Top 10 New Year’s Investing Resolutions

Top 10 New Year’s Investing Resolutions

By Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy As we all get ready for the New Year and think about making some resolutions, consider including some investing resolutions as part of your plan. Many of us resolve to live a more healthy...
Don’t Panic, Plan It!

Don’t Panic, Plan It!

By Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy Your first reaction during a time of market volatility may be to panic. Don’t. Instead, plan it! Various events can cause market fluctuations−pandemics, shifts in government policies,...
Who Can Represent You Before the IRS?

Who Can Represent You Before the IRS?

Many people use a tax professional to prepare their taxes. Anyone who prepares, or assists in preparing, all or substantially all of a federal tax return for compensation is required to have a valid Preparer Tax Identification Number (PTIN). All enrolled agents must...
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