These days, I like where I am at in my career. I feel like the work that I do matters and that I am actually producing something . It hasn't always been that way. In the late …
Articles
CAPITAL LOSS CARRY FORWARD EXPLAINED
Almost everything you own and use for personal and investment purposes is considered a capital asset. Examples include a home, personal use items such as household furnishings, and …
The Wash Sale Rule – Part 1
Know the 61 day window and "substantially identical" investments. The "Wash Sale " rule refers to the IRS regulation that disallows a loss on a stock when …
Location, Location for Restaurant Stocks
Dine Equity (DIN: NYSE) is a restaurant company that owns Applebee's and IHOP. The stock is off about forty five percent over the last year and I'm not surprised. I'm beginning to …
BELIEVE THE HYPE?
I've been a 76ers, Eagles and Phillies fan for a long time. There haven't been many good years in there. One World Series title, one NBA Championship and no Super Bowl victories. …
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 remember well his late night infomercials hosted by Fran Tarkenton and Leeza Gibbons. In …
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 money in small caps." "My advisor recommended that we have some exposure to …
DOMINO’S PIZZA VISIT
I like to buy stocks whose products I am familiar with. Its an easy way to gauge the staying power of the company. Also, if a stock has a local presence, I like to visit the …
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 several books lately about the people that profited from the sub prime …
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 are tax-advantaged savings accounts, operated by both individual …
Sympathy Trade Today
When someone we know experiences a setback or a loss, its normal for us to feel a little down , as well. We express sympathy for that person. Humans have emotions and it seems like …
Understanding Educational Savings Choices
College $?$?$ -- When, How, and How Much? Understanding Education Investment Accounts Keeping your investments on track to match the cost of a college education can feel …