Are you staring at that stock in your portfolio wondering if it’s time to hit the sell button yet? Don’t worry, you’re not alone. One of the most common questions investors ask is exactly how long they need to hold their stocks before selling them. Let me clear something up right away: there’s no mandatory … Read more
Investors often hold blue-chip stocks at the core of their portfolios. That makes sense. After all, blue-chip companies are leaders in their industries. Their names are familiar to investors. Are you scratching your head trying to figure out which blue-chip fund deserves your hard-earned money? You’re not alone! With so many options out there, finding … Read more
Selling options for income is easier than you might think. It’s one of the few strategies where you can be wrong about the direction of the market and still win. In this article, we’ll break down selling options for income so that you can do so wisely and profitably. Are you dreaming about quitting your … Read more
Are you thinking about investing but worried that high stock prices might keep you on the sidelines? Maybe you’ve got your eye on Amazon or Google shares, but their price tags make your wallet cry Well, I’ve got some good news for ya! Charles Schwab’s Stock Slices might be exactly what you’re looking for, and … Read more
Building wealth needs to be done methodically and sensibly. Whether starting your own business, investing in stocks, or buying into an established business, you must ensure that you have a plan and conduct research. If you’re prepared to do these things, then turning 10K into 100K quickly is entirely possible for you. Let’s explore the … Read more
Picture this: That work bonus has finally hit your account. Your side gig is taking off. Or you get an unexpectedly large tax refund. Now you have an extra $5,000—or close to it—in the bank. (Nice.) What could you do with it? A sudden influx of cash could provide opportunities to improve your financial situation. … Read more
TL;DR: Microsoft’s Investment Potential at a Glance Microsoft (MSFT) continues to demonstrate strong investment potential in late 2025, with its stock price hovering around $501 and market cap of approximately $3.7 trillion. The company’s cloud business is showing accelerating growth, with Azure revenue up 40% year-over-year. Our analysis suggests Microsoft remains a compelling investment despite … Read more
Annuities can be a good idea for many retirees. But are they a good idea for you? If you’re looking for ways to generate retirement income – a stream of regular payments like a pension or salary – you have several options. You can make regular withdrawals from your existing retirement investments, such as FDIC-insured … Read more
When tax season rolls around, many investors find themselves wondering about the tax implications of their investments – especially stocks they’ve held but not sold during the tax year. I get this question from clients all the time, and it’s a common source of confusion for both new and experienced investors. Let me break down … Read more
Have you checked your bank account recently and noticed something unusual – two Social Security payments when you normally get just one? First off don’t worry! You’re not seeing things, and it’s not a mistake that needs to be reported. This is actually something that happens occasionally throughout the year and there’s a perfectly logical … Read more