Skip to content

Main navigation
  • About Us
  • Investment Process
  • Client Portal
  • Contact

Author: Dan Picinich

The Wash Sale Rule – Part 2

Related Post The Wash Sale Rule – Part 1 Ok ,so we know that there is a 61 […]

March 30, 2017 Articles

Corporate Words Wednesday

Read More

There a very few things I dislike more than a little corporate lingo. When people would talk about […]

March 29, 2017 Articles

Why the bank teller bothers you (and me)

Read More

These days, I like where I am at in my career. I feel like the work that I […]

March 29, 2017 Articles

CAPITAL LOSS CARRY FORWARD EXPLAINED

Read More

Almost everything you own and use for personal and investment purposes is considered a capital asset. Examples include […]

March 26, 2017 Articles

The Wash Sale Rule – Part 1

 Know the 61 day window and “substantially identical” investments.   The “Wash Sale ” rule refers to the […]

March 24, 2017 Articles

Location, Location for Restaurant Stocks

Dine Equity (DIN: NYSE) is a restaurant company that owns Applebee’s and IHOP. The stock is off about […]

March 23, 2017 Articles

BELIEVE THE HYPE?

I’ve been a 76ers, Eagles and Phillies fan for a long time. There haven’t been many good years in […]

March 21, 2017 Articles

Book Review: “Unshakeable” by Anthony Robbins

Unshakeable on Amazon I’ve been a fan on Tony Robbins for as long as I can remember. I […]

March 20, 2017 Articles

LARGE CAP, MID CAP, SMALL CAP DEFINED

“Millie has her portfolio concentrated in Large Caps.” “Johnny down at the race track has all of his […]

March 14, 2017 Articles

DOMINO’S PIZZA VISIT

Read More

I like to buy stocks whose products I am familiar with. Its an easy way to gauge the […]

March 12, 2017 Articles

Book Review: The Greatest Trade Ever

The Behind the Scenes Story of How John Paulson Defied Wall Street and Made Financial History I’ve read […]

March 8, 2017 Articles

How To Superfund A 529 College Savings Plan

  What Is “Superfunding” a 529 Account? Named after Section 529 of the Internal Revenue code, 529 plans […]

November 28, 2016 Articles

Posts navigation

Posts pagination

« Previous 1 … 10 11 12 13 Next »
Proudly powered by WordPress | Theme: Hive Lite by Pixelgrade.
  • Home
  • About Us
  • Articles
  • Client Portal
  • Investment Process
  • Contact