10-1 Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages.

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1-6 Identify the important features of each of the major security laws as they affect investors.
21 10月 2013· HS 328 Video: Investments
Identify the important features of each of the major security laws
as they affect investors.
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3-1 Explain why the combination of two risky securities can produce a portfolio with less risk than either separately, and compute both the expected rate of return and the standard deviation for any two-security portfolio.
17 10月 2013· HS 328 Video: Investments
Explain why the combination of two risky securities can produce a portfolio with less risk than either separately, and compute both the expected rate of return and the standard deviation for any two-security portfolio.
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3-6 Describe a multifactor model.
10 7月 2013· HS 328 Video: Investments
Describe a multifactor model.
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9-7 Describe the term structure of interest rates, and explain the investment implications of the term structure.
8 6月 2012· HS 328 Video: Investments
Describe the term structure of interest rates, and explain the investment implications of the term structure.
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4-2 Compute a dollar-weighted rate of return.
29 7月 2011· HS 328 Video: Investments
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HS 328 Course Introduction
23 2月 2011· HS 328 Video: Investments
HS 328 Course Introduction
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11-4 Construct a profit function for combinations of options and stocks.
22 1月 2011· HS 328 Video: Investments
Construct a profit function for combinations of options and stocks.
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13-1 Explain the basic model of personal taxation, compute a tax liability, and identify the relevant marginal tax rate.
22 1月 2011· HS 328 Video: Investments
Explain the basic model of personal taxation, compute a tax liability, and identify the relevant marginal tax rate.
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13-2 Compute the cost basis or adjusted cost basis of an investment.
22 1月 2011· HS 328 Video: Investments
Compute the cost basis or adjusted cost basis of an investment.
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13-3 Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income.
22 1月 2011· HS 328 Video: Investments
Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income.
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13-4 Discuss the pros and cons of tax-loss harvesting and tax-efficient investing.
22 1月 2011· HS 328 Video: Investments
Discuss the pros and cons of tax-loss harvesting and tax-efficient investing.
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13-5 Avoid subjecting a client to violations of the wash-sale rule for various types of investments.
22 1月 2011· HS 328 Video: Investments
Avoid subjecting a client to violations of the wash-sale rule for various types of investments.
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13-6 Compute the tax consequences associated with investing in various types of bonds, including a tax-equivalent yield.
22 1月 2011· HS 328 Video: Investments
Compute the tax consequences associated with investing in various types of bonds, including a tax-equivalent yield.
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13-7 Describe the tax issues associated with investing in investment companies, options, annuities, LPs and MLPs, as well as futures contracts.
22 1月 2011· HS 328 Video: Investments
Describe the tax issues associated with investing in investment companies, options, annuities, LPs and MLPs, as well as futures contracts.
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13-8 Demonstrate the tax advantages of net unrealized appreciation on stock distributions from a pension plan, tax-harvesting losses in an IRA account, and the tax implications of converting assets from a traditional IRA to a Roth IRA.
22 1月 2011· HS 328 Video: Investments
Demonstrate the tax advantages of net unrealized appreciation on stock distributions from a pension plan, tax-harvesting losses in an IRA account, and the tax implications of converting assets from a traditional IRA to a Roth IRA.
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10-1 Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages.
21 1月 2011· HS 328 Video: Investments
Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages.
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10-2 Describe how closed-end funds work.
21 1月 2011· HS 328 Video: Investments
Describe how closed-end funds work.
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10-4 Describe the differences between REITs, RELPs, and REMICs.
21 1月 2011· HS 328 Video: Investments
Decide whether an ETF or an index fund is more appropriate for a client.
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10-5 Describe the differences between a UIT, a hedge fund, a variable annuity, and a separately managed account.
21 1月 2011· HS 328 Video: Investments
Describe the differences between REITs, RELPs, and REMICs.
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- 後で見る後で見る
10-3 Decide whether an ETF or an index fund is more appropriate for a client.
21 1月 2011· HS 328 Video: Investments
Decide whether an ETF or an index fund is more appropriate for a client.
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- 後で見る後で見る
もっと表示する

エピソード

1-6 Identify the important features of each of the major security laws as they affect investors.

3-1 Explain why the combination of two risky securities can produce a portfolio with less risk than either separately, and compute both the expected rate of return and the standard deviation for any two-security portfolio.

3-6 Describe a multifactor model.

9-7 Describe the term structure of interest rates, and explain the investment implications of the term structure.

4-2 Compute a dollar-weighted rate of return.

HS 328 Course Introduction

11-4 Construct a profit function for combinations of options and stocks.

13-1 Explain the basic model of personal taxation, compute a tax liability, and identify the relevant marginal tax rate.

13-2 Compute the cost basis or adjusted cost basis of an investment.

13-3 Determine the tax consequences of various equity investments, including the treatment of capital gains and losses as well as qualified and nonqualified dividend income.

13-4 Discuss the pros and cons of tax-loss harvesting and tax-efficient investing.

13-5 Avoid subjecting a client to violations of the wash-sale rule for various types of investments.

13-6 Compute the tax consequences associated with investing in various types of bonds, including a tax-equivalent yield.

13-7 Describe the tax issues associated with investing in investment companies, options, annuities, LPs and MLPs, as well as futures contracts.

13-8 Demonstrate the tax advantages of net unrealized appreciation on stock distributions from a pension plan, tax-harvesting losses in an IRA account, and the tax implications of converting assets from a traditional IRA to a Roth IRA.

10-2 Describe how closed-end funds work.

10-4 Describe the differences between REITs, RELPs, and REMICs.

10-5 Describe the differences between a UIT, a hedge fund, a variable annuity, and a separately managed account.

10-3 Decide whether an ETF or an index fund is more appropriate for a client.