Posts Tagged ‘stocks’
Financial Planning : What Is a Personal Banker?
A personal banker is a person who will work in a financial institution and examine an individual’s selection of assets to determine what services this individual requires. Find out how personal bankers help to bring business to their clients with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:58
Personal Financial Planning Tips : How to Build an Emergency Cash Fund
The best way to build an emergency cash fund is to start with a working budget and put away any excess income. Start a nest egg of savings with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:6
Financial Planning : Understanding Working Capital Management
Working capital is a ratio of short-term liabilities and short-term income, and it’s the capital that a company needs to work with on an ongoing basis. Find out how working capital is used to pay for daily operations with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:31
Personal Financial Planning Tips : How to Estimate How Much Money You Will Need To Retire
Estimating how much is needed to retire is a complex problem that usually requires an online tool or hired services. Learn some simple steps for calculating a retirement fund with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:56
Financial Planning : How to Become a Stockbroker
In order to become a stockbroker, one must study and pass a series license, whether that is the Series 7, Series 6 or a 65 license. Find out how stockbrokers join professional organizations to build there careers with help from a registered financial consultant in this free video on stockbrokers.
Expert: Patrick Munro
Contact: www.northstarnavigator.com
Bio: Patrick Munro is a registered financial consultant (RFC) with outstanding sales volume of progressive financial products and solutions to the senior and boomer marketplace.
Filmmaker: Reel Media LLC
Duration : 0:1:21
Financial Planning : How to Become a Money Manager
In order to become a money manager, a person must have experience in the market, and she also needs a series 7 stockbroker license. Find out how a CFP or CFA designation can help a money manager’s credibility with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:42
Personal Financial Planning Tips : How to Avoid an IRS Income Tax Audit
Avoiding an IRS tax audit is done by reporting all income accurately and avoiding red flags like not reporting tips. Prevent the IRS from starting an audit by using a trusted CPA or reporting taxes accurately with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:56
IFA.com – Murphy: Probability Machine, Galton Board, Bean Machine, Randomness Simulator or Quincunx
http://ifa.com This probability machine is often referred to as a Galton Board. We use it to explain the randomness of stock market returns. It produces a normal bell-shaped curve distribution from small balls dropping through strategically placed placed pins. This curve is very similar to monthly returns of the S&P 500 over 50 years. The Galton board, also known as a quincunx or bean machine, is a device for statistical experiments named after English scientist Sir Francis Galton. Francis Galton was a British meteorologist, biologist, and statistician, and the cousin of Charles Darwin. The pinball device with the triangular array of pegs was described in his book Natural Inheritance, published in 1889. He called the device a quincunx, but it is now known as the Galton board. This machine was built in 1981 at Princeton University. The machine was named Murphy due to all the difficulties that were experienced in the creation. Murphy’s law is an old adage that broadly states: “Anything that can go wrong, will go wrong.”
Duration : 0:4:28
Sostalk Episode #2: Various Investment Vehicles (With Slides)
The YouTube Video series “Sostalk” serves and an educational resource for people interested in learning about personal financial management and basic financial concepts
Duration : 0:8:51
Personal Financial Planning Tips : How to Buy Your First Investment Property
When buying your first investment property, something to think about is the possibility of being a property manager or maybe hiring one if being a landlord is not appealing. Research is crucial when buying investment property, so learn what to look for when buying land with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:54