Everyone knows that saving money is the key to retirement but what’s the real secret to success? Let us teach you the basics of investing - including how to cash in on the new wave of meme stocks and cryptocurrencies. Every dollar you invest today is one step closer to your financial freedom.
Investing
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 […]
5 minute read
Investing
Finally! If there’s one thing I missed since the days of investing in mutual funds, it’s that I can specify how much, in exact dollar amounts, I want to invest. That’s because a few of the major brokerages started offering the ability to buy fractional shares. Charles Schwab even trademarked a fancy name for it […]
5 minute read
Investing
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 […]
5 minute read
Investing
What a roller coaster of a year 2020 has been. It’s usually a mistake to believe that “this time is different,” whenever a crisis happens. However, this year is one that seriously challenges the accepted truth. Between an unprecedented pandemic and lock down, an election with major consequences, and an uncertain road to both Covid-19 […]
5 minute read