Cathie Wood, the CEO of Ark Invest, is one of the most prominent investors in the innovation space. While her performance has varied widely over the years, I...
Archive - 11 months ago
2023 marked significant ups and downs before kickstarting into a Santa rally that’s continued through today. While many companies adapted to shifting economic...
A qualified domestic relations order can split pension or retirement funds in a divorce.
Throughout 2023, the financial sector and its financial stocks continued to perform relatively well. Specifically, the sector provided 4.6% returns from...
Find out why the Bahamas is an international tax haven. Learn about business and tax laws that make the Bahamas attractive for foreign investors.
ETFs offer more convenient ways to access the many benefits of covered call strategies, such as lower volatility.
Over the past week, there has been a fair bit of negative news regarding Lucid Group (NASDAQ:LCID) stock. Shares trended up late last month, some developments...
Amid the brewing economic tempest, it’s imperative for investors reevaluate their portfolios, particularly with regards to cyclical stocks to sell. With the...
Real estate investment trusts (REITs) are known for offering higher dividend yields than most of the stocks listed on the S&P 500. But while these stocks...
Stocks of a lot of well-known and historically great companies are on sale right now. Many marquee names haven’t shared in this year’s market rally and are in...
There’s more to the market than the vaunted Magnificent 7. Investors are doing themselves a disservice if they limit themselves to the mega-cap stocks of the...
The Russell 2000, an index tracking the performance of small-to-mid cap companies, has not had a good year in terms of relative performance. So far, the...
Strategist John Teves from UBS believes that gold can touch $2,200 an ounce by the end of next year. Similarly, analysts talk about gold touching $2,400 an...
Supply issues crushed lithium stocks. However, as I noted on Dec. 5, “the fear is creating a massive opportunity for patient investors.” I also said, “I’d use...
AGI is your total income modified by deductions. It reduces your taxable income. MAGI adds certain items, such as deductions and excluded income, to your AGI.
The Equal Credit Opportunity Act bans discrimination based on receiving public assistance like disability benefits. Learn how to get a personal loan while on...
Many clients are unprepared to handle taxes on their crypto investments. Having discussions ahead of time can limit unnecessary headaches.
Southwest shares tumbled after the air carrier raised its estimate for fuel costs and reduced its outlook for long-term capacity.
Unlike IRA contributions, 401(k) contributions generally must be paid during the calendar year to be deductible from that year’s income.
China’s decision to devalue its currency in 2015 had positive and negative effects on economies around the world for many years. Learn more about the...