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What to Know About the Short-Squeeze Trend
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... management and so on. There is always a way for patient investors to make money without taking on extreme risk. Please reach out if you'd like to discuss where the best opportunities for long-term investing ...
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What the Democrats' Win Means for Stocks
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... trillions of dollars in stimulus money sought by Biden as outweighing the potential tax hikes. They also see Washington taking up stimulus legislation before turning to tax legislation. While ...
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Use Tax Planning to Grow Wealth Faster
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... investment, even if the purpose is to reallocate that money into other investments, triggers capital gains taxes. Rather than selling, consider donating appreciated stock to charity or gifting shares. ...
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Capital Gains Tax Hike a Possibility
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... it's not my place to tell you who to vote for. But I am advising my clients to be prepared for the different eventualities that could lie ahead, and to be prepared to make money moves to suit your situation. ...
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Be Very Careful Here
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... future of those industries right now, so I'm staying well clear and not adding to any current positions. There's one more reason people may be plowing money into the market: Fear of missing out on the ...
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Fear Means Opportunity
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... stimulus money. Under the more than $2-trillion federal relief bill, the government is sending $300 billion in cash payments to individuals and $27 billion to schools. Schools are largely closed and have ...
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What to Do Now
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... a domino effect that will drive down corporate earnings. And they're probably right. In times like this, consumers' fear can become self-fulfilling as they stop spending money, which hurts businesses, ...
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How to Lose Money in the Stock Market
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... in soon enough – you probably shot yourself in the foot. It's just human nature. Convinced that the key to protecting and growing their money is to "do something," many investors end up doing the wrong ...
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The Coming Corporate Debt Cliff
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... new bonds to refinance their maturing ones, they could either default or be forced to sell off business divisions to raise money. That could hurt earnings, lead to layoffs and even help fuel a recession. ...
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Time to Invest Smarter
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... always a way to make money in stock market, whether it's a roaring bull market or a grinding bear market -- or anything in between. What's going on right now is that the broad, easy gains that investors ...
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Interest Rate Cuts: Too Little Too Late?
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... way to make money, whether markets are headed up or down. Now could be the time to sell some of your winners and buy quality stocks that haven't performed as well but could benefit from any turbulence ...
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Should You Invest in Real Estate?
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... the subject, including my thoughts on real estate's pros and cons. Let's start with the pros. One attractive aspect of real estate investing is that it's leveragable: Banks will lend you money at good ...
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Reaching Your Goals Vs. Spinning Your Wheels
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... and failing to build wealth boils down to understanding your cash flow and making smart decisions about your money. This is right in a good advisor's wheelhouse. An advisor should help you pinpoint unnecessary ...
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The Biggest Mistakes Investors Make
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... could up paying $3,000 in taxes and early-withdrawal penalties. Worse, the lost compound-interest opportunity on that $10,000, over 40 years, could be about $450,000. If you need money between jobs, there ...
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Why a Year-End Financial Checkup Is Smart
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With the year winding to a close, it's important to take specific steps in regard to your finances. Below are five actions that can help save you significant amounts of money and become more confident ...
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Understanding What Drives the Market
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... coming months, and that would undoubtedly drive the market higher. I also see stronger-than-expected corporate earnings for at least the next few of quarters, as the lower taxes save businesses money and ...
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What the Market Plunge Means for Investors
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... they have less money to spend on new goods and services. That can translate into lower sales for companies that provide everything from cars to computers. Companies are impacted directly because higher ...
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What Will Kill the Bull Market?
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... to the age of the current bull market—more than nine years—many investors have started to think about pulling their money out of stocks at some point before the next big dip. I can't say emphatically enough ...
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How to Invest in Bonds as Interest Rates Rise
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... the issuer defaults. Second, consider investing in bonds with shorter maturities. As described above, a shorter-term bond won't lose as much value as rates rise, because they don't keep the buyer's money ...
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The Risk of Waiting for a Cheaper Market
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You may have heard that now is a bad time to invest your money in the market. And on some level that may feel true. Stocks are expensive, meaning there may be a correction at some point. Interest rates ...