Category: INVEST

It’s not easy to achieve long-term goals. Why? Motivation could wane over time. Perhaps external circumstances change. It could be that the goals themselves are no longer feasible. Most people find it difficult to stick with something for even a year, let alone years or decades. Maybe that’s why most long-term financial goals, as well as long-term goals, […]

It is important to balance risk and reward when investing. Many savers are looking to move away from risky investments in order to lower their risk exposure. Great investors balance these forces. It’s true, the return you get will depend on how much risk you are willing accept (and how many losses you are prepared to […]

Short-term goals seem easy to achieve. Oh, really? Do not forget to think again. For a variety of reasons, short-term goals are easily postponed. According to research, 91% of New Year’s resolutions fail. To achieve short-term goals, such as short-term Financial goals one must use some strategies in order to stay on track and to schedule. We’ll start by talking […]

As a financial advisor, I receive a lot questions from clients about their investments. Recently, I was asked: What happens exactly if the brokerage I am a custodian with goes out-of-business? Many people are unaware that their investments are protected, or have a misunderstanding of what protection covers. Continue reading to learn more about the SIPC […]

Many people are concerned about what happens to a bank when it is taken over by the FDIC during the recession. It is important to be aware of this issue because many banks closed during the recession and hundreds are still on the FDIC’s watch list. According to the FDIC as of March this year, 565 banks […]

If you’re wondering where to invest $200,000 then that is a positive sign. Having this much money to invest is a good sign that you are on the right track to building wealth over time. It is particularly true if you invest $200,000 for 10 or more years, giving compounding interest time to work. How much money […]

Webull offers online trading that is commission-free on stocks, ETFs, and options. The platform includes real-time data, advanced charts, and a customizable feed. Online brokers are now forced to find creative ways to differentiate themselves, as most investment apps offer commission-free trading. Robinhood is offering a 1% matching on IRA contributions. Webull tries to put the focus on customers by offering fractional […]

Artwork is a good way to diversify your portfolio. Artwork can have both an aesthetic value as well as potential financial returns. Artwork can be a less volatile investment than traditional investments like stocks, bonds and savings accounts. It will also appreciate in value if it is properly maintained. Art investing involves researching an artist’s previous sales prices […]

Types of investment companies Our guide includes information on the following types of investment firms: There are also many other investment firms such as private equity firms and peer-to-peer lenders. Venture capital firms are another option. These are highly specialized companies that require separate discussions, and are not ideal for the average investors. How to choose […]

A guaranteed interest account offers a low-risk way to protect your money. Guaranteed interest accounts offer consistent, reliable returns. They can be used to save for the short term or as a supplement to other investments. It can be difficult to choose the right type of account for you, with so many choices available. This article […]