Posts
Best cash equivalent when considering return and taxes?
For reasons both personal and macroeconomic, I am currently sitting out of this market parked in a high interest savings account @ 4% return. Based on my plans I will want to stay in cash and equivalents at least the next 12 months. We are a relatively high-income household (>$400k …
Investing Personally or Through LLC
I recently started a consulting side business that is projected to bring in about 50% of the income of my full time job. While the majority of my full time job money goes to covering my monthly expenses and some investments/savings, I am planning on investing my consulting money, however …
SPAR SGRP acquisition……..
Can someone tell me if I'm missing something here? The merger between SPAR Group, Inc. (SGRP) and Highwire Capital is structured as an acquisition, where Highwire Capital will acquire SPAR Group for $2.50 per share in cash. This means that SPAR shareholders will receive $2.50 in cash per share they …
Individual TOD Investment Account Strategy - How to be Conservative and Limit Taxes
My father recently added me to his Individual TOD account and wants me to help with investment strategy. We want to be conservative, some growth, but want to limit taxable events and not being taxed at ordinary income. SCHD, VOO, Municipal Bonds? Any help would be much appreciated!
Vote ! Please don't give your votes away
It's more important now than ever that we vote when the time comes. If you own stock, you have a say in how the corporation works. Vanguard is doing a thing where you can hand over your vote to them and let them speak for you. I am unsure as …
I am looking for equities with either low current valuation and exponential growth potential, or non-U.S. with excellent value and growth. Any suggestions? My ideas are share in comments below.
I am concerned about the risks inflation, recession and a weak U.S. dollar pose for my investment portfolio. As a result, I have reduced my holdings in U.S. equities and, as a result, have some funds available for new investments. As suggested in the title above, I am willing to …
Any additions to my Roth IRA?
VOO/AVUV/VXUS. 70/15/15. Would there be any additions to this that may help exposure wise? I have a 30+ year timeline to retirement and am risk tolerant. I don’t feel like at my age(29) I have a desire for bonds. But would like input if there is something I may benefit …
Why is my Walgreens WBA contribution buying WBA at $18 vs $11 it shows as the value?
Have been working for Walgreens since 2009 and my contributions go to a Roth but the company match contribution goes to a traditional 401k and part of their contribution goes into WBA. I looked at the allocations and the last few months $19 has been put into WBA but only …
Am I investing wrong? I will be putting 70% of my income and savings into the S&P500
right now the stock market is down a decent amount and I think this is a great chance to to buy stocks and hold for the next 5-10 years I spend 20% of my income and I save the rest, I have an emergency fund. should I wait more before …
taking a loan at 7% for a year to buy stocks now is this a good idea?
right now I'm low on cash I have some money in crypto and the rest I have in cash I want to buy into the S&P500 and I will but in a lot of cash, right now I see this as a great chance to buy stocks for cheap and …