How Do I Short a Stock?
One of the questions I've been getting lately is: how do I short a stock? Before, I answer that question, I need to emphasize: shorting stocks is VERY risk, because there's the risk of unlimited loss. Before I answer the…
Financial Advice for 2021 and Beyond
Wow, what a year it’s been! I’m glad to have 2020 in the rear-view mirror. Remember March? It’s hard to believe on Monday, March 9 the Dow Jones Industrial Average (DJIA) had the largest point drop in history. It was…
What You Need to Know About the Secure Act
In early 2019 the SECURE Act (The Setting Every Community Up for Retirement Enhancement Act of 2019 was passed the House of Representatives approved by the Senate and signed by President Trump on the days leading up to Christmas 2019.…
What’s in Your Portfolio?
Do you remember the Capital One ads on TV, “What's in your wallet?” I would be happy to never hear that phrase again. But, as I was thinking about ethical investing this week, I realized I’d like to make a…