Pilot Fish Personal & Professional Development, LLC
 
 
  
3 Tips for Tax-efficient Investing and Trading invest organize plan taxes trade

3 Tips for Tax-efficient Investing and Trading

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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Timing is Everything!! Or is it? invest market time trade

Timing is Everything!! Or is it?

Cartoon alarm clock

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?

 
One of the most successful traders of all time, Jesse Live

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Failing to Plan is Planning to Fail fail plan trade

Failing to Plan is Planning to Fail

illustration depicting a sign post with directional arrows containing a choices concept.

(an excerpt from the book UP! by Ann Babiarz ©2017 all rights reserved)

An investing plan is a complete set of rules that covers every aspect of your trading and investing life. Many amateur traders and investors do not have any sort of plan and they ente

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One More Way that Size Matters finance invest position size trade

  

Why is Position Sizing so Important?

Imagine that you had $100,000 to trade. Many traders (or investors, or gamblers) would jump right in and decide to invest a substantial amount of this equity ($25,000 maybe?) in one particular stock because they were told about it by a friend, or because it ...

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