Let’s face it – nobody likes paying taxes, especially when you’ve worked hard to grow your investments. That nagging question keeps popping up: “Can I avoid capital gains tax if I reinvest my profits?” I hear this from clients all the time, and unfortunately, the answer isn’t as straightforward as we’d all like it to … Read more
There is more than one way to success. This is true in many arenas, and investing is no exception. You don’t have to know how to perform them yourself in order to get some value in understanding them at a conceptual level. And you don’t need to utilize either directly to create a resilient investing … Read more
Vega measures an options sensitivity to changes in the implied volatility of the underlying asset. While vega is included in the group of “Greeks” used in option analysis, it is the only one not represented by an actual Greek letter. Vega essentially reports on the sensitivity of an option to fluctuations in volatility. If the … Read more
When Bitcoin is having a slow growth period, it is nice to remind ourselves of its success stories. After all, the cryptocurrency has increased its value by 260% in the past year. If you look at Bitcoins lifetime gains, the increase in value is so large that it is sometimes hard to fathom. Bitcoin was … Read more
Ever stared at a $20 bill and wondered if it could be worth more than just another meal or streaming subscription? I’ve been there too, The good news? That small amount can absolutely be the start of your investing journey – no joke! A lot of people think that investing is only for people with … Read more
Are you wondering how to start your investing journey without complicated platforms or hefty fees? Cash App might be the perfect solution you haven’t considered yet! As someone who’s navigated the investing world for years, I’ve found Cash App to be one of the most straightforward ways to dip your toes into stocks – especially … Read more
Your financial needs, priorities and goals are constantly evolving throughout your life. So when you have a long-term investment, such as an annuity, its a good idea to revisit it periodically to make sure its still meeting your expectations. Many financial products are designed to change, roll over, mature and otherwise evolve with you, and … Read more
The impact of saving more, spending less later and benefiting from an extra year or more of compounding can be truly staggering. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. As a financial planner, I believe in the efficacy of financial planning. One of the … Read more
The main difference between a traditional and Roth IRA is how and when your money is taxed. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their website. However, this does … Read more
If youre about to enter retirement or are already there, you may wonder whether you still need life insurance. This question is more pressing if you lost employer-provided life insurance and youre wondering whether to buy a new life insurance policy for yourself. You could need life insurance in retirement to cover final expenses, pay … Read more
