Yearly Archives: 2016

Safer Way to Short a Stock


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Buying Put Option Versus Shorting a Stock Jim Cramer’s Action Alert PLUS Start Your 14 Day FREE Trial to Action Alerts PLUS Today & Get Email Alerts For Every Buy Or Sell Cramer Makes, Trade Along with Jim Cramer Now. When you are “shorting a stock” you are betting that a stock will be declining…read more »

Should you consider a Robo Adviser?


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Robo Advisers   Robo Advisers are software programs that generate and manage customized portfolio for investors. These portfolio management programs are a class of financial adviser that provides portfolio management online with minimal human intervention. What’s unique about these services is they offer advice with minimal human intermediary action. Instead, they utilize portfolio management software…read more »

Investment Ideas Bi-Monthly – Monday Feb. 01, 2016


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Investment Ideas (Monday – Feb. 01, 2016) A bi-monthly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or sell any security, but a…read more »

Income Items That Are Taxable


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Sources of Taxable Income Having prepared tax returns for over 40 years both professionally and my own, there are several items that many taxpayers over look when considering taxable income. To add salt to injury, debt forgiveness is a taxable event; you will receive form 1099-C from your creditor for the amount that was canceled….read more »

Covered Call Options


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Trading Stock Options Start Your 14 Day FREE Trial to Action Alerts PLUS Today & Get Email Alerts For Every Buy Or Sell Cramer Makes, Trade Along with Jim Cramer Now. Selling a covered call is a strategy that focuses on generating income on a stock that you already own. Covered calls work best for…read more »

New Tax Audit Rules


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Tax Audits IRS now has six years to “Audit Your Taxes”, up from three years. I recommend you keep your old tax records for at least seven years and keep any cost basis tax information like stocks, real estate and capital assets for even longer. The statute of limitations on taxes is a fundamental rule…read more »

Investment Ideas Bi-Monthly – Monday Jan. 18, 2016


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Investment Ideas   (Monday – Jan. 18,  2016) A bi-monthly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or sell any security, but…read more »

4 Reasons Women Are More Vulnerable in Retirement


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Women in Retirement   Longevity – It’s a known fact that women typically out life their counterparts (men). Basically women outlive men and their average longevity age is 81.2 vs. men’s at 76.4. The longer you live, the more likely you might outlive your retirement assets. Income Inequality – As a whole women earn less…read more »

Investing During Bear Market -Stay the Course


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Stay the Course is a Sound Investment Strategy With the recent market turmoil, investors should focus on the virtues of remaining patient, having a long-term view, and staying the course in up and down markets. Most individuals miss the movement of stocks and underperform. That difference comes down to timing. Investors consistently get in and…read more »

Investment Ideas Bi-Monthly – Monday Jan. 04, 2016


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Investment Ideas   (Monday – Jan. 04,  2016) A bi-monthly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or sell any security, but…read more »