Almost everything you own and use for personal and investment purposes is considered a capital asset. Examples include […]
Author: Dan Picinich
Know the 61 day window and “substantially identical” investments. The “Wash Sale ” rule refers to the […]
Dine Equity (DIN: NYSE) is a restaurant company that owns Applebee’s and IHOP. The stock is off about […]
I’ve been a 76ers, Eagles and Phillies fan for a long time. There haven’t been many good years in […]
Unshakeable on Amazon I’ve been a fan on Tony Robbins for as long as I can remember. I […]
“Millie has her portfolio concentrated in Large Caps.” “Johnny down at the race track has all of his […]
I like to buy stocks whose products I am familiar with. Its an easy way to gauge the […]
The Behind the Scenes Story of How John Paulson Defied Wall Street and Made Financial History I’ve read […]
What Is “Superfunding” a 529 Account? Named after Section 529 of the Internal Revenue code, 529 plans […]
When someone we know experiences a setback or a loss, its normal for us to feel a little […]
College $?$?$ — When, How, and How Much? Understanding Education Investment Accounts Keeping your investments on track to […]
Financial Advisor. Financial Consultant. Wealth Advisor. Wealth Manager. Financial Counselor. These are all monikers that we see on […]