Investment Strategies

The rise of Bitcoin has dominated the news lately. However, many insiders think the real excitement is the new developments in many of the other cryptocurrencies available. These innovations can possibly change the world of finance as we know it. You see, Bitcoin is primarily developed as a store of value. The total supply is […]

Everyone knows (or should know, at least) that we pay taxes on investments when we sell and money on them. Some of us also know that all our losses are deducted against our gains. In broad terms, there are tax consequences whenever we change our investment mix. What many don’t know, however, is that some […]

I got a call from a Fidelity rep recently. He explained that my old financial advisor left the firm and he wanted to introduce himself, just in case I needed assistance. It’s too bad we never know when our contact leaves before the split happens, but at least they called me to let me know […]

Annuities are getting a lot of attention these days. As more people become responsible for their own retirement savings, banks and insurance companies are marketing annuities an attractive option. They are a private sector pension that provides a guaranteed retirement income if you don’t have a traditional pension plan. An annuity is basically a fixed […]