You are here:

Beginner Investing/Expert Profile

Michael Weiss, CFA

U.S.

Available

Expertise

I can answer most questions about investing for beginners

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 and the Series 6 Exam . I also offer tutoring for the CFA Exam as well as for undergraduate and graduate level 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. I also have an entrepreneurial spirit and left Evergreen Investments to launch Timeless Capital management, which specialized in mutual fund research. 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:
http://www.series7examtutor.com
http://www.financeexamtutor.com
http://www.series6examtutor.com

Organizations

CFA Institute and CFA Society of Philadelphia

Publications

Investopedia

Education/Credentials

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.

Average Ratings

Recent Reviews from Users

User	Date	K	C	P	Comments
Randy	04/13/12	10	10	10	Thank you Michael. Randy
gab	04/02/12	10	10	10	Thanks, it looked to good to be .....
Kenneth	03/09/12	10	10	10	Thanks for the reply and answer!
Kenneth	03/06/12	10	10	10	Thanks for the reply and information!
Michael	01/18/12	10	10	10	Excellent answer,a great help in making .....

Recent Answers from Michael Weiss, CFA

2012-04-13 Total Liabilities & Shareholder’s Equity:

Hi Randy, Shareholders equity = Assets - Liabilities. Liabilities are not part of shareholders equity. The left side of the balance sheet (assets) has to equal to the right side of the balance sheet

2012-03-08 TIPS & T-Bills:

Hi Kenneth, TIPS are an appropriate investment for an IRA. TIPS are generally considered longer-term investments, which would be consistent with the time horizon for an IRA, which is long term. Also

2012-03-06 Gol & Silver Investing:

Hi Kenneth, In my opinion, these advertisements should be restricted in some way. They can be very misleading. Gold and silver are not good stand alone investments for a new investor. They are very

2012-02-09 The first 5k:

Hi Kate, There is generally not enough information here to answer the question. First, you need to set an investment objective consistent with your risk tolerance and time horizon. Your fact pattern

2012-01-31 Gross Margin and Profit Margin:

No. Gross Profit = Sales - Cost of Goods Sold. From Investopedia, Definition of 'Gross Profit' A company's revenue minus its cost of goods sold. Gross profit is a company's residual profit after

Beginner Investing

Answers by Expert:

Browse Answers: