The chartered financial analyst (CFA) is one of the more frequently sought after designations for investment professionals. However, becoming a CFA charter holder is not for the faint-hearted nor the uninterested. The journey to becoming a CFA charter holder is long, and it tests not only knowledge of the subject but also endurance, diligence, and
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A Southwest Airlines Boeing 737 passenger jet Robert Alexander/Getty Images Wall Street is calling for recovery, reflation and rotation this year amid continued accommodative monetary and fiscal policy, according to analysts. Among the bulls, strategists from J.P. Morgan estimate that the S&P 500 could reach 4,400, with a range of 4,200 to 4,600. “Global growth
When they need cash, many homeowners believe that selling their house is the easiest and most convenient way to get an influx. Even homeowners in possession of other types of assets may find this strategy appealing because they may want to avoid selling taxable holdings that will generate capital gains or withdrawal penalties on early
Getting educated about your retirement and wealth-management options is a necessary part of planning for your financial future. But let’s be honest: Not everyone has time to be a financial expert. If you would rather have an easy plan you can execute without having to constantly worry about changes in legislation or the economy or
Daniel Loeb, chief executive officer of Third Point LLC, speaks at the Skybridge Alternatives conference in Las Vegas, May 18, 2017. David Paul Morris | Bloomberg | Getty Images In light of the global pandemic, it comes as no surprise that activism in 2020 was down. There was less 13D activism, less UTT-activism and less
Life has its cycles, as do the economy and the financial markets. But when it comes to market cycles, emotions often get in our way. We often do the wrong thing at different phases, buying exuberantly at market highs and selling in a panic at market lows. Successful investors do the opposite. Warren Buffet says:
The New York Stock Exchange said it no longer plans to delist three Chinese telecommunications giants. In a late Monday statement, the NYSE said it dropped the plans after “further consultation with relevant regulatory authorities in connection with Office of Foreign Assets Control.” Hong Kong-listed shares of China Telecom, China Mobile and China Unicom rallied
A financial aid award letter explains the total amount of monetary assistance a school will offer you. You’ll start to receive these letters shortly after you get your college acceptance letters. Before you start comparing your offers, here’s a quick look at financial aid award letters. Key Takeaways The Free Application for Federal Student Aid
The stock market is off to a strong start in 2021, after robust gains last year despite the coronavirus pandemic. According to CNBC’s Jim Cramer, one reason for the continued rally in equities is, simply, a lack of people willing to sell. “There’s not enough stocks to go around,” Cramer said on “Squawk Box.” “The
Taking a look at the balance sheet of the Federal Reserve, or for that matter, any central bank, is like seeing the eighth wonder of the world. Unlike any other business enterprise, the Fed can expand its balance sheet by printing as many dollar bills as it wants. It’s like creating winds merely by waving
Chamath Palihapitiya speaking at the 23rd Annual Sohn Investment Conference in New York City on April 23, 2018. Heidi Gutman | CNBC Online finance start-up SoFi is set to go public by merging with a blank-check company run by venture capital investor Chamath Palihapitiya, the companies announced Wednesday. The merger with Palihapitiya’s SPAC, Social Capital
Republican Vice President Mike Pence debated Democratic Vice President-elect, Kamala Harris Oct. 7, 2020, in Salt Lake City, but has largely kept a low profile during the Trump administration. To help understand the man who has been a heartbeat away from the presidency for four years, here are five things you should know about Pence,
Chamath Palihapitiya speaking at the 2017 Delivering Alpha conference in New York on Sept. 12, 2017. David A. Grogan | CNBC Consumers have been sitting at home for months and months, and without typical things to spend money on, assets in bank accounts are growing. And that is a positive sign for stocks, according to
Homeowners insurance is designed to cover you against various types of damage, but you may be wondering whether that includes mold. It’s a good question to ask, particularly if you’re purchasing an older home and want to avoid any potentially costly surprises. The answer isn’t always clear-cut. “Generally, standard homeowners insurance policies can cover mold
Dan Henry, CEO of Green Dot Source: Green Dot Green Dot, a fintech player that’s often overlooked compared to bigger rivals PayPal and Square, has been on a tear lately, with its stock climbing 140% last year. Still, the company’s shares have ample room to run as it launches a digital bank account for low
Ethical violations and criminal activities in various industries have affected our economy over the past few decades, particularly in the banking, financial, and housing sectors. When it comes to financial crimes, mortgages provide ample opportunity for bad actors to steal, defraud, or cut corners. Let’s examine the complex ethical and criminal issues surrounding mortgage fraud.
Signs of China Telecom, China Mobile and China Unicom are seen during the China International Import Expo (CIIE) at the National Exhibition and Convention Center in Shanghai, China, Nov. 5, 2018. Aly Song | Reuters The New York Stock Exchange will delist three Chinese telecommunication giants after all. The stock exchange will remove U.S.-traded shares
The joys of self-employment are many, but so are the stressors. High among those is the need to plan for retirement entirely on your own. You are in charge of creating a satisfying quality of life post-retirement. When it comes to building that life, the earlier you start, the better. Luckily, there are several retirement
Source: Oatly Vegan milk brand Oatly is planning a 2021 initial public offering that could raise $1 billion, sources familiar said. The company, which is backed by Blackstone, Oprah Winfrey and Natalie Portman, has hired Morgan Stanley, JPMorgan Chase and Credit Suisse to manage the offering, sources said. Oatly’s valuation will depend on the status
What Is a 529 Savings Plan? According to a research report from CollegeBoard.org, for the 2020 to 2021 school year, the cost of attending a public college for an in-state student was approximately $10,560, including tuition and fees. For out-of-state students the cost nearly tripled, $27,020. A year at a private college averaged even more: $37,650. Families need to