Going Broke From Margin Trading Isn’t The Absolute Disaster You Think It Is
A reader recently asked me about a friend who had invested heavily in Tesla stock using borrowed money, or "on margin." This friend, an educator...
Category : Investments
Why Certain Investors Find Stocks More Rewarding Than Real Estate
Let’s talk about the perks of owning stocks over real estate. I’ve been investing in both since the mid-90s and early 2000s, respectively. They’re both...
Unraveling the Mysteries of Active vs. Passive Income
Let’s clear up some confusion about active and passive income. I’ve been writing about this topic since 2009, and it seems there’s still a lot...
Navigating the Waters of Short-Term and Long-Term Capital Gains Tax Rates: An Income-Based Perspective
Looking for a reason to start making passive income to gain more freedom? Well, check out these two charts below. They break down the 2024...
Uncovering the Unseen Benefits: Investing in Treasury Bonds with 5%+ Yields
Lately, I’ve been pouring more cash into Treasury bonds. With yields of over 5% for bonds ranging from 3 months to 2 years, it’s hard...
Tackling Inflation: Simple in Theory, Challenging in Practice
Inflation is often seen as a societal burden, making life more expensive as our purchasing power dwindles. But when I look at the historical price...
**Transitioning Retirement Savings from Deferred Tax to Immediate Taxation by 2026**
Get ready to hear a lot more about the Roth IRA. Why? Well, back in 2017, Congress passed the Tax Cut and Jobs Act (TJCA),...
Bracing for the Next Bank Crisis: A Survival Guide as the Epidemic Unfolds
In late 2022, Silicon Valley Bank (SVB), the 16th largest bank in the US, faced a bank run. This crisis didn’t stop there; it spread...
Mastering the Art of Efficient Private Investment Capital Call Management
I recently found myself in a financial pickle due to poor management of my private investment capital calls. I thought I’d share some simple solutions...
Consistently Liquidating Your Corporate Shares Could Be a Savvy Move
Many companies offer their employees stock as part of their compensation package. This can make employees feel more invested in the company’s success. If you...