DailyForex.com is a leading portal for financial news and Forex broker reviews. The company's goal is to provide Forex traders all of the information they'll need to trade successfully, from choosing a broker to executing trades. DailyForex market news and technical analysis can be received by traders via email or mobile app to ensure that traders are never too far from the latest market developments.
Kario-Paul A. Brown, a level 3 CFA candidate, is an investment professional that is widely respected across the Caribbean. He has over 5 years experience in the field of macroeconomic forecasting and investment strategy formulation. He has worked as a consultant for multilateral lending agencies and for policy research organizations in the Caribbean. His undergraduate degree is in the fields of economics and statistics, and his post-graduate degree is in the fields of financial economics and international finance. He has written numerous articles that have been published in The Daily Gleaner and The Daily Observer, and is a co-author of the book Debt and Development in SIDS. He has wide understanding of business, politics, financial markets, and industry trends. Over the long term, he hopes to use entrepreneurship as tool for economic and social improvement in the Caribbean.
Marjorie has written seven books on budget travel, family travel and work and study abroad and scores of articles and posts on real estate, personal finance, food, travel and New York history. Most recently she has been a regular contributor to the City Living section of amNY, the most widely circulated morning newspaper in the city, and for Brickunderground.com, a site dedicated to the complexities of buying, renting and living in New York. She has also edited several books on criminal justice and edits a quarterly newsletter on real estate.
Joe D’Allegro is a journalist and advertising copywriter living in the New York area. He has covered business and finance, automobiles and local interest stories for publications such as Institutional Investor, ConsumerSearch and the Jersey City Independent. His advertising work has been profiled in CBS News, The Huffington Post, and Adweek.
Joe is a graduate of Boston University, where he studied journalism and history. He can be followed on Twitter @joeofhappiness.
Barbara Friedberg, MBA, MS is a former investment portfolio manager, author of Personal Finance; An Encyclopedia of Modern Money Management and How to Get Rich; Without Winning the Lottery. Friedberg is a former university Finance and Investments instructor, and publisher of Barbara Friedberg Personal Finance.com. Her work has been featured in U.S. News & World Report, Yahoo!Finance, Bankrate.com, and many more publications. Follow her on Twitter and Google+.
I have a degree in Economics from the University of Florida and have been following financial markets for about 10 years. I enjoy technical analysis of stocks.
I am a licensed Realtor in Florida as well. I enjoy all outdoor sports including tennis and golf. I look forward to sharing my investing ideas with you all.
Mr. Kushal Agarwal is currently a student pursuing a Post Graduate Diploma and a Masters degree in business and management with the intention of pursuing a career in financial and strategic consulting and advisory. He has the ability to articulate complicated financial concepts easily and looks forward to teaching aspiring business and finance students someday.
He holds an Undergraduate degree in Computer Science and Engineering and has passed the Level I and II Chartered Financial Analyst exams.
Prince Yildar graduated from Cornell University with majors in Mathematics and Economics. He has experience within several sectors of Finance. Through Private Banking, Risk Modeling, Investment Banking and Quantitative Analysis positions held, he has developed a fundamental background in Finance and also experience with Data Analysis tools . His focus is on Investments, particularly systematic trading. He is especially interested in the Forex Market because of the relative small number of currency pairs, the sheer size of the volumes traded on a daily basis,and therefore its liquidity which makes Automated Trading ideal. Among other topics, he will especially write about Quantitative Trading with the application of Excel/VBA to Trading. He enjoys comedy, soccer and thinks that the Insanity workout is easy with his favorite session being "Max Interval Plyo".
Mario Ahjahorie has over 9 years’ experience in the Financial Industry spanning the areas of Information Technology, Research, Strategy and Asset Management. He is a Portfolio Analyst employed to one of Canada’s largest and most international banks operating in the Caribbean. His specialties are in the areas of financial modelling, asset valuation and portfolio management. He possesses extensive knowledge of Caribbean assets, Latin American assets as well as US and Canadian Stocks. Mario is currently a CFA Level 3 Candidate and also holds a Bachelor of Science degree in Electronics and Computer Science from the University of the West Indies.
He is a multiple awards winning analyst in the Jamaica Stock Exchange Research Competition and has published equity research papers on companies across the Caribbean. Mario is also a contributor to the Jamaican newspapers and the electronic magazine, Your Money Ezine.
Mario was promoted to the position of Portfolio Analyst over two years ago and has played a major role in streamlining the portfolio management process for the asset management division. In this capacity, he organizes and ensures the execution of the business initiatives while automating internal processes. Mario resides in Kingston, Jamaica.
Owen is a tech writer and multimedia enthusiast who has spent several years writing for publications both in print and web format. He is based in Southern California, and is also versed social media, video production, viral marketing, computer networking and cloud technologies. When he's not writing or editing the work of his close peers, he enjoys attending EDM concerts, hanging with his children and looks forward to the Comic Con and E3 conventions every year.
Sharon Anne Waldrop started writing finance articles in 1999 after leaving her position in Human Resources to work from home while raising four children. Her work has been published in Good Housekeeping magazine and online at Bankrate.com, Mint.com, Insure.com, NextAvenue.com and several others. Health, parenting and green living are her other specialties. She enjoys spending time with her family and pets, riding horses, cooking, baking, reading and drinking lukewarm coffee.
Denise Appleby is founder and owner of Appleby Retirement Consulting,which provides technical consultation, content, coaching, writing, editing and training services on related topics.
With more than 14 years of experience in the IRA and defined-contribution plans fields, Appleby has held several senior retirement-plan related positions with Pershing LLC, which included vice president of plans products and services, retirement plans manager, trainer, training manager, compliance consultant, technical help desk manager and writer.
Appleby's wealth of knowledge in retirement plans lead to her making appearances on CNBC's Business News and being quoted in The Wall Street Journal, where she gave her insights on retirement planning. Her expertise and knack for explaining complex retirement plans rules and regulations in a manner which makes them easily understood, has created a demand for her to speak at various conferences and seminars around the country.
Appleby has extensive experience in the field of training the staff and financial advisors of many broker-dealers on retirement plans and related topics.
Appleby has written over 200 articles for several newsletters, including the Pershing LLC's SixtySomething, Pershing LLC's The Pershing Press, Ed Slott's IRA Advisor and Investopedia. She is also an editor, providing technical editing services for books, newsletters, articles and other material on retirement plans and retirement planning. Books edited by Appleby include "Quick Reference to IRAs" by Gary lesser and Don Levy (2003); "SIMPLE, SEP and SARSEP Answer Book" by Gary Lesser and Susan Diehl, "Parlay Your IRA Into a Family Fortune" by Ed Slott.
During her employment with Pershing, Appleby served as a member and firm representative of the Security Industry Association's (SIA) Retirement and Savings Committee. She has also spoken at the SIA Savings & Retirement Symposium, which is attended by financial services professionals from a variety of fields, including marketing, sales, legal, operations, and strategic planning.
Appleby has received several recognition awards for outstanding job-related performances. These include Pershing's leadership award for significant contribution to the development of a system rules engine as well as policies and procedures for dealing with the changes effected by new tax laws. She was also a recipient of the Outstanding Representative Award from the New York Metropolitan Society of Consumer Affairs Professionals
Appleby, a Rutgers State University graduate, holds the following professional certifications:
- Accredited Pension Administrator (APA), National Institute of Pension Administrators, Chicago IL
- Certified IRA Services Professional (CISP), Institute Of Certified Bankers, Washington DC
- Chartered Retirement Plans Specialist (CRPS), College of Financial Planning, Denver CO
- Certified Retirement Counselor (CRC), International Foundation for Retirement Education (InFRE)
- Certified Retirement Services Professional (CRSP), Institute Of Certified Bankers, Washington DC
As the world's largest asset manager, Blackrock believes in openness, transparency, and honesty. It’s how we fulfill our mission: empowering investors and investment professionals to achieve their goals. The Blog furthers that commitment, by providing visitors to the Blog with market insights and analysis from some of the preeminent thought leaders at Blackrock & iShares.
New to Betterment? Betterment is the largest automated investing service that helps people to better manage, protect, and grow their wealth through smarter technology. The service offers a globally diversified portfolio of ETFs, designed to help provide you with the best possible expected returns for retirement planning, building wealth, and other savings goals. Betterment is a CNBC Disruptor 50 and Webby award winner and has been featured in the New York Times, Forbes, and the Wall Street Journal. Betterment helps people to achieve a smarter financial future with minimal effort and at a fraction of the fees of traditional financial services. Learn more here.
Determination of largest automated investment service reflects Betterment LLC’s distinction of having the most accounts, based on Betterment’s review of account numbers self-reported in the SEC’s Form ADV, across Betterment’s survey of automated investment services.
Keisha Bailey, a CFA and FRM charter holder, is an investment professional that has over 8 years practical experience across the Caribbean. During this time Keisha has undertaken roles in equity research, macroeconomic research, treasury management, portfolio management and risk management. Her bachelor’s degree is in the field of Actuarial Science where she graduated with the highest honours and her master’s degree is in the field of Business Administration and was completed at the Ivey School of Business at the University of Western Ontario. She has extensive knowledge of business, economics, financial markets, and industry trends. Keisha is also an award winning analyst in the Jamaica Stock Exchange Research Competition and has published equity research papers on companies across the Caribbean.
Prableen Bajpai is the Founder and Director at FinFix Advisors & Planners Pvt. Ltd., a financial planning and investment advisory firm in India. She has been writing about stock markets, economy, and personal finance for the last eight years. Prableen contributes for The Tribune (India), IndiaNotes.com and has authored a section of the Equity Research Module by the National Stock Exchange (NSE). In her previous assignment, Prableen was heading the Research at Vantage Wealth Management Solutions Pvt. Ltd., managing the compilations of the monthly compendium moneytree®, primarily meant to educate investors on stock markets and investments. She has also taught Investment Analysis and Macroeconomics to business students at the Royal Thimphu College (RTC), Bhutan. Prableen is a Chartered Financial Analyst (CFA) from ICFAI, holds a masters degree in Economics and is pursuing her CFP® certification.
A former Wall Street consultant, Louis Basenese helped direct over $1 billion in institutional capital before co-founding Wall Street Daily, where he served as Chief Investment Strategist. Louis' tenure at the helm of Wall Street Daily was highlighted by a seemingly endless series of double- and triple-digit winners for subscribers.
Andrew Beattie has spent most of his career writing, editing and managing Web content in all its many forms. He is especially interested in the future of search and the application of analytics to the business world.
Amy Bell is a freelance journalist, copywriter, ghostwriter and owner of WritePunch Inc. With 15 years of experience, she has written for a variety of publications and companies, including NAILBA's Perspectives magazine, The Weather Channel, Turner Entertainment (TNT/tbs/TCM) and Blueprints magazine. She is a University of Georgia graduate with a BA in Journalism. Visit www.writepunch.com to learn more.
Marty Biancuzzo's technology research is already the most sought after in the industry. Since joining Wall Street Daily, he's broken news on some of the biggest market-moving catalysts of the year, including the digitization of city infrastructures, neuroengineering breakthroughs and the Twitter IPO.
Andrew Bloomenthal is a seasoned financial journalist, with more the fifteen years of experience covering alternative investing, wealth management, trading technology, pensions, ETFs and family offices. He has written for Institutional Investor Magazine, II's Alpha Magazine, and Private Asset Management newsletter. He currently lives in Los Angeles. Contact: firstname.lastname@example.org, www.andrewjbloomenthal.com.
Casey Bond is a prolific personal finance writer and currently serves as the managing editor and voice for www.GoBankingRates.com. Her work regularly appears in a number of major national publications in addition to Go Banking Rates, including Business Insider, US News & World Report, and Yahoo! Finance. Casey can also be found on The Street, MSN, Huffington Post, Fox Business, LearnVest, Redbook, Style, and ABC News radio.
Jessica Bosari is a personal finance blogger focusing on topics important to families such as budgeting, home ownership, insurance, household management, retirement and higher education. She has spent the last four years as the lead editor and blogger for Savingtools.com, a site dedicated to saving money and frugal living. Her work has also appeared on Wisebread.com and Forbes.com. Prior to working as a personal finance blogger, Jessica spent 13 years in the insurance industry, managing both personal and commercial insurance matters. She hails from Plymouth, Massachusetts.
Katie Brewer, CFP® started Your Richest Life because she believes that every professional should have access to a financial coach. She believes having a financial plan and a coach to go with it can make the difference in meeting financial goals or not. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them. She believes that you don’t have to feel afraid about your money when you are in control of it!
Katie has over 10 years of experience working with clients and their finances. She has worked with financial technology pioneers as well as smaller boutique firms focused on high net worth individuals. She has expertise in balancing retirement planning with debt payoff, figure out where that hole in your budget is occurring, investing in your first or second home, maximizing your employee benefits to create wealth, as well as other financial planning topics.
Katie is an author for Money.com, she has been quoted in articles in The New York Times, Forbes, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time. In order to become a CERTIFIED FINANCIAL PLANNER™, Katie had to complete six educational courses, have at least three years of financial planning experience, pass an examination with an average pass rate of 60-65%, and adhere to strict ethics requirements. She earned her Bachelors of Science degree from Texas A&M University, her MBA from Texas Tech University, and she completed her Personal Financial Planning coursework at Southern Methodist University.
Katie lives in the Dallas area, but she’s originally from Austin and gets back there whenever she can. She met her husband at the Mexican food joint where they both worked while in college and it was love over guacamole. They have a four-year old daughter who’s a play-doh artist. When she’s not coaching her financial clients or spending time with her little family, Katie likes to sing soprano in a philanthropic choir, scoot around town on her Genuine Buddy scooter, and get outdoors for a hike or a concert whenever she can.
Sarah Brodsky writes about personal finance and economics. Her work has appeared in the Springfield News-Leader, Mixergy.com, the St. Louis Business Journal, and other publications. She holds a bachelor's degree in economics from the University of Chicago.
Floyd Brown boasts a lifetime of political involvement, ranging from political appointee in the Reagan campaigns and consultant to the Bush, Dole and Forbes presidential campaigns - to his current role as the President of the Western Center for Journalism, a nonprofit dedicated to informing and equipping Americans who love freedom.
Gord Nuttall has a passion for finance and investing matched by his award winning writing abilities. Gord is self-taught passive investor who loves to teach others about investing and savings strategies.
Sean Bryant is a Denver based freelance writer specializing in travel, credit cards and personal finance. With nearly 10 years of writing experience his work has appeared in many of the industries top publications. He holds a bachelor of arts degree in economics. He also runs OneSmartDollar.com and CardJournalist.com. When not working Sean enjoys spending time with his wife, daughter and dog Charlie and can frequently be found on his bike or snowboard.
Stacey Bumpus holds both her Bachelor and Masters degrees in Communications. After spending years in corporate communications, she discovered freelancing was really her cup of tea and fell in love with finding and writing about the latest financial news. Now, providing news and tips about banking, mortgages, taxes (and even logging her own efforts to save for retirement), she’s not only fulfilling her lifelong passion, but also helping others manage their finances responsibly.
Justin Weidner is a graduate from Kenyon College with a B.A. in philosophy. His favorite philosopher is Michel de Montaigne. Justin has studied The Business of Electronic and Dance Music at New York University and is currently pursuing a certificate in Entertainment and Media Business through the NYU School of Professional Studies. He enjoys pop culture and is writing a book in his spare time.
Jennifer Calonia is a reputed journalist covering breaking news about banking, savings, loans and personal finance that matters most to your wallet. Her features and helpful savings tips encourage and empower households across America to achieve financial balance.
Bruce Campbell is a web designer specializing in data visualizations and a writer whose work has appeared in Scientific American Explorations, Working Woman and Industrial Design.
Nell Casey is a Melbourne-based writer, speaker and blogger specializing in finance, entrepreneurship and career-focused topics. With over ten years experience across a range of professional and government industries, her work has appeared in a number of private publications, as well as online. Her goal is to inspire young women to find their passion, take charge of their finances and create a life less ordinary.
Edwardo Comacho was born in Brooklyn, NY, was raised in Brooklyn, Queens and Manhattan, and had lived in all five boroughs of NYC by the age of 25. Mr. Comacho is an avid reader, and makes a point to stay current in history, culture, and politics, especially with regard to Middle Eastern and Eastern European affairs. At 25, he moved to Salt Lake City, Utah, where he engaged in a career in hospitality; Mr. Comacho worked at the Hilton Corporation as the manager of operations for the Salt Lake City Airport Hilton. Seven years later, Mr. Comacho moved back to NYC to change careers, and pursue a college degree focused on education and early childhood development. He plans to pursue a doctoral degree in developmental psychology.
Bret is a Software Entrepreneur and Founder of CrowdfundSuite, a Funding Hub that enable crowdfunding channel players and private capital industry stakeholders to successfully navigate and profit from the exploding Alternative Funding sector. CrowdfundSuite provides platform access, services and education across the spectrum of rewards, debt and equity crowdfunding models.Bret is a thought leader in the Alternative Funding space with six years of Crowdfunding Experience including launching Canada's first crowdfunding platform in 2008. A former Executive with FundRazr - he helped raise over $40M for customers in 20 countries for personal, creative and charitable campaigns. He has founded and collaborated on multiple tech start-ups. Bret blogs for ITBusiness.ca Blogger, is a frequent keynote speaker and Ambassador to The National Crowdfunding Association of Canada. His client list has included: InvestNextDoor, New Ventures BC, Angel Forum, Small Business BC, BC Innovation Council, Vancouver Enterprise Forum, EO, Community Futures, Early Exits, New Media BC and others.
His early career was in brand management, advertising, marketing, strategy and technology adoption for Procter & Gamble and BC Lottery Corporation where he led brands including Crest, Scope, Vicks, Lotto 6/49, Sports Action and Scratch N' Win.
He lives in beautiful Vancouver with his wife and two active sons. A wily defence men and oft-injured recreational athlete, Bret plays younger than his years. He can be found off-hours skiing, biking, hiking, surfing and golfing with his family and friends. He has served on the Board of Directors for the Stanley Park Ecology Society and has done extensive volunteer work with North Shore Winter Club hockey and West Vancouver Minor Baseball.
William Cowie spent 30 years in senior management (CFO/CEO) before retiring. He has a bachelor's, a master's, and a partial doctorate in management and strategy. He is a staff contributor at GetRichSlowly.org, and writes the blogs Bite the Bullet Investing (investing) and Drop Dead Money (the economy).
Daniel Cross resides in Florida and has been writing investment and financial articles since 2005. His articles have appeared on Yahoo, eHow Money, Seeking Alpha, and many other publications. He holds the Chartered Financial Consultant designation from the American College in Bryn Mawr, Pennsylvania.
James D. Hamilton has been a professor in the Economics Department at the University of California at San Diego since 1992. He served as department chair from 1999-2002, and has also taught at Harvard University and the University of Virginia. He received a Ph.D. in economics from the University of California at Berkeley in 1983.
Professor Hamilton has published articles on a wide range of topics including econometrics, business cycles, monetary policy, and energy markets. His graduate textbook on time series analysis has over 14,000 scholarly citations and has been translated into Chinese, Japanese, and Italian. Academic honors include election as a Fellow of the Econometric Society and Research Associate with the National Bureau of Economic Research. He has been a visiting scholar at the Federal Reserve Board in Washington, DC, as well as the Federal Reserve Banks of Atlanta, Boston, New York, Richmond, and San Francisco. He has also been a consultant for the National Academy of Sciences, Commodity Futures Trading Commission and the European Central Bank and has testified before the United States Congress.
Greg Daugherty is a former editor in chief of Reader's Digest New Choices magazine and senior editor of Money magazine, who writes frequently on personal finance and other topics
Ever since I earned my first paycheck, the power of money instilled a lifelong impression on me. When I opened my first money market account, I wanted to know as much as I could about investing and how to make my money work for me. Passing the Series 7 Exam and my time spent working as an Investment Representative truly equipped me with the knowledge to help others understand investing. This is something I have done since I started in the financial services and continue to do even after moving on from that industry.
I perform consulting work now, but I am always willing to help those that are curious to know more about personal finance and investing as I find sincere enjoyment in being a resource that people can rely upon. I have also become involved in real estate investing so that has provided me an additional perspective beyond the investment products commonly available in financial services as well. I’m a strong advocate of financial literacy and have been for quite some time. Any contribution I can make towards this imperative life skill for someone is an accomplishment in itself. Thank you for reading.
HomeAdvisor is a leading website and mobile app source providing homeowners with free tools and resources for their home projects. HomeAdvisor also connects homeowners to a network of more than 80,000 pre-screened, customer-reviewed service professionals and now makes the process simple from start to finish with Mhelpdesk. Homeowners can make smart project decisions at home or on-the-go using desktop tools such as Cost Guide and Pro Reviews, along with mobile apps including HomeAdvisor Mobile and DesignMine.
Martin Denholm boasts a wealth of experience in the financial publishing industry. Over the past 13 years, he's worked as an investment analyst, senior correspondent, and managing editor for a number of stock and options newsletters, e-letters and websites, covering a wide range of issues and companies.
Linda Descano, CFA®, is Managing Director and Head of Content and Social at Citi, responsible for social media and content marketing efforts for the U.S. consumer businesses. Linda also serves as President and CEO of Women & Co., Citi’s award-winning digital publisher of financial lifestyle content. Linda is a regular contributor to Citi’s Financial Fitness blog, Women & Co. and Manilla.com and a member of the LinkedIn Influencer program, writing on an array of personal finance, career and leadership, and marketing topics.
Anne Dullaghan is a Los Angeles-based writer specializing in finance, technology, health care and higher education. With more than 20 years of experience, her work has appeared in publications such as Entrepreneur’s Business Start-Ups, Working Woman, Daily Variety, Investment Advisor, National Underwriter, Senior Market Advisor, Small Business Tax News, Green Building & Design, Scripps Magazine and CMC Magazine.
April Dykman is a freelance writer, editor, and blogger who specializes in personal finance, real estate, and entrepreneurship topics. Her work has been featured on MSNBC, Fox Business, Forbes MoneyBuilder, Yahoo! Finance, Lifehacker, and The Consumerist.
James McWhinney has been a professional writer for nearly two decades. He has worked for many of the nation's top mutual fund providers and banks in addition to numerous magazines, websites and other publications. He specializes in financial services and travel.
Based in Michigan, Jeanne E. Tepper is a freelance writer specializing in financial services and parenting. Her work can be seen in The Detroit News MichMoms, parenting blog where she covers diverse subjects including how to pay for college. Her blog, Brainmotes, chronicles Jeanne's adventures in motherhood, writing, gardening and sometimes men's fashion. Jeanne is an avid reader and writes short fiction in addition to blogging and articles.
Barbara Weltman is an attorney and best-selling author of numerous books, including the perennial J.K. Lasser’s 1001 Deductions and Tax Breaks and J.K. Lasser’s Small Business Taxes. She is the publisher (www.barbaraweltman.com) of Big Ideas for Small Business® and Idea of the Day®. Named one of the Top 100 Small Business Influencers four years in a row, Barbara is a regular contributor to SBA.gov and other venues.
Carol Wheeler has been a writer and editor for many years. She has worked on staff at Woman's Day, Executive Female and Savvy, among other magazines.
Ashley Eneriz is a freelance writer based in California that specializes in writing about frugal living, budgeting, and making money. She is happily married to her high school sweetheart and just had a baby girl in June. When she is not writing, she is scouring garage sales and thrift stores for good finds that she can make a profit on. Read about her thrifty living and garage sale finds and tips at her site, TheThriftyWife.com.
Lita Epstein, MBA, earned her Master’s degree at Emory University’s Goizueta Business School, where she ran the accounting lab for MBAs and Executive MBAs. After completing her MBA, she worked as the associate director of development for The Carter Center and then as assistant manager of facilities management for the Emory clinics. She is the author of more than 35 books, including The Business Owner’s Guide to Reading and Understanding Financial Reports, Bookkeeping for Dummies, and Reading Financial Reports for Dummies. Prior to earning her Master’s degree, Lita worked as a newspaper reporter, magazine editor and press secretary for a U.S. Congressman. Lita earned her undergraduate degree in Community Development at Rutgers University. She continues to work as a volunteer for community development entities in the community in which she lives.
Christopher Eutaw's love of all things politics – paired with his passion and burning desire to uncover the truth – make him the perfect fit to run Wall Street Daily. His unmatched drive and political expertise ensures that all content on the website is honest, insightful and provocative.
Heather Larson writes about personal finance, health and travel. Her work has been published in Bankrate.com, Insurancequotes.com, Nextavenue.org, Energy Times, Northwest Travel Magazine and Costco Connection. Sometimes she also writes about dogs, disaster preparedness, parenting and grandparenting and small business issues.
David Fay Smith is the author of A COMPUTER DICTIONARY FOR KIDS AND OTHER BEGINNERS (Ballantine), a former Asian desk editor for BUSINESS INTERNATIONAL and columnist for PUBLISHERS WEEKLY, and has managed businesses in Taipei and New York City. He has also worked as a securities analyst for a Wall Street firm.
David is currently a Managing Partner at FMD Capital Management, a fee-only registered investment advisory firm specializing in exchange-traded funds. He has years of experience constructing actively managed growth and income portfolios using ETFs. David regularly contributes his views on wealth management in his company blog, podcasts, and special reports. Visit www.fmdcapital.com to learn more.
Stephanie Faris is a personal finance writer who got her degree from Middle Tennessee State University. Her work is regularly featured on the small business blogs Intuit and Go Payment and she is a featured columnist for SmallBizTechnology.com and The Motley Fool. She lives in Nashville, TN.
Alan Farley is a private trader and publisher of Hard Right Edge http://www.hardrightedge.com, a comprehensive resource for trader education, technical analysis, and short-term trading techniques. He is author of the McGraw-Hill best-sellers "The Master Swing Trader" and "The Master Swing Trader Toolkit", as well as long-time contributor for The Street.com.
Alan has been on the market scene for well over two decades as a trader, advisor, and author. He is a well-respected educator on swing trading, tape reading and technical analysis, including the original strategies found at Hard Right Edge.
In addition, he is a frequent contributor to CNBC and has been featured in Fidelity Outlook, Forbes, Technical Analysis of Stocks and Commodities, Barrons, Bloomberg, Smart Money, Schwab Investor, Minyanville, Yahoo Finance, Futures Magazine, Tech Week, Active Trader, MSN Money, Technical Investor, Bridge Trader, Online Investor, America-Invest, the Los Angeles Times, and Trading Markets.
Alan consults regularly with industry leaders on the issues facing today's traders and is a strong voice for the revolution changing our modern markets.
Jason Fernando is a Canadian value investor based in Vancouver, BC. At the age of 15, Jason's interest in investing was ignited by the events of the 2008 financial crisis. Ironically, it was the poor investment decisions which contributed to this crisis which inspired Jason to investigate methods of investing which are both fiduciarily and ethically sound. This investigation led him to the tradition of value investing, as represented by figures such as Benjamin Graham, Warren Buffett, and Prem Watsa. Since that time, he has been engaged in a rigorous process of self-education, combining theoretical studies and practical application through the management of his own portfolio.
Having long been an avid user of Investopedia.com, Jason is proud to contribute articles for the benefit of other who are pursuing their own education as investors. In addition to his work at Investopedia, Jason also publishes articles through his personal website, at www.vancouvervalueinvesting.net.
Chad Fisher spends his time building and promoting websites for people to learn more about electric vehicles and has developed free sites for consumers to compare auto and life quotes from multiple insurance companies. Never shy about giving his unsolicited opinion, you can see and hear him attending many of the leading entrepreneurial conferences such as: Pubcon, Leadscon and Domainfest.
Kerri Fivecoat-Campbell is an award winning journalist who has authored over 3,000 articles for local, national and international publications and websites.
Today, Kerri specializes in writing about travel, animals/pets, business and the environment. She’s a former regular business columnist for The Kansas City Star and has written pieces for dozens of business publications, including Entrepreneur Magazine. Kerri lives in the Ozark Mountains with her husband of 28 years and their 5 recycled (rescue) dogs. Their story of living a downsized, more sustainable life is chronicled on the successful blog, Living Large in our Little House.
Jean Folger is a technical analyst and system researcher with PowerZone Trading, author of the award-winning book Make Money Trading: How to Build a Winning Trading Business, and a private trader specializing in the e-mini markets. Jean is an affiliate of the Market Technicians Association, a regular contributor to Futures magazine and was previously a real estate broker.
Amy Fontinelle is a financial journalist and editor for a variety of websites, public policy organizations, and book publishers. She has written hundreds of published articles and blog posts on topics including budgeting, credit management, real estate and investing. Her articles have been featured on the homepage of Yahoo! and on Yahoo! Finance, Forbes.com, SFGate.com and numerous local news websites.Amy has also written definitions of several hundred financial terms for Investopedia's online dictionary as well as in-depth tutorials on budgeting, banking and home buying. In addition, Amy has extensive experience editing corporate documents, public policy papers and articles, scholarly books and finance articles.You can read more of Amy's personal finance articles at Two Pennies Earned, her own personal finance website, and learn more about Amy at amyfontinelle.com.
Michael Foster is a Manhattan-based freelance business writer. He has written on a variety of assets, mostly stocks and bonds, as well as investing, and personal finance for Bankrate.com, TheStreet.com, Benzinga.com, and Trefis.com. He also has experience writing for institutional investors in his capacity as a reporter for OTR Global, a brokerage and research firm serving investment banks and hedge funds.
Tess Frame is a journalist, a mom, and a home-and-family blogger based in sunny San Diego, Calif. She writes about personal finance topics including budgeting, mortgages and increasing income, as well as wallet-friendly DIY and home improvement projects. She graduated with a bachelor's degree in English from BYU-Idaho and has been writing for various websites since 2009.
Marianna Galstyan is originally from Yerevan, Armenia. She currently lives in Vancouver, Canada and speaks four languages: English, Armenian, Russian and French. Her undergraduate degree is in Romance and Germanic Philology and Linguistics. To diversify her specialized linguistic background, she went on to receive her Master’s degrees in Finance, International Business Administration and Global Finance, Trade, and Economic Integration from the University of Denver.
Her professional career, which spans over a decade, has been devoted predominantly to financial and quantitative analysis and research. Her background covers a diverse range of assignments – from writing economy digests for the President’s Office and the international community in Armenia, to teaching investments and corporate finance, carrying out complex financial risk and performance analyses for corporations, and providing business advice to international start-ups. Marianna is presently working on her Chartered Financial Analyst certification and is a CFA Level III candidate.
Channing Joseph is a veteran journalist with more than a decade of experience writing and editing high-profile news and feature stories for publications like the Associated Press, The New York Sun, and The New York Times. His bylined stories -- on topics ranging from the tax rates paid by political candidates to the sudden death of the singer Whitney Houston to the military's research into soldiers' intuition -- have also appeared in The International Herald Tribune, The Washington Post, Entertainment Weekly, U.S. News & World Report, and Publishers Weekly as well as online at USA Today, The San Francisco Chronicle, The New Zealand Herald, The Huffington Post, CNN.com, Salon.com, and many others. Previously, he taught editing and reporting as a visiting assistant professor of journalism at the State University of New York.
Mrs. Sumera Ghias, a CFA charterholder, has more than five years of experience in transaction advisory services in Saudi Arabia. She has extensive experience in valuation, due diligence and financial modeling, and has prepared several feasibility studies, business plans, private placement memorandums and banking memorandums. Additionally, she has conducted internal valuation seminars for junior staff at her financial firm.
Prior to commencing her professional career, she obtained her BBA degree in Finance from CBA, Jeddah, Saudi Arabia in 2008. Mrs. Sumera Ghias was awarded with a ‘Merit Award’ at CBA thrice for being a distinguished student with a high GPA. In addition, Sumera received partial scholarships for six consecutive semesters at CBA.
Besides her academic achievements at CBA, she played active roles in two extra-curricular streams. One was the college newsletter, CBA Focus, where she started out as a reporter. The following semester she was promoted to co-editor due to her impressive writing skills. She also served as an accountant in CBA’s SWIFT project, which focused on equipping Saudi business women with IT skills. This project was awarded a runner-up placement in the Jeddah Economic Forum Business Venture 2007, where Sumera had the opportunity to give her opinion of JEF to Arab News after its conclusion. (http://www.arabnews.com/node/295152)
Jim Gibson is a South Florida-based writer specializing in finance and accounting. He uses his education and real-world experience in corporate accounting and small-business operations to bring a personal touch to his writing. Jim’s work can be found on sites such as Huffington Post, Your Finances Simplified and more.
Todd Gordon is the founder of TradingAnalysis.com and a contributor to CNBC. He’s appeared frequently on Fast Money, Squawk on the Street, Money in Motion, Futures Now, and Street Signs. TradingAnalysis.com provides actionable market analysis and clear trading strategies in the currency, commodity, and equity markets for both amateur and professional traders.
In 2001, Todd began his career trading the equities market in San Diego, California, and then with Connors Capital, a hedge fund based in Los Angeles.
Most recently, Todd served as a Managing Partner for two and a half years at a trading and research company specializing in the foreign exchange markets. Prior to that, he served as the Senior Technical Strategist at FOREX.com for six years while simultaneously trading at GAIN Capital Asset Management, its parent company. The fund managed over $25 million and traded primarily in the G-10 currency markets.
While attending school at St Lawrence University in upstate New York, Todd competed on their Division I alpine ski team with several future Olympians. Realizing that he preferred his working in a warm trading office rather than freezing on a mountain, Todd transferred to the University at Albany, where graduated with a Bachelor of Arts in Economics. He currently lives in New Jersey with wife Tricia and their two twin baby boys, and enjoys the golf course during the slower trading days of summer.
Valued as one of the most respected Elliott Wave practitioners in the industry, Todd’s international following comes from his ability to translate Wave Theory into clear and concise trading strategies. His highly enthusiastic, easy-to-understand presentation style and TV presence has sent him around the world to the Middle East, Europe, Asia, and Australia, and he has appeared frequently on CNBC, Bloomberg, Sky News, BNN, and Fox news . His research clients value his clear and concise analysis and discipline as he consistently applies his analysis to his personal accounts.
Todd lives by the mantra Plan Your Trade, Trade Your Plan.
Rahul Gupta is a Manager at the Debt Capital Markets Desk under the Global Markets Group (Treasury) at ICICI Bank, India.
He received his P.G.D.M from Indian Institute of Management, Ranchi and secured fifth position in his batch. He has cleared all three levels of the CFA program, one part of the FRM program and has served as the Secretary of the Finance Club at IIM Ranchi, where he was instrumental in organizing inter-college competitions, simulation events and article writing competitions.
In addition to being a finance enthusiast Rahul likes to travel, read books and actively follow tennis.
Penny Gusner, the consumer analyst for CarInsurance.com, has been working in the car insurance business for more than 10 years and answering consumer questions for most of that. She has seen it all, and she researches the routine and the bizarre with equal enthusiasm. Penny is an expert on procedures, rates, policies and claims. With three very active children and a husband with a zeal for quirky cars, Penny is a consumer of insurance as well.
Sarita Harbour is a former financial adviser with over a decade of banking experience, and has been writing for American and Canadian audiences for the past three years. Sarita specializes in the personal finance and business sectors.
Her work is featured regularly on Yahoo! Homes, Bob Vila, and Business News Daily, and also appears on sites such as Fox News,Transunion, Equifax Insights for Small Business, and Intuit Small Business Canada.
Sarita graduated from the University of Guelph where she studied Psychology and Computer Science, and she holds the Personal Financial Planning designation from the Institute of Canadian Bankers. Sarita is also a member of the Professional Writers Association of Canada.
Ian Harvey has been trading on the stock market since 1986, with a particular emphasis on options trading. With a background in finance and marketing, Ian ran a highly successful investment advice business from 1986 to 1998. In 1998, Ian decided to sell his business and make trading his primary source of income. He and his family wanted to travel and live abroad, and trading on the stock market was the perfect way to work from anywhere in the world. All that is needed is a computer and an Internet connection.
Ian loves the freedom and flexibility that comes from trading. There is no need to be tied to an employer or employees, clients, an office or place of work. One can be anywhere and still work, make money and play! He feels that trading is so energizing, with its ups and downs, thrills and spills - as long as the ups and thrills outweigh the downs and spills!! Ian’s focus is on two areas of trading - stock and options trading. By concentrating on these aspects, he has developed a high level of knowledge and expertise.
Since 1998, he has been an independent financial writer and researcher, and this combination of practical trading and technical knowledge has created great results. Prior to starting his website, Ian was constantly approached by people wanting him to trade for them. He decided that rather than ‘giving them fish,’ he would teach them to fish so that they could create their own profitable source of independent income. This was the basis for the creation of stock-options-made-easy.com (SOME). Ian wanted to share his knowledge, techniques, and straight-forward methods of explaining options trading with a wider number of people.
Through the website, individuals are able to become members and this provides them with all the real-time information they need to follow the proven and profitable strategies employed by SOME to conduct their own options and/or stock trading successfully and simply. Ian’s goal is to continue making money doing what he loves, and helping others to do the same by sharing his wealth of knowledge through his writing and consulting services.
Valencia Higuera holds a B.A in English from Old Dominion University and currently lives in Chesapeake, Virginia. As a personal finance junkie, she enjoys reading articles on budgeting, saving money and credit cards. After scoring high on her junior high literacy test, Valencia considered a career as either a writer or an English teacher. Writing won because unlike teenagers, the keyboard doesn't talk back.
Thomas Hill is a full-time published freelance writer. Featured in American and world-wide publications, he is a successful writer and journalist that writes on a multitude of financial, legal, and general topics. He has attended Central Connecticut State University in New Britain, Conn. and has direct legal experience.
Ali Hussain holds a Masters degree in Business Administration with a specialization of Finance and works as a Relationship Associate in the Corporate Banking Department of a multinational bank. He loves teaching others about finance, and is highly interested in the areas of corporate finance, derivatives and financial statement analysis. In 2013 he cleared the CFA level 2 exam, and aspires to have his own financial advisory firm in the future.
Tim Mullaney was national economics correspondent at USA Today and E-Business Editor of BusinessWeek. His work has been honored by the New York Press Club, the Deadline Club of New York and others. He writes about the economy, technology and health care.
Michael Grossman has been a business, marketing, and technical writer for more than 20 years. He has been contracted by companies from a wide commercial spectrum to write and edit business plans, marketing collaterals, articles for internal and external company publications, and web content on products, services, and technologies.
During the 1990s, he operated his own writing services business as a contract writer. Since 2000, he has been a full-time marketing writer and technical editor of marketing communications, proposals, award submissions, and technical reports to clients for prominent firms in the architecture-engineering-construction industry. He continues to take on writing assignments as a freelancer.
Michael has written business plans for companies and entrepreneurs seeking start-up or expansion capital for telemetry services, metal fabrication, fast food restaurants, retail and specialty service enterprises. He has written press releases, speeches for executives to trade organizations and honorary events, and facilitated writing articles on various topics by company professionals for print and online trade publications.
He graduated from the University of Massachusetts at Amherst with a Bachelor of Arts degree in History, minor in English, and completed the Technical Writer’s program at California State University at Dominguez Hills.
Mohamed Jalloh, MS is a financial analyst focused in the analysis, pricing and valuation of equity, fixed income and derivative securities. Mohamed earned, with honors, his Bachelor’s and Master’s Degrees in Business Finance from New Jersey Institute of Technology in 2011 and 2012, respectively, and is actively pursuing a CFA charter (preparing for the CFA level II exam). His experience is related to working as an analyst of SaaS software for hedging exposures in financial assets, cash flows, commodities and currencies with derivative contracts at a technology firm.
Specialized in investment analysis, he can address a wide array of topics in the financial and economic world, including - but not limited to - equities, derivatives, fixed income (Structured Products) debts and alternative asset classes, financial statement analysis, credit analysis, monetary and fiscal policies, capital markets, and market analysis.
With an ever-evolving breadth and depth of knowledge in finance and economics, he is eager to share with readers his knowledge in this vast, complex and intellectually stimulating field of finance.
Matthew Jarrell is a Retirement Wealth Manager in Portage, MI where he owns a firm that services high net worth individuals and custom work plans. He was raised in rural SE Michigan and still believes in small town family values. Matthew believes that creating unique relationships with his clientele allows for a teamwork approach to the investor’s long term goals. His passion for life is only exceeded by the desire to get to know everyone he meets. Matthew spends his leisure time taking care of the physical self, golfing, Brazilian Jiu-Jitsu, children’s ministry, and guitar. He is a graduate of Western Michigan University and is currently pursuing the a Master’s degree from the Institute of Business and Finance.
Vikram Jhawar is a young and enthusiastic finance professional with a deep passion for research and teaching. He has qualified all levels of the CFA Program and is eligible to receive his Charter on completion of requisite work experience. As a child, he wrote poems for local newspapers and now aspires to engage his writing interests further.
Vikram graduated from BITS Pilani, India where he majored in Biological Sciences and hopes to integrate his knowledge of biology, especially ecology, with finance. His friends and mentors have described him as creative, bright, driven, likeable and a friend forever. When not working or chasing financial markets, he is out capturing nature through photography and chasing its many creatures, entertaining friends with his uncanny observations and exploring the spiritual mysteries of life and beyond.
Holly Johnson is a wife, mother of two and frugal lifestyle enthusiast. She writes her own blog, Club Thrifty, and she is a staff contributor to GetRichSlowly.org. She describes herself as” obsessed with getting the most out of her money, her work and her life.”
Caralee Adams is a freelance writer based in Bethesda, Maryland. She has been a journalist for more than 25 years. She covers personal finance, education, parenting, health and other topics. Adams has a bachelor’s degree in journalism from Iowa State University and a master’s in political science from the University of New Orleans.
Art director and graphic designer Joy Makon has created editorial content for publishers including Hearst, Scholastic, Inc., Scientific American, Time Inc, Gruner+Jahr USA, The New York Times, Consumer Reports and Fairchild. As a mentor and teacher, Joy has been an instructor in magazine design and digital art at Parsons School of Design and New York University. She currently consults on print and online graphic design for start-ups, book publishers and not-for-profits, while spinning off a new career path as a fine-art watercolorist.
R. Julius Mandelbaum writes about business and finance. He's based in New York.
Amelie Jung earned a Masters from the New School for Social Research in Liberal Studies in 2012. Her interdisciplinary studies and living in New York woke her interest in economics and she started taking economics classes as part of her degree. Her thesis focused on business history - particularly on women in the financial sector in the 1960s and 1990s. After graduation she worked for a start-up company in market research and strategic consulting in New York and worked with various Fortune 500 clients. In order to pursue her continued interest in economics and increase her understanding of financial markets she took online classes at Yale and Wharton in her free time. She recently moved back to Europe to pursue a career in management consulting.
Brooke Kaelin is a freelance editor and writer with ten years of experience. Her areas of expertise include: credit, deal-hunting, affiliate marketing, parenting and psychology. Kaelin is the author of one ghost-written book and over two thousand online articles. Her work has been featured in US News and on the front page of Yahoo. Brooke lives in Louisville Kentucky with her husband and kids.
Elyssa Kirkham is a member of the GOBankingRates editorial team. As a journalist her work has been featured in media ranging from international magazines to local news sites.
Kim Klaiman is a full time options trader and has been trading stocks and options for more than 10 years. Kim is a founder of educational blog and forum http://steadyoptions.com/. He likes to trade a variety of non-directional trades with low correlation to limit the total portfolio risk. Kim holds a BSc degree in Computer Science. He lives in Toronto, Canada.
Petar Kotevski is a forex trader and writer with 9 years of experience in financial markets. He has been following bitcoin since 2010. Last year, Petar started getting more involved by writing articles for Forex News, on bitcoin and other alternative currencies.
Leslie Kramer has worked as a journalist for over ten years covering a wide range of topics, mostly focused on corporate finance and investment and personal finance. She has also produced and hosted video interviews and pod-casts, developed conferences featuring executive speakers and written for public relations firms and non-profit organizations. Her portfolio of work includes magazine articles, news stories, Web pieces, marketing material, press releases, and White Papers.
Alison Deutsch is a New York-based nonprofit consultant, freelance writer and finance enthusiast. In the past five years, she has independently raised in excess of $1.5M for an amalgam of small and mid-sized New York City organizations and brings development expertise in project-based and capital campaigns, donor relations, and corporate responsibility. With years of experience fundraising and marketing in the nonprofit sector, she is now transitioning into the arena of public policy and international politics. She received her Bachelor’s Degree from New York University and will pursue her postgraduate studies in 2015 as she begins working towards her Master’s Degree in International Relations.
Alison is especially interested in finance research, entrepreneurship, and forex. To which she ascribes her background in nonprofit and advocacy for accessibility, Alison emphasizes the importance of transparency and exercises it in her writing. As such, she is pleased to join Investopedia and its contributors.
Jane L. Levere is a New York-based freelance journalist who writes for top newspapers, magazines and Web sites worldwide, covering travel, aviation, advertising, the media, commercial real estate and the arts.
I am working as Research Analyst with Ematrix Knowledge Processing Ltd for more than 5 years. I am a MS Finance and CFA charter holder from ICFAI University.
My role involved preparation of equity research reports primarily on US listed stocks. It included building of P&L, Balance sheet and Cash flow statement for the next 3-5 years based on historical trend as well taking future plans and projects into consideration, Ratio Analysis, Company profile and significant events that shaped the company, Mergers & Acquisitions, Covering Significant developments that took place in the company YTD, Product/services coverage in details, Industry analysis and forecasts and SWOT analysis.
Presently we are working on a new project concerning governance and sustainability quotient for the S&P 500 companies. It mainly involves calculation of scores based on the risk factors and risk mitigating factors encompassing a company's governance which will enable the investors to manage and plan their portfolio accordingly. The risk factors have been broadly categorized into Audit, Reporting & Dispute, Shareholders Right, Board, Management, and Environment & Social.
Christina Lavingia is a politics and finance reporter, as well as editor for GOBankingRates. Christina previously interned on the production team of NBC's Meet the Press and held editorial internships with Santa Barbara Magazine,The Santa Barbara Independent, and The Valley Sentinel. She was the online editor for Daily Nexus, ranked in the top 10 collegiate newspapers in the nation by Princeton Review.
Jo Ling Kent joined Fox Business Network (FBN) as a reporter in May 2013 and covers the global technology sector. Since joining the network, she has led reporting on the Alibaba IPO and interviewed technology heavyweights like Box CEO Aaron Levie and T-Mobile CEO John Legere.
Prior to joining FBN, Kent served as an on-air reporter for NBC's owned and operated station WVIT-TV in Hartford, CT. In this role she covered local businesses as a general assignment and investigative reporter. She was a member of the reporting team awarded a Peabody Award for coverage of the Newtown school shooting. Kent also covered the 2012 presidential campaign as an embedded reporter with NBC news. Before joining NBC, Kent covered the Chinese economy, human rights, Taiwan trade and environmental issues as an associate producer in CNN's Beijing where she covered the Beijing Olympics, 2008 Taiwan elections, unrest in Tibet and the 2008 Sichuan earthquake.
A graduate of the London School of Economics and Peking University, Kent holds two Master's degrees in international affairs, in addition to a Bachelor's of Arts degree from Rice University. She is a U.S. Fulbright Fellow to China, specializing in the effects of legal aid for underpriveleged women in the criminal justice system under China's preeminent women's activist lawyers. She originally hails from Minneosta and is fluent in Mandarin. She sits on the board of Minnesota YMCA Youth in Government.
Carol Kopp is a veteran producer, developer, writer and editor for Internet news sites. She has been an online news professional since 1982, when she joined a team that created one of the world’s first electronic news prototypes for CBS News and AT&T. She was senior news manager of the pioneering Prodigy online news service in the 1990s. More recently, she has been a senior news producer for CBSNews.com, created personal finance features for CNBC, and developed a travel database for a national business consortium. She has contributed articles on a wide variety of subjects, from travel to technology and entertainment. She has written personal finance and business news features for AOL, CNBC and Minyanville.com, among others.
Anne M. Russell is a writer and editor living in Los Angeles. She is the former editor in chief of VIVmag, previously having served as editor in chief of Shape. Prior to that, she was the editorial director of Fox Television’s Health Network, where she oversaw the Network’s website as well as on-air content.
Anne joined Fox after serving as interim editor in chief of Vegetarian Times. Before that, she ran her own custom-publishing company, Extra Special Media, whose clients included Family Circle and Woman’s Day. She has also been the editor in chief of Living Fit, a sister publication of Shape, and was the technology editor at Working Woman.
Early in her career, she was the founding editor of two trade magazines: Photo District News and, later, Digital Creativity. She also has been the editorial director for a trade-publishing group serving the magazine industry, as well as a book editor for technical photo books. She is a magna cum laude graduate of Yale University.
Chartered Financial Analyst (CFA) Charterholder, Master of Science in Banking and Financial Services, Honors in Finance and Banking, PhD candidate
I am an ambitious finance professional with a strong track record of delivering top performance, profoundly talented and resourceful Treasury Investments Manager with 7 years proven track record in conducting studies to improve the treasury operational effectiveness. I have been involved in extracting data from various accounting and Information systems then performing complex statistical, cost and financial analysis of financial reports and data and preparing subsequent narrative analysis of a public listed bank (ZB Bank). I am currently a senior lecturer at the University of South Africa in the department of Finance, Risk Management and Banking and have been in this position in the past five years. I am an external examiner for University of Pretoria, University of Johannesburg for their masters and honors programmes. I have published 3 academic journal articles focusing on: Bank performance and liquidity, Derivatives and capital markets development, and Performance of SRI and ETFs.
Elle Martinez helps families at Couple Money achieve financial freedom by sharing tips for reducing debt, increase income and building net worth. Learn how to live on one income and have fun with the second.
Tim Maverick boasts decades of experience in the investment world. He spent 20 years at a major brokerage firm - as a trading supervisor and broker working directly with clients.
Brianna McGurran is a freelance writer based in New York. She graduated from the CUNY Graduate School of Journalism in 2014 with a concentration in business and economics reporting. Her work has appeared in the New York Observer, City Limits and the Mott Haven Herald, and on the radio on WNYC and Oregon Public Broadcasting. Prior to studying journalism, Brianna ran after-school tutoring programs for low-income students in NYC and worked as a paralegal at the U.S. Department of Justice.
Beth McKenna is a writer specializing in investing and related topics, though she also occasionally delves into other topics of interest, such as clean energy and health and wellness. She has a BA (Lafayette College) and MBA (Rutgers University), and has previously worked in the risk management field in the financial services industry.
Shiv has cleared three levels of the CFA Program (USA) on the first attempt and is a Certified Financial Planner in India. He currently works with Brickwork Ratings (fifth credit rating agency in India) as a Credit Analyst, where he engages in rating bank loan facilities and non-convertible debentures of large corporations and MSME companies. Previously, he worked with Ameriprise Financials as a financial planner where he was involved in preparing financial plans for low net worth and high net worth individuals, along with making asset allocation and investment strategies for clients to achieve their financial goals.
Mr. Minerd is a founding Managing Partner at Guggenheim. In his role as Global Chief Investment Officer, Mr. Minerd guides the firm’s investment strategies and oversees client accounts across a broad range of fixed-income and equity securities. Previously, Mr. Minerd was a Managing Director with Credit Suisse First Boston in charge of trading and risk management for the Fixed Income Credit Trading Group. In this position, he was responsible for the corporate bond, preferred stock, money markets, U.S. government agency and sovereign debt, derivatives securities, structured debt and interest rate swaps trading business units.
Prior to that, Mr. Minerd was Morgan Stanley’s London based European Capital Markets Products Trading and Risk Manager responsible for Eurobonds, Euro-MTNs, domestic European Bonds, FRNs, derivative securities and money market products in 12 European currencies and Asian markets. Mr. Minerd has also held capital markets positions with Merrill Lynch and Continental Bank. Prior to that, he was a Certified Public Accountant and worked for the public accounting firm of Price Waterhouse.
Mr. Minerd is a member of the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, helping advise the NY Fed President and senior management at the bank about the current financial markets and ways the public and private sectors can better understand and mitigate systematic risks. Mr. Minerd also works with the Organization for Economic Cooperation and Development (OECD), advising on research and analysis of private sector infrastructure investment, and is a contributing member of the World Economic Forum (WEF). He is a regularly featured guest and contributor to leading financial media outlets, including The Wall Street Journal, The Financial Times, Bloomberg, and CNBC where he shares insights on today’s financial climate. Mr. Minerd holds a B.S. degree in Economics from the Wharton School, University of Pennsylvania, Philadelphia, and has completed graduate work at the University of Chicago Graduate School of Business and the Wharton School, University of Pennsylvania
Elvin Mirzayev is a finance professional specializing primarily in Financial Risk Management. He is a Financial Risk Manager certified by the Global Association of Risk Professionals (GARP) and is a CFA® charterholder.
Born in Bolnisi, Republic of Georgia and raised in Baku, Azerbaijan, Elvin obtained his bachelor’s degree in Public Administration at the Academy of Public Administration in Baku in 2008, followed by a Master’s degree in International Finance at Nürtingen University of Applied Sciences, in Nürtingen, Germany in 2010. Upon obtaining his Master’s degree Elvin started his professional career as a market risk manager at a local commercial bank. Currently, Elvin is a Senior Advisor at a local advisory company. He has great interest in tutoring and is an instructor of Investment Management at Khazar University in Baku. With an interest to pursue finance and economics research, he is excited to join the team of Investopedia contributors.
While finance is his major area of interest, he also has a passion for theoretical physics and enjoys his leisure time by reading detective books.
Paul Mladjenovic is a CFP, national seminar leader, author and consultant. Since 1981, his specialties have been investing, financial planning and home business issues. During those 30-plus years, he has helped thousands of students and readers build wealth through his nationwide seminars, workshops, conferences and coaching program.
Paul has written Stock Investing For Dummies (all four editions), Zero-Cost Marketing, Precious Metals Investing For Dummies, the Job Hunter’s Encyclopedia and the latest book, Micro-Entrepreneurship For Dummies. He has done many national seminars such as “The $50 Wealth-Builder,” “Ultra-Investing with Options” and the “Home Business Goldmine” among others. The full details on his (downloadable) financial & business start-up seminars are found at www.RavingCapitalist.com.
He has been interviewed or referenced by numerous media sources such as Comcast, CNN, MarketWatch, Bloomberg, Futures Magazine, GoldSeek.com, Minyanville.com, FinancialSense.com and many more.
Paul was born in a communist country (Yugoslavia) and he came to the United States in 1963. This is why he refers to himself as a ”Raving Capitalist.” This background helps him understand the “big picture” so that he can provide better guidance and forecasts for his clients, students and readers.
Since 2000, he has built a reputation as an accurate economics and market forecaster. Paul’s long record includes accurate forecasts for the Housing Bubble, Energy crisis, the “great recession,” the rise of precious metals and much more.
As a writer, Paul is also the editor of the Prosperity Alert, a popular financial email newsletter. In addition, many have seen his articles and essays appear at popular financial websites and publications. Read more of Paul’s essays at his blog www.Mladjenovic.blogspot.com.
For some video commentaries on the economy, financial markets and personal financial strategies, go to Paul Mladjenovic’s video channel at www.youtube.com/user/paulmlad. You can view Paul’s LinkedIn profile at www.linkedin.com/in/paulmladjenovic/ and follow him on Twitter @paulmlad.
As a national speaker, Paul has done over 2,000 national seminars and workshops since 1983. He emphasizes a “two-pronged” approach to wealth-building. “Passive wealth-building” which means having your money work for you (with investing and financial strategies) and “Active wealth-building” strategies such as starting your own home business or other active business part-time activity.
Karl Montevirgen has been working for GlobalFutures.com as a Forex and Futures Broker since 2011 andis currently the Head of FX Operations at the firm. He can be reached at email@example.com.
Registered with the CFTC and an NFA member since 1998, Global Futures Exchange and Trading Company, Inc., is located in Tarzana, California with several contracted foreign consultants around the world. In this fast-paced and aggressive industry, Global Futures offers a competitive commission structure, an extensive selection of trading platform options, liberal day-trading margins for futures trading and low pip spreads for forex trading. In addition to being one of the original deep-discounted brokerage firms, Global Futures has grown into one of the largest Independent Introducing Brokerage firms in the United States offering futures, options and foreign exchange services on all major exchanges around the world.
Dan Moskowitz has written articles for Wall St. Cheat Sheet (Cheat Sheet), The Motley Fool, and Investopedia. Hundreds of his articles have been syndicated on Yahoo Finance, with dozens of those articles also syndicated on the Yahoo Homepage. He believes that while company fundamentals are important, industry and consumer trends are the best indicators of long-term performances, especially when it comes to potential for parabolic moves.
My name is Rachel Motter, an Economics Major and Finance Minor recent graduate at McGill University in Montreal. I was born and raised in Montreal, Canada and have also lived in Florida and Mexico. I am fluent in English, French and Spanish, orally and written, and Italian at an intermediate level.
During my 4 completed years as an Economics major and Finance minor at McGill University, I have excelled in most of my courses, showing my dedication to one of my foremost assets, my education. During my jobs at Citizenship and Immigration Canada, La Ronde and The Hudson Bay, I strengthened my ability to work efficiently, both in teams and exclusively, to organize and prioritize workload, and to multitask in a fast paced environment, as well as to meet my client’s needs with excellent customer service and develop my communication skills with them.
I would like to gain experience in my field, while putting in practice the knowledge I have acquired from previous jobs and education. I strive for excellence in all I do, but more importantly, I seek the knowledge that comes with every challenge I undertake. I am a reliable person able to deliver work within time limits. I have learned to budget my time and assets, but most importantly, I have learned to be responsible, flexible and a fast learner. I have good analytical, quantitative, organizational and communication skills. In addition, I have strong skills with Microsoft Office, as well as organizing data and researching.
Casey Murphy previously worked as the Product manager of Investopedia's markets, active trading and forex channels. Casey's areas of specialization include active trading, technical analysis, ETFs, commodities, options and forex.
Chiedza Musvosvi, CFA, FRM, currently works in corporate finance advisory specialising in valuations. She has several years experience in finance and risk management. Key areas of expertise include derivative valuation, market and credit risk, and financial modelling. Chiedza studied actuarial science and financial mathematics at the University of the Witwatersrand in South Africa.
Trevir Nath graduated in 2011 from Rutgers University with a Bachelors in Economics & Psychology. His Psychology and Economics degrees increased his understanding of financial markets from a human behavior perspective. Looking to further his understanding of financial markets, he went on to obtain his Masters in Economics from the New School graduating in May 2014. He focused his research efforts in macroeconomic effects in developing countries with econometric analysis. Over the past 2 years, Trevir has worked in the field of accounting and finance supporting the hospitality industry in New York City. He has also worked with non-profits to promote developmental causes in third world countries.
Donna Nebenzahl writes feature stories for newspapers and magazines in Canada and the U.S. She is a veteran editor and author of a book on activist women, Womankind: Faces of Change Around the World, published in 2003 by Raincoast Books. The documentary film that she conceived, researched and wrote, Twice Upon a Garden, won the 2011 Audience Award at the International Festival of Films on Art and she is currently at work on several documentary film projects. She teaches in the Journalism Department at Concordia University in Montreal, Canada.
Brian O’Connell is a Doylestown, Pennsylvania-based freelance writer with 15 years experience covering business news and trends, particularly in the finance and investments, real estate, and Internet and technology sectors. He is a former Wall Street bond trader, and an author who has placed two business books in "The Book of the Month Club". O'Connell's byline has appeared in dozens of top-tier national business publications, including The Wall Street Journal, CNBC, The Street.com, Yahoo Finance, CBS Marketwatch, and many others.
He has appeared as an expert financial commentator on CNN, NPR, Fox News, Bloomberg, CNBC, C-Span, CBS Radio, and many other media broadcast outlets.
Ibikunle has over 10 years experience in the provision of international tax services having worked in both Nigeria and South Africa. He has significant experience in advising multinational companies in respect of their investment and transaction structures across Africa. Specifically, he focuses on the tax and exchange control aspects of structuring and optimising cross-border investments into, across and out of Africa. He is presently based in Johannesburg, South Africa.
Andrew Osterland is a freelance journalist with more than twenty years experience writing on a variety of business subjects including wealth management, investments and markets, accounting issues and corporate finance. He has written for a number of magazines(BusinessWeek, CFO Magazine), newspapers(Crain's New York Business, InvestmentNews), and websites(CNBC.com, InvestmentNews.com.) He currently divides his time between New York City, Vermont and Montreal.
Mark P. Cussen, CFP®, CMFC, AFC, has 20 years of experience in the financial industry, which includes working with investments, insurance, mortgages, taxes and financial planning. He has several years of experience as a financial author and has written numerous educational articles for various financial websites. He has also worked in retail, discount and bank brokerage systems and is currently working as a financial planner for the U.S. military. Mark has a Bachelor of Science in English from the University of Kansas and completed his CFP coursework at the Bloch School of Business at the University of Missouri-Kansas City in August of 2001.
Jeremy is an MBA graduate who has been active in the Forex industry for more than 7 years, both as an analyst and trader. He is passionate about finance and writing, and has penned articles on various financial topics for several years. He currently consults for http://www.trade-24.com.
Vanessa has been obsessed with becoming rich since she was a teenager. After a brief period of unemployment after high school, she vowed to never again be poor and financially dependent on others. By working two (sometimes three!) jobs throughout university, she finished her degree in Economics from McGill University with a positive net worth.
Vanessa has traveled to over 25 countries and yes, she has a favorite -- Bulgaria, a country that has both cheap food and snowy ski mountains. Currently, she is taking graduate-level business courses because, as a self-professed nerd, she finds it impossible to stop learning. In addition, she is working on a book that will examine some untraditional topics in personal finance.
Editor and writer Barbara Peck is a former executive editor of Travel + Leisure and editor-in-chief of Endless Vacation. She writes about gardening and outdoor style for Gardenista.com. Recent business articles have covered subjects in the fields of information management and the pharmaceutical industry. A graduate of McGill University, she lives in New York City and practices her favorite sport, rowing, on the Harlem River.
Nicholas Pell is a freelance writer living in Hollywood, California. His writing has been featured on Made Man, The Nervous Breakdown, Strange Horizons, Chron.com, DocStoc, LiveStrong and USA Today. Pell has been a featured guest on CBS Radio’s Overnight America.
Elvis Picardo is Vice President-Research and a portfolio manager at Global Securities Corporation in Vancouver, Canada. He brings a global perspective to investment research and portfolio management, obtained through more than two decades of international capital markets experience in Canada, India and Hong Kong. His experience spans a wide range of asset classes – equities, options, fixed income and currencies. Elvis is a chartered financial analyst (CFA) and holds the Canadian Investment Manager designation; he also has a Bachelor’s degree in Engineering and a Master's in Management Studies. Opinions expressed herein are his own.
Iris Price is a single Baby Boomer whose antidote to a lack of retirement funds was to launch a long-delayed career as a writer. She bought a new-construction home and now obsessively creates lists of must-have home improvements. She specializes in writing about home services and self-motivation.
Chris Pulver is a 6-year Forex trading veteran and expert analyst for Market Traders Institute’s Analyst on Demand. As a full-time trader focused on consistently conservative trading methods that provide high percentage wins on a regular basis, this Ferris State University graduate dedicates his time to teaching traders the art of harnessing limitless trading opportunities with limited capital. A meticulous trade planner passionate about fundamental and technical analytical alignment, and a PGA certified instructor and coach, Pulver helps traders of all skill levels find their personal action plans for long-term trading success to give them the freedom they need to lead lives they love.
Brent Radcliffe is a digital analyst with a software company based in the Washington, DC area. He is a graduate of the University of Florida with a degree in International Economics, with minors in both French and International Relations. Radcliffe is a freelance writer covering topics related to economics, trade and investing.
Karthik Raghavan is an engineer, manager and economist currently researching the potential of leveraging alternate currencies to solve complex global problems such as sustainability and climate change. He uses a design approach in his work, drawing on his experiences working and interacting with consultants and businesses, administrators and bureaucrats, entrepreneurs and activists, intellectuals and academics, on three different continents and coming from numerous cultural and institutional backgrounds.
With an expertise in emerging markets and energy, Karim Rahemtulla is regarded as one of the country's foremost resource and developing world analysts. Educated in England, Canada and the United States, Karim is fluent in several languages. His undergraduate studies were completed in Economics/Foreign Languages, and his graduate coursework was completed in Finance. Learn More >>
Rebecca Schwartz has worked for over ten years in public health, education and the arts. She has held positions in a variety of industries with companies including Memorial Sloan Kettering Cancer Center, Manhattan Theatre Club, Waterwell and Culture Project. She served as a Peace Corps Volunteer in Guatemala and holds a B.A. in History from Yale University.
Brett is a thought leader, growth hacker, and power influencer in the social media, mobile, and digital marketing strategy space. He is the Founder of Launch & Hustle, a valued digital marketing consultant & speaker, and the author of Imperative - How any business can quickly and easily leverage mobile marketing for radical success. Brett was also named in 2015 as one of the Top 100 Social Media Power Influencers. Join him on Twitter and Google+ today.
Steven Richmond worked as a government and business journalist before becoming Editor-in-Chief of BadCredit.org, a leading website for consumer credit and debt news and advice, and CardRates.com, a comprehensive guide to credit card rates, deals and information.
Steven feels most at home helping people understand the complex nuances of credit and personal finance. He is also a strong advocate for enhanced financial literacy efforts in public schools. You can find him on Twitter, Google+ and LinkedIn.
Best known as the author of Rich Dad Poor Dad — the #1 personal finance book of all time — Robert Kiyosaki has challenged and changed the way tens of millions of people around the world think about money. He is an entrepreneur, educator, and investor who believes the world needs more entrepreneurs. With perspectives on money and investing that often contradict conventional wisdom, Robert has earned an international reputation for straight talk, irreverence, and courage and has become a passionate and outspoken advocate for financial education. His most recent books include Unfair Advantage: What Schools Will Never Teach You About Money and Midas Touch, the second book he has co-authored with Donald Trump.
Eric Rosenberg is a finance blogger in Portland, Oregon. He has both an undergraduate degree and MBA in finance and writes about personal finance at PersonalProfitability.com. He has experience working as a bank manager and in corporate finance and account.
Kimberly Rotter is a personal finance writer and small business owner, usually located in San Diego, CA. She holds an MBA (Management) from San Diego State University's School of Business. Kimberly has successfully founded and operated three small businesses, including her current venture, a content creation and strategy service. She is a bankruptcy survivor and now, with her husband, owns two homes and a few investment accounts. Kimberly believes in managing money conservatively and avoiding debt wherever possible. She is also a mother, and enjoys researching and writing about topics that affect parents and families. Connect with Kimberly on LinkedIn, Google+ and Twitter.
Md. Shibli Sadek, CFA, is a credit analyst and free lance writer of finance and risk management. He works as a deputy manager in BASIC Bank Limited, a Government owned specialized commercial bank, since 2009. As a credit analyst he performs extensive macro and micro economic financial analysis to culminate the financial forecast and economic outlook for a prospective/ existing customer. He is passionate about finance and credit risk management.
Ronni Sandroff began her career as a fiction writer, publishing two books with Alfred A. Knopf and short stories in such magazines as Redbook, Cosmopolitan, McCalls and Prairie Schooner. She holds a bachelor’s degree in English from Hunter College and a graduate degree from the Writers Workshop at the University of Iowa (M.A. in writing), where she studied with Kurt Vonnegut, Nelson Algren, and Vance Bourjaily.
In the mid 80s Sandroff shifted her focus to journalism, publishing articles in top mass circulation magazines, such as Life, The New York Times Magazine, Psychology Today and Sports Illustrated. She was a long-standing contributing editor at Working Woman and a health columnist for McCalls. At the same time, she pursued an editing career which began at RN Magazine, where she was features editor. She later served as editor-in-chief of Medica, a lifestyle magazine for women doctors, On The Issues, a women's political quarterly, and Oncology Times, a newspaper for cancer doctors.
In 1999, Sandroff became health editor for Consumer Reports, where she worked for 15 years and was promoted to Editorial Director for Health and Family. During her tenure, she brought readers cutting-edge coverage of such key health issues as drug pricing, dangerous nutritional supplements, vaccine safety, hospital ratings, health reform and the secrets of successful dieters. She headed up the monthly newsletter Consumer Reports on Health (circulation 680,000); and oversaw health, food and family coverage for Consumer Reports magazine (circulation 4 million) and ConsumerReports.org (circulation 3 million). She also created the annual magazine Food and Fitness and pioneered the AdWatch video series, which critiqued the messages of TV drug ads for consumer audiences. Sandroff supervised a staff of 14, including physicians and other experts, editors and writers, and worked closely with the product testing, advocacy and health ratings staff.
Sandroff has awards from the American Society of Magazine Editors, Sigma Delta Chi journalism society, Association of Health Care Journalists, National Mental Health Association, American Academy of Orthopedics, American Academy of Dermatology, American Geriatric Society, New York Newspaper Guild and the American Business Press, and received fellowships in fiction writing from the Breadloaf Writers Conference in Middlebury, Vermont. She is a member of the Association of Health Care Journalists and the PEN American Center.
Shrey Sao is an Investor by profession and a firm believer of value investing. He previously worked as an Analyst with Valuepickr Research & Analytics and recently cleared the CFA Level-3 in June 2014. Shrey is an engineering graduate in Electronics and Communication from SRM University, Chennai, Tamil Nadu, India and has completed a post graduate program in Securities Markets from National Institute of Securities Markets (established by the Indian stock market regulator SEBI), Navi Mumbai, Maharastra, India. He was introduced to the field of investments when he won a Dummy Stock Market event organized by his college, after which he began reading about investments on the internet with Investopedia being a great help in laying a firm foundation.
John Schmoll is the founder of FrugalRules.com, a personal finance blog dedicated to raising financial literacy and promoting freedom through frugality. In addition to being a Dad, MBA grad and professional blogger, John has more than 15 years of experience working within the life insurance, accounting and banking industries. John has written extensively on finance, investing, budgeting, credit card debt, self-employment and frugality.
Phil Scott is a freelance journalist, author of seven books, and a big Ernest Hemingway fan.
Shobhit Seth is a freelance freelance financial writer, derivatives trader and consultant specializing in derivatives pricing and quantitative research. His career spans over 14 years with a position of Product Manager (Derivatives, Financial Data & Risk Management) at leading financial services companies across UK, Europe, US and India. He has written extensively on topics pertaining to Derivatives Pricing, Derivatives Combinations & Structures, and Derivatives Trading Strategies. A lot of his work is available at www.FuturesOptionsETC.com, a site on Derivatives Trading which Shobhit owns and maintains. Shobhit also has expertise in index based products and ETFs and he conducts training sessions on derivatives and related financial topics.
Shobhit has a Master’s degree in Financial Management (Specialization in Derivatives & Quantitative Research), The Netherlands and a Bachelor of Technology degree (Electronics & Communications Engineering), India.
Ellen Simon is freelancer who previously worked for The Associated Press and The Star-Ledger, Ms. Simon has covered the economy, the stock market, telecommunications and the retail industry. Ms. Simon was part of a team that won the “Best in Business” award from the Society of American Business Writers for “Meltdown 101” in 2008; she also won the Newswoman’s Club of New York Front-Page Award in 2005 for coverage of a Colgate program that paid for executives’ movie rentals and dog walkers. Ms. Simon is a graduate of Northwestern University’s journalism school, where she was a campus stringer for The New York Times.
Neha Sinha holds an MBA in Finance and Strategy from Indian School of Business, Hyderabad and is a qualified Chartered Accountant from India. She has been an auditor at the Deloitte Mumbai, India office and has also freelanced for the website wikinvest.com, creating profile pages on listed Indian companies. She is currently pursuing her CFA certification.
Neha's expertise, by virtue of her education and work, lies in accounting and auditing. However, she enjoys tracking sectors and companies - especially new age technology and internet-based ventures and emerging markets. Writing has always been her first love and she is always thrilled to travel.
Shehryar Sohail is a senior financial services advisor at one of the world’s most reputed, respected and largest professional services firms, EY. His clients include some of the most recognized Banks, Investment companies, Asset Management companies, and Insurance companies. Shehryar’s diversified and in-depth professional work experience together with a variegated skill-set and a record of academic performances (including a national position, and several high-achiever awards in Financial Management and Performance Management) makes him a valuable contributor for Investopedia. Shehryar is currently a CFA Level III candidate, an ACCA Affiliate, and a Certified Accounting Technician. He will be earning his Bachelors Honors Degree from Oxford Brookes University early this spring, and already holds an Advanced Diploma in Accounting and Business. Further, he has been teaching Economics and Finance to college students for several years, and has recently identified his love for trading and investing in the stock exchange. He is known as a guy whose experience, education, and maturity are much advanced for his age. You can reach Shehryar at firstname.lastname@example.org or connect with him through his Linkedin account.
Ravi Srikant recently graduated with an MBA in Finance and has cleared all three levels of the CFA exam. The financial crisis of 2008 was a life-changing event for Ravi as it helped him decide on his future career path. His other areas of interest include geopolitics and history, and their interaction with the economy.
Justin Strohschein is a financial market technician with 5+ years of experience researching and trading in equity, foreign exchange, and commodity markets. He believes that investment decisions must be made from a logical conclusion of what the market is saying, and uses technical analysis to confirm when to enter a position, but more importantly, when to exit a position.
Justin is currently pursuing the Chartered Market Technician designation to further strengthen his technical analysis skills and is passionate about sharing financial literacy education.
John Summa, Ph.D., is the founder and president of OptionsNerd.com LLC. He co-authored "Options on Futures: New Trading Strategies and Options on Futures Workbook" (2001). He is also the author of "Trading Against The Crowd: Profiting From Fear and Greed in Stock, Futures and Options Markets" (2004), which presents contrarian sentiment trading indicators and trading systems for stocks, futures and options. Founded in 1998, OptionsNerd.com provides professional training and educational support to stock, options and futures traders. Summa is an economist, author, options trader and former professional skier, and he presents small-group, online and in-person training seminars.
A native of Detroit, Michigan, George has also lived and studied in Germany, France, Singapore, China and Japan. He was a high school exchange student first in Germany with Youth for Understanding, then in Japan for a year with Rotary International. As an undergraduate at American University in Washington, DC, he studied for a semester abroad in Beijing, then completed his Masters in Economics as a Mombukagakusho Scholar at Meikai University just outside of Tokyo. Later George completed his Masters in Investment Banking at INSEAD, where his courses where split mainly between Singapore and France.
While George has also worked as an English teacher at both the Elementary and Junior High School levels, his first position in the finance industry was as a fund account at Franklin Templeton in Ft. Lauderdale, Florida. He's also worked as a sell-side analyst at Macquarie Securities in Tokyo, covering advertising, media, internet and games companies. He currently works as a sales specialist for FactSet in Tokyo, where he manages a small team focused on the company's portfolio performance and risk analytics products.
George has achieved his Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certificate in Investment Performance Measurement (CIPM) designations. When he's not working or studying, George enjoys reading science fiction novels, vegetable gardening, and playing sports with his wife and four children.
I am a syndicated business and finance writer. My work has been published by various media outlets including Yahoo!, Reuters, AOL, MSN, The Houston Chronicle and much more. I have served as a Sr. Contributor for The Motley Fool and is the Retail Stock Expert for About.com. I've been interviewed by Crains Chicago Business and his work has been referenced in the Triangle Business Journal and by The Great Place to Work Institute.
You won't hear any jargon about charts, rapid trading or short-selling from me. My goal is to encourage investors to think of stocks as ownership in actual businesses and to invest over the long-term. Expect the best coverage of the businesses that matter most to you.
Before beginning my writing career I was a Director at Fortune 1000 consulting firm. In my role I oversaw the acquisition and development of every business most valuable asset, it's people. I earned a Bachelors of Arts degree from Eastern Illinois University where I studied Economics and Communications.
JP Taillon started his financial career making loans to small businesses. After getting is CFA title he joined an alternative investment firm in Montreal Canada acting as an analyst in hedge fund selection for institutional clients. After four years of analysing the sophisticated alternative investment strategies he moved to the little known world of Wholesale Electricity Trading. He was later named Chief Operating Officer of HRS Plant-E Corp based out of Montreal. JP is also passionate about technological disruption of traditional economic models. He likes to comment business strategy, technology and philosophy. JP and his father Gerard J. Taillon have established a Leadership scholarship at his local highschool which has recently celebrated its 10th annual award. He has a cross-disciplinary bachelor degree from the University of Western Ontario. JP also engages in various philantropic activities with a focus on Mental Health awareness and prevention. An avid mountain biker and respectable golfer, combining either activity to exotic locations is his definition of a perfect vacation.
Poonkulali Thangavelu has written on topics ranging from investments and personal finance to mortgages and commercial real estate finance during the course of her financial journalism career. She has written for both B2B and B2C outlets, including National Mortgage News, National Real Estate Investor, Bankrate, Seeking Alpha, Multi-Housing News and REIT magazine. Her work has been picked up by various national newspapers and syndicated to outlets such as Yahoo! Finance, Fox Business, MSN Money and Fidelity. She holds degrees in Finance, Economics and Journalism and likes to explain business andfinancial topics. Look her up on Twitter @marketmoves
I have always had a passing interest in the markets during the course of my university studies, but it was not until I signed up for the CFA exam that my eyes were truly opened to the world of investing. After starting my own trading account, and suffering some hiccups and painful lessons during the initial months, I discovered the immense opportunities present in the world of options trading. With the help of some amazingly talented industry veterans whom I've been blessed to call my mentors, I sought out and acquired as much information as I could on my new found passion. I draw my expertise from my background in Economics, CFAI reading materials, self-studies and the school of hard knocks. I prefer to trade commodities and index ETFs based on macroeconomic events that affect things on a global scale, through the use of directional neutral options strategies. Although my education is by no means complete, I hope to share all that I have learned from my studies and my own experiences trading so that I may help others in their journey along the wild and wacky world of finance.
R. Brad Thomas is an acknowledged expert on commercial real estate investing and more specifically, Real Estate Investment Trusts (or REITs). Brad has been actively involved in commercial real estate for more than 25 years and he has purchased and/or arranged financing for close to $1 billion of investments across multiple property sectors.
Over the years, Brad has provided nationwide real estate brokerage, construction services, development services,and capital market solutions for a variety of clients. With a passion for assisting investors, Brad enjoys researching and writing on REITs – an $800 billion industry in the US.While some are not certain whether to own REIT securities, Brad has become the “go-to” analyst enabling investors to build wealth by investing in REITs with a margin of safety.
Brad currently also contributes for The Street, Seeking Alpha, Forbes.com, and The Motley Fool, where he writes and researches on publicly-traded and private real estate companies. He is a prolific writer and his web-based articles generate over 2.5 million page views annually. In addition, Brad is the editor of The Intelligent REIT Investor, a monthly newsletter on REIT investing. He has also appeared in Kiplingers, Barron’s, Forbes Magazine and Institutional Investor. He has also appeared on national radio and television including Fox Business News and NPR.
Brad is currently writing two books: the first is about the legendary real estate investor Donald Trump, and the second is called REIT 101: Everything You Need to Know.
Brad received a Bachelor of Science degree in Business/Economics from Presbyterian College where he played basketball and he was member in ROTC. He has been a member of ICSC for over 25 years and he is active in many speaking panels and investment conferences.
Oleksandr Tsependa is an investment professional with over 6 years experience in corporate finance, business development and investment banking, with particular interest in agriculture, consumer, and renewable energy sectors. He obtained his two master’s degrees in applied mathematics and physics, and in economics from two top universities in Russian Federation, and is currently an MBA Candidate at London Business School.
Scott Van Voorhis, a veteran financial journalist with over 20 years experience, spent the last eight years as a business reporter at the Boston Herald, during which he was recognized by the New England Associated Press News Executives Association for his reporting on the subprime mortgage market meltdown. He lives in Natick, Massachusetts, with his wife and three children.
In addition to once being a full-time trader of equities and equity derivatives, Robert has also served as the lead financial analyst for a Forbes top-50 private corporation and as an analyst for an institution whose endowment is among the largest in the world. Robert has been profiled in such books as Trade with Passion and Purposeand Alexander Green’s The Secret of Shelter Island. He’s also featured in Karim Rahemtulla’s bestselling book, Where in the World Should I Invest? Robert is regarded as an authority in corporate finance, specifically in gauging the investment health of companies. Learn More >>>
Brandt Weathers is an Economics PhD student at The New School in New York City. Born in Louisiana but raised in Texas, Brandt is professionally interested in financial regulation and personally enjoys biographies as context for economic ideas.
Daniel Weiser graduated in 2011 from Penn State University with a Bachelor’s in Finance. While at Penn State Daniel expanded his focus to include supply chain operations in addition to finance, and upon graduation pursued supply chain careers. Working in the retail and distribution industries, Daniel has experience across multiple supply chain disciplines including warehouse management, supply chain finance, inventory planning, and forecasting. Looking to expand his supply chain knowledge, Daniel will complete a Master’s in Supply Chain Management from Penn State University, during which he has focused on global economics and its impact on supply chain design and innovation.
Lauren Welch is an Accredited Financial Counselor, a financial counselor and owner of Thrive Financial Counseling. Lauren has clocked many hours working with individuals and families with financial challenges from debt disasters, the brick of bankruptcy, messy budgets and educating individuals without any past financial education to grow successfully and believe in themselves as managers of their money. Lauren specializes in working one-on-one with families to come up with money management plans, budgets and debt payment plans that work with each family, individually. Lauren has a unique way of looking at financial challenges, opportunities for change and helping people learn financial skills to last a lifetime.
Thrive Financial Counseling focuses on providing financial counseling, coaching and assistance to individuals, current and prospective small businesses and clients of direct service programs through non-profit organizations.
Lauren received her AS in Food and Beverage Management and BS in Sports, Event and Entertainment Management from Johnson and Wales University in 2007. Lauren is married to a Marine and has a son– currently living in Virginia. As a mother, Lauren has learned to be patient, show grace, get outside and get dirty and has learned a lot about Batman and Transformers, especially Bumblebee.
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Kapitall Wire is a division of New Kapitall Holdings, LLC. Kapitall Generation, LLC is a wholly owned subsidiary of New Kapitall Holdings, LLC. Kapitall Wire offers free investing ideas, intended for educational information purposes only. It should not be construed as an offer to buy or sell securities, or any other product or service provided by New Kapitall Holdings, LLC, and its affiliate companies. Securities products and services are offered by Kapitall Generation, LLC - a FINRA/SIPC member.
Roger Wohlner is an experienced financial advisor based in Arlington Heights, Ill. His expertise includes providing financial planning and investment advice to individual clients, 401(k) plan sponsors, foundations and endowments. He is active on social media; you can follow him on Twitter and Google+. Roger contributes to his own popular finance blog, The Chicago Financial Planner, where he writes about issues concerning financial planning, investments and retirement plans. In addition his work has been featured on US News & World Report, Yahoo! Finance, Equifax Finance Blog and other publications. Roger is available for additional freelance financial writing assignments.
Jeff is a financial analyst with over 15 years experience currently specialising in credit and fixed income for the oil, gas and chemicals sectors across Europe, Middle East and Africa. He also has experience as a G10 and EM foreign exchange strategist. Jeff holds a Masters degree in Economics and Finance from Brandeis University and a Bachelors degree in International Relations from Lehigh University.
Opinions expressed are solely those of the author and are in no way attributable to any employer or affiliation.
Laura Woods is a Los Angeles-based writer specializing in personal finance, higher education, legal matters and marketing. She holds a Bachelor of Arts in Communications from the University of Pittsburgh and an MBA from Robert Morris University.
Kristina Zucchi, CFA, is a freelance financial writer, investor, and consultant. For over a decade, she has worked as an equity analyst for buy-side investment companies and in the private equity sector. Kristina's consulting work has focused primarily on cyclical, industrial and healthcare companies, while she has also written extensively for publication on topics pertaining to investments and security analysis.