Value Investing The core of value investing is buy low when times are bad and sell high when times get better. The buy low part is "low...

Top Down (In order of priority) Economic factors ( gets the highest priority) Sector allocations versus a benchmark Individual stock...

There are four mutual fund share classes, A, B, C and No Load. There are other share classes but most of them are probably not testable...

Feed back from test takers is sometimes reliable and sometimes it is not. It is sometimes difficult to remember what you have seen on an...

I am sure you know that inflation has been high for quite some time now. With that said, the Fed has been very aggressively trying to...

For those of you who are studying for the series 65 exam, you should check out Quizlet, which has lots of information for exams. They...

The Interest Rate Environment You expect falling interest rates ( Increase Duration) Sell short bonds with higher nominal yields Buy long...

The concept of supply and demand is an economics concept you may have learned in a basic economics class in high school or college. Can...

One of these could be on your exam (65 or 66). The purpose of an interest rate swap is to reduce borrowing costs for each entity. The...

The Weak Form: says that public trading data such as trends in prices (technical analysis) is built into the stock price. If everyone has...

Duration measures the interest rate risk on a bond. For those who are curious about some of the extra aspects of duration, you can read...