Helping you to reframe your financial decisions with foundational know-how.
What does it mean to borrow on margin? A margin loan is a type of loan that some brokerage firms will offer that allows investors to borrow money using the
The average person changes jobs 12 times over their lifetime. If you invest in a 401K in each of the jobs, it can be challenging to keep track of where
If you are self-employed as an independent contractor or freelancer or run your business as a sole proprietorship or a business partnership, you will need to calculate and pay your
A price-to-earnings (P/E) ratio is one measurement that investors may use to compare stock from multiple companies in the same industry. Investors also use a P/E ratio to compare a
With the decline of defined-benefit pension plans, most people plan to self-fund their retirement using a combination of Roth IRA and 401(k) plans, as well as Social Security benefits. These
An equity partner is someone who purchases an ownership stake in a business. Equity partners have a financial interest in whether or not a business succeeds, so they are typically
A holding company is a business entity, usually a corporation or limited liability company (LLC), that has the primary role of owning and controlling other companies. When considering the question,
Google holds websites that discuss topics relating to “Your Money or Your Life (YMYL)” to higher standards than those that do not. YMYL websites cover finance, health, legal, and safety
The retirement bucket strategy involves dividing retirement savings into three buckets or categories: short-term, intermediate, and long-term. This 3-bucket strategy can help retirees maintain cash flow throughout retirement and determine
Imagine you have just received a substantial inheritance. Whether you anticipated receiving it or it was a complete surprise, it is important to consider how you will use this gift
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