Your cost basis is the purchase price you actually paid (the discounted price) plus the ordinary income you recognized from the bargain element, which is the discount you received on...
In most cases, hold bonds in tax-advantaged accounts (like IRAs) and stocks in taxable accounts to avoid having bond interest taxed at your ordinary income rate every year. Why tax...
Start with the portfolio construction decisions that shape everything else Portfolio construction shapes most of what your account will do over the next twenty years before you ever pick a...
Getting started: how to invest and understand your purchases Before you learn how to invest, it helps to know that buying a slice of a company on your phone is...
How the market actually works: stock trading basics Understanding stock trading basics means seeing the market as a constant negotiation before you ever place a trade. Buyers want the lowest...
Is art as an investment right for your portfolio? Art as an investment offers a dual benefit, potential financial gain alongside personal aesthetic enjoyment, but it demands a careful weighing...
Lithium stocks are down because the market is being pressured by supply comfort, weaker lithium prices, and shifting expectations around EV demand and Chinese battery-material balances. These three core forces...
During the Great Depression, the stocks that held up best were those tied to everyday necessities and affordable indulgences, not the speculative favorites of the 1920s. The most resilient stocks...
If the dollar crashes, stocks do not automatically crash with it, but the outcome depends entirely on whether the decline is a gradual slide or a disorderly loss of confidence....
Knowing when to take profits in stocks means selling some or all of a winning position to convert unrealized paper gains into realized cash, locking in the returns you have...
