I’m not an advocate of “get rich quick” ideas. There are tons of guru’s who will promise to teach you “their way” to get rich quick. It may work for some but to me, the best way to build wealth and keep wealth is a slow, boring process that requires discipline through good times and bad.
Yes, it’s a bear market. As of the 6/13/2022 close, the S&P 500 lost over 20 percent of its value since its 1/3/2022 peak (-21.6 percent at the recent low, recovering slightly to -20.5 percent as of this writing). If you’re thinking you’d best pull your money out of the stock market (or have already […]
SRI/ESG/Impact investing is nuanced, complicated, and can be somewhat confusing. It can also be controversial. While there are many advocates for this way of investing, there are also plenty of detractors who claim that it’s simply “virtue signaling” or that it doesn’t make a difference. Added to this is the somewhat confusing landscape of terminology. […]
Wouldn’t it be awesome if there was a real method to get rich quickly? Unfortunately, the only ones who get rich from get-rich-quick schemes are the scammers who sell them to people desperate to escape poverty. Worse, our own governments are part of that problem—the lottery—which has variably been called a tax on the poor, […]
Accredited investors may participate in certain unregistered securities offerings. Individuals with sufficient income, net worth, and other requirements can access investment products not available to some retail investors. The U.S. Securities and Exchange Commission (SEC) seeks to protect unsophisticated investors from potentially risky and opaque products. Unregistered securities are thought riskier than traditional assets like […]
Cryptocurrencies retreated in price recently. Coins like Bitcoin and Ether are in sharp drawdowns after years of stellar returns. Individuals are left wondering what to do with their holdings—sell now or continue to ‘hold on for dear life. (HODL)’ There’s a tax-savvy way to go about managing a portfolio of digital assets. Capital Loss Deduction […]
Liquid alternatives (or “alts” for short) are investment vehicles that are thought to provide diversification benefits to traditional portfolios made up of stocks and bonds. They often come in the form of exchange-traded funds (ETFs) or mutual funds. Liquid alts are directed at retail investors who cannot otherwise access areas like hedge funds and complex […]
Do you want to make $1000 a month in passive income? I don’t blame you; I mean, who wouldn’t want to earn that. This article will cover investing in dividend stocks to get you to $1000 a month in passive income. What would you do with the money? Would you go on a vacation, say […]
I get it. It’s scary. Especially these days, with the S&P 500 just 2.6% off its all-time high of 4725.79 set on Dec 23, 2021 (see closing-price chart below), and with the index swinging up and down by over 1% almost daily. And seeing how bear markets can wipe out half or more of your […]