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Tip of the Day "Fee-Only" is Your Friend

"Fee-Only" is Your Friend - Unlike financial advisors that work on a fee-base or commission-base service, "Fee Only" based advisors are the only ones legal obligated to act in your...

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Chartered Financial Analyst (CFA)

Definition: The Chartered Financial Analyst (CFA) program seeks to measure the competency of financial analysts.  Its three tests contain many questions about portfolio management, economics, ethics, etc.

Advice: The CFA is a prestigious professional certificate that many analysts seek out.  Because the program requires the analyst to have three years professional work experience and complete three very difficult exams, analysts who have completed the program are seen has very competent.

 

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Definition of the Day Block Positioner

Block Positioner - A block positioner is a member who is registered in the Securities and Exchange Commission, and who deals, sells, securities while taking a long or short position with stocks and bonds. A block positioner takes this stance with the hopes that he or she will net a...

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