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The taxation of financial transactions is an often-misunderstood topic. The root cause of this lack of understanding is in large part due to the complexity of the tax code, the different types of transactions that occur in investment accounts, and the different types of investment...

The news has been awash the past couple days with scary headlines about the inverted yield curve. A yield curve is a graphical representation showing the yield (the expected return) an investor gets by purchasing bonds that mature at different dates in the future. Under...

Many teens are starting to lock down their summer jobs. For some, it will be their first-time earning money outside of chores around the house and this is a great opportunity to teach a few valuable lessons about money. Budgeting, saving, and investing are three...

Tangible property – residential, commercial property, cars, and art- have always held an appeal. First, they are physical assets and easy to understand. There is something inherently satisfying about being a property owner. Many wise investors have made their fortunes by investing...

I have read that people generally think that a contrary or negative opinion sounds “smarter” than a positive or optimistic viewpoint. I’ve found that to be true in general and due to my cynical nature, I must confess that a contrarian viewpoint generally piques...