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
Dividends play a meaningful role in building long-term wealth, whether by boosting investment growth or supporting income needs later in life. They represent a portion of company earnings returned to shareholders, often paid in cash but sometimes issued as additional stock. Although dividend information is usually included in financial reports, investors can determine the amount […]
3 minute read
Investing
Investing can feel overwhelming, especially when unfamiliar terms and formulas appear at every turn. One metric often used to evaluate a company’s potential is the PEG ratio, a figure that reflects how quickly earnings are expected to grow relative to price. Strong growth can signal opportunity, yet the number becomes most meaningful when viewed alongside […]
4 minute read
Investing
Tax loss harvesting is a strategy many investors use to legally reduce how much they owe on investment gains. By selling losing investments and replacing them with similar alternatives, it’s possible to lock in a loss now while keeping your overall portfolio on track. The approach can be powerful, but it also comes with strict […]
5 minute read
Investing
I got a call from a Fidelity rep who told me my former advisor had left and he’d be taking over. As we talked, I noticed he kept calling himself a financial planner while referring to his predecessor as a financial advisor. When I asked why, he said it was because he’d earned the Certified […]
4 minute read