- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Share Registration
Financial assets can be registered in a number of different forms, as is the case with most assets. Street name registration is where the shares of the stock remain in the broker’s custody and under the broker’s name. Joint accounts are where shares are jointly owned with a spouse or partner. Joint tenancy is where shares are owned with a partner who has the right of survivorship. Tenancy in common is where shares are owned with a partner; however, when one shareholder dies, the shares of the deceased become the property of an heir, not the partner.