Michael Schmidt

Michael Schmidt

Michael Schmidt earned an MBA from Loyola University of Chicago and is a Chartered Financial Analyst, CFA. Mr. Schmidt contributes to the CFA Institute as part of the Educational Advisory Board and has been part of the annual grading team since 2001. Michael has been writing professionally for over 20 years on a vast range of financial, economic and political topics.

He has been working in the field since 1986 working as an analyst, portfolio manager and an institutional investment consultant with: Bank of NY Mellon, Evergreen Investments, Mercer Consulting, INDATA and Coastal Asset Management. As an analyst he provides buy side research for both internal use and published for investors. As a portfolio manager he has managed investment portfolios for the institutional and the ultra high-net-worth arena with specialties in value, high yield and quantitative equity styles as well as multiple fixed income strategies.

Mr. Schmidt is a staff member of FINRA's Dispute Resolution Board as an arbitrator and chairperson. He has also testified as an expert witness in arbitrations and security litigation in over 40 cases of suitability, asset allocation, supervision and churning. Michael is a frequent guest speaker and has been quoted in the Wall Street Journal and Pension Investments Magazine.

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  1. Bonds / Fixed Income

    When To Trust Bond Rating Agencies

    Despite investor distrust, rating agencies can be helpful. Just be sure you use these ratings as a starting point.
  2. Financial Analysis

    How Risk Free Is the Risk-Free Rate of Return?

    This rate is rarely questioned—unless the economy falls into disarray.
  3. Retirement Savings

    Pick 401(k) Assets Like A Pro

    The pros have already paved the way for you, in presenting investment options. It's your job to come with an asset allocation ...
  4. Mutual Funds

    Gauge Portfolio Performance By Measuring Returns

    Calculate returns frequently and accurately to ensure you're meeting your investing goals.
  5. Bonds / Fixed Income

    The Benefits of a Bond Portfolio

    Bonds are often viewed as stocks' less-glamorous sidekick, but they deserve more respect from investors. Learn how a fixed-income ...
  6. Bonds / Fixed Income

    A Beginner's Guide to Embedded Options in Bonds

    Investors should be aware of embedded options that may be available in bonds as these may affect value. Learn how these differ ...
  7. Bonds / Fixed Income

    6 Ways That Investors Use Bonds

    Learn how the stodgy stereotype of bonds can overshadow the basic and advanced uses of what these investments can do for ...
  8. ETFs

    Hedging With ETFs: A Cost-Effective Alternative

    Learn how the benefits of ETFs for hedging are numerous and can be enjoyed by investors of all sizes.
  9. High Net Worth Strategy

    How To Become A Corporate Board Member

    We look at how corporate boards are constructed, and how investors can get involved.
  10. Markets & Economy

    A Look at Fiscal and Monetary Policy

    Learn more about which policy is better for the economy, monetary policy or fiscal policy. Find out which side of the fence ...
  11. Managing Wealth

    How to Invest Like an Institution

    By following the strategies of the pros, even a beginner can learn to invest like an expert.
  12. Trading Strategy

    Quant strategies: Are they for you?

    Quant strategies are designed to exploit inefficiencies and use leverage to make market bets.
  13. Investing Strategy

    Stock analysts say a lot, but should you listen?

    If you want to find out which analysts are worth following, you shouldn't take their word for it.
  14. Financial Analysis

    Cash flow statements: Reviewing Cash Flow from Operations

    Discover why cash flow from operating activities is significant to businesses, and learn the direct and indirect methods ...
  15. Small Business

    3 secrets of successful companies

    Make smart investments by using these three secrets to spot up-and-coming companies to invest in before they become household ...
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