Discipline | Personal Wealth Management

CFA Exam Pass Rates

On 03/07/2012, In Career, Formal Education, By Jordan Wilson

The Chartered Financial Analyst (CFA) designation is beneficial in many career paths. Not just for those interested in becoming financial analysts.

There are many other positions that benefit from a CFA charterholder.

Attaining the CFA designation is not a simple exercise. But this explains, in part, why the CFA designation is highly regarded around the world.

The current exam results reflect the challenge of achieving a CFA charter. (more…)

On 03/30/2011, In Investment Strategies, By Jordan Wilson

There are advantages and disadvantages to the buy and hold investment strategy.

I will review both sides of the argument. Then you can decide for yourself if buy and hold is right for you.

Subsequently, I will outline some tweaks to the strategy that hopefully build on the buy and hold’s strengths and address its legitimate concerns.

Today we will review the benefits of buy and hold. (more…)

On 03/16/2011, In Investment Strategies, By Jordan Wilson

I like disciplined investing.

For me that means following a well-planned strategy, with minimal emotion.

Unfortunately, many investors are not disciplined. (more…)