Investing

Master the art of personal investing and achieve financial independence. Our guide covers everything you need to know to make informed investment decisions.

Investing | Market Recaps

Bear & Bull Bulletin – Week of May 1
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📊 Weekly Market Recap S&P 500 return Year-to-date were approximately 5.62% S&P 500 3 month return were approximately 4.19% S&P 500 return over the past 5 days were approximately 0.91% This Week in the Markets – 3 Things to Know Following The Trend– The Federal Reserve is holding rates in the 3.50%–3.75% range, but internal…

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Business Accounting | Business Tax | Investing | Personal Finance

What’s In the Tax Bill?
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I Read the Tax Bill So You Don’t Have To I hope you all enjoyed a long holiday weekend. While you were grilling and watching fireworks, the President signed the tax bill that we’ve been talking about for over a year (I looked it up - I mentioned extending the 2017 tax bill when we...

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Business Tax | Investing | Personal Finance | Real Estate | Retirement

Trusts
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The Basics of Trusts A trust is a legal arrangement where one party (the "grantor") transfers assets to another (the "trustee") to manage for the benefit of chosen individuals or entities (the "beneficiaries"). This arrangement is outlined in a trust agreement, which details the responsibilities and rights of both the trustee and beneficiaries. Types...

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Investing | Personal Finance | Retirement

Important Birthdays After 50
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Most children stop being "and-a-half" somewhere around age 12. Kids add the half to make sure everyone knows they are closer to the next age than the last. These important birthday are good to know in terms of investing. When you are older, "and-a-half" birthdays start making a comeback. Starting at age 50, several birthdays...

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Investing | Personal Finance

Stock Sectors
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In the dynamic world of investing, understanding stock sectors is crucial for making informed financial decisions. Stock sectors represent distinct segments of the economy, each comprising companies operating in related industries. What are Stock Sectors? Stock sectors are groupings of companies that operate within the same industry or share similar business characteristics. Common stock sectors...

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Investing | Personal Finance

Capital Gains and Losses
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Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as short-term gains (a gain realized on an asset held one year or less) or as long-term gains (a gain realized on an asset held longer than one year). Keep in mind that the...

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Business Accounting | Investing | Personal Finance

Incentive Stock Options
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Incentive Stock Options (ISOs) Incentive Stock Options (ISOs) are a type of stock option a company grants its employees as compensation. ISOs have specific tax advantages compared to other types of stock options, such as non-qualified stock options (NSOs). Here are key aspects and features of Incentive Stock Options: Granting of Options ISOs are typically…

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Business Tax | Investing | Personal Finance

Annuities…What Are They?
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Annuities are financial products that provide a series of payments made at equal intervals. They are often used as a retirement income tool and can be purchased from insurance companies. Like any financial product, annuities have both advantages and disadvantages. See below for some pros and cons of annuities. Pros of Annuities: Guaranteed Income Stream: ...

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Business Accounting | Investing | Personal Finance | Real Estate

Making A Charitable Gift
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Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity may allow you to manage your taxes and benefit the charity. If you have held the stock for...

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Investing | Personal Finance

7 Essential Habits in Wealth Management for Entrepreneurs
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What Does Wealth Management for Entrepreneurs Mean? Wealth management for entrepreneurs is the process of managing your finances to maximize wealth and achieve financial goals. From investing strategically to creating tax and succession plans, wealth management for entrepreneurs encompasses every step needed to financially manage a business and ensure its future growth. Overall, long-term financial health...

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