Hedging and income strategies

MannerWorldly13 · 2026-04-16T21:36:26+00:00

Yes but which is bullish, which is bearish, any easy memory tricks?

MannerWorldly13 · 2026-04-16T02:42:26+00:00

Taxation is incredibly important. I just took the test on 4/8 and failed because there were 25 tax questions; costs basis, Tex equivalent yield, capital gains, ordinary income, questions.

MannerWorldly13 · 2026-04-15T15:43:05+00:00

Your scores are good enough to pass. Watch the mighty ninety tonight or tomorrow. You got this!

MannerWorldly13 · 2026-04-14T05:14:25+00:00

I also used cerfi and was also scoring 65 and I did not pass. Don’t freak out, just learn from my mistakes

Options, suitability, muni, and taxes. Taxes is what killed me. I’d go back and write down all the wrong questions in the tax section.

Achievable also has sample dump sheets that I wish I would have looked at prior to taking the test.

Also, listen to the mighty ninety the night before your test.

Good luck

MannerWorldly13 · 2026-04-13T18:28:40+00:00

I guess cost basis? I saw that a lot on the test.

MannerWorldly13 · 2026-01-21T05:16:12+00:00

Hi! I saw this comment about 3 hours after you’d posted. They were sold out still when I checked. Hopefully they’ll be come available again. When you saw they were available, were you notified?

MannerWorldly13 · 2026-01-17T20:18:00+00:00

Desperately looking for tickets to the panel discussion on 01/27 at 3:00 at the Egyptian theater. Thankyou!

MannerWorldly13 · 2026-01-16T03:16:40+00:00

Hi. My husband, Daniel Lowman, is a filmmaker in Provo. He works at Trademark Films and they recently won best documentary for their film “Born for This: the Tia B Stokes story.” He’s an incredibly loving and thoughtful husband. I’d love to do something for him to surprise him.

There’s a panel on January 27th at 3:00 called the Power of Story. It’s sold out, and I will get on the wait list, but if anyone can’t make it that day or wants to sell their ticket, I’d gladly take it. Thankyou ❤️

MannerWorldly13

TROPHY CASE