I. Economic Factors and Business Information (15%)The 20 scored questions in this section test your knowledge of various aspects of business and economics. Basic Economic Concepts (6 questions)Financial Reporting (4 questions)Analytical Methods (4 questions)Types of Risk (6 questions)II. Investment Vehicle Characteristics (25%)The 32 scored questions in this section test your knowledge of various characteristics ofContinue reading “Series 65 Vocabulary – Investment Advisor”
Tag Archives: investment
Invest your $3M in senior care in the bay area
An internet start-up is asking for $3M. Motherhealth LLC is a senior home care agency for bay area seniors. You can also invest here to ensure that our seniors are cared for in the comfort of their homes, a total senior concierge with holistic home care in mind. Email motherhealth@gmail.com or text 408-854-1883 to getContinue reading “Invest your $3M in senior care in the bay area”
Do you need a financial planner?
Good leaders know when to delegate, and when to seek expert opinions. So as the leader of your personal finances, you shouldn’t be afraid to consult a financial planner–when appropriate. Here are ten scenarios to help you determine when it makes sense to hire a professional to provide investment and financial advice. Planners typically chargeContinue reading “Do you need a financial planner?”
No more market loses and taxes with index investing and Personal Finance 101 for rich and poor
Rich or poor you can still save for a lifetime retirement income/pension/savings plan or your own personal 801k. Your money does not participate when the market is down, keeps your gain and principal intact. Nor market loses or risks. You save your net income each month, $200 or $3k or even more, no income limitsContinue reading “No more market loses and taxes with index investing and Personal Finance 101 for rich and poor”
Are you really covered with a comprehensive health plan for long term care?
Are you really covered with a health plan or Medicaid that will pay you and not just your hospital care? At present time, only Medical covers 55% of long term care costs. But can you qualify for Medical? It is not simple and easy. Most people get denied because their income and assets exceed theContinue reading “Are you really covered with a comprehensive health plan for long term care?”