Investing
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Read This Before Buying any Bitcoin ETF
In January 2024, the Securities and Exchange Commission (SEC) made it legal for financial companies to release exchange-traded funds (ETFs) that can track the price...
In January 2024, the Securities and Exchange Commission (SEC) made it legal for financial companies to release exchange-traded funds (ETFs) that can track the price of bitcoin. In this article, I’ll break down why you should avoid buying a Bitcoin ETF at all costs – as well as my thoughts on why BTC is set... -
Why Don’t We Do What We Know We Should Do With Our Money?
Financial planning is less about knowing what to do and more about doing what we know. Sure, there are a myriad of complexities littered throughout...
Financial planning is less about knowing what to do and more about doing what we know. Sure, there are a myriad of complexities littered throughout the wealth management universe deserving our deliberation and calibration, but I’d be willing to bet that you are already aware of the following list of financial planning “shoulds,” right? You... -
Why You Should Stay Far Far Away
So, you’ve heard about the hype surrounding AI stocks and want to start investing. You do some research and discover there’s a company whose ticker...
So, you’ve heard about the hype surrounding AI stocks and want to start investing. You do some research and discover there’s a company whose ticker is literally “AI.” That has to be a good place to start, right? Wrong. On the surface, C3.ai (Nasdaq: AI) might seem like a no-brainer when it comes to... -
The Visionary Tech Titan Behind the iPad’s Ancestor
Right now, there’s a 1-in-3 chance you’re reading this update on a tablet computer, like an iPad. Over the last few years, these devices have...
Right now, there’s a 1-in-3 chance you’re reading this update on a tablet computer, like an iPad. Over the last few years, these devices have become the platform of choice for casual internet users. And it’s plain to see why. The iPad fits in that “Goldilocks” zone that’s just right for modern internet browsing. It’s... -
Do Not Buy OPEN Stock
Opendoor Technologies (Nasdaq: OPEN) is a company that’s revolutionizing the home buying process. Opendoor will send you a cash offer when selling your home, essentially...
Opendoor Technologies (Nasdaq: OPEN) is a company that’s revolutionizing the home buying process. Opendoor will send you a cash offer when selling your home, essentially letting you buy or sell a home from your phone. Over the past 5 years, OPEN stock is down over 70%. With this in mind, some investors might be contemplating... -
From the Archives: Daniel Kahneman on Better Decision Making
Posted In: Behavioral Finance, Drivers of Value, Economics, Leadership, Management & Communication Skills, Portfolio Management Editor’s Note: In memory of Daniel Kahneman, we have reposted this Enterprising Investor article which...
Posted In: Behavioral Finance, Drivers of Value, Economics, Leadership, Management & Communication Skills, Portfolio Management Editor’s Note: In memory of Daniel Kahneman, we have reposted this Enterprising Investor article which shares insights from his presentation at the 2018 CFA Institute Annual Conference. Nobel laureate Daniel Kahneman transformed the fields of economics and investing. At their most basic, his revelations demonstrate... -
Smart Money Is Moving Into Oil Amid Rising Global Tensions
With the election approaching in November, the news is dominated by stories about politicians and filled with the latest policy statements and missteps of the...
With the election approaching in November, the news is dominated by stories about politicians and filled with the latest policy statements and missteps of the presidential candidates. But other stories could be even more important to U.S. consumers. You’ve likely seen the headlines. There are two major wars underway right now: “Tehran, Hezbollah vow ‘revenge’... -
Arm Stock: Read This Before Buying
Arm Holdings (Nasdaq: ARM) could be one of the key beneficiaries of the AI arms race – along with companies like Nvidia (Nasdaq: NVDA) and...
Arm Holdings (Nasdaq: ARM) could be one of the key beneficiaries of the AI arms race – along with companies like Nvidia (Nasdaq: NVDA) and SMCI (Nasdaq: SMCI). The UK-based chip company just recently went public last September. Since then, Arm stock has more than doubled from an IPO of roughly $60/share to $135/share. The... -
A Case for Broadening Retail Access to Private Markets
The surge of retail investor activity in public markets is a well-documented phenomenon. Digital brokerage platforms and online learning channels are the primary drivers. They...
The surge of retail investor activity in public markets is a well-documented phenomenon. Digital brokerage platforms and online learning channels are the primary drivers. They often give users the illusion that they can compete with large institutional investors and capitalize on market volatility. Retail investors comprised 25% of total equities trading volume in 2021, which... -
Your Filing Age For Social Security Impacts Your Lifetime Benefits
getty There is a right and wrong age when it comes to filing for Social Security benefits. The key to determining the right age for...
/money, /retirement, Investing, money, Retirement, standardAge, annual earnings, Benefits, Filing, full retirement age, Government Pension, Impacts, Lifetime, Primary Insurance, retirement, Retirement Benefits, Security, social, social security, social security benefits, Taxable, Windfall Elimination Provisiongetty There is a right and wrong age when it comes to filing for Social Security benefits. The key to determining the right age for you is accurately analyzing your situation, understanding all your claiming options, and deciding which strategy is the best for you in relation to your overall financial planning. Never make this...