Reverse Stock Splits

Student Question of the Week Course :Investment Planning Lesson 14 :Evaluating Portfolio Performance Student Question: Hello! Re: Reverse Splits: When companies decide to do a reverse stock split, does the company always take in the outstanding shares as "treasury stock"? If not, what happens to the outstanding stock that has [...]

By |2019-05-07T04:12:02-04:00May 21st, 2019|Student Question|0 Comments

Risk Exposure

Olivia is a 25 year old single mother with twin girls who just turned three. Olivia has worked for the last 5 years as an administrative assistant for a local law firm. Olivia’s firm provides her with a basic medical insurance policy and a split definition disability. Which of the following is the biggest risk [...]

By |2019-05-01T10:03:54-04:00May 16th, 2019|CFP® Practice Question|0 Comments

Good to Know: Tricks, Traps and Opportunities in the 20% Qualified Business Income Deduction

Today, we conclude our 4-part series with insights into tricks, traps and planning opportunities in the 20% Qualified Business Income Deduction (QBID) under Internal Revenue Code Section 199A, brought to us courtesy of the Tax Cuts and Jobs Act. But first, here’s an uber quick refresher of key concepts from the previous three QBID [...]

By |2019-05-13T09:34:48-04:00May 15th, 2019|Good to Know|0 Comments

When to use negative entries

Student Question of the Week Course :Fundamentals of Financial Planning Lesson 5 :Using the HP12-C Calculator Student Question: Hi, how do i know when to use CHS in the calculator, I’m a little unclear about  that. Instructor Response: Hi Julio- Good to hear from you.  Hope all is going well thus far. [...]

By |2019-05-04T04:06:51-04:00May 14th, 2019|Student Question|0 Comments

Insurance Contracts

Which of the following statements concerning insurance contracts is NOT correct?An insurance contract is bilateral because both the insurer and the insured make legally enforceable promises.In an insurance contract, the insurer has made legally enforceable promises for which it can be sued for breach of contract.Because property insurance contracts are personal, it is basically the [...]

By |2019-05-01T09:55:17-04:00May 9th, 2019|CFP® Practice Question|0 Comments

Determining Margin Calls

Student Question of the Week Course :Investment Planning Lesson 3 :Equity Securities Student Question: I'm having trouble following the math on the example (shown below) at the bottom of the page. Could you please walk through the calculations? I understand how the initial margin with cash amount is calculated, but it gets [...]

By |2019-05-03T05:29:22-04:00May 7th, 2019|Student Question|0 Comments

Alimony Recapture

Student Question of the Week Course :Income Tax Planning Lesson 4 :Calculating Total Income Student Question: So, if I'm understanding this correctly, alimony recapture should no longer be an issue in 2019 and beyond due to alimony no longer being deductible, correct? Instructor Response: Hi Lafe, Good question. [...]

By |2019-04-02T05:57:06-04:00April 30th, 2019|Student Question|0 Comments


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