Investing

April 22, 2025Tesla (TSLA) has been one of the most volatile stocks on the market recently.  From its December high of around $480, shares have dipped to less than $250 per share at time of writing, at times going as low as $221. In that time TSLA has swung significantly, gaining and losing up to 30% of… read more…

April 21, 2025Inverse or short gold ETFs are investment vehicles designed to profit when the price of gold declines. Unlike traditional gold ETFs, which track the price of gold and increase in value when gold prices rise, inverse gold ETFs move in the opposite direction. These funds are popular among traders and investors who want to hedge… read more…

April 17, 2025Emerging market debt offers an opportunity to tap into the growth potential of developing economies. This asset class consists of bonds issued by governments and corporations in countries with emerging financial markets. While they can offer higher yields than traditional U.S. or developed market bonds, they also come with greater risk. A financial advisor can… read more…

April 17, 2025Certificates of deposit (CDs) are a popular low-risk savings vehicle. But it’s important to consider that the interest they earn is fully taxable as ordinary income. Even if you don’t withdraw the interest until the CD matures, the IRS still expects you to report and pay taxes on it annually. While avoiding taxes altogether may… read more…

April 17, 2025Net tangible assets represent a company’s physical assets minus its liabilities and intangible assets. For investors, lenders and business owners, net tangible assets can offer a clearer picture of a company’s core value — namely, what would be left if all debts were paid and only tangible, sellable items remained. This can be helpful when… read more…

April 15, 2025Real estate syndication allows investors to combine their money to buy properties that may be out of reach individually. In a typical real estate syndication, a sponsor or syndicator identifies the investment opportunity, handles the acquisition process and manages the property, while passive investors contribute capital in exchange for ownership shares. These arrangements use various… read more…

April 10, 2025When two companies undergo a merger or acquisition, shareholders of the acquired company often receive shares of the acquiring company instead of cash. The number of new shares is determined by the exchange ratio, a straightforward formula that compares the price offered per share of the target company to the current share price of the… read more…

April 10, 2025High-net-worth investing strategies are tailored for individuals with liquid assets typically exceeding $1 million. Financial advisors tend to handle these high-net-worth individuals (HNWIs) somewhat differently than other clients. Such investors may pursue opportunities like private equity, hedge funds, direct real estate and tax-advantaged municipal bonds, among others. They may receive more personalized services and may… read more…

April 8, 2025When stocks are down, having a well-thought-out plan is necessary to help you manage your investments effectively. Understanding how the stock market works and applying a defined strategy can limit losses and create opportunities for future gains. This article will explore five strategies to consider when stocks are tanking, offering insights into how you can… read more…

April 7, 2025Investors may be able to achieve superior returns with less volatility from investments in NVDIA stock by timing their investments over a long period rather than investing all their funds immediately. Dollar-cost averaging, a popular strategy for timing investments, generally leads to slightly lower returns compared to investing a lump sum. However, investors who use… read more…

April 3, 2025Tesla’s first-quarter deliveries slumped to 336,000 compared to 387,000 in the first quarter of 2024, a 13% drop. Meanwhile, it produced 362,615 cars for a -16% decrease year over year. Energy storage products saw deployment growth at 156% since last year, with 10.4 GWh delivered in Q1. The electric-car maker’s shares tumbled in the hours… read more…

April 3, 2025The portfolio interest exemption is a part of U.S. tax law that lets foreign investors receive interest income from certain U.S. sources without paying withholding tax. This rule helps encourage international investment by lowering tax costs. To use the exemption, investors must meet specific requirements. A financial advisor can help you determine eligibility and gather… read more…

April 3, 2025Tangible and intangible assets represent two types of property that businesses and individuals own. Tangible assets have a physical presence and include real estate, machinery, or inventory. Their value is often tied to their condition and market demand. Intangible assets, on the other hand, lack a physical form but hold financial value. Examples of intangible… read more…

April 3, 2025Hedging strategies can help investors reduce or offset potential losses in their portfolios. These approaches often involve taking positions in assets that perform inversely or independently from existing investments. The basic idea is that if one holding goes down, the other will go up. Common hedging strategies include diversification, using options and futures contracts, and… read more…

April 1, 2025Risk capacity refers to an individual’s financial ability to absorb investment losses without disrupting long-term goals. Objective factors, including income, assets, time horizon and liabilities, determine risk capacity. To measure your risk capacity, analyze key aspects of your finances to determine how much risk you can afford. A financial advisor can help you evaluate your… read more…

April 1, 2025Individuals looking to diversify their income streams are increasingly looking at short-term rental investments. Airbnb and Vrbo simplify listing properties, giving investors more potential to earn high returns. However, anyone considering this investment path must weigh the pros and cons carefully. Consulting a financial advisor may be useful for investors who want a clear picture… read more…

April 1, 2025The terms risk capacity and risk tolerance may appear similar at first. However, they reflect different aspects of an investor’s financial profile. Risk capacity refers to the objective ability to absorb losses based on income, assets, time horizon and financial goals. Risk tolerance, by contrast, measures a person’s subjective comfort level with market volatility and… read more…

March 31, 2025A trailing stop order is a type of trade that helps you lock in profits or limit losses as a stock’s price moves. Unlike a traditional stop-loss orders, a trailing stop moves with the price, adjusting automatically if the stock goes up. If the price drops by a set amount or percentage, the order triggers… read more…

March 25, 2025Accredited investor 501(d) status is defined under Rule 501 of Regulation D. It outlines the financial criteria that individuals and entities must meet to participate in certain private securities offerings. Generally, individuals qualify with a net worth exceeding $1 million excluding their primary residence or an annual income of at least $200,000 ($300,000 for joint… read more…

March 25, 2025Accredited investors can invest in exclusive assets that are not available to the general public. These investments require significant money up front and offer chances for growth and diversification. Investors usually need to work with private investment firms or financial advisors to access these opportunities. Here are seven opportunities for accredited investors. 1. Hedge Funds… read more…

March 21, 2025Residual value is the estimated value of an asset at the end of its useful life. It’s used to figure out things like the value of a car at the end of a lease or how much equipment is worth after it’s been used. This value also helps with calculating depreciation for taxes. Because rules… read more…

March 20, 2025Section 1256 contracts include certain regulated futures contracts, foreign currency contracts and non-equity options. These contracts receive a unique tax treatment under the IRS code and are subject to mark-to-market accounting, meaning that all open positions are treated as if they were sold at fair market value at the end of the tax year. This… read more…

March 19, 2025Liens are legal claims on property that are often placed by creditors or government agencies to secure property taxes, contractor fees and other unpaid debts. Common types include tax, judgment, mechanic’s and residential liens. A lien sale settles the debt and can offer a chance to buy real estate and other assets at a lower… read more…

March 18, 2025A good ’til cancelled (GTC) order allows traders to buy or sell a security at a specified price, even if it takes days, weeks or months for the specified price to be reached. Unlike day orders that expire if unfilled by the end of a trading session, a GTC order typically remains active until executed… read more…

March 13, 2025A stop loss order is a trading tool that automatically sells a security if its price falls to a set level, helping investors limit losses without constantly monitoring the market. While it can protect against sudden drops, execution prices may vary in fast-moving markets. Different types of stop loss orders provide varying control over trade… read more…