by Dave Kelly | Mar 22, 2021 | Investing, Personal Finance, Stock Trading
Small investors are enthusiastic about their new adventure of getting to the market and making a profit. Many get into financial crises along the way as they enter into blind investing. Here are some tips that every small investor should know. Focus on the Long Term...
by Dave Kelly | Mar 20, 2021 | Investing, Personal Finance, Stock Trading
Roth conversion is the transfer of a traditional IRA into a Roth IRA. Thanks to the recent changes initiated by the SECURE Act, individuals can now pass down their IRA to noun-spouse heirs after their death. It was a dream a few years back. In the past, individuals...
by Dave Kelly | Feb 23, 2021 | Investing, Personal Finance, Stock Trading
It is certainly very difficult for anyone to think about how things might change once their overall health starts to decline or what will happen to their loved ones once they have passed away. Nonetheless, doing nothing to plan can, in some cases, have grave...
by Dave Kelly | Jan 14, 2021 | Investing, Personal Finance, Stock Trading
Most schools don’t emphasize personal finance enough in their curriculums, which leads to first year college students making finance mistakes that will result in long-term consequences. Fortunately, colleges and universities offer personal finance courses to...
by Dave Kelly | Jan 7, 2021 | Investing, Personal Finance, Stock Trading
Individual retirement accounts, or IRAs, are a great way people can save for their golden years. Roth IRAs can be particularly attractive because they’re an after-tax savings instrument. This means that people pay taxes at the time they make a deposit into their...
by Dave Kelly | Jan 2, 2021 | Investing, Personal Finance, Stock Trading
Individual investors use several different techniques to reach their financial goals. The simplest objective is to buy shares of a stock, bond, or mutual fund at a low price and then sell for a higher price sometime in the future. Tools such as warrants, calls, and...