Advisory

26 03, 2025

Investing in Dividend Stocks

By |2025-03-26T12:47:24-07:00March 26th, 2025|Advisory|0 Comments

Investing in Dividend Stocks Dividend stocks are a type of stock that pays out a set sum of money without having to sell the stock. Many people enjoy this type of stock as another way to provide themselves with income. In this article, we will go over the basics of investing in dividend stocks. [...]

26 02, 2025

Index Fund Basics

By |2025-02-25T13:54:06-07:00February 26th, 2025|Advisory|0 Comments

Index Fund Basics An index fund is a group of investments that’s aim is to mirror an existing index’s performance. It is usually made up of the same investments as the index it tracks. Some benchmarks include the S&P 500, Dow Jones Industrial Average, Nasdaq, Russell 2000 index, Wilshire 5000 Total Market Index, and [...]

25 12, 2024

Budgeting for Retirement

By |2024-12-20T15:35:56-07:00December 25th, 2024|Advisory|0 Comments

Budgeting for Retirement Budgeting for retirement is an important topic those nearing retirement age need to consider. According to the Bureau of Labor and Statistics the average American age 65 or older will spend close to $60,087 a year. In this article, we will go over some basics regarding budgeting for retirement to help [...]

26 11, 2024

Cryptocurrency Basics

By |2024-11-26T09:42:22-07:00November 26th, 2024|Advisory|0 Comments

Cryptocurrency Basics Cryptocurrency is a type of decentralized digital currency. Bitcoin was the first type of cryptocurrency. In this article, we will go over the basics of how cryptocurrency works. How It Works Each type of cryptocurrency has a blockchain. A blockchain is a constantly changing record of every transaction that was made with [...]

23 10, 2024

Types of Retirement Accounts

By |2024-10-22T12:20:40-07:00October 23rd, 2024|Advisory|0 Comments

Types of Retirement Accounts To help you save for retirement there are several types of retirement accounts. These accounts include Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, 401ks and 403b plans. In this article, we will go over the basics of these 6 types of retirement accounts. Traditional IRA IRA stands for Individual [...]

25 09, 2024

Derivative Basics

By |2024-09-24T13:51:44-07:00September 25th, 2024|Advisory|0 Comments

Derivative Basics A derivative is a financial contract. Its value is contingent on an underlying asset or group of assets. The price of a derivative will fluctuate with the value of the underlying asset. The underlying assets can include stocks, bonds, commodities, currencies, interest rates, and market indexes. They are often used to hedge [...]

1 07, 2024

7 Things to Know About Inherited IRAs

By |2024-07-01T10:04:37-07:00July 1st, 2024|Advisory|0 Comments

7 Things to Know About Inherited IRAs Inheriting an IRA is an intersection of estate planning, financial planning, and tax planning. What is an inherited IRA? It is when you inherit an account with tax advantages after the death of the owner. You will need to move the assets from the original owner’s name [...]

29 05, 2024

Common vs. Preferred Stock

By |2024-05-29T12:25:00-07:00May 29th, 2024|Advisory|0 Comments

Common vs. Preferred Stock Stock represents a piece of ownership in a company. Typically, they trade on a public exchange like the New York Stock Exchange or NASDAQ. There are two types of stock, common and preferred. In this article, we will go over the differences in common vs. preferred stock. Voting Rights Stock [...]

Go to Top