Retirement Income
  144. Saving and Investing for Early Retirement
  145. Perspectives on Retirement Readiness in the U.S.
  146. After-Tax Investment Amounts by Age to Comfortably Retire Early
  147. Your Financial Future
  148. Effective Retirement Savings Programs
  149. Retiring Right: Understanding the Taxation of Retirement Income
  150. Spending and Investing in Retirement
  151. Planning for Retirement: Long-Term Savings and Investment
  152. Last Minute Retirement Planning Strategies
  153. Benefits Planner: Retirement - Retirement Age and Benefit Reduction | SSA
  154. Benefits of Retirement Income Planning.
  155. Is It Time for a Career Change or Early Retirement?
  156. Is Retirement Better at Beginning or End of Year?
  157. You're Likely to Live Longer If You Retire After 65
  158. New Rules for Retirement Story | Money
  159. Want a Secure Retirement? Don't Fall for These 6 Myths
  160. Optimizing the Retirement Planning Strategy
  161. Keys to Retirement Planning and Investing
  162. Key Findings and Issues - Working in Retirement
  163. Is Working in Retirement Worth It?
  164. Can I Keep Working After Retirement?
  165. Financial FAQs: Working After Retirement
  166. Good Reasons to Keep Working After Retirement
  167. Work and Retirement - Lifespan Development
  168. Working Beyond Retirement: For Money, Identity, and Purpose ...
  169. Working After Retirement
  170. Workplace Retirement Plans: By the Numbers
  171. Just 60M Americans Participated in 401K Plans Last Year, But Most Funds Saw Boost
  172. Financial Planning for Retirement.
  173. Is General Electric Stock Still Good for Your Retirement Account?
  174. Thinking of Retirement
  175. Think You Want to Retire Early?
  176. Sample Retirement Letters
  177. Can You Retire Comfortably on Only 2 Million Dollars?
  178. Want to Have a Good Retirement?
  179. Nearing Retirement? It's Time to Be Creative.
  180. Explore the Benefits You May Be Due
  181. Planning for a Delayed Retirement.
  182. Save Early for Retirement If You're a High Earner
  183. Out of Work? Do's and Don'ts for Your Retirement Account.
  184. Worried About Retirement Savings? You're Not Alone.
  185. Is $2 Million Enough to Retire at 60? [Case Study]
  186. Things to Know Before You Retire at 62
  187. If I Retire at Age 62, Will I Be Eligible for Medicare?
  188. Beginning at Age 72, You Must Withdraw Money from Your Retirement Accounts
  189. Apply for Retirement Benefits | SSA
  190. Applying for Social Security Retirement Benefits
  191. Estimate Retirement Benefits | SSA
  192. SSA Options: Working, Applying for Retirement Benefits, or Both
  193. Saving Social Security.
  194. Social Security Benefits Are Taxable?.
  195. Social Security Calculator: Estimate Your Benefits
  196. Social Security and Retirement Estimator.
  197. Social Security Changes | SSA
  198. Social Security: Cost-of-Living Adjustments
  199. Social Security Retirement Benefits for Family | SSA
  200. Social Security Retirement Benefit Reduction | SSA
  201. Social Security COLA 2022: Benefit Rise Could be 6%, Most Since 1982
  202. Social Security's Spousal Benefit Rule
  203. Cost-of-Living Adjustment (COLA) Information | SSA
  204. Questions and Answers About Social Security.
  205. Should You Take Social Security at 62?
  206. Should You Take Social Security at 62, 67 or 70?
  207. Should You Take Social Security at Age 62, 65, 67, or 70?
  208. Should You Increase the Risk in Your Retirement Portfolio?
  209. Is There a Social Security Spousal Benefits Loophole?
  210. Deciding When to Claim Social Security
  211. Supplemental Security Income | SSA
  212. Civil Service Retirement System Annuitants and Social Security | SSA
  213. Government Pension Offset | SSA
  214. Answers to the Most Popular Retirement Savings Questions
  215. 1 in 4 Americans Is Saving Nothing for Retirement.
  216. 3 Keys to Your Retirement Income Plan.
  217. 3 Rules for Deciding When to Retire.
  218. 3 Ways to Boost Your Social Security Benefits in Your 60s
  219. 4 Pillars of the New Retirement
  220. 4 Things to Consider If You're Thinking Of Retiring Early.
  221. 5 Things to Consider Before You Retire.
  222. 5 Things You Need to Decide Before You Can Retire.
  223. 5 Retirement Planning Steps to Take
  224. 5 Retiree Investment Options to Help Extend Your Savings While Managing Risk
  225. 5 Common Retirement Planning Mistakes.
  226. 5 Options for Retirement Income Portfolios
  227. 5 Facts You Must Know About Social Security.
  228. 5 Reasons You Should Not Delay Retirement.
  229. 5 Reasons Not to Buy an Annuity
  230. 5 Biggest Mistakes People Make When Planning for Retirement
  231. 5 Biggest Retirement Challenges
  232. 5 Mistakes to Avoid in Retirement
  233. 5 Worst Retirement Mistakes to Avoid at All Costs
  234. 5 Steps to Retirement Planning
  235. 6 Steps to Take If You Have to Retire Early.
  236. 6 Steps to Retire When You Want
  237. 6 Low-Risk Investments With Steady Returns for Retirees
  238. 6 Surprising Facts About Retirement
  239. 6 Myths About Retirement.
  240. 6 Best Investments for Retirement.
  241. 6 Ways to Make Saving for Retirement Easier
  242. 6 Signs That You're Really Ready to Retire.
  243. 6 Signs You Are Ready to Retire
  244. 6 Things to Do When You Retire.
  245. 6 Things You Learn After Retirement
  246. 7 Annuity Mistakes to Avoid
  247. 7 Signs It's Time to Retire.
  248. 7 Biggest Regrets of Retirees
  249. 7 Best Bond Funds for Inflation
  250. 7 Best Vanguard Funds for Retirement
  251. 7 High Return, Low Risk Investments for Retirees.
  252. 7 Countries That Offer Tax Breaks for Foreign Retirees
  253. 7 Factors to Consider for Retirement.
  254. 7 Steps for Managing Your Retirement
  255. 7 Retirement Investing Mistakes to Avoid.
  256. 7 Great Retirement Funds to Consider for Those 50+ and Planning for 2030
  257. 7 Reasons to Retire Early, and 7 Reasons Not to
  258. 7+ Retirement Calculator Spreadsheet Templates
  259. 8 Best Investment Options for Retirement Income
  260. 8 Rules for Investing After Retirement
  261. 8 Strategies for Federal Employees Planning to Retire in the Next 5 Years.
  262. 8 Retirement Mistakes to Avoid to Make the Most of Your Golden Years.
  263. 8 Rules for Investing After Retirement
  264. 9 Signs You Are Not Financially OK to Retire.
  265. 9 Best Retirement Plans
  266. 9 Reasons You Need to Avoid Variable Annuities
  267. 10 Rules for Investing After Retirement
  268. 10 Rules for Investing After Retirement | Yahoo
  269. 10 Important Ages for Retirement Planning
  270. 10 Strategies for Your Retirement Investment Portfolio
  271. 10 Ways to Save Your Retirement.
  272. 10 Ways to Get Ready for Retirement after Age 50.
  273. 10 Ways for Federal Employees to Maximize Their Future Social Security Benefits.
  274. 10 Top Ways to Prepare for Retirement
  275. 10 Top Facts About Social Security
  276. 10 Must-Do Action Items to Prepare to Retire from Federal Service
  277. 10 Surprising Facts About Retirement
  278. 10 Painless Ways to Save More for Retirement.
  279. 10 Retirement Planning Moves to Make in Your 20s.
  280. 10 Risky Investments Billionaires Can't Resist.
  281. 10 Biggest Mistakes Federal Employees Make When Planning for Retirement
  282. 10 Things You Need to Know About Annuities
  283. 10 Things You Should Know About Social Security
  284. 10 Best States for Retirement.
  285. 10 Best and Worst Things to Do When Looking for a Place to Retire
  286. 11 Worst Retirement Mistakes: Sidestep Them
  287. 11 Steps to Retire at 50 | US News
  288. 12 Ways to Increase Your Social Security Payments
  289. 12 Essential Considerations for Deciding Where to Retire
  290. 14 Worst Retirement Planning Mistakes a Federal Employee Can Make
  291. 15 Retirement Investing Mistakes to Avoid.
  292. 20 Top Biggest Mistakes People Make Planning Their Retirement
  293. 21 Big Retirement Mistakes and 20 Easy Fixes for a Better Future
  294. 25 Common Annuity Planning Mistakes and How to Avoid Them
  295. 30 Revealing Retirement Statistics & Facts
  296. 33 Retirement Statistics You Should Know
  297. 35 Retirement Planning Mistakes That Waste Your Money.
  298. 40 Sad Facts About Retirement
  299. 50 Must-Know Retirement Statistics and Facts

▷ History, Guides & Tips
  1. History of Investing
  2. History of Retirement: The Story No One Else Shares
  3. History of Retirement
  4. History of Retirement - Dramatic Changes Over the Years
  5. History of Wall Street: Timeline and Facts.
  6. The History of Retirement Benefits
  7. The History of Retirement, from Early Man to A.A.R.P.
  8. The History of Pension Plans in the U.S.
  9. A History of the Theory of Investments
  10. A History of Public Sector Pensions in the United States
  11. A Brief History of the 401(k), Which Changed how Americans Retire
  12. A Brief History of Retirement: It's a Modern Idea
  13. Social Security History
  14. The Fascinating History of Investing
  15. The Most Profitable Investment in the History of the World
  16. The Entire History of the 401(k) - Build Asset Management
  17. Retirement in the U.S.: A History to Today
  18. Retirement Through the Ages: A History of Pensions and Policies
  19. Retirement Investments: A Beginner's Guide
  20. Retirement Guide: Creating a Financial Plan.
  21. Retirement Guide | USAGov
  22. Retirement Planning Guide for Late Starters.
  23. Retirement Planning Guide | ESL
  24. Retirement Planning Guide
  25. Retirement Planning Member Guidebook
  26. Retirement Planning and Income Protection Guide
  27. Retirement and Tax Planning Guide
  28. Investment Guide: Bonds
  29. Investment Guide | Forbes
  30. Investment Guide for Women, Investing Tips & Money Advice
  31. Investment Committee Guide: Duties, Best Practices & Resources
  32. Investment Advice for Beginners.
  33. Investor's Guide.
  34. Investing Guide for Teens (and Parents).
  35. Investing 101: A Tutorial for Beginner Investors
  36. Investing 101: A Complete Guide to Investing for Retirement.
  37. Guide to Saving and Investing | SEC.gov
  38. Guide to Real Estate Investing
  39. Guide to Retirement | JPMorgan
  40. Guide to Retirement Investing.
  41. Guide to Tax Implications of Fund Investing
  42. Guide to Investing While Living in Japan
  43. A Guide to Investor Fees
  44. A Guide to Avoiding Common Annuity Mistakes
  45. A Guide to Getting a Pension.
  46. A Guide for Seniors: Protect Yourself Against Investment Fraud.
  47. A Guide to Retirement Planning for Seniors
  48. A Guide to Understanding Social Security Retirement Benefits
  49. Ultimate Guide to Retirement | CNN
  50. Ultimate Retirement Guide (Video - Suze Orman)
  51. The Ultimate Retirement Planning Guide.
  52. The Ultimate Retirement Planning Guide | CNBC
  53. The Ultimate Guide to Retirement.
  54. The Ultimate Retirement Guide for 50+.
  55. Investment Policy: Process & Practice - A Guide for Asset Owners
  56. Making Smart Investments: A Beginner's Guide (hbr.org)
  57. The Retirement Guide | Forbes
  58. Retirement Planning: A 5-Step Guide
  59. Retirement Planning: A Step-by-Step Guide
  60. Retirement Planning: Step-by-Step Guide (with Checklist)
  61. Retirement Planning: An Introduction & How-to Guide
  62. A Step-by-Step Guide to Retirement Planning by Age
  63. First Steps to Investing: A Beginners Guide
  64. Comprehensive Financial Plan Guide
  65. The Investor's Guide to Financial Disclosures
  66. The Advisor's Guide to Retirement Planning
  67. Planning to Retire: A Complete Guide
  68. Social Security Retirement Age: A Complete Guide
  69. Federal Disability Retirement Guidebook
  70. Ohio Service Retirement Guide
  71. Quick Reference Guide Income and Assets for Financial Assessment
  72. Stock Market for Beginners - Step by Step Guide (video)
  73. The Best Investment Advice Ever
  74. Your Retirement Nest Egg Advice.
  75. Physical Precious Metals: Tips to Avoid Tarnishing Your Portfolio
  76. Warren Buffett's Investment Tips:
  77. Tips for Investing in Stocks.
  78. Portfolio Management Tips for Young Investors.
  79. Tips & Advice on Investing Money.
  80. Some Zen Investing Advice
  81. Retirement Planning Tips for Those Near or over Age 65
  82. Retirement Saving Tips for Individuals | IRS
  83. Free Stock Market Investment Tips.
  84. Top Tips for Choosing Investments
  85. Investment Tips from the Pros
  86. Investing Tips | USA.gov
  87. Investments for Beginners: Easy Tips to Try
  88. Forex Investment, Tips and Advice - Strategy
  89. Property Hints & Tips - Strategies
  90. Financial Advice: Investment & Money Saving Tips
  91. Managing Your Investment Portfolio - Tips to Succeed
  92. Tax Savings Tips
  93. Mutual Obligations – Tax Tips for Mutual Fund Investors
  94. Top Tips for Maximizing Retirement Plan Withdrawals.
  95. 3 Retirement Investing Tips.
  96. 3 Investing Tips from a Vanguard Expert.
  97. 5 Largest Investment Fraud Cases in History
  98. 5 Investing Tips from Experts
  99. 5 Investment Tips
  100. 5 Investing Tips for Your 20s.
  101. 5 Investing Tips to Follow
  102. 5 Tips to Help You Get Approved for a Mortgage.
  103. 5 Tips to Ease Investing Anxiety
  104. 5 Tips to Shine in Investing in Gold Coins.
  105. 5 Tips for Investing in Stocks
  106. 5 Tips for Diversifying Your Portfolio
  107. 5 Tips and Advice for Property Investment
  108. 6 Tips for Avoiding Financial Disaster When Starting a Business.
  109. 6 Tips to Navigate Volatile Markets
  110. 6 Tips to Consider for Your Retirement Distribution Strategy.
  111. 6 Stock Market Investing Tips & Guide for Beginners
  112. 6 Retirement Savings Tips for 45-to-54-Year-Olds.
  113. 6 Safe Investments for Seniors
  114. 7 Personal Finance Tips from Warren Buffett
  115. 7 Best Pieces of Investing Advice from Warren Buffett
  116. 8 of History's Best Investments
  117. 8 of the Most Notorious Ponzi Schemes in US History
  118. 9 Adventurous Investment Trust Tips
  119. 10 Biggest Frauds in Recent U.S. History
  120. 10 Investment Tips from Warren Buffett
  121. 10 Retirement Tips
  122. 10 Tips for Successful Long-Term Investing
  123. 10 Tips on Saving for Retirement
  124. 10 Tips for Managing Time in Retirement
  125. 10 Tips for the Successful Long-Term Investor
  126. 10 Tips for Power of Attorney and Your Investments.
  127. 10 Tips to Keep Track of Your Investments.
  128. 10 Tips to Making a Sound Decision on IRA Rollover.
  129. 10 Tips to Help You Boost Your Retirement Savings
  130. 11 Money Tips for Women.
  131. 12 Investing Tips for Beginners.
  132. 20 Stock-Investing Tips.
  133. 22 Facts About the Best Investments in History.
  134. 25 Rules for Investing - Investment Tips, Investment Rules
  135. 40 Money Management Tips from Professionals.


How, What, When, Where & Why
  1. How to Have a Successful Retirement
  2. How to Have a Long and Healthy Retirement
  3. How to Make Money After Retirement
  4. How to Make Money
  5. How to Make Rich
  6. How to Build Your Income Stream.
  7. How to Build Your Income Investing Strategy
  8. How to Build an Investment Portfolio
  9. How to Build an Investment Portfolio for Retirement
  10. How to Invest for Short-Term and Long-term Goals
  11. How to Invest Your Savings for Short-Term or Long-Term Goals
  12. How to Invest After You Retire.
  13. How to Invest Money After Retirement
  14. How to Invest for Retirement.
  15. How to Invest in Retirement.
  16. How to Invest for a Comfortable Retirement
  17. How to Invest for Early Retirement.
  18. How to Invest for Your Kids and Teach Them About Investing
  19. How to Invest Safely During Covid-19.
  20. How to Invest in Bonds: Quick-Start Guide for Beginners
  21. How to Invest in Bonds for Beginners
  22. How to Invest in Stocks for Beginners
  23. How to Invest in Stocks: The Ultimate Guide for Beginners
  24. How to Invest When Interest Rates Are Low
  25. How to Invest an Inheritance
  26. How to Invest in Commodities
  27. How to Invest in the Thrift Savings Plan: TSP Funds
  28. How to Invest Money
  29. How to Invest Money: Choosing the Best Way ...
  30. How to Invest Money: The Smart Way to Grow Your Money
  31. How to Invest Money for the Long Haul – And Save in the Short Term
  32. How to Invest with Little Money
  33. How to Invest that Money Instead of Buying a Channel Bag.
  34. How to Invest $100,000
  35. How to Invest Your First $1,000.
  36. How to Invest Your Savings for Short-Term or Long-Term Goals
  37. How to Calculate Portfolio Risk from Scratch
  38. How to Calculate Portfolio Risk and Return
  39. How to Calculate the FERS Basic Annuity
  40. How to Calculate My FERS Retirement
  41. How to Create a Year-By-Year Retirement Income Plan
  42. How to Create and Manage a Hedge Fund?
  43. How to Create a Financial Health Care Portfolio.
  44. How to Decide When to Retire | Forbes
  45. How to Decide When to Retire | Neamb
  46. How to Decide When to Retire
  47. How to Decide Whether to Retire
  48. How to Decide Whether and When to Retire
  49. How to Decide If You Can Retire Early
  50. How to Decide Where to Retire
  51. How to Decide the Best Place to Live When You Retire
  52. How to Tell Whether It's Time to Retire
  53. How to Tell Whether It's Time to Retire
  54. How to Know You Are Ready for Retirement
  55. How to Know If You Are Ready to Retire
  56. How to Know If You Have Too Much Risk in Your Portfolio
  57. How to Retire Early
  58. How to Retire Early If It's for You
  59. How to Retire from a Job
  60. How to Retire
  61. How to Take an Early Retirement
  62. How to Take Advantage of Rising Interest Rates
  63. How to Spot an Investment Scam.
  64. How to Spot an Investment Scam in 6 Steps.
  65. How to Prepare Emotionally for Retirement.
  66. How to Prepare for a Market Correction
  67. How to Pick the Right Retirement Age for You.
  68. How to Start an Investment Club
  69. How to Start Investing
  70. How to Start Investing in 2024: A 5-Step Guide for Beginners
  71. How to Benchmark Your ETF Investments
  72. How to Turn Retirement Savings into Retirement Income
  73. How to Safeguard Your Investment Portfolio from Inflation
  74. How to Achieve Optimal Asset Allocation
  75. How to Adjust and Renew Your Portfolio
  76. How to Determine the Right Time to Retire
  77. How to Turn Retirement Savings into Retirement Income
  78. How to Meet Your Future Self—and Save.
  79. How to Uncover Investment Portfolio Strengths and Weaknesses.
  80. How to Think About Investment Risk
  81. How to Become a Millionaire by Retirement.
  82. How to Become a 401(k) Millionaire
  83. How to Choose the Right Mutual Fund.
  84. How to Use Your Memory to Boost Your Savings.
  85. How to Reduce Your Tax Bill by Saving for Retirement.
  86. How to Reduce Capital Gains Taxes
  87. How to Keep Money Safe Amid Coronavirus
  88. How to Save Money for Retirement
  89. How to Live off Interest Income
  90. How to Improve Your Retirement Income if You Haven’t Saved
  91. How to Avoid Annuity Traps
  92. How to Plan for Retirement | Ramsey
  93. How to Buy Dividend Stocks
  94. How America Saves - Report 2023
  95. How Investors Can Cope With Bond Market Declines
  96. How Rising Interest Rates Affect Bonds
  97. How Retirement Was Invented
  98. How Investment Scams Work.
  99. How Have the Largest Funds Performed?
  100. How Fees and Expenses Affect Your Investment Portfolio | SEC.gov
  101. How Your Retirement Benefit Is Figured
  102. How Social Security Is Taxed, How to Save
  103. How Social Security Survivors Benefits Work
  104. How Much Do You Need to Retire? - What The Experts Say (video)
  105. How Much the Average Person 65 and Older Spends Monthly
  106. How Much Do I Need to Retire?
  107. How Much Should You Save for Retirement?
  108. How Much Should I Have Saved in My 401(k) by Age?
  109. How Much Is Too Much for Investing Fees?
  110. How Much Your Social Security Check Will Be?
  111. How Much Will I Get from My FERS Retirement?
  112. How Much Income Will My FERS Pension Provide in Retirement?
  113. How Much Do You Think Your Pension Is Worth?
  114. How Many Years Do You Have to Work for the Federal Government to Get a Pension?
  115. How Many People Retire Each Year in the USA?
  116. How Many People Actually Have $1 Million Saved for Retirement?
  117. How All 50 States Rank for Retirement Friendliness
  118. How Would New Proposed Pension Calculation with 5-Year Average Affect You
  119. How You Earn Credits | Social Security
  120. How Risky Is Your Portfolio?
  121. How Rising Treasury Yields May Impact Your Portfolio
  122. How Changes in Economic Growth Affects Bonds
  123. How Long Should I Keep My Tax Records?.
  124. How Serious a Crime Is Insider Trading?
  125. How Paying off $50,000+ in Debt Inspired a New Business
  126. How Do I Calculate the Value of a Pension?
  127. How Do You Compare Average Retirement Savings?
  128. How Do You Know When It's the Right Time to Retire?.
  129. How Do Interest Rates Affect Your Bonds?
  130. How Does Identity Theft Insurance Work and Will It Save Your Good Name?
  131. How Does the UK State Pension Compare with Other Countries?
  132. How You Should Invest at Every Age.
  133. How Not to Be a Future Ponzi Scheme Victim.
  134. How Work Affects Your Benefits | SSA
  135. How Social Security Works: A Guide to Social Security Benefits.
  136. How Generous Are Federal Employee Pensions?
  137. What to Know About the Alternative Minimum Tax (2019)
  138. What to Know About Cryptocurrency and Scams | FTC
  139. What to Do Immediately After We Become Debt Free.
  140. What to Do for Retirement Planning.
  141. What to Do in Retirement.
  142. What to Do If You're Investing in Bonds When Interest Rates Are Rising
  143. What to Do With Your Retirement And Investments During COVID-19
  144. What to Invest in: Use Your Money to Make Money
  145. What Individual Retirement Account (IRA) Is , 4 Types
  146. What Is Investing and Why It Matters?
  147. What Is the Magic Retirement Number?
  148. What Is the Optimal Age to Retire?
  149. What Is the Best Age to Retire?
  150. What Aged Fail Is, How It Works, Example
  151. What Is the Most Popular Age to Take Social Security?
  152. What Is the Difference Between Retiring in Canada and America?
  153. What Is the Optimal Age to Retire?
  154. What Is High-3 Average Salary and How Is It Calculated?
  155. What Is the Best Age to Retire?
  156. What Is the Best Choice Between FEHB & Medicare for Retirement
  157. What Is the Break-Even Age for Social Security?
  158. What Is the Social Security Early Retirement Penalty Chart?
  159. What Is the Average Pension of a Federal Employee?
  160. What Is the Average FERS Pension?
  161. What Is the Best Age to Claim Social Security 62, 66, or 70? (video).
  162. What Is the Social Security Penalty for Retirement Before Full Age?
  163. What Is a Retirement Annuity?
  164. What Is a Convertible Preferred Stock? Definition, Feature, and How Does It Work?
  165. What Is Hedge Fund?
  166. What Is Portfolio Risk, and How Is It Calculated?
  167. What Is a Cash Dividend and How Does It Work?
  168. What Financial Portfolio Is, and How to Create and Manage One
  169. What Are the Best Ages to Retire?
  170. What Are Corporate Bonds
  171. What Are High-yield Corporate Bonds
  172. What Are Segregated, Guaranteed and Protected Funds?
  173. What Alternative Investments Are, How to Invest
  174. What Percentage of Retirees Have a Million Dollars?
  175. What the New Fiduciary Rule Means for Retirement Investors
  176. What Can You Do to Avoid Investment Fraud?
  177. What Do Rising Interest Rates Mean for Bonds?
  178. What Do You Do When a Bank Failed?.
  179. What Do You Do When You Decide to Retire?
  180. What Will You Do When You Retire?
  181. What Will You Do When You Are Retired?
  182. What Happens When I Retire?
  183. What Happens to Your 401(k) When You Quit a Job?
  184. What Happens to Your Social Security If You Retire Early?
  185. What Happens If I Leave Federal Service Before Retirement Age?
  186. What Happens If Interest Rates Increase Too Quickly?
  187. What Happens When the Fed Raises Interest Rates?
  188. What If I Work After Retirement?
  189. What Employees Retiring in December and Receiving Social Security Early Next Year Need to Know?
  190. What You Need to Know When You Get Retirement or Survivors Benefits or Security Disability Benefits
  191. What Investors Need to Know Stock-Based Loan Programs.
  192. What Investments Should You Hold and When? (Asset Allocation by Age)
  193. What Disappoints Investors About Their Financial Advisor
  194. When to Start Receiving Retirement Benefits
  195. When a Strong Currency Weakens, Who Benefits?
  196. When Do People Retire on Average?
  197. When Do Doctors Retire?
  198. When Can I Retire?
  199. When Can I Retire? | Vanguard
  200. When Can You Retire?
  201. When Can I Afford to Retire?
  202. When Can I Stop Saving for Retirement?
  203. When You Should Stop Investing
  204. When and How to Insure Your Income.
  205. When Is the Best Time of Year to Retire?
  206. When It's Right to Do "Nothing" for Your Portfolio.
  207. When It's Time to Stop Saving for Retirement
  208. Where to Invest $10,000 | Bloomberg
  209. Where to Invest My Money at Age 70+
  210. Where Should You Keep Your Money After Retirement?
  211. Which Sectors Might Benefit from Rising Rates?
  212. Which Retirement Investment Options Are Best for Me?
  213. Who Is Right on the Stock Market?
  214. Why a High Income Can Make It Harder to Save for Retirement?
  215. Why You Should Sit Still (the Stock Market and Coronavirus)
  216. Why Smart People Make Big Money Mistakes and How to Correct Them
  217. Why Cryptocurrency Is s Giant Fraud Current Affairs
  218. Why Retire and Collect Social Security at 62? (video)
  219. Why Retirement Can Be Bad for Your Health
  220. Why Do Commercial Banks Hold Investment Securities?
  221. Why Bond Yields Are Rising, and Why It Matters
  222. Why Save for Retirement in Your 20s?


Market Update: Mutual Funds - Trade - Stocks - Bonds - Currencies
US Stock Market Analysis
(Stocks After 20% + Gained)

Year DJ
%
Year After
%
S&P 500
%
Year After
%





2009 --- --- 23.5 12.8
2004 --- --- 26.3 9.0
2003 25.3 3.1 --- ----
1999 25.2 -6.2 --- ---
1998 --- --- 26.7 19.5
1997 22.6 16.1 31.0 26.0
1996 26.0 22.6 20.3 31.0
1995 33.5 26.0 34.1 20.3
1989 27.0 -4.3 27.3 -6.6
1986 22.6 2.3 --- ---
1985 27.7 22.6 26.3 14.6
1983 20.3 -3.7 --- ---
1980 --- --- 25.8 -9.7
1975 38.3 17.9 31.5 19.1

Did You Know?
  1. The employee contribution limit for 401(k) plans is increasing to $23,000 in 2024, up from $22,500 in 2023.
  2. Taxpayers don't face an interest penalty for underpayment if the balance due is under $1,000 after their credits and other tax account information is factored in.
  3. Banks typically invest heavily in government bonds, in the second quarter of 2021, for example, banks bought a record of about $150 billion worth of Treasurys; by putting their customers' deposits into investments such as loans or securities, like Treasury bonds, banks make the money needed to pay interest on customers' deposits and pocket a profit; rising interest rates have caused the price of such bonds to fall, feeding investor concerns that other banks might also be vulnerable.
  4. To maintain a good life style when you retire, you need to aim to save money in your retirement accounts (e.g., 401K, Roth) at least 1 time of your salary by age 30, 2 times by age 45, 3 times by age 40, 4 times by age 45, 6 times by age 50, 7 times by age 55, 8 times by age 60, and 10 times by age 67.
  5. In the US, around 3.8 people turned 62 in 2015, the age at which they can collect 75% Social Security benefits; about 3.5 million residents turned 65, about 3.4 million turned 66, the year they are entitled to full Social Security retirement benefits; and estimated 4.6% of the working age population is receiving Social Security disability benefits.
  6. In the U.S. as of the end of 2021 the number of 401(k) millionaires jumped 32 percent to 442,000, up from 334,000 a year earlier; the number of IRA millionaires increased 30 percent, from 288,300 to 376,100, for the same time period; and the number of millionaires investing in the Thrift Savings Plan (the federal government’s version of a 401(k)) increased nearly 50 percent, 112,880 TSP millionaires, up from 75,420 a year ago.
  7. The lack of cryptocurrency regulation has led to a host of problems in the world of virtual currency exchanges, threatening to impair consumer confidence in cryptocurrencies and to slow widespread adoption. Since Bitcoin is a digital currency and its value is very high, many people always look for ways by which they can steal your money. Hackers can infiltrate wallets and steal Bitcoins if they know a user's private key, which allows access to Bitcoins’ accounts.
  8. When you use Bitcoins, there will always be the risk of hacks, and you can lose all your funds. There have been many cases of Bitcoin theft. The first Bitcoin exchange, Mt. Gox, collapsed in 2014 after hackers breached its security systems and siphoned away $500 million in customer money. In the U.S. alone 82,135 crimes involving cryptocurrencies such as Bitcoin, Ethereum, and other digital currencies got reported. That’s up more than 24,000% from the 340 reported in 2016. Losses from Bitcoin or crypto-related crime rose 79% from 2020. Bitcoin or any cryptocurrency theft increased 516% from 2020, to $3.2 billion worth of cryptocurrency.
  9. In 2021 scammers stole $14 billion in Bitcoin and other cryptocurrencies; 72% of stolen funds were taken from DeFi protocols. In 2020 there were 9,689 crypto crimes reported in Australia compared to zero in 2016. In 2021 the UK reported 8,801 crypto-related crimes up from 704 in 2016. In early 2/2022, the US Justice Department had seized over $3.6 billion worth of stolen 94,636 Bitcoins and arrested a married couple accused of laundering the this cryptocurrency that hackers had stolen six years ago. While these figures are startling, they don’t take into account all the scams and theft that involved crypto currencies that did not get reported.
  10. One of the significant risks of Bitcoins and other digital currencies is tax evasion and tax fraud. Bitcoin allows avoiding tax audits for cryptocurrency transactions and investments; because of this, failure to file, tax evasion, and tax fraud are all federal criminal offenses; ultimately, the violator could end up facing over $100,000 in fines and spend 1 year or more in a federal prison; risking this kind of penalty is never worth it.
  11. The money you put into Bitcoin or any cryptocurrencies is not safe from value fluctuations. Bitcoin is the investment risk, it’s a volatile investment. For example, in early 2021, Bitcoin's price reached an all-time high at over 68,000 dollars, but it dropped lower than 30,000 dollars in July 2021. Bitcoin or any cryptocurrencies have no fundamental value, and therefore could drop to zero at any time.
  12. In the U.S. the typical 65-year-old today will live to age 83; one in four 65-year-olds will live to age 90; and one in ten 65-year-olds will live to age 95. If you're earned 40 credits, you can start receiving Social Security benefits at 62 or at any month between 62 and full retirement age. However, your benefits will be reduced based on the number of months you received benefits before you reach full retirement age. If your full retirement age is 66, benefits will be reduced: 25% at age 62; 20% at age 63; 12.33% at age 64; or 6.66% at age 65.
  13. Credit cards can make it seem easy to buy expensive things when you don’t have the cash in your pocket—or in the bank. But credit cards aren’t free money. Most credit cards charge high interest rates—as much as 18 percent or more—if you don’t pay off your balance in full each month. If you owe money on your credit cards, the wisest thing you can do is pay off the balance in full as quickly as possible.
  14. Each year, a fund company adds up the costs associated with managing and operating a mutual fund. This investment fee generally ranges from 0% to 5% of the amount invested. When you purchase a fund with a back-end load, the mutual fund company pays your advisor's firm a fee on your behalf, typically 5% for an equity fund. An advisor who is compensated only by fees is called fee-only. These fees might be hourly, a flat retainer or be based on a percentage of your investment assets that they manage. Fee-only and commission advisors, in comparison, generally are compensated via both fees for advice and commissions on the sale of financial products that may be used to implement their advice. The commissioned advisors are paid solely by the commissions they earn from selling various financial and insurance products.
  15. Investment management fees are charged as a percentage of the total assets managed. Example: An investment advisor who basically charges 2.1% for the mutual fund fee and the adviser fee (not including other fees yet) means that for every $100,000,000 invested, you will pay $21,000 per year in investment fees. There are two basic investment fees in a an investment calculation, mutual fund expenses and an adviser fee. The average expense ratio for actively-managed equity mutual funds is 1.2% and investment grade bond funds have an expense ratio of 0.9%. The second expense is an adviser fee. The typical investment adviser charges about 1.0% per year on the first $1 million dollars of assets under management. This cost may be higher or lower depending on the amount being managed. Adding mutual fund expenses and adviser fees comes to 2.1% annually. No mutual fund fee nor professional advice fee is free; you may be charged up to 15% per year in total cost, including personal advice fee and financial and insurance products' fees, if you do not take attention on your investments or shop around.
  16. One of the benefits of the U.S. Federal Government Thrift Savings Plan (TSP) is that employees can get a match from the Federal government if they contribute up to 5 percent of their base pay to the plan. The first 3 percent is matched dollar-for-dollar, while the next 2 percent is matched with 50 cents for each dollar the employees contribute. For 2018, an employee can make regular TSP contributions of up to $18,500; if the employee is 50 or older, he/she can contribute up to $24,500. However, if the employee is a deployed service member or are serving as a civilian in a combat zone, he/she may be able to contribute up to $53,000 in a single year. The same figures also apply for 2018 to employees who participate in 401(k), 403(b), and most 457 plans. The TSP, a defined contribution plan employees and retirees as well as for members of the uniformed services, is well known for its incredibly low fees (e.g.; in 2015, the average net expense was around 29 cents for every $1,000 invested), which is lower than many 401(k) plans.
  17. In the U.S. an average couple will pay $155,000 in 401(k) fees over their careers.
  18. The S&P 500 Index is very unstable; in the 41 years from 1957 to 1998, only 74 of the original 500 companies were still in the index.
  19. After serving their terms, U.S. Presidents, by law, get lifetime pensions equal to the salary of a Cabinet officer (i.e.; Secretary), which is about $200,000 a year (as of 2015); this lifetime annuity payout would rise over time, as Cabinet salaries do.
  20. Americans who work abroad for foreign companies (rather than companies with American ties) may not be required to contribute to Social Security, which can affect the benefits they are eligible for when they retire.
  21. In 2012, Chinese companies invested $10.7B in the U.S. They also invested $22.9B in Canada, $8.6B in Australia, $4.6B in Hong Kong, $3.9 in United Kingdom, $2.5B in Nigeria, $2.0B in Germany, $1.4B in Brazil, $0.7B in South Africa and $0.7B in Italy.
  22. The highest-price stock currently sold on the NYSE is Warren Buffett's Berkshire Hathaway, Class A (NYSE: BRK-A), which sells for around $136,015.02 (as of December 19, 2012).
  23. According to the World Bank, per capita income in the United States is nearly nine times the Chinese figure, which ranks 84th in the world, lower than Azerbaijan, Lebanon and Chile. China’s economy is one-third the size of the U.S.
  24. About 60 percent of wealthy Chinese were considering emigrating to other rich countries. The United States is a popular destination, in part because of a program called EB5 that offers visas to people who invest at least $1 million and create at least 10 jobs in the country. The number of applications from China has jumped nearly ninefold since 2007, up to 2,408 in 2011.
  25. As of 2011, at $15.094 trillion, the U.S. economy, as measured by GDP, is larger than the next two largest countries' economies combined, Japan ($5.867 trillion) and China ($7.298 trillion).
  26. During the past two years (2010-2011), the federal government charged at least 67 people involved with criminal cases of fraudulent or related dishonest conduct. The charges include securities fraud, ponzi, investment fraud, adviser fraud, wire fraud, mail fraud, tax fraud, conspiracy, embezzlement, and theft while they worked for investment firms, such as Edward Jones, UBS, Smith Barney, ING Financial Partners, Merrill Lynch &. Co, MF Global Holdings Ltd., Credit Suisse Group AG, and Infinity Financial Group LLC. They stole at least $9,499,093,000 from their clients.
  27. The futures brokerage MF Global Holdings Ltd filed for bankruptcy protection on 10/31/2011, and hundreds of millions of dollars are missing from client account.
  28. In January 1980 gold hit $850 an ounce, it took until January 2008 before investors who bought at the high broke even. In the 1980s, the price plummeted about 65%. In 2008, gold lost more than 30% of its value. The price of an ounce of gold was $1,917.90, a set record on August 23, 2011.
  29. Insider trader, who provides inside trading information before the trade is made, involving a tipper and a tippee, is both a theft and a fraud.
  30. Many Chinese companies overstated their numbers to mislead people, especially U.S. investors and regulators. Ones of those are China Education Alliance (CEA) and China Media Express. CEA reported its "training center" had "17 modern classrooms" for 1,200 students; actually the "center" had no desks and was all but empty. The CEA' stock has plunged from $4.50 a share on November 26, 2010, to 76 cents on August 22, 2011 after the report was published. China Media Express, which inflated sales and profit, had its stock price collapsed, and trading in the shares was halted.
  31. There are about 370 Chinese companies that obtained U.S. listings since 2004 without the rigors of initial public offerings; as of August 2011 at least eight of these companies had their registrations revoked, and over 25 ones have also reported other problems, including accounting issues and auditor resignations.
  32. The average monthly pay in 2011 in China was $300, compared with monthly manufacturing wages of $120 in Vietnam. In 2010 Santa Clara, California-based Intel, the world’s largest chipmaker, opened a $1 billion assembly and testing plant in Ho Chi Minh City. Finland-based Nokia, the world’s biggest maker of mobile phones, opened a plant in Vietnam to manufacture low-end phones in 2011. Gerry Weber International AG Germany’s second-largest maker of women’s clothing, is increasingly shifting production from China to Vietnam with cheaper labor.
  33. Since 1935, when President Franklin D. Roosevelt signed legislation creating the first U.S. Savings Bonds, which have encouraged savings and a broad participation by Americans. Today, billions of dollars in savings bonds have stopped earning interests, but haven't been crashed. If you still have one, you may need to cash or reinvest it so your money can start working for you again.
  34. There are ways you can get your IRA funds before retirement without penalty before age 59.5. If you meet some specific requirements, you can use your IRA to pay for medical expensive, health insurance, college, buying first home, disability, annuity payments, and military service.
  35. The U.S. has the world's largest gold reserve - more than 8000 metric tons, which is worth an estimated $288 billion (2/2010). German has 3400 metric tons of gold, which comes in second.
  36. Since 1971, the return on gold has been 8.86% a year, while the average return on stocks has been 9.76%.
  37. In terms of return on investment, buying a home at this time is actually not that great of an investment
  38. Japan is one of the world's most earthquake-prone countries, and experts believe Tokyo has a 90 percent chance of being hit by a major quake between today and 2060. There is a 67 percent chance for at least one earthquake of magnitude 7 or larger in the San Francisco Bay Area between 1990 and 2020. Most insurance companies do not cover home/building damaged by an earthquake
  39. Berkshire Hathaway is the most expensive U.S. stock, the price for one Class A share of Warren Buffett's Berkshire Hathaway (BRKA) briefly topped $100,000 in October 2006. It was reached $100,425 again on August 4, 2009. It was lost 32% of its value in 2008. As of August 7, 2012, its price was $128,240.
  40. 2008 is the worst year of the stock market since 1937.  During 2008 there was around $10 trillion household wealth destroyed. Value wiped out from the Dow Jones Wilshire 5000 is around $7.3 trillion. Decline of the S&P 500 is 38.5% (loss around $4.8 trillion). The NASDAQ's loss is around 40.5%. The average loss among stock mutual funds is around 38%, and loss among bond mutual funds is around 8%
  41. In terms of returns in 2008, while investors lose money, investment bankers continue receiving bonus. They receive money based on how many investment deals they can push through, not on the quality of the deals or long-term strategy.
  42. Multinational life insurance companies, such as MetLife and Prudential, pocket hundreds of millions in profit that really belong to those who have lost family members.
  43. Currently retirement savers can contribute up to $16,500 to a tax-deferred 401(k), which jumps to $22,000 for those age 50 and older.
  44. The three oldest commodities exchanges in the US are Chicago Board of Trade established in 1848, Kansas City Board of Trade 1856, and New York Cotton Exchange 1870.
  45. The three oldest stock exchanges in the US are Philadelphia Stock Exchange established in 1790, New York Stock Exchange 1792, and Boston Stock Exchange 1834.
  46. The five oldest stock exchanges worldwide are Antwerp Bourse established in 1460, Lyons Bourse 1506, Toulouse Bourse 1549, Hamburg Bourse 1558, and London Royal Exchange 1571.
  47. A stock is considered to be a share of ownership in a company that can be bought, sold or traded. A bond is a loan to a company that can be bought, sold or traded.
  48. Families in the dark as life insurance companies hold billions in payouts, and earn interests.
  49. Never invest in a product that you don’t understand; be sure you have enough information before making an investment; and understand the risks involved.
  50. Always take advantage of your employer's 401k contributions.
  51. If you want to retire after many years working for the US Federal government, you can submit the completed SF 3107, FERS Application for Immediate Retirement, to your employing agency to apply for immediate retirement. You can obtain the form from your employing agency. You should give your agency at least 60 days notice before the date you intend to retire. Your agency will then complete the Schedule D, Agency Checklist of Immediate Retirement Procedures, and the SF 3107-1, Certified Summary of Federal Service, which are included in the SF 3107, FERS Application for Immediate Retirement.
  52. Social Security Administration (SSA) states it will never send a text asking for a return call to an unknown number. SSA will only send text messages if you have opted in to receive texts from the agency and only in limited situations, including the following:
    • When you have requested or subscribed to receive updates and notifications from Social Security by text.
    • As part of Social Security's enhanced security when accessing your personal my Social Security account.
    • Social Security said it will never:
      • Threaten you with arrest or other legal action unless you immediately pay a fine or fee.
      • Promise a benefit increase or other assistance in exchange for payment.
      • Require payment by retail gift card, wire transfer, internet currency, or by mailing cash.
      • Send official letters or reports containing your personal information via email.
    • If an individual owes money to Social Security, the agency will mail a letter with payment options and appeal rights. "You should never pay a government fee or fine using retail gift cards, cash, internet currency, wire transfers, or pre-paid debit cards," the agency wrote.

Calculators for Inflation Mortgage Loan

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Largest Full-Service Investment Banks
| Goldman Sachs | Morgan Stanley | JP Morgan Chase | Bank of America | Deutsche Bank | Citigroup | Credit Suisse | Barclays | UBS | HSBC | Nomura Holdings | RBC Capital Markets | BNP Paribas | The Royal Bank of Scotland Group | TD Securities | Wells Fargo | Lazard | Jefferies Group | Société Générale | BMO Capital Markets |



U.S. Banks (by States)
| Alabama | Alaska | Arizona | Arkansas | California | Colorado | Connecticut | Delaware | District of Columbia | Georgia | Hawaii | Idaho | Illinois | Indiana | Iowa | Kansas | Kentucky | Louisiana | Maine | Maryland | Massachusetts | Michigan | Minnesota | Mississippi | Missouri | Montana | Nebraska | Nevada | New Hampshire | New Jersey | New Mexico | New York | North Carolina | North Dakota | Ohio | Oklahoma | Oregon | Pennsylvania | Rhode Island | South Carolina | South Dakota | Tennessee | Texas | Utah | Vermont | Virginia | Washington | West Virginia | Wisconsin | Wyoming | Guam | Puerto Rico | Virgin-Islands |



Retirements
(Age & Employed)

Country Early Retirement Age Normal Retirement Age Employed 60-64
%
Employed 65-69
%





Austria 60 65 7 1
Belgium 60 65 12 1
Denmark 65 68 35 9
France 62 65 12 1
Germany 65 67 23 3
Greece 58 67 18 4
Italy 57 67 12 1
Netherlands 60 67 22 3
Norway 62 67 33 7
Spain 60 65 22 0
Sweden 61 65 58 5
Switzerland 63 65 46 7
United Kingdom 65 68 40 10
United States 62 67 43 20


Retirement Plans
(e.g.; 401(k)s, Traditional IRAs, Roth IRAs, TSP)
  1. Retirement Plans: 401(k)s, Traditional IRAs, and Roth IRAs.
  2. Ultimate Guide to Retirement: Strategies for your IRA, 401(k)
  3. Roth IRA Rules, Contribution and Income Limits.
  4. Using Non Deductible IRAs to Get Money into a Roth IRA.
  5. Understanding Individual Retirement Accounts (IRAs).
  6. Understanding Traditional and Roth IRAs.
  7. Traditional IRA Versus Roth IRA.
  8. Retirement Planning - IRAs, Guidance & Tools.
  9. Roth IRA Conversion Strategies
  10. Roth vs. Traditional IRAs: A Comparison.
  11. Self-Directed IRA Investing Guides.
  12. Gold IRA Strategy, Tips, & Rules (The Ultimate Guide)
  13. Roth IRAs | Internal Revenue Service
  14. IRA | America Saves
  15. IRA Rollovers Tips to Consider.
  16. Rules for the Traditional and Roth IRA Contributions.
  17. Is the Roth 401(k) Right for You?
  18. Is a 401K the Same as a Traditional IRA?
  19. Can You Have Both Retirement 401(k) and IRA Accounts?.
  20. Can I Contribute to a 401k & an IRA?
  21. Retirement Plan Contribution Limits - 401(k)s, IRAs ...
  22. Tax Benefits of 401k, IRA, and other Retirement Plans
  23. 401(k) Rollovers
  24. Best Alternatives to a 401(k) Retirement Plan
  25. Retirement Savings Account Options: IRAs and 401(k)s
  26. New 401(k) and IRA Rules for 2018 | US News
  27. The Ultimate Guide to 401(k) and IRA Retirement Accounts
  28. 401k Retirement Plan Contribution Limits for 2019
  29. Is Your 401(k) Enough for Retirement?
  30. Is My 401(k) Safe in a Bankruptcy?.
  31. 401(k) Contribution Limit Increases to $19,000 for 2019
  32. Tax Benefits of 401(k) Plan
  33. Limitations Pension Plan & 401(k) Contribution for 2018
  34. The Tax Benefits of Your 401(k) Plan.
  35. Maxed Out Your 401(k) - Retire by 40
  36. 401(k) Changes That Help You Retire Richer
  37. Thrift Savings Plan (TSP) Maximum Contribution Limits
  38. 401(k) Contribution Limit for (2018): $18,500
  39. The Maximum 401k Contribution Limit
  40. 401(k) Plan Research: FAQs.
  41. A Beginner's Guide to Understanding 401(k)s.
  42. Changing Employers? Don't Lose Your 401(k).
  43. A Simple Guide to Understanding 401(k)s
  44. Rothify Your 401(k).
  45. Can I Retire at 61 Year Old with $1 Million in My 401(k)? (video)
  46. Thrift Savings Plan (TSP)
  47. Thrift Savings Plan (TSP) | TSP.gov
  48. Thrift Savings Plan Pre-Separation
  49. Thrift Savings Plan Fund Information
  50. Summary of the Thrift Savings Plan
  51. Thrift Savings Plan Overview
  52. Thrift Savings Plan A to Z
  53. TSP Rates of Return
  54. Warren Buffett on Investing in the TSP (Video)
  55. TSP Payment and Annuity Calculator | TSP
  56. TSP Frequently Asked Questions | TSP.gov
  57. Thrift Savings Plan (TSP) (Video)
  58. Delaying Retirement and Receipt of Social Security Can Preserve Your TSP Account.
  59. Investing and the Thrift Savings Plan
  60. Best TSP Allocation Advice
  61. TSP Allocation Strategies
  62. The Federal Thrift Savings Plan: Can It Be Duplicated?
  63. Thrift Savings Plan (TSP): Calculating Periodic Returns and Compound Annual Returns
  64. Thrift Savings Plan (TSP) Withdrawal Option: Life Annuity.
  65. Thrift Savings Plan Annuities
  66. Withdrawing from Your TSP Account for Separated and Beneficiary Participants
  67. Thrift Savings Plan (TSP) Roth Option.
  68. Thrift Savings Plan (TSP) Investment Choices.
  69. Thrift Savings Plan 101.
  70. Thrift Savings Plan (TSP): Should I Catch Up My Contributions?
  71. 3 Ways to Grow Your 401(k), No Matter Your Age.
  72. 3 Pro Tips for Anyone Who’s Confused About Roth IRAs.
  73. 4 Good Things About the Thrift Savings Plan.
  74. 4 Roth IRA Investing Tips That Could Earn You Thousands
  75. 4 Tricks to Get the Most Out of Your IRA
  76. 4 Essential IRA Planning Tips
  77. 4 Smart 401(k) Moves You Can Make in 2017
  78. 5 New 401(k) and IRA Rules - Planning to Retire
  79. 5 Things You Need to Know About the Thrift Savings Plan.
  80. 6 Ways to Maximize the Value of Your 401(k).
  81. 6 Retirement Investing Alternatives to Your Company's 401(k).
  82. 6 Unusual IRA Investment Options.
  83. 7 Quick IRA Tips for Entrepreneurs.
  84. 8 Best IRA Accounts (2020).
  85. 8 Common IRA Mistakes to Avoid.
  86. 8 Tips to Maximize 401(k) for Retirement
  87. 9 Mistakes to Avoid Before Retirement
  88. 10 Important Facts About IRAs
  89. 10 Ways to Make Your 401(k) Balance Grow Faster.
  90. 10 401(k) Facts Everyone Should Know
  91. 10 Thrift Savings Plan (TSP) Mistakes Federal Employees Should Avoid
  92. 10 Questions About Simple IRAs
  93. 10 Tips to Making a Sound Decision on IRA Rollover
  94. 10 Big Retirement Blunders
  95. 11 Worst Retirement Mistakes: Sidestep Them

How, Who, What, When, Where & Why
  1. How to Properly Cash out of an IRA, 401(k) or 529 Savings Plan
  2. How to Choose Between IRA and 401(k)
  3. How to Choose Your Retirement Accounts Between IRA and 401(k).
  4. How to Start a Roth IRA.
  5. How to Build a Million-Dollar 401(k) Retirement Plan.
  6. How to Follow Smart Money and Avoid Making Dumb Mistakes
  7. How 401(K)s Work: A Beginner's Guide.
  8. How Does a 401(k) Plan Work? | CNN.
  9. How Will You Invest Your IRA Savings?.
  10. How a 401(k) Works After Retirement
  11. How Would Warren Buffett Invest Your TSP?
  12. How Much Should I Put in My 401(k)?
  13. How Much Will You Have at Retirement If You Max Out Your 401k?
  14. How Much Can I Contribute to My 401(k)? - Ultimate Guide to Retirement | CNN
  15. How Much Will I Have When I Retire If I Max Out My 401(k)? | USA Today
  16. What May My 401(k) Be Worth?.
  17. What to Do After Maxing Out Your Roth IRA
  18. What You Need to Know About Inherited IRAs?
  19. What Is a Roth IRA? - Guide to Getting Started
  20. What Is a Roth 401(k)?
  21. What Is the Best Account Type for Retirement between 401k vs IRA?.
  22. What Is the Difference Between IRA and 401(k)?
  23. Whar Are 401(k) Contribution Limits for 2022 and 2023?
  24. What If You Always Maxed Out Your 401(k)?
  25. What Should I Do with My Thrift Savings Plan at Retirement?
  26. What Not to Do with Your Thrift Savings Plan (TSP) - TSP Mistakes to Avoid
  27. Where Should I Open an IRA?.
  28. Which IRA Is Right for You?.


Investing Tools & Calculators
(e.g.; Bond, Investing, IRA, Mortgage, Real Estates, Savings, Retirement)



Age To Receive Full Social Security Benefits
1937 or earlier
1938
1939
1940
1941
1942
1943 - 1954
1955
1956
1957
1958
1959
1960 and later
65
65 and 2 months
65 and 4 months
65 and 6 months
65 and 8 months
65 and 10 months
66
66 and 2 months
66 and 4 months
66 and 6 months
66 and 8 months
66 and 10 months
67



Average 401(k) Balance by Age
Age Range 401k Saving Age Range 401k Saving
20 to 29 $11,800 50 to 59 $174,100
30 to 39 $42,400 60 to 69 $195,500
40 to 49 $102,700    

Investment Management
  1. Abner, Herrman and Brock Inc.
  2. Advisor Partners, LLC
  3. Alaric Capital LLC
  4. Alder Capital
  5. Alpha Capital Management
  6. Aperio Group LLC
  7. Ashfield
  8. ASI Wealth Management
  9. Atlantic Capital Management, LLC
  10. Atlantic Financial
  11. Australia's Queensland Investment Corporation
  12. Avalon Capital Management
  13. AXA Investment Managers
  14. B.C. Ziegler and Company
  15. Badgley, Phelps and Bell
  16. Bailard
  17. Baker Ellis Asset Management LLC
  18. Baker Street Advisors, LLC
  19. Barrett Capital Management, LLC
  20. Bartlett Weath Management
  21. Beam Weath Advisors, Inc.
  22. Bedrock Capital Management, Inc.
  23. Bernstein and Co., Inc.
  24. Bill Few Associates, Inc.
  25. Brandes Investment Partners, L.P.
  26. British Columbia Investment Corporation
  27. Brown Advisory
  28. Cambiar Investors
  29. Campbell Newman Asset Management
  30. Capital Group Companies
  31. Capital Investment Services of America, Inc.
  32. Cavalry Capital
  33. Century Management
  34. Charles Fish Investments, Inc.
  35. Chestnut Hill Partners
  36. Chuck Hughes
  37. Church House Trust
  38. ClearPath Capital Partners
  39. Close Brothers Asset Management
  40. Cofunds Limited
  41. Cohen & Steers Capital Advisors, LLC
  42. Condor Capital
  43. Contravisory Research & Management
  44. Cornerstone Group
  45. Cutler and Company, LLC
  46. Dominion Partners, L.C.
  47. Driehaus Capital Management, Inc.
  48. DSM Capital Partners LLC Investment Group
  49. E1 Asset Management, Inc.
  50. Eads and Heald Investment Counsel
  51. Equity Trustees
  52. Evanson Asset Management
  53. Excalibur Management Corporation
  54. Fidelity Institutional Asset Management
  55. FISN
  56. Flippin, Bruce and Porter, Inc.
  57. Forum Capital Partners LLC
  58. Frank Capital Partners LLC
  59. Freestone Capital Management
  60. Gerstein, Fisher & Associates, Inc.
  61. GF Geneva Finance SA
  62. Gluskin Sheff and Associates
  63. Godsey & Gibb Weath Management
  64. Green Investment Management
  65. Grunden Financial Advisory, Inc.
  66. Harper Bernays
  67. Hartford Investment Management Company
  68. Horizon Investment Services
  69. Hotchkis and Wiley Capital Management
  70. IMEPOWER Investment Group
  71. Individual Asset Management, Inc.
  72. Ivan Gelfand
  73. J. Zechner Associates Inc.
  74. J.E. Wilson Advisors, LLC
  75. Knightsbridge Advisers
  76. Lang Asset Management, Inc.
  77. Lasure Capital Management
  78. Lathrop Investment Management Corporation
  79. Loring, Wolcott and Coolidge Office
  80. LSV Asset Management
  81. Marcuard Family Office
  82. Marque Millennium Capital Management
  83. Marvin & Palmer
  84. Mission Management & Trust Co.
  85. Money Concepts
  86. Montanaro Investment Managers
  87. Montgomery Investment Management Inc.
  88. Moore Wealth Inc
  89. Muskoka Financial Inc.
  90. Net2invest
  91. New Amsterdam Partners LLC
  92. Newton Fund Managers Ltd
  93. North American Management Corporation
  94. North Capital, LLC
  95. North Star Asset Management
  96. Nuveen
  97. Old Mutual Limited
  98. Parsons Capital Management
  99. Peapack Private Wealth Management
  100. Pearson Capital, Inc.
  101. Pendragon Capital Management
  102. Philadelphia Trust Company
  103. Pitcairn Company
  104. Polaris Capital Management, Inc.
  105. Potomac Fund Management
  106. R .C .Brown Investment Management plc
  107. Sadoff Investment Management LLC
  108. Sage Financial Group
  109. Schnieders Capital Management, LLC
  110. See Money
  111. Seilern Investment Management Ltd.
  112. Shaker Investments
  113. Signia Capital Management
  114. SPARX Asset Management Co., Ltd.
  115. Stepp & Rothwell, Inc.
  116. Stonebridge Capital Management Incorporated
  117. Storkey & Co Limited
  118. Tag Associates, Ltd
  119. The Fry Group
  120. The Invico Group
  121. The Kessler Companies
  122. Tsai Capital Corporation
  123. Tweedy, Browne Company LLC
  124. Uhlmann Price Securities, LLC
  125. Vanguard Investments
  126. Vaughn Woods Investment Management
  127. Veer Equity
  128. Westwood Holdings Group
  129. Wibanks Smith, & Thomas Asset Management, LLC
  130. Windsor Asset Management
  131. Wrap Manager, Inc.



Thrift Savings Plan (TSP)
Source: tsp.gov - Daily Share Prices

2024

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.34 -0.19 1.68 -2.41 -0.22
February 0.33 -1.41 5.34 6.03 2.74
March 0.38 0.87 3.22 3.33 3.36
April 0.35 -2.47 -4.08 -6.46 -3.17
May 0.41 1.69 4.96 3.36 4.86
June 0.38 0.94 3.58 -0.10 -1.62
July 0.39 2.33 1.21 6.23 2.86
August 0.35 1.43 2.42 0.25 3.15
September 0.33 1.34 2.13 1.55 0.77
October 0.33 -2.48 -0.91 0.59 -5.17
November 0.36 1.14 5.87 11.97 -0.01
December ---- ---- ---- ---- ----
Year-to-Date 4.03 3.09 28.02 25.80 7.30
Last 12 Months 4.43 6.93 33.84 33.84 13.08

2023

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.34 3.25 6.28 10.82 8.43
February 0.28 -2.58 -2.44 -1.63 -2.84
March 0.35 2.55 3.67 -2.90 3.11
April 0.30 0.60 1.56 -2.18 2.87
May 0.31 -1.10 0.43 0.44 -4.01
June 0.32 -0.36 6.61 8.31 4.57
July 0.34 -0.07 3.21 5.91 2.82
August 0.35 -0.63 -1.58 -4.06 -3.90
September 0.35 -2.54 -4.77 -4.90 -3.51
October 0.40 -1.58 -2.10 -6.26 -3.22
November 0.41 4.51 9.12 11.19 8.54
December 0.39 3.72 4.54 10.45 5.39
Year-to-Date 4.22 5.58 26.25 25.30 18.38
Last 12 Months 4.22 5.58 26.25 25.30 18.38

2022

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.13 -2.09 -5.18 -10.07 -3.96
February 0.14 -1.08 -2.99 0.03 -2.61
March 0.17 -2.73 3.72 0.90 -0.33
April 0.20 -3.75 -8.72 -10.57 -6.39
May 0.21 1.13 -1.65 -3.53 1.19
June 0.29 -1.94 -6.55 -7.95 -8.21
July 0.26 2.47 9.22 10.32 5.15
August 0.25 -2.80 -4.08 -2.08 -5.79
September 0.28 -4.31 -9.21 -9.91 -9.40
October 0.34 -1.26 8.10 8.59 5.98
November 0.35 3.70 5.58 3.59 13.72
December 0.32 -0.65 -5.78 -6.55 -1.85
Year-to-Date 2.98 -12.83 -18.13 -26.26 -13.94
Last 12 Months 2.98 -12.83 -18.13 -26.26 -13.94

2021

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.07 -0.71 -1.01 2.85 -1.09
February 0.08 -1.45 2.76 5.21 2.26
March 0.11 -1.23 4.38 -0.39 2.35
April 0.13 0.82 5.33 4.23 3.09
May 0.13 0.34 0.69 -0.66 3.61
June 0.12 0.74 2.33 3.46 -1.44
July 0.13 1.15 2.37 -1.24 0.72
August 0.11 -1.18 3.03 2.00 1.76
September 0.11 -0.86 -4.65 -4.00 -2.81
October 0.13 -0.04 7.0 5.43 2.46
November 0.13 0.30 -0.69 -5.03 -4.66
December 0.12 -0.32 4.48 0.58 5.10
Year-to-Date 1.38 -1.46 28.68 12.45 11.45
Last 12 Months 1.38 -1.46 28.68 12.45 11.45

2020

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.17 1.91 -0.04 -0.62 -2.73
February 0.13 1.82 -8.24 -8.01 -7.74
March 0.11 -0.64 -12.40 -21.40 -13.87
April 0.07 1.78 12.81 15.81 6.42
May 0.06 0.46 4.76 8.79 4.50
June 0.06 0.63 1.99 4.00 3.44
July 0.06 1.49 5.46 5.71 2.33
August 0.05 -0.81 7.19 7.20 5.12
September 0.06 -0.03 -3.80 -3.04 -2.60
October 0.06 -0.42 -2.66 0.50 -3.97
November 0.07 0.99 10.95 18.26 15.54
December 0.07 0.14 3.84 7.24 4.64
Year-to-Date 0.97 7.50 18.31 31.85 8.17
Last 12 Months 0.97 7.50 18.31 31.85 8.17

2019

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.23 1.07 8.01 11.64 6.60
February 0.20 -0.06 3.21 4.98 2.55
March 0.23 1.93 1.95 -1.03 0.71
April 0.21 0.02 4.05 3.69 2.92
May 0.21 1.77 -6.36 -6.99 -4.69
June 0.19 1.26 7.04 6.80 5.94
July 0.18 0.21 1.44 1.64 -2.09
August 0.18 2.6 -1.59 -4.19 -1.77
September 0.14 -0.54 1.87 1.06 2.87
October 0.14 0.28 2.16 1.93 3.60
November 0.14 -0.05 3.63 4.54 1.15
December 0.16 -0.08 3.01 2.15 3.24
Year-to-Date 2.24 8.68 31.45 27.97 22.47
Last 12 Months 2.24 8.68 31.45 27.97 22.47

2018

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.20 -1.14 5.72 3.34 5.00
February 0.21 -0.96 -3.69 -3.79 -5.07
March 0.24 0.65 -2.55 0.69 -0.76
April 0.23 -0.73 0.38 0.28 2.01
May 0.24 0.73 2.41 4.85 -2.13
June 0.24 -0.10 0.61 0.86 -1.20
July 0.25 0.04 3.72 1.64 2.45
August 0.26 0.67 3.26 4.57 -1.91
September 0.24 -0.62 0.57 -1.76 0.91
October 0.26 -0.78 -6.84 -10.06 -7.94
November 0.26 0.62 2.04 1.92 -0.13
December 0.26 1.84 -9.03 -10.70 -4.82
Year-to-Date 2.91 0.15 -4.41 -9.26 -13.43
Last 12 Months 2.91 0.15 -4.41 -9.26 -13.43

2017

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.20 0.23 1.90 2.16 2.89
February 0.18 0.71 3.97 2.45 1.44
March 0.20 -0.01 0.12 -0.08 2.85
April 0.20 0.81 1.03 1.15 2.62
May 0.19 0.81 1.41 -0.77 3.76
June 0.19 -0.09 0.62 2.33 -0.18
July 0.19 0.43 2.05 1.11 2.88
August 0.19 0.91 0.30 -0.41 -0.03
September 0.17 -0.48 2.06 4.26 2.52
October 0.19 0.07 2.33 1.41 1.54
November 0.19 -0.11 3.07 2.90 1.06
December 0.20 0.48 1.11 0.47 1.60
Year-to-Date 2.33 3.82 21.82 18.22 25.42
Last 12 Months 2.33 3.82 21.82 18.22 25.42

2016

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.19 1.49 -4.96 -8,72 -5.62
February 0.15 0.68 0.12 0.50 -2.82
March 0.15 0.93 6.79 8.24 6.59
April 0.14 0.41 0.39 1.73 1.89
May 0.15 0.08 1.80 1.81 0.27
June 0.15 1.80 0.26 -0.13 -3.33
July 0.13 0.64 3.69 5.40 5.07
August 0.13 -0.11 0.14 0.80 0.08
September 0.13 -0.04 0.02 0.90 1.24
October 0.14 -0.74 -1.82 -3.86 -2.03
November 0.16 -2.35 3.71 7.95 -1.99
December 0.20 0.16 1.98 1.81 3.44
Year-to-Date 1.82 2.91 12.01 16.35 2.10
Last 12 Months 1.82 2.91 12.01 16.35 2.10


2015

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.18 2.13 -2.99 -1.85 1.19
February 0.13 -0.91 5.75 6.05 5.97
March 0.16 0.47 -1.57 1.24 -1.43
April 0.15 -0.28 0.96 -1.50 4.11
May 0.17 -0.26 1.29 1.84 -0.42
June 1.17 -1.07 -1.93 -0.71 -2.80
July 0.19 0.74 2.10 -0.12 2.08
August 0.18 -0.11 -6.03 -5.80 -7.36
September 0.18 0.75 -2.47 -4.80 -5.02
October 0.17 0.02 8.45 5.61 7.07
November 0.17 -0.24 0.31 1.75 -0.86
December 0.18 -0.30 -1.57 -3.91 -2.03
Year-to-Date 2.04 0.91 1.46 -2.92 -0.51
Last 12 Months 2.04 0.91 1.46 -2.92 -0.51

2014

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.21 1.58 -3.45 -1.91 -4.03
February 0.18 0.62 4.58 5.43 5.58
March 0.19 -0.15 0.85 -0.69 -0.57
April 0.20 0.90 0.75 -2.47 1.51
May 0.20 1.21 2.35 1.52 1.72
June 0.19 0.14 2.07 4.45 0.99
July 0.19 -0.19 -1.37 -4,38 -1.95
August 0.20 1.12 4.01 4.98 -0.14
September 0.18 -0.58 1.40 -5.10 -3.82
October 0.20 0.96 2.45 4.11 -0.63
November 0.17 0.74 2.70 1.33 0.51
December 0.18 0.21 -0.24 0.99 -4.13
Year-to-Date 2.31 6.73 13.78 7.80 -5.27
Last 12 Months 2.31 6.73 13.78 7.80 -5.27

2013

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.13 -0.56 5.18 6.96 4.45
February 0.13 0.51 1.36 1.00 -0.99
March 0.13 0.07 3.75 4.69 0.88
April 0.12 1.02 1.93 0.65 5.32
May 0.12 -1.78 2.34 2.71 -3.12
June 0.14 -1.53 -1.34 -0.99 -2.77
July 0.18 0.13 5.10 6.88 5.29
August 0.18 -0.48 -2.89 -2.76 -1.31
September 0.19 0.99 3.14 5.89 7.41
October 0.19 0.89 4.60 2.94 3.38
November 0.18 -0.35 3.05 2.49 0.75
December 0.19 -0.56 2.54 2.94 1.51
Year-to-Date 1.89 -1.68 32.45 38.35 22.13
Last 12 Months 1.89 -1.68 32.45 38.35 22.13

2012

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.13 0.88 4.50 7.59 5.36
February 0.12 0.05 4.34 3.99 5.14
March 0.14 -0.61 3.30 2.30 0.13
April 0.15 1.12 -0.62 -0.71 -1.87
May 0.14 0.91 -5.99 -6.91 -11.14
June 0.11 0.05 4.13 3.25 7.08
July 0.12 1.38 1.40 -0.62 0.56
August 0.11 0.07 2.25 3.57 3.29
September 0.10 0.15 2.57 2.51 2.96
October 0.12 0.20 -1.86 -1.31 0.85
November 0.11 0.16 0.57 1.53 2.41
December 0.12 -0.13 0.91 2.69 4.02
Year-to-Date 1.47 4.29 16.07 18.57 18.62
Last 12 Months 1.47 4.29 16.07 18.57 18.62

2011

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.24 0.13 2.37 1.23 2.41
February 0.22 0.26 3.42 4.52 3.33
March 0.26 0.06 0.04 2.06 -2.23
April 0.25 1.28 2.96 2.94 6.03
May 0.25 1.31 -1.13 -1.27 -2.90
June 0.21 -0.30 -1.67 -2.35 -1.16
July 0.22 1.59 -2.04 -3.14 -1.60
August 0.19 1.45 -5.44 -8.12 -9.03
September 0.16 0.73 -7.03 -10.73 -10.55
October 0.14 0.11 10.93 14.09 9.48
November 0.14 0.01 -0.21 -0.51 -2.46
December 0.15 1.01 1.04 -0.04 -2.0
Year-to-Date 2.45 7.89 2.11 -3.38 -11.81
Last 12 Months 2.45 7.89 2.11 -3.38 -11.81

2010

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.29 1.54 -3.60 -2.43 -5.17
February 0.24 0.38 3.11 4.89 0.06
March 0.27 -0.11 6.04 7.39 6.28
April 0.28 1.07 1.58 4.82 -2.35
May 0.28 0.85 -7.99 -7.51 -11.20
June 0.24 1.56 -5.24 -6.90 -1.75
July 0.23 1.07 7.01 7.00 10.78
August 0.22 1.28 -4.51 -5.59 -3.14
September 0.17 0.17 8.92 11.71 9.81
October 0.18 0.36 3.80 4.48 3.63
November 0.17 -0.57 0.01 3.00 -4.84
December 0.20 -1.05 6.68 7.38 8.12
Year-to-Date 2.81 6.71 15.06 29.06 7.94
Last 12 Months 2.81 6.71 15.06 29.06 7.94

2009

G Fund
%   
F Fund
%   
C Fund
%   
S Fund
%   
I Fund
%   

January 0.19 -0.86 -8.41 -8.19 -11.93
February 0.21 -0.39 -10.64 -10.22 -10.23
March 0.24 1.38 8.81 8.64 7.20
April 0.21 0.49 9.58 15.00 12.13
May 0.25 0.78 5.60 3.97 13.41
June 0.27 0.54 0.24 0.73 -1.08
July 0.28 1.59 7.58 8.66 9.74
August 0.28 1.03 3.62 3.85 4.87
September 0.26 1.07 3.74 5.94 3.79
October 0.26 0.51 -1.86 -5.51 -2.41
November 0.26 1.30 6.00 3.85 3.16
December 0.25 -1.55 1.94 6.57 1.43
Annual Return 2.97 5.99 26.68 34.85 30.04

The TSP is a retirement savings plan for civilians who are employed by the United States Government and members of the uniformed services. A choice of investment funds:
–   US Government Securities Investment (G) Fund
–   Fixed Income Index Investment (F) Fund (invested in the Barclays U.S. Debt Index Fund/Lehman Brothers U.S. Aggregate bond index)
–   Common Stock Index Investment (C) Fund (invested in the Barclays Equity Index Fund/S&P 500 stock index)
–   Small Capitalization Stock Index Investment (S) Fund (invested in the Barclays Extended Market Index Fund/Dow Jones Wilshire 4500 Completion stock index)
–   International Stock Index Investment (I) Fund (invested in the Barclays EAFE Index Fund/EAFE - Europe, Australasia, Far East - stock index)
–   TSP: Daily Rate & Share Price History.
–  
TSP: Calculating Periodic Returns and Compound Annual Returns.


Investment Banks

Financial Conglomerates
  1. ABN AMRO
  2. Banca Monte dei Paschi di Siena
  3. Banco Bradesco
  4. Banco Santander
  5. Bank of China (BOC International Holdings)
  6. Bank of Communications (BOCOM International Holdings)
  7. BBVA
  8. Berenberg Bank
  9. Canadian Imperial Bank of Commerce (CIBC World Markets)
  10. China CITIC Bank
  11. China Construction Bank (CCB International Holdings)
  12. CIMB
  13. Commerzbank
  14. Crédit Agricole
  15. Daiwa Securities
  16. DBS Bank (Capital Markets Group)
  17. Desjardins Group (Desjardins Capital Markets)
  18. Handelsbanken
  19. ICICI Bank
  20. Industrial and Commercial Bank of China (ICBC International Holdings)
  21. ING Group
  22. Intesa Sanpaolo (Banca IMI)
  23. İş Bankası (Is Investment)
  24. Itaú Unibanco (Itaú BBA)
  25. BTG Pactual
  26. KBC Bank
  27. KeyCorp (KeyBanc Capital Markets)
  28. Kotak Mahindra Bank
  29. Laurentian Bank of Canada (Laurentian Bank Securities)
  30. Lloyds Banking Group (Lloyds Bank Wholesale Banking & Markets)
  31. M&T Bank
  32. Macquarie Group
  33. Maybank
  34. Mediobanca
  35. Mizuho Financial Group
  36. National Bank of Canada (National Bank Financial Markets)
  37. Natixis
  38. Nordea
  39. PNC Financial Services (Harris Williams & Company)
  40. Rabobank
  41. RHB Bank
  42. Sanlam
  43. Sberbank
  44. Scotiabank (Scotia Capital)
  45. SEB
  46. Société Générale
  47. Standard Bank
  48. Standard Chartered Bank
  49. State Bank of India (SBI Capital Markets)
  50. Stifel Financial (Stifel Nicolaus)
  51. Sumitomo Mitsui Financial Group
  52. SunTrust (Robinson Humphrey)
  53. TD Securities
  54. Truist Financial
  55. UniCredit (UBM)
  56. VTB Bank (VTB Capital)


Capital Markets Firms
  1. BDO International (BDO Capital Advisors)
  2. Berkery, Noyes & Co
  3. BG Capital
  4. BGR Capital & Trade
  5. Brewin Dolphin
  6. Capital One (Capital One Securities)
  7. Deloitte (Deloitte Corporate Finance)
  8. Duff & Phelps
  9. Ernst & Young (Ernst & Young Capital Advisors)
  10. Hagan Capital Group
  11. KPMG (KPMG Corporate Finance)
  12. Marlin & Associates
  13. PwC (PwC Corporate Finance)
  14. ROTH Capital Partners
  15. Sheshunoff Management Services
  16. Transparent Value



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New York Stock Exchange -  The New York Stock Exchange traces its origins back more than 200 years, to the signing of the Buttonwood Agreement by 24 New York City stockbrokers and merchants in 1792. Centuries of growth and innovation later, the NYSE remains the world's foremost securities marketplace.

NASDAQ -  As the largest and fastest growing major stock market in the world, NASDAQ is home to the world’s leading companies—and a well-recognized household name. In a recent U.S. poll, NASDAQ was #1 in awareness and name recognition among investors.

American Stock Exchange - The American Stock Exchange (AMEX) has been a pioneer in market innovation for more than a century. As the nation's most diversified financial marketplace, the AMEX conducts trading through an advanced centralized specialist system that provides a marketplace for the investing public and its members.

Dow Jones Indexes -  Dow Jones Indexes develops, maintains and licenses market indexes for investment products. Among its more than 3,000 indexes are the world's best known stock indicator, the Dow Jones Industrial Average, and the leading pan-European indexes, the Dow Jones STOXX Indexes.

Standard & Poors - Standard & Poor's is one of the world's preeminent providers of credit ratings, and for such globally recognized financial-market indices as the S&P 500®. It also provides a wide range of other products and services designed to help individuals and institutions around the world make better-informed financial decisions with greater confidence.

TSX - TSX Group is a cornerstone of the Canadian financial system. It owns and operates Canada's two national stock exchanges - Toronto Stock Exchange serving the senior equity market, and TSX Venture Exchange serving the public venture equity market - as well as NGX, a leading North American exchange for the trading and clearing of natural gas and electricity contracts.

Sao Paulo Bovespa - Since November 16, 1998, the Fungible Custody Service for stocks and securities, currently rendered by the São Paulo Stock Exchange/BOVESPA, is formally provided by the Brazilian Clearing and Depository Corporation. CBLC accounts for 100% of the Brazilian stock market’s settlement operations.

Australian Stock Exchange - The Australian Stock Exchange Limited (ASX) was formed in 1987 through the amalgamation of six independent stock exchanges that formerly operated in the state capital cities. ASX operates Australia’s primary national stock exchange for equities, derivatives and fixed interest securities.

Swiss Exchange - The SWX Group offers integrated solutions in specific securities market segments on a cross-border basis. Through its shareholding in Eurex, the SWX Group has a financial interest in the world's largest options and futures exchange.

Mexican Stock Exchange - The Mexican Stock Exchange (Bolsa Mexicana de Valores) is a private institution governed by the Mexican Securities Market Act. A foreign individual can invest in Mexican securities listed on the Bolsa Mexicana de Valores directly through authorized Mexican brokerage firms.


U.S. Securities and Exchange Commission (SEC) -  SEC, a US government agency, was established in 1934 to restore investor confidence in US capital markets by providing investors and the markets with more reliable information and clear rules of honest dealing.



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