4.8
average from
61
ratings

“**great teacher**”

I am a perpetual student and teacher. After working in the corporate world for over 20 years in applied economics and statistics, I am back doing what I enjoy most – tutoring and teaching. For the past 7 years I have taught courses and tutored economics and statistics at the college level. I specialize in applying Microsoft Excel to solve problems

*Individual rates are $45/hr. Group rates are $30/hr./person.*

Background Check:
Passed

In-person lessons

Very patient and his goal is make sure you're understanding exactly what you need help with. Very patient and very intelligent knows exactly what he's talking about and will help you understand it until you're not confused anymore

Meritt helped my daughter study for the Series 7. He went out of his way to get prepared for her lesson and was very helpful in reviewing the material. His schedule is very flexible and I would definitely use him again.

Meritt was a lot of help when it came to helping me grasp some off the more complex areas of the series 7. He really knew his stuff and came with tons of his own study material and examples. I highly recommend him and will definitely be reaching out to him for more help!

Having someone who has practical, working experience with Options was very helpful. Meritt was very patient and made understanding a pretty difficult topic much easier. I feel a lot more confident going forward with my Series 7.

Meritt is an expert in statistics. He makes it a piece of cake! His method in tutoring is effective. The most important thing is that he doesn't waste your time with side conversations. In addition, he is very kind and humorous.

Computer:

Microsoft Excel
Approved subjects are in **bold**.

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

My educational background and years of experience in investing, economics, finance and statistics provide me with the tools to effectively tutor the quantitative methods section of the CFA exam. I have taught or tutored all of the models and concepts covered in the quantitative section. I also use many of the statistical methods routinely in managing investor portfolios and trading options. My Master’s degree in Economics includes PhD coursework in Macroeconomic and Microeconomic theory. For the past 7 years I have taught courses and tutored economics and statistics at the college level.

Econometrics is the application of statistical methods to economic data. Econometric models are used to quantify relationships within or between data sets. These relationships help economists understand both the observed behavior by individuals, businesses, industries, governments and economies and forecast future behavior.

I have completed econometrics courses in graduate school with A grades and was selected by my employer (a large telecommunications company) to take an intense 2 week course on data analysis and regression offered through Bell Labs. I have had the opportunity to apply correlation, partial correlation, semi-partial correlation and various regression analyses in a number of analytical positions. I routinely use correlation analysis in my work constructing investor portfolios.

Economics is primarily a set of tools that can be applied to any subject. Economics relies heavily on models. A model can be an explanation, a graph or an equation that facilitates our understanding of observed behavior and gives us the capability to forecast future behavior. These models are routinely applied to individuals, businesses and governments.

Finance is applied economics relating to issues around resource allocation, asset valuation and capital markets.

Microsoft Excel is a versatile tool, allowing the user to organize, display and calculate data. Excel allows the user to use graphs and/or equations to transform data into useful information.

I am a Registered Investment Advisor in Colorado. I have been managing investor portfolios for over 15 years. I have experience teaching classes in economics, statistics, exchange traded funds, closed end funds and options. I have a copyright (June 1991) on a spreadsheet application for the valuation of put and call options and have traded options for over 30 years. My academic background includes graduate level coursework in Modern Portfolio Theory and Derivative Securities.

I have the following certifications: Chartered Mutual Fund Counselor (CMFC), Certified Investment Management Consultant (CIMC), and Chartered Retirement Planning Counselor (CRPC).

I have experience tutoring for the series 7 and have worked and reviewed hundreds of problems with students using all of the major study guides. The series 7 exam covers many topics, including but not limited to, debt, equity, convertible securities, taxes, margin, accounting, economics and options. To make learning the key series 7 concepts more efficient than endless reviewing of the 300 page plus study guides, I have developed a set of handouts based on the different study guides and student feedback from the exam. The handouts readily correlate to exam questions with examples, concepts and equations where applicable.

Statistics deals with data and methods for analyzing data. Any statistics problem can be solved by understanding the type of data presented and then identifying the appropriate statistical method to be applied to the data.

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Fun with Economics / Investments / Statistics