Showing posts from 2025

Selling Bitcoin in the U.S.? Here’s What the IRS Wants You to Know

The world of cryptocurrency has hit a wild ride, in terms of growth and volatility, with Bitcoin at…

What a Balanced Fear & Greed Index Means for Your Stock Portfolio

Getting a Grip on Market Sentiment in a See-Saw Market The financial markets are a messy mashup of …

Is Private Equity a Golden Ticket or a Risky Bet for Small Businesses?

For many small business owners, the term 'private equity' conjures up visions of a sizeab…

Stop Loss: A Pre-Calculated Cost of Business, Not a Failure in Volatile Markets

Investors are up against the emotional ups and downs of gains and losses all too frequently. The …

Leaving Your 401(k) Behind: Risks and Next Steps

Navigating Your Old 401(k) - A Decision That's Anything But Routine These days, job-hopping i…

Is a Balance Transfer Credit Card Your Smartest Move?

The cost of borrowing has become a right proper thorn in the side, turning what used to be manageab…

The Power of Pennies: Small Shifts That Actually Boosted Savings

When the price of living is going up and up and inflation is still a major issue, there's a lot…

Accelerating Your Mortgage Payoff: Smart Strategies for Financial Freedom

Podcast for this article: Smart Strategies to Pay Off Your Mortgage Faster Many people in the US ha…

Through the Minefield: Critical Red Flags Before You Buy Any Stock

In todays completely unpredictable stock market - where fortunes can shift in an instant and yester…

Tax Loss Harvesting: A Game Changer for All US Investors, Not Just the Wealthy

In the ever-changing world of investing, every single dollar you don't spend on taxes is a doll…

Spousal Roth IRA vs. Brokerage Account: Optimizing Your Couple's Investment Strategy

For many couples navigating the often-complicated world of personal finance, a critical decision ev…

Why DSCR Loans Come with Lower LTV Ratios—and How It Impacts You

In the ever-changing world of real estate investment , Debt Service Coverage Ratio (DSCR) loans hav…

Should You Convert Your Old 401(k) to a Roth? Why Now Could Be Smart

Many of us have those lingering 401k accounts, just sitting there - growing, or not - but definitel…

From Risk to Resilience: Why Business Life Insurance Matters

In Americas ever-changing business landscape entrepreneurs & executives tend to be focused on g…

Tokenization in Action: What Google’s Digital Shares Mean for Investors

The Dawn of Tokenized Assets - For US Investors What does GOOGLX Really Mean? The world of finance …

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