Many investors don’t realize that public companies have to file several important documents with the SEC. These documents tell investors everything they need to know about a company - from how leadership is changing to how revenue is moving by quarter or year. But there are few different statements that help investors understand what is […]
When you first start investing, a million dollars feels so far away. But the reality is: Becoming a millionaire by retirement isn’t actually as impossible as it may seem. And it does not require a lucky break, a hot stock tip, or a large inheritance. Investors that retire with wealth over 1 million dollars did […]
Let’s face it: No one likes paying taxes. But not paying taxes is kind of illegal…Not kind of, very illegal. So, as you’re making money in your life and dealing with taxes, you need to learn the difference between two terms: Tax evasion: This is when you flat out do not pay your taxes - […]
Tech stocks have been ruling Wall Street for years now. Why? Growth. Low interest rates for years and AI hype have been enticing many investors into considering growth stocks in tech. However, the market is starting to shift right now. Interest rates are stuck, and investors are worried about the future of our economy, the […]
When most investors get started, they usually start investing as much as they can. $50 here, $200 there - but how much should you invest in stocks? The truth: There’s no magic number. Everyone’s number for what they should invest in stocks is going to be different. But what will be true for everyone trying […]
At some point, almost every investor thinks the same thing: “Should I be a trader or investor?” The reason: Trading is how Hollywood makes investing look - think the Wolf of Wall Street, with brokers in suits. It’s sexy and it’s how people think investing can get them rich quick. But trading and investing are […]
If you've ever checked your own net worth - added up what you own and subtracted what you owe - you already understand the basic idea behind a balance sheet. A balance sheet does the exact same thing - except for a company. Investors often look at a company’s balance sheet to see what a […]
Warren Buffett said it simply: "If you don't find a way to make money while you sleep, you will work until you die." What does that actually mean? If you’re only earning money from your labor, you’ll more than likely never build wealth. That's because there’s a limit to how hard we can work and […]
The first time your portfolio turns red, it feels like the sky is falling. Your first instinct? Make an emotional decision. But before you do anything, it helps to understand what you're actually looking at. Markets go up and down over time - it is all part of a market cycle. Sometimes markets fall and […]
In mid-2025, Congress passed the "One Big Beautiful Bill Act." The law changed how companies deduct the cost of physical assets on their taxes - letting them write off the full cost of a factory, data center, or facility in year one, instead of spreading it over decades. That one change is pushing corporations to […]
