For Investors: Education Is Key to Protection

Highlights

Cost Basis Basics—Here's What You Need to Know ©iStockphoto.com/Violka08

Cost Basis Basics—Here's What You Need to Know

Selling an investment typically has tax consequences. To figure out whether you need to report a gain—or can claim a loss—after you sell, you need to know the cost basis for that investment.

Are Your Investments Ready for the New Year? FINRA Offers 7 Tips for 2017 ©iStockphoto.com/honglouwawa

Are Your Investments Ready for the New Year? FINRA Offers 7 Tips for 2017

These 7 tips from FINRA can help you plan, stay abreast of changes in the market and their impact on your portfolio, and protect your investments in 2017.

Prepare to Invest

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Set Your Financial Goals

Know what you want to accomplish with your investments before you invest.

Products and Professionals

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Key Investing Concepts

Learn about a range of investment products and the people who sell them.

Protect Your Money

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Avoid Fraud

Learn to spot and avoid investment fraud.

Resolve a Problem

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File a Complaint

Start here if you need help.