Overcoming Imposter Syndrome & Charging What You’re Worth
Like many, I struggle with Imposter Syndrome. This month I did something I was so scared of, but now that all the paperwork is filed I just feel a sense…
How to Get Started Investing
How does one get started investing? Time is your best friend when it comes to investing. Starting as soon as possible is going to give your investments the most time…
Retirement Age: The Benefits of Waiting
What is Social Security? Social Security was designed to provide Americans with income after they retire. You can begin taking social security at age 62 (as of the date of…
An Investment Advisor’s guide to buying Nvidia (NVDA)
What’s behind the NVDA rally? How can you participate? What ways could you minimize your risk? Nvidia (Symbol: NVDA) has surpassed Tesla (Symbol: TSLA) as retail traders’ favorite stock. The…
What is a Cash-Secured Put?
A Cash-Secured Put is a strategy where an investor sells a put and sets aside the cash in the event they get assigned You can use a Cash-Secured Put when…
What is a “Covered Call”
A covered call is a strategy that involves trading potential capital appreciation in the future for cash today. A covered call is one of the most used option strategies. This…
What are Dividend Stocks? An Intro to Income Investing
Many first-time investors have been surprised to learn about dividend stocks during my conversations with them. Within the un-initiated there is a large cohort that believes you make money in…
What Are Options
Options are contracts between two parties to buy or sell an asset at a fixed price and date Options are a type of financial derivative. Derivatives get their name because…
2024 IRA Limits
As we've previously discussed, IRAs are investment accounts retirement savers can use for the tax benefits. There are limits as to how much you can contribute to your IRAs each…
What is a Roth IRA?
A Roth IRA is a type of account individual investors can use to save for retirement. These retirement accounts offer tax benefits which can help grow your savings over time.…