Podcast: Play in new window | Download (Duration: 29:25 — 13.7MB)
Podcast: Play in new window | Download (Duration: 29:25 — 13.7MB)Subscribe: Email | RSS | More Angel Investing Pt 2 This is the second part of the interviews that I conduct with Phil Grimm Executive Director of SLC Angels in Salt Lake City Utah. In this interview we explore the world of angel investing, … Read more
Podcast: Play in new window | Download (Duration: 37:54 — 17.5MB)
Podcast: Play in new window | Download (Duration: 37:54 — 17.5MB)Subscribe: Email | RSS | More Angel Investing This is the first part of the interview that I conduct with Phil Grimm Executive Director of SLC Angels in Salt Lake City Utah. In this interview we explore the world of angel investing, including, in … Read more
Podcast: Play in new window | Download (Duration: 27:39 — 12.8MB)
Podcast: Play in new window | Download (Duration: 27:39 — 12.8MB)Subscribe: Email | RSS | More Today I have the privilege and honor of interviewing Andrew Horowitz the producer of “The Disciplined Investor” podcast. This is one of the podcasts that I listen to on a weekly basis and that always gives me interesting perspectives … Read more
Here are some additional resources on municipal bond underwriting you may find useful: http://www.bondbuyer.com/ https://www.tm3.com/homepage/homepage.jsf?ur=y https://officialstatements.swst.com/pdfs/E%20Montgomery%20MUD%203%20TX.pdf http://tm3web1.tm3.com/refer/usermanual/docs/Primary_Markets.pdf http://www.msrb.org/msrb1/pdfs/Financing-Team.pdf http://www.msrb.org/msrb1/pdfs/Professionals-In-Competitive-Transaction.pdf Preleminiary Official Statements_MIMason01a_POS Notice of bond bid acceptance MI_Mason0130
Stock Margin Worksheet The link above will let you download an Excel Worksheet and allow you to see what margin requirements are needed for different situations. Change the values in the yellow highlighted cells and it changes the results. Have fun
I just posted a new video episode. This is the first one on options. Here is a sample of the 35 min video. After watching this video you should have learned: What are Stock Options Where are options Traded What is a Call or Put Option Premium Time value Intrinsic Value In the money and … Read more
To purchase the full video: Series 7 Podcast Video Episode 7, Municipal Bonds This is a video designed to help you understand what you need to know about Municipal Bonds in order to pass the FINRA Series 7 Exam. After watching this video you should have learned: How to Calculate Taxable Equivalent Yields (TEY) How … Read more
The full 1 hour video is available for $4.99 at: Series 7 Podcast Video Episode 6 Fixed Income Pt 3 After watching this you should understand: US treasury notes, treasury bills and treasury bonds How are they traded? Hybrid treasury securities such as STRIPS, and how are they created Why would STRIPS be more volatile … Read more
Series 7 Podcast Video Episode 5, Fixed Income Pt. 2 This is a sample of the 44 min video that covers the podcast Episode 5, Fixed Income Part 2. The full video is available for purchase through Gumroad by clicking the link above. After watching the full video you should have an understanding of the … Read more
If you would like to purchase the full 30+ min. video that covers the topic of preferred stocks and what you would need to know on this topic for the series 7 examination. The suggested price for the video is $4.99. However, you may pay what you think it is worth by clicking the link … Read more