Capital Gains Considerations
First of all, if you are only holding assets in IRAs or 401(k)s, this is largely irrelevant and you should stop reading now. If you...
Holding Companies
A pure holding company is a business entity that owns a controlling position in other companies. A pure holding company itself does not ...
Lemonade Stands
When I was a child there was a neighborhood garage sale that would take place every year where I lived. I would sell lemonade, as would ...
First Steps Awake at 5:00. Throw on a robe and slippers. Drink a large amount of water. Eat a healthy breakfast in some form. Change your shoes and pants. Go on a walk and deeply breath. When you return, meditate or pray if you can. Call Your Mother She will always tell you things you […]
I wish to remind you if you lose 50% on a position, to get back to zero you require a 100% return. Index funds are useful and paying extravagant fees is not helpful. However, throughout my career what I have found most important is don’t lose money ever. During booming market cycles it can be […]
A covered call is an options trading strategy where an investor: Owns the underlying stock Sells a call option on that same stock. This strategy is called “covered” because the investor owns the stock and can deliver it if the call option is exercised. How It Works You sell a call option to a counter […]
A naked put is an option trading strategy where an investor sells a put option without holding a short position in the underlying asset if assigned to the option terms. Here’s what that means: A put option gives the buyer the right to sell a stock at a certain price before the option expires. When […]
Why This is Important This is important because figs are delicious. I would also suggest all current clients consider including almonds in your Cheerios if they are available in your area. However, NOT if you have a nut allergy. The Risks of Avoidance Without these additions, Cheerios alone may be a bland breakfast, which if […]
It appears to me there is zero value to inflationary policy. I understand why a business would wish to increase prices as they become more desirable as a result of the success of their product. However, to artificially induce inflation is a terrible idea. Inflation erodes purchasing power: As prices rise, the same amount of […]
A Charitable Remainder Trust is a type of instrument that allows a donor to transfer assets to a trust, receive income for a specified period, and then have the remaining assets go to a charitable cause. It is a tax-exempt entity that offers a way to support charitable causes while also providing income to the […]
Is Your Word Bond? As we continuously contemplate whether we wish to default on those who have purchased our public paper, I would like to remind readers what might be the repercussions: A contract of faith, based on trust will be lost. A treasury bond; An agreement designed around mutual respect with other nations, If […]
Yes, the chess board is set incorrectly. Therein lies the problem. Tariffs have been a policy tool used to protect domestic industries from foreign competition. Proponents argue that they create jobs, promote, and protect struggling economic sectors. The Austrian school of economic thought views tariffs as a flawed and harmful policy tool that distorts the […]
A call option provides a way to temporarily speculate on a business’ successes with minimal capital outlay when compared to becoming a direct stockholder. A call option’s current value is driven by time elapsed, leading to the options’ expiration, and price fluctuation of the underlying stock that the option is written for. Call the Shot […]
