Content
Taxable Account Dividend Growth Portfolio Review - December 2023 & Full Year Review
Video By:
Matthew Utesch
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Friday, January 5, 2024 5:45 AM EDT
A look at the performance of a real dividend growth portfolio.
Risk Parity Not Performing? Blame The Weather
Article By:
AllAboutAlpha
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Wednesday, January 3, 2024 3:49 AM EDT
Many high-profile funds with set risk targets exhibit levels of volatility last seen only during the Global Financial Crisis. This and the disparity of results between funds in the category is the subject of this post.
The Retirees Dividend Portfolio - FY-2023 Combined Portfolio Review
Video By:
Matthew Utesch
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Monday, January 1, 2024 9:03 PM EDT
This is a condensed video looking at the performance of John and Jane's combined portfolio over the last six years and how it has performed when it comes to income generated, account balances, and much more.
Your Paycheck In 2024
Article By:
Ironman
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Monday, January 1, 2024 6:52 AM EDT
Welcome to 2024! We know you're here to estimate what your take home pay will look like after all those federal income and payroll taxes have been taken out of your paycheck. But do you know when federal income tax withholding became a thing?
Be Careful About Taking Tax Losses: Avoid The Wash Sales
Article By:
Fred Fuld III
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Saturday, December 30, 2023 7:50 AM EDT
A wash sale is a situation in tax law where you sell a security at a loss and then repurchase the same or an identical security within a specific timeframe, typically 30 days before or after the initial sale. Here’s why wash sales are important.
Navigating Your Financial Journey
Video By:
Warrior Trading
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Friday, December 29, 2023 4:05 PM EDT
If there’s one thing my financial endeavors have taught me, it’s that mistakes can be expensive teachers. Let me help you dodge some common financial missteps that can trip you up on your path to financial success
The Role Of Scholarships And Grants In Financing Education
Article By:
John Rampton
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Sunday, December 24, 2023 4:31 PM EDT
Applying for scholarships and grants helps students pay for college. In some situations, these awards allow people to obtain a degree they wouldn’t be able to otherwise.
Tax Loss Harvesting
Article By:
Vitaliy Katsenelson
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Saturday, December 23, 2023 10:40 PM EDT
I enjoy writing about taxes as much as I enjoy going to the dentist. But I feel what I am about to say is important. We – including yours truly – have been mindlessly conditioned to do tax selling at the end of every year to reduce our tax bills.
What's Your US Income Percentile?
Article By:
Tyler Durden
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Thursday, December 21, 2023 9:45 PM EDT
This article will help you find where you fall on the distribution of income in the United States.
Year End Financial Planning Checklist
Article By:
Cullen Roche
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Wednesday, December 20, 2023 5:23 PM EDT
Financial discipline is largely about organization and that begins with a proper set of goals to achieve over time.
More Tax Selling Bounce Stocks
Article By:
Fred Fuld III
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Wednesday, December 13, 2023 3:53 AM EDT
Remember, at year end, traders and investors dump their losers in order to establish a loss for tax purposes. This activity greatly depresses these stocks more than normal.
How To Trade Moving Averages
Article By:
Ara Zohrabian
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Wednesday, December 13, 2023 3:01 AM EDT
Moving averages are technical indicators that track the average price of a security over a specified period of time. They are one of the most popular and widely used trading tools and can be applied to any financial instrument.
Tired Of The Vibecession
Article By:
Kyla Scanlon
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Sunday, December 10, 2023 4:33 PM EDT
A vibecession is the idea of a disconnect between consumer sentiment and economic data. People are misinformed, adjusting to a new economy, and they are sad.
Diversify Your Portfolio Through Municipal Bonds
Article By:
John Rampton
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Wednesday, December 6, 2023 3:15 AM EDT
In this piece, we explore one investment avenue – municipal bonds – that provides attractive, tax-free returns while maintaining comparatively low risk.
Five Preferred Stocks For Massive Yields In 2024
Article By:
Tim Plaehn
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Monday, December 4, 2023 9:12 AM EDT
Preferred stock issues can include a lot of specific features, such as whether they are cumulative or not, convertible or not, and whether there are extraordinary call provisions.
Where I See Opportunity - In Markets, In Traders
Article By:
Brett N. Steenbarger, Ph.D.
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Saturday, December 2, 2023 9:48 PM EDT
Creating a database of market and sector breadth has been invaluable in detecting when there is momentum and when moves are stalling.