Posts
What is your process for keeping on top of news and generating idea?
What is everyone's process for keeping up to date on the latest news and for researching new investing ideas? What are some of the tools and resources you find useful and how often do you rebalance your portfolio and how much time do you spend per week on these tasks? …
Wealth management performance during market downturn?
For those with significant assets managed by a wealth management firm, how did they perform during downturns like the 2001 dot-com crash, 2008 financial crisis, 2020 COVID crash, and 2022 bond crash and bear market? Did alternative investments—such as private equity, private debt, real estate, infrastructure, venture capital, or hedge …
Would you transfer your investments to SoFi for a 1% bonus until Dec 2025?
For each 1 million dollars, they will give you 10 thousand dollars as a bonus. No caps. The more you transfer, the more you get. Need to keep the money there until 12/31/2025. Would you transfer 1, 2, 3 million there from one of the big names like Schwab and …
Have you invested in overseas markets or other investments? How did they work out? Also, worth looking at loans in US or Europe for developing a RE project in Europe, or assume cash is king for building there, if a US citizen?
We have good friends who develop large projects in Europe and have been offered what we believe to be a very good investment in two small projects (200k and 400k US). I'll talk to my US banker on Monday, but in the meantime, anyone know about loans in Europe for …
24M started a week ago, am I doing it right?
I’ve recently started investing in stocks and ETFs, but I've already experienced significant losses (about 2%). Should I hold onto the stocks, sell them or buy more? The investments are made within my tax-free account. I would greatly appreciate any advice regarding my portfolio. My portfolio: https://imgur.com/a/UG9jJKH
How to protect our savings from inflation during the Trump Tariff(TAX) era.
I am 68 years old. I thought I had enpough $$$ for my sexy wife and i to survive untill death. Then Trump came along with all these wacky taxes. Please I am not trying to get rick I just want to protect what I have from these crazy tax …
Is it ever okay to purchase individual stocks?
The advice I usually get is to always choose index funds. My 401k already does this, but my employer also offers an associate stock purchase plan where we can purchase company stock at a discount. I take advantage of both to get my full match. The 401k has significantly more …
How do feel about google under 160$
How do we feel about google under 160$ Long term it feels like a no brainer, they have the cheapest p/e of the big 7 and chrome isn’t going anywhere. At most they will have to modify chrome. Let me know what you think. I already owned google but I …
Has anyone figured out how to claim loss on stocks that went worthless in RH?
Backstory is I have some stocks I purchased and on the 1099 I received, it looks like they went worthless in 2024. I got the transaction report from RH so I have the cost basis of what I originally purchased the stocks for. Do I need to fill out my …
Does anyone know any large companies that allow mega back door Roth contributions for individual 401ks as an S corporation?
Currently hold my individual 401k with Charles Schwab and was just informed that they do not allow this in their accounts…. Have also seen other big players like fidelity also do not have this as a supported option. Have found several alternatives online which all seem to be small companies …