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.
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.
MicroStrategy's (MSTR) Bitcoin strategy… Why Tesla (TSLA) is soaring… Buy this auto stock… Avoid China… Watch out for this with oil stocks… The uranium sector has a secret… Rate cuts in 2025 … And a trade opportunity on consumer momentum.
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.
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.
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.
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.
Trump's victory… The Fed meeting… An AI winner… Why Under Armour (UAA) is soaring… Two tailwinds for this crypto stock… Be cautious on this streaming play… Two left-for-dead stocks to watch… And don't try to catch this energy stock's bottom.
These sectors will surge under Trump… Time to sell solar stocks? … Financial stocks to buy and sell… Buy this crypto stock… Why Europe, China, and gold are selling off… Will oil stocks plummet? … And more interest rate cuts?
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.
Will the Fed tank the markets if Trump wins? … Stop fearing tariffs… The BRICS summit could benefit these assets… Tesla's (TSLA) blowout quarter… Is Newmont (NEM) a buy? … A solid gold stock trade… And an under-the-radar energy crisis.
Bitcoin could go over $250k… Add this logistics subsector to your radar… An important factor when it comes to buybacks… The benefits of tokenization… One uranium stock to buy—and one to avoid… And a trade on a Wall Street titan.
On January 21st, Trump kicked 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.
