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Investing

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.

Basics

How to Calculate Dividends: A Complete Guide How to calculate dividends Investing

How to Calculate Dividends: A Complete Guide

outDividends can be an important source of wealth creation. They can work for you as you build your nest egg or become an important source of income in retirement. By definition, dividends are the distribution of some of a company’s earnings to shareholders. They are typically paid out in the form of cash or additional […]

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3 minute read

PEG Ratio: What Is It? And What’s A Good One? PEG Ratio Investing

PEG Ratio: What Is It? And What’s A Good One?

Investing in the stock market can be confusing, especially for beginners. There are so many terms, theories, and calculations that get thrown around the internet. It can make your head spin if you’re not careful. When evaluating any potential investment opportunity, one important number to know about is the PEG Ratio. Otherwise known as the […]

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5 minute read

What is Tax Loss Harvesting? And Should You Do It? Tax Loss Harvesting Investing

What is Tax Loss Harvesting? And Should You Do It?

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 […]

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5 minute read

Financial Planner vs. Financial Advisor: What’s the Difference? People Studying Information on Laptop Investing

Financial Planner vs. Financial Advisor: What’s the Difference?

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 […]

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5 minute read