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There are 18 videos in this series:
Becoming an estate planner involves being in the insurance industry, being a stock adviser, being a certified financial planner or being a lawyer or attorney. Discover the various backgrounds from which estate planners emerge with information from an experienced portfolio manager in this free video on finance.
Sole proprietorship refers to a business where all of the profits go directly to the owner, which also means that the owner takes full responsibility for any liabilities of the company. Understand what sole proprietorship is with information from an experienced portfolio manager in this free video on finance.
Strategic management revolves around the higher visions and missions of the company that inspire the more detailed tactical moves toward a better business. Discover the nature of strategic management with information from an experienced portfolio manager in this free video on finance.
To build a financial planning business, first gain experience by working for someone else and fine-tuning the necessary skills. Build up a new clientele for a financial planning business with information from an experienced portfolio manager in this free video on finance.
Buying out a business partner usually requires legal counsel, as the transaction should be completely legal and legitimate. Find financing to purchase the partner's portion of the business with information from an experienced portfolio manager in this free video on finance.
When buying a building for a business, make sure the building meets the requirements of the company, such as being Internet-ready, having proper phone lines and offering enough space for each department. Purchase a business building with information from an experienced portfolio manager in this free video on finance.
The main requirement to becoming an actuary is a strong background in mathematics, but being detailed oriented and having the aptitude for long, drawn-out calculations are important traits. Find out what it takes to be an actuary with information from an experienced portfolio manager in this free video on finance.
Yahoo stock can be purchased through any online stock trading account, broker or financial stock office. Find the best price for Yahoo stock with information from an experienced portfolio manager in this free video on finance.
Certificates of deposit are investments that people make at a bank, where the bank offers a rate of interest for holding the money for a specific period of time. Understand how people can earn interest through a CD with information from an experienced portfolio manager in this free video on finance.
Certificates of deposits are purchased from a bank or brokerage house as an investment, where purchasers can earn a rate of interest over time. Consider investing in a CD with information from an experienced portfolio manager in this free video on finance.
Managing working capital refers to the short-term capital of a company, such as the operational costs and short-term debt. Find out what it means to manage the working capital of a business with information from an experienced portfolio manager in this free video on finance.
An enrolled agent with the IRS is a very highly-qualified tax professional who would represent the IRS during large audits. Find the highest degree of experience in an enrolled IRS agent with information from an experienced portfolio manager in this free video on finance.
A financial planner's role is to manage an individual's money to his or her best interest, depending on what the individual's aspirations and financial goals are. Understand the role of a financial planner with information from an experienced portfolio manager in this free video on finance.
Becoming an enrolled agent requires an academic background in finance or accounting, experience in the tax field and membership with the National Association of Enrolled Agents. Become a highly-qualified tax specialist with information from an experienced portfolio manager in this free video on finance.
Becoming a day trader involves having practice, skill and strategy on how to trade stocks on a daily basis. Build up a surplus to account for any unforeseen dips in the stock market. Become a day trader with information from an experienced portfolio manager in this free video on finance.
Achieving goals as a stockbroker involves making a profit on most investments, whether they are long-term stocks or short-sale stocks. Get tips on setting and reaching stock goals with information from an experienced portfolio manager in this free video on finance.
Financial advisers usually do not receive salaries, but they do charge commission from their customers based on a percentage or a flat rate. Calculate a financial adviser's earnings with information from an experienced portfolio manager in this free video on finance.
A no-doc home loan refers to a process of getting a loan without the income documentation, which is ideal for celebrities or high-power business people who wish to keep the information private. See how a no-doc loan works with information from an experienced portfolio manager in this free video on finance.
Gregory Bramwell-Smith Gregory Bramwell-Smith is relationship and portfolio manager at Bramwell-Smith Associates. He has more than a decade of experience in financial services, with 15 years of sales experience. Branwell-Smith currently manages income property and investment relationships, including all aspects from restoration and project management of properties to creating new partnerships and managing income security portfolios.dkdk
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