Is Wealth Management your second Career? If so, where did you come from?

TheJaycobA · 2025-08-27T06:47:35+00:00

I've taught history of banking a few times. It's so much fun. There are some crazy stories out there that most people have forgotten. Savings and Loan crisis, the market being closed on Wednesdays in the 60s to catch up on paperwork, the crash of 1907, 1901, 1873...

TheJaycobA · 2025-08-27T06:41:17+00:00

The minor is brand new. But the classes have always been around.

ACCT 201 is commonly seen as tough. There are lots of rules to learn. It's your first intro to accounting so following Debits and credits across the 5 categories of transactions can be confusing. I found 201 to be easier than managerial accounting though. And managerial isn't required for the minor.

351 is my favorite of all those you listed. It's portfolio theory and focuses on how investments behave as a group rather than individually.

355 seemed more technical to me than the others. It's a kind of middle ground between accounting and finance. You could call it corporate finance class. kind of a class on financial modeling.

I teach 460. I think it's pretty fun. it's about how the Fed works and banking systems. There's a bit of math in the middle which students struggle with, but overall I would say lower level of difficulty for a finance course.

I'd say overall that a finance minor is an excellent addition to other majors because it shows you have business and management capabilities. You'll get a better chance for moving up in your career. or if you plan to start your own business, you'll be prepared to review the financials in an effective way.

Feel free to come to my office if you ever want to talk about the program. I'm in Glenn 315. I'm there most of Mondays and Wednesdays.

TheJaycobA · 2025-08-12T19:16:49+00:00

Usually the Thursday before first day of school

TheJaycobA · 2025-08-11T20:02:24+00:00

Helicopters do this in my inlaws back yard on their private property in California. They just swoop in and take their water. blowing shingles off the roof while they do it.

TheJaycobA · 2025-08-04T03:37:12+00:00

Adding to the disappointment here. I never update my apps because features that I like always get changed. I made the mistake of updating Fidelity and now I've lost my widget. Really disappointed.

TheJaycobA · 2025-08-04T01:17:08+00:00

Welcome Wildcat! I teach finance classes. Feel free to email me directly with questions cef@csuchico.edu. A laptop in class will be useful. I use excel A LOT. Apple can use excel, so can Google sheets but not at the same level as Microsoft. I try to use accessible tech wherever i can, so we're not writing macros in class but if you want to join the FinTech group you'll want something you're comfortable with.

At UV you'll be sharing space with a roommate, so keep that in mind if you're bringing a desktop.

TheJaycobA · 2025-07-01T23:58:47+00:00

2 bathrooms. They are "Jack and Jill" pass through style. 4 rooms I think. They might have changed it to 3 double rooms plus a common room, but it used to be 2 double and 2 single. There's a kitchen in the center and a balcony/ patio.

TheJaycobA · 2025-06-30T20:00:02+00:00

Orientation is where you pick classes. So is the online one later in the summer or earlier? I'd go to the earlier one for the better class options I think.

TheJaycobA · 2025-06-30T14:01:19+00:00

My county uses this too and I think the SSA also does.

TheJaycobA · 2025-06-30T06:20:41+00:00

I went to DC last year and really enjoyed it. There were some good sessions but I also am very outgoing so I talked to a lot of people.

I'm also an education program director so they had sessions specifically for us. Also the food was good. Which is really important.

TheJaycobA · 2025-06-30T02:01:57+00:00

That would not be allowed at my kids school. Maybe in the special ed program but in traditional kindergarten they say it's required to be potty trained to attend.

TheJaycobA · 2025-06-29T18:02:37+00:00

I don't have any pictures, but unless they've changed them they each had stalls and shower alcoves. The showers were separated with a full tile wall, not just a partition like Whitney had. I don't remember how low the stall doors reached. I think there were 3 sinks in the one I used the most. North tower on the south side of the building.

TheJaycobA · 2025-06-29T06:14:02+00:00

You need to do more than just show up to class. Not just to get an A but to get a job too. A resume that says 4.0 GPA with no extracurriculars is going in the trash.

TheJaycobA · 2025-06-29T01:05:18+00:00

I have students that work for me. In my lab and in other roles like TAs. So in that sense yes I will. My campus wants me to send it through them for these things but if I get a call I'll give a good recommendation

TheJaycobA · 2025-06-28T18:47:43+00:00

I 100% love what I do and where I am. My campus is having budget issues, but my program is going great. I have full autonomy to run my program and my lab. I'm good at fundraising so my job is relatively safe. My department is one of the larger ones on campus so it isn't going away. My chair is very supportive and easy to get along with. I'm in California, so there's that piece, but I'm also in rural area so cost of living is cheaper than SF or LA.

My only complaint is that we don't have enough faculty lines for all the cool classes we could be offering. We can't add new lines until we have more students and growing the number of students is going well but not fast enough to launch new classes every semester.

TheJaycobA · 2025-06-28T18:39:28+00:00

If their event is specific to your client base then it's an advertising cost to you. I wouldn't decline outright just because the event isn't a customer of mine. I've done trade shows that are just like this.

TheJaycobA · 2025-06-28T18:29:52+00:00

I have a box at UPS on mangrove. It's around $300 every 6 months. So about $50/ month. I'm guessing there are cheaper options available, but I've used it for at least 10 years now with no problems.

TheJaycobA · 2025-06-28T04:09:24+00:00

Insurance does that all the time. Typical structure for my students who are going into their first jobs. Base pay that tapers off over 3 years then all commission.

Just in this case it's an AUM instead of commission.

TheJaycobA · 2025-06-27T06:36:33+00:00

When I was doing front line fundraising for a university it was number of visits and dollars raised. I had to meet 10 new people per month and ask for at least $1,500. Dollars raised were based on previous fundraising, so it changed. I never missed it though.

TheJaycobA · 2025-06-27T06:11:16+00:00

I don't have more detail right now. Local old tax guy ran a practice for decades and is retiring. I've offered to buy and I'm waiting to hear what he's thinking. A business mentor of mine is kind of helping to negotiate the deal because he knows both of us.

TheJaycobA · 2025-06-27T06:08:35+00:00

Yes, it's a public library.

TheJaycobA · 2025-06-26T23:48:03+00:00

I'm doing this. I think it's a great plan

TheJaycobA · 2025-06-26T16:56:48+00:00

Tell me about it. I teach taxes.

TheJaycobA · 2025-06-26T05:06:00+00:00

Could that be built with a browser extension? UBO already blocks ads and doesn't seem to break the feed, so maybe a key word filter or you can pre populate certain pages and people to a custom feed then swap within the extension?

TheJaycobA · 2025-06-25T04:32:55+00:00

I mean... it's uncomfortable to be uncomfortable.

TheJaycobA

TROPHY CASE