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Bank Savings
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FDIC Insurance
- Savings Accounts
- Money Market Accounts
- Money Market Mutual Funds
- Certificates of Deposit – (Time Deposits)
- Holiday Savings Clubs
- Vacation Savings Clubs
- Treasury Savings Bonds
Equity
Instruments
-
Common Stock
- Preferred Stock
- Tracking Stock
- Spin-off
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Partial Spin-off
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Stock Rights
- Stock Classes
- Real Estate Investment Trust (REIT)
Bonds
-
Type of Yields
- Bond Rating Agencies
- The Yield Curve
- Laddering
Types of Bonds
- Corporate Bonds
- Municipal Bonds
- Asset Backed Securities (ABS)
- High-Yielding Securities – Junk Bonds
- Enhanced Trust- Preferreds
- Zero-Coupon Bonds
- STRIPS Bonds
- Internotes
- International Bonds
- Brady Bonds
Treasury
Securities
US Treasury Securities
Summary of Treasury Securities:
Treasury Bills
Treasury Notes
Treasury Bonds
Treasury Inflation-Protected Securities (TIPS)
Government
Agencies and Related Securities
- The Main Issuers
-
Background of the main GSE
-
Types of Securities
Derivatives
- Stock Options
- Stock Warrants
- Interest Rate Swaps
- Interest Rate Caps, Floors and Collars
- Swaptions
- Futures and Forward Contracts
- Managed Futures
Funds
- Mutual Funds (Opened-End Funds)
- Index Funds
- Closed-End Funds (CEFs)
- Exchange Traded Funds (ETFs)
- Hedge Funds
- Separately Managed Accounts (SMAs)
Annuities
- Types of Annuities
- The Different Phases of an Annuity
- Fees, Expenses and Bonuses to Watch For
- Sub Accounts
- 1035 Exchanges
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