Investment Ideas Bi-Monthly – Monday Mar. 14, 2016


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Investment Ideas   (Monday – Mar. 14, 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 »

How to Save Taxes During Retirement?


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Keep More of Your Retirement Assets If you don’t pre-plan your retirement plan and failed to manage your drawdown; you could face a higher income-tax bracket, possible 50 percent penalty on distribution and be taxed higher on Social Security benefits. To avoid these significant problems, you should meet with a retirement planner specialist, begin your…read more »

Controlling Risk with Stop Loss Alerts


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Using Stop Loss Alerts The principal here is risk control. The second concept is simply my educated guess. Controlling your risk – setting your point of “maximum pain” and sticking to it – is critical not only to making big profits, but also to simply “living to fight another day” in the markets. Set a…read more »

Investment Ideas Bi-Monthly – Monday Feb. 22, 2016


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Investment Ideas (Monday – Feb. 22, 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 »

Best Places for Your Cash


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Interest Bearing Accounts The FEDs raised rates this past December by 25 basis points, in other words ¼ of a percent. Really haven’t seen that reflected in interest bearing accounts, though banks did raise the amount of interest charged on a variety of loans quickly. So you may be wondering where is the best places…read more »

Investment Ideas Bi-Monthly – Monday Feb. 15, 2016


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Investment Ideas (Monday – Feb. 15, 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 »

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 »

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