The tax code allows investors and traders, and indeed all taxpayers, to pay the least amount of tax as is permitted by law. If you invest or trade stocks, bonds, options or other securities, you should be aware of how to best utilize the various a
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 How to Stop Sabotaging Yourself – The Enemy Within (is your friend)
“You have power over your mind—not outside events. Realize this, and you will find strength.” ~ MARCUS AURELIUS
Karen is always late. Whether it’s coffee with friends, family get-togethers, or the weekly meetings at work, it’s wh...
3 Tips for Tax-efficient Investing and Trading
Three suggestions for protecting your estate plan
You know you need an estate plan. And it’s good practice to protect your legacy, your family and your wishes. Whether you create a will, a trust, appropriate beneficiary designations on accounts, or some combination of the foregoing and other a
...Timing is Everything!! Or is it?
What are your thoughts about frequency of “adjusting” your investments in your portfolio? Do you think you should constantly be doing something? As we have all heard, timing is everything, or is it?
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One of the most successful traders of all time, Jesse Live
Expectations
Through one of my contacts, I learned that a music supervisor needed some original jazz songs for placement in a video project. It wasn’t going to be anything terribly scintillating. Simply background for a couple of scenes in a cable-TV series, as I recall. The description of wha
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We are all familiar with the author who writes the chilling horror story, the musician who pens the brooding, introspective song, or the video whose photographer, rather than an presenting uplifting images, displays for us distressing ones. We need look no further than the typical evening news
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