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Michael Weiss, CFA


I can answer most questions about stock investment strategies, especially those related to value and growth

Experience in the area

I am the owner of Series 7 Exam Tutor , a financial tutoring business that provides personalized tutoring for the Series 7 Exam, the Series 6 Exam ,the Series 65 Exam, the Series 66 Exam, the Series 63 Exam and the Series 24 Exam . I also offer tutoring for finance courses. For additional information, please visit, Finance Exam Tutor. Prior to launching Series 7 Exam Tutor, I worked in investments for 20 years with the majority of this time focused on investment analysis and portfolio management. I have worked for large companies such as Merrill Lynch and Evergreen Investments and have also worked for smaller firms as well. Throughout my career, I have sought to mentor younger colleagues whenever possible, especially those enrolled in the CFA program. I completed the CFA program in 2002 after passing all three exams on the first try. I also passed the Series 7 Exam with a score of 94%. For additional information about me, you can visit the links below:


CFA Institute and CFA Society of Philadelphia




M.B.A. in Finance & Investments from the Zicklin School of Business at Baruch College and a B.A. in Finance & Economics from the City University of New York Baccalaureate Program.

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Recent Answers from Michael Weiss, CFA

2017-01-15 Brokerage Accounts:

Hi Kenneth,    A lot of people still use brokers to buy stocks. However, the percentage of people who use brokers to buy stocks is probably lower now than it was a couple of decades ago. Brokers also buy

2016-05-26 Break Even Stock Price:

Kenneth,    Your break even is at whatever price it takes to make your money back.      You add all of the money needed to buy shares + commissions.  This equals your cost basis.    When your sales proceeds

2015-09-10 stock analysis:

Hi Len,    You would need to run the data through an optimization model that at a minimum includes the returns, the volatilities as well as the correlation data. You might be able to do this in excel.

2015-08-30 Interest Rates & Stock Prices:

Hi Kenneth,    Interest rates are one factor that impacts stock prices. It is certainly not the most important factor, which would be earnings. The present value (current price) of any investment including

2015-03-15 stocks:

Russ,    Keep in my mind that I do not provide people with any personalized investment advice.  You would need to seek the help of an investment adviser representative.     This is a market timing question


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