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Latest episodes from HS 328 Audio: Investments

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

Play Episode Listen Later Oct 21, 2013 7:23


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

security laws investors identify affect
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.

Play Episode Listen Later Oct 15, 2013 30:32


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.

security explain produce expected risky securities combination separately compute standard deviation
10-1 Explain the various characteristics of mutual funds, including their sales fees, benefits, and disadvantages.

Play Episode Listen Later Jan 21, 2011 17:46


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.

Play Episode Listen Later Jan 21, 2011 5:04


Describe how closed-end funds work.

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

Play Episode Listen Later Jan 21, 2011 3:18


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

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

Play Episode Listen Later Jan 21, 2011 4:51


Describe the differences between REITs, RELPs, and REMICs.

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

Play Episode Listen Later Jan 21, 2011 4:54


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

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10-6 Identify the important characteristics to consider in selecting an appropriate mutual fund for a client.

Play Episode Listen Later Jan 21, 2011 6:28


Identify the important characteristics to consider in selecting an appropriate mutual fund for a client.

clients identify characteristics selecting mutual funds
10-7 Reconcile the poor average performance of mutual funds with their appropriateness for an investor's portfolio.

Play Episode Listen Later Jan 21, 2011 1:41


Reconcile the poor average performance of mutual funds with their appropriateness for an investor's portfolio.

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6-1 Describe the basic features of common stock.

Play Episode Listen Later Jan 21, 2011 5:07


Describe the basic features of common stock.

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6-2 Value common stock using the constant-growth model.

Play Episode Listen Later Jan 21, 2011 17:50


Value common stock using the constant-growth model.

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6-3 Describe the different market-price-based ratios for judging a stock's price.

Play Episode Listen Later Jan 21, 2011 6:08


Describe the different market-price-based ratios for judging a stock's price.

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6-4 Distinguish between growth and value stocks and their role in portfolio management.

Play Episode Listen Later Jan 21, 2011 4:41


Distinguish between growth and value stocks and their role in portfolio management.

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6-5 Describe the mechanics of dividend payments.

Play Episode Listen Later Jan 21, 2011 6:24


Describe the mechanics of dividend payments.

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6-6 Describe the key characteristics of other equity instruments, including ADRs and preferred stock.

Play Episode Listen Later Jan 21, 2011 8:01


Describe the key characteristics of other equity instruments, including ADRs and preferred stock.

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6-8 Describe the key characteristics of stock-like instruments used in employee compensation, as well as those of nontraditional investments.

Play Episode Listen Later Jan 21, 2011 8:46


Describe the key characteristics of stock-like instruments used in employee compensation, as well as those of nontraditional investments.

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6-7 Describe the key characteristics of rights, warrants, and limited partnerships.

Play Episode Listen Later Jan 21, 2011 2:23


Describe the key characteristics of rights, warrants, and limited partnerships.

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14-1 Describe the nine-step investment process and identify the six common components of an investment policy statement.

Play Episode Listen Later Jan 20, 2011 5:27


Describe the nine-step investment process and identify the six common components of an investment policy statement.

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14-2 Describe the relationship between the number of securities in a portfolio, the types of securities in a portfolio, and the riskiness of a portfolio.

Play Episode Listen Later Jan 20, 2011 7:30


Describe the relationship between the number of securities in a portfolio, the types of securities in a portfolio, and the riskiness of a portfolio.

relationships types describe securities
14-3 Explain the key issues associated with portfolio rebalancing.

Play Episode Listen Later Jan 20, 2011 3:46


Explain the key issues associated with portfolio rebalancing.

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14-4 Discuss other aspects of investment selection including investment effort, minimum investment size, ethical and moral issues, different tax treatments, and concentrated portfolios.

Play Episode Listen Later Jan 20, 2011 10:01


Discuss other aspects of investment selection including investment effort, minimum investment size, ethical and moral issues, different tax treatments, and concentrated portfolios.

investment treatments effort ethical selection minimum aspects portfolios concentrated moral issues
14-5 Demonstrate how dollar-cost averaging plans work and describe examples of these plans.

Play Episode Listen Later Jan 20, 2011 10:33


Demonstrate how dollar-cost averaging plans work and describe examples of these plans.

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14-6 Describe phenomena associated with behavioral finance and explain the implications of these phenomena for a financial planner.

Play Episode Listen Later Jan 20, 2011 11:12


Describe phenomena associated with behavioral finance and explain the implications of these phenomena for a financial planner.

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14-7 Describe strategies for selling the client on a plan.

Play Episode Listen Later Jan 20, 2011 3:53


Describe strategies for selling the client on a plan.

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

Play Episode Listen Later Jan 20, 2011 7:14


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.

Play Episode Listen Later Jan 20, 2011 0:41


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.

Play Episode Listen Later Jan 20, 2011 8:49


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

treatments consequences income determine losses dividend capital gains equity investments nonqualified
13-4 Discuss the pros and cons of tax-loss harvesting and tax-efficient investing.

Play Episode Listen Later Jan 20, 2011 3:37


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

investing pros and cons efficient tax loss harvesting
13-5 Avoid subjecting a client to violations of the wash-sale rule for various types of investments.

Play Episode Listen Later Jan 20, 2011 3:02


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

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

Play Episode Listen Later Jan 20, 2011 11:33


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

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

Play Episode Listen Later Jan 20, 2011 2:31


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.

Play Episode Listen Later Jan 20, 2011 6:44


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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12-1 Describe the characteristics of the spot market, forward contracts, and futures contracts.

Play Episode Listen Later Jan 20, 2011 1:47


Describe the characteristics of the spot market, forward contracts, and futures contracts.

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12-2 Describe the institutional framework for trading futures contracts.

Play Episode Listen Later Jan 20, 2011 6:30


Describe the institutional framework for trading futures contracts.

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12-3 Describe the general characteristics of futures contracts.

Play Episode Listen Later Jan 20, 2011 15:26


Describe the general characteristics of futures contracts.

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12-4 Apply trading strategies using futures contracts, especially with regard to the creation of basis risk.

Play Episode Listen Later Jan 20, 2011 15:32


Apply trading strategies using futures contracts, especially with regard to the creation of basis risk.

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12-5 Utilize a financial futures contract to hedge market or interest rate risks.

Play Episode Listen Later Jan 20, 2011 1:34


Utilize a financial futures contract to hedge market or interest rate risks.

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11-1 Be conversant in the basic option terminology and the mechanics of the options markets.

Play Episode Listen Later Jan 20, 2011 5:21


Be conversant in the basic option terminology and the mechanics of the options markets.

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11-2 Describe the two reasons options have value, and compute the value for each reason.

Play Episode Listen Later Jan 20, 2011 8:10


Describe the two reasons options have value, and compute the value for each reason.

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11-3 Construct a profit function for a person long or short a put or call option.

Play Episode Listen Later Jan 20, 2011 14:41


Construct a profit function for a person long or short a put or call option.

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

Play Episode Listen Later Jan 20, 2011 8:02


Construct a profit function for combinations of options and stocks.

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11-5 Describe how the variables used in the Black-Scholes and binomial option pricing models and the put-call parity relationship affect the value of a call option.

Play Episode Listen Later Jan 20, 2011 10:12


Describe how the variables used in the Black-Scholes and binomial option pricing models and the put-call parity relationship affect the value of a call option.

relationships affect option describe variables parity pricing models binomial black scholes

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