Accountant CFA Securities 
OfficeHours
JULY 11, 2023
What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker. The SIE, or Securities Industry Essentials exam, is a comprehensive introductory exam created and administered by the Financial Industry Regulatory Authority (FINRA) in the US.
OfficeHours
JULY 11, 2023
What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker. The SIE, or Securities Industry Essentials exam, is a comprehensive introductory exam created and administered by the Financial Industry Regulatory Authority (FINRA) in the US.
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OfficeHours
FEBRUARY 26, 2024
This could involve pursuing certifications relevant to your field, like CFA or Series exams, or expanding your knowledge in related areas, such as data analysis or programming. Networking isn’t just about securing a new position; it’s about cultivating relationships that offer support, advice, and insights.
Mergers and Inquisitions
DECEMBER 6, 2023
They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. What About Compensation?
FineMark
JANUARY 20, 2023
Deglobalization The world is moving into a period where national security is taking precedence over economic growth. As shown in Figure 3, below, from 1950 through 1989 (a period that was also less globalized and national interest and security were more heavily considered), equity valuations were expectedly lower.
FineMark
JANUARY 17, 2024
FIGURE 2 Source: Strategas Securities LLC Following the oil shocks of the ‘70s and the breaking of double-digit inflation by then Fed Chairman Paul A. FIGURE 3 Source: Strategas Securities LLC Another key factor in future equity market performance is valuation. history was born. Will 2024 be a positive year for equities?
FineMark
OCTOBER 17, 2023
FIGURE 3 Source: Strategas Securities LLC Our Current Tactical Positioning As you review our current positioning in Figure 4, below, you’ll notice our perspective hasn’t changed since our last letter. To secure that higher income for the future, we’ve begun to extend portfolio duration.
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