Growth versus Value - Two Different Styles of Investing
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...
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Nov 8, 2023
Top Down Versus Bottom Up Investing
Top Down (In order of priority) Economic factors ( gets the highest priority) Sector allocations versus a benchmark Individual stock...
Nov 8, 2023
Mutual Fund Share Classes and Charges
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...
Nov 8, 2023
Modern Portfolio Theory - Harry Markowitz
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...
Nov 8, 2023
Inflation and Why it is Bad for Stocks and Bonds
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...
Nov 8, 2023
Quizlet: A Terrific Resource for Exams
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...
Nov 6, 2023
Bond Strategies
The Interest Rate Environment You expect falling interest rates ( Increase Duration) Sell short bonds with higher nominal yields Buy long...
Nov 6, 2023
Closed End Funds - Supply and Demand...NAV versus Market Price
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...
Nov 6, 2023
Swaps - Fixed Interest Rate for Floating Interest rate
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...
Nov 6, 2023
The Efficient Market Hypothesis
The Weak Form: says that public trading data such as trends in prices (technical analysis) is built into the stock price. If everyone has...
Nov 6, 2023
Duration and its Impact on Bond Prices
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...
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