As tax season approaches, smart investors are using "tax loss harvesting" to offset their tax bill. But if you own mutual funds, closed-end funds, or ETFs, there's another factor to watch for before you make any year-end tax moves.
While your portfolio might be sporting some nice gains for 2024… there are probably a few losers as well. Fortunately, there's an easy way to turn these losses into tax savings—if you understand the rules.
Learn why selling cash-secured puts is a smart, conservative way to both generate income… and purchase your favorite stocks at a discount.
Fear can overwhelm our logic… especially when deciding whether to sell a stock. Having a set of rules can help keep you from making fear-based decisions. Here are some guidelines for knowing when it's time to exit a position.
Tokenization will revolutionize how we think about asset ownership. In this article, we break down what tokenization is, how it's leveling the playing field between individual and institutional investors, and the major catalyst driving this game-changing trend.
Reinvesting dividends is one great—and very simple—way to grow your wealth. Today, we'll go over how this method works… and share a few details that can make a big difference in the final outcome.
The mainstream media is stirring up panic over Trump's plans for tariffs. But the fear is way overblown. Here's what tariffs will actually mean for the economy and the market… and how investors can profit.
It's been one year since the passing of Berkshire Hathaway Vice Chairman Charlie Munger. Fortunately, his stock market insight lives on. Today, we'll look at four of Munger’s rules for investment success.
Walmart (WMT) and Target (TGT) both reported earnings last week… and the difference in the retailers' results was staggering. Let's look at what the latest results reveal about consumers… and how investors should navigate this economic landscape.
These investment vehicles keep you in the market regardless of your near-term outlook (or knee-jerk emotional reactions)... allowing you to stay disciplined and build your wealth over time.
Crypto enthusiasts and investors are eagerly anticipating what Trump’s new administration will mean for digital assets. Here's why Trump's second term will likely be a boon for the crypto industry.
Our biases can lead to costly investment decisions. But one simple strategy can help you overcome biases by minimizing the "guesswork" in your portfolio… and automatically turn market declines to your advantage.
Starbucks (SBUX) might be considered the king of coffee… but trouble is brewing for the stock. Let's look at why investors should be cautious of SBUX… and four red flags to avoid with consumer stocks.
Growth stocks have been outperforming value stocks for several years… but market history tells us it won't last. One simple strategy lets you "buy low and sell high" without trying to time the market.
Following the Fed's interest rate cut last month, inflation is once again rearing its ugly head. This article examines the multiple inflationary warning signs… and how to prepare your portfolio.
Warren Buffett didn't become the world's greatest investor by sheer luck—he did it by following a very specific investing philosophy... And three of his current holdings can show us exactly what Buffett looks for from his investments.
Dividends allow you to put your income on autopilot in any market. Of course, not all dividend stocks are created equal… Here are a couple of ways to invest for income with minimal effort and maximum efficiency.
Ranked the #1 most listened-to podcast on iTunes financial/business segment.
Each week, Frank cuts through the media noise to reveal “what's really moving these markets.”
On January 21st, Trump will kick off the next leg up in crypto...
Because his election win represents a paradigm shift for the entire crypto market.
In The Crypto Presidency special report, I break down how Trump is completely changing the game for digital assets... And how to position yourself to see the biggest gains.
