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Financial Strategies and Research

"Financial Strategies and Research" offers broad and narrow band information about financial management theories, strategies, and techniques. Fundamental and technical research topics by sector and industry focus advisers' sights on the myriad markets within the greater collective. Presentations of interest rates, inflation, and other indicators; trading trends; strategies in use at large hedge funds and proprietary trading firms provide practice managers with the knowledge they can use.

China's Economic Climate: Boom or Bust?
This article provides an overview of China's economic climate and investment markets. If you're looking for information about the current status of China's economy, keep reading!

MPT Portfolio Selection Markowitz 1952
Harry Markowitz, Modern Portfolio Theory, and "Portfolio Selection" (1952)

Eurozone Nations Face Sovereign Credit Declines
This is an article about Standard & Poor's "CreditWatch Negative" announcement for 15 European nations. If you're looking for information about what the announcement means, stay on this page.

Pros and Cons of Owning Assets Like Gold
Pros and Cons of Owning Assets Like Gold

China's Economy Cools as Lending Slows
This is an article about China's economy and the impact of the 2011 global debt crisis. China's economy shows signs of cooling as lenders tighten access to borrowed money. The migration of Chinese workers from the center of the country to the cities has driven the China housing market. Housing prices in China show signs of weakness.

Bond Options, Swaps and Swaptions
Interest rate derivatives help clients to exchange cash flows with another customer. This is a sophisticated product with a lot of flexibility.

How Small Business Wants to Help Employees Save for Retirement
This is an article about recent polls and surveys concerning the state of the United States's retirement crisis. If you're looking for information about retirement plans and the proposed SAVE Act, you've come to the right place.

Companies Write Long-Term Options With Warrants
Learn about equity warrants as long-term options or financing vehicles.

Pass the CPA Exam: Time Management
This article is about how to pass the CPA exam by Professor Joe Hoyle. If you're looking for free information about how to pass the CPA exam, you've come to the right place.

Qualified Personal Residence Trust
This is an article about the Qualified Property Residential Trust. If you're looking for information about the Qualified Property Residential Trust, trusts and estates, or tax planning concepts, you've come to the right place.

At Long Last: Passing the CPA Exam
This is an article about how to pass the CPA exam by Chris Ferro, CPA. If you're looking for information about how to pass this challenging exam, you've come to the right place.

Closely-Held Companies Securities Sales
This is an article about selling securities of a closely-held company. If you're looking for information about selling securities in a closely-held company, you've come to the right place.

Why Your Clients Are Waiting for Actual "Old Age" to Retire
This is an article about clients retirement age. If you're looking for information about why clients are retiring later, you've come to the right place.

Save Money On Taxes And Save Money On Electric Bills
This is an article about the energy efficiency tax credit. If you're looking for information about the energy efficiency tax credit, you've come to the right place.

The Dow Gold Ratio
This is an article about the Dow Gold Ratio. If you're looking for information about the gold-to-market or Dow Gold Ratio, you've come to the right place.

Interest Rates and Inflation
This is an article about inflation and interest rates. If you're looking for information about inflation and interest rates, you've come to the right place.

CPA Exam: Tackle BEC Next
This article is part of a series about how to pass the CPA exam by Chris Ferro CPA. If you're looking for information about how to pass the AICPA CPA exam, you've come to the right place.

Citibank Economic Pulse Poll
This is an article about the most recent Economic Pulse poll published by Citibank in April 2011. If you're looking for information about consumer responses to economic conditions, and financial advisor responses to the information, you've come to the right place.

What's the Debt Ceiling?
This is an article about the U.S. national debt ceiling or National Statutory Debt Limit. If you're looking for information about the U.S. debt ceiling, you've come to the right place.

What Are Dark Pools?
This is an article about dark liquidity pools, also known as dark pools. If you're looking for information about dark pools and dark liquidity, you've come to the right place.

Professor Joe Hoyle Answers Lots More CPA Exam Questions
This is an article about how to pass the AICPA CPA exam. If you're looking for answers about how to take and pass the CPA exam, you've come to the right place. Professor Joe Hoyle answers student questions about the CPA exam.

How to Pass the CPA Exam
This article discusses how to create a study plan to pass the AICPA CPA exam. If you're looking for information about how to prepare for, then pass, the CPA exam, you've come to the right place.

Tackle FAR First on the CPA Exam
This is an article about how to pass the Financial Accounting & Reporting (FAR) section of the AICPA CPA exam. If you're looking for information on how to pass the FAR section of the CPA exam, you've come to the right place.

Your Questions Answered About the CPA Exam
This is an article about how to pass the CPA exam. If you're looking for information about the CPA exam, you've come to the right place.

Professor Joe Ben Hoyle Answers EVEN MORE CPA Exam Questions
This is an article about the AICPA CPA exam and questions on the exam. If you're looking for information about how to study for and pass the CPA exam, you've come to the right place.

How to Pass the CPA Exam: Part 2
This article is part of a series about how to pass the CPA exam. If you're looking for information about how to pass the CPA exam, you've come to the right place. Chris Ferro CPA informs readers about how to schedule, review, and prepare for the exam.

How to Study for the CPA Exam
This is an article about how to study for the CPA Exam. If you're looking for suggestions about how to choose study and review guides for the AICPA exam, you've come to the right place.

Your CPA Exam Questions Answered: Part 2
This is an article about CPA exam questions, answered by Professor Joe Ben Hoyle of the University of Richmond. Professor Hoyle has been helping future CPAs prepare for the AICPA exam since 1980. If you're looking for information about CPA exam questions and how to pass the CPA exam, you've come to the right place.

Do Your Clients Fear Outliving Their Assets?
Many Americans fear outliving their assets. Here's what financial professionals can do to help.

Life Insurance Planning After ATRA
The American Taxpayer Relief Act of 2012 significantly changed the estate planning and insurance planning field.

Dealing with Clients that Overspend
Do you have clients with cash management issues that threaten their financial future? Here are some tips for dealing with clients that overspend.

What Financial Advisors Need to Know About ACA Health Exchanges
Help your financial services clients understand the Affordable Care Act health insurance exchanged

3 Quantitative Easing Myths for Financial Services

3 Steps to Help Clients with Financial Resolutions in the New Year
How financial advisors can help clients set and meet New Year financial resolutions.

5 Critical Investor Mistakes of 2013
Let's look at some critical errors investors made in 2013 so that we can avoid them going forward.

Why 4% Withdrawals Rates are Dangerous in Today’s Markets
A new dynamic retirement income planning model shows that the old 4 percent rule isn't valid in today's turbulent markets.

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