Taxation of Investments

by Katie Brown | Aug 29, 2024 | General, Investment, Tax

Taxation on Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how...

Investing in Stocks

by Katie Brown | Aug 22, 2024 | General, Investment

Investing In Stocks Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder, you share in...

Six Keys to More Successful Investing

by Katie Brown | Aug 15, 2024 | General, Investment

Six Keys to More Successful Investing A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six...

Are You an Investor or a Speculator?

by Katie Brown | Aug 8, 2024 | General, Investment

Are You an Investor or a Speculator? Recent market news — around social-media driven stock trading that created extreme price swings for shares of certain companies — may have you wondering whether you should jump into the excitement. Before you leap, you might...

Investment Planning: The Basics

by Katie Brown | Aug 1, 2024 | General, Investment

Investment Planning: The Basics Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step — getting started. Besides procrastination, other excuses people make are that investing...