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4 steps to attainable financial goals

Imagine you're planning a family vacation. Your spouse wants to drive, while you want to book a flight. If you're planning a trip to the campground near your house, it would be ridiculous to fly. If you're planning a trip to Europe, driving is out of the question. Your...

source: By David B. Mandell, JD, MBA, and Carole Foos, CPA
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Pass rates for the first two levels of the chartered financial analyst exam rose in December, the last time the test is to be given on paper. For the first of the three-part test, the pass rate climbed to 49%, the highest since 2001, according to a statement Wednesday from...

source: Bloomberg

March 11, 2021 5:00 PM - 6:30 PM Online Our first Investing in your Belly night was such a hit we've decided to do another! This time Michele Gambera, PhD, CFA, is leading us through a gnocchi cooking class. Homemade gnocchi really is worth preparing from scratch at home---inexpensive,...

source: CFA Society Chicago

March 3, 2021 12:00 PM - 12:45 PM Online How do you prepare to vote on the level of interest rates during a time of such economic uncertainty? What’s the experience like to be a Fed bank president during this pandemic? Charles Evans, president and chief executive officer...

source: CFA Society Chicago

April 8, 2021 4:30 PM - 5:30 PM Online The COVID-19 pandemic has thrust video conferencing, virtual meetings, and remote work arrangements into the mainstream. But nearly a year into our mass experiment in virtual everything, many people – new hires and senior leaders...

source: CFA Society Chicago

CFA Society Chicago member Rich Excell, CFA, brings back Priya Parrish, managing partner at Impact Engine, to discuss the differences between ESG and impact investing.

source: CFA Society Chicago

The turn of the month effect shows that historically all of the stock market’s gains come during just a few days each month. The rest of the time the market tends to tread water, or worse, on average. Hence, making sure...

source: Forbes


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