Category: Education

Tuesday, February 21, marked the SEC’s first quarterly deadline for Form 13F filings of 2023. Money managers of all stripes must file this form with the SEC 45 days after the end of every calendar quarter. Comparing this quarter’s filing...

Preparing for retirement may take more time, money, and effort than you think. It is especially harder to transition this year as inflationary pressures intensify. Although it may benefit savers and lenders, its impact is less desirable than we think. It...

The stock market has proven to be very resilient in recent months. Even as Federal Reserve officials talk about the need for interest rates to be higher than expected for longer than anticipated, the markets have managed to hang on...

Every investor is asking the same question: When will stocks bottom? As you know, the S&P 500 is down 20% this year and firmly in a bear market. Since 1929, the S&P 500’s had 14 bear markets… lasting around 19 months, on...

A dividend capture strategy is an income-focused stock trading strategy that experienced traders also call “buying the dividend.” The dividend capture strategy means that you purchase stocks before their ex-dividend date. At this point, you hold onto th...

Is Web 3.0 the real deal, or is it all hype? Here’s the rundown. There’s a term bubbling up across social media that is likely quite confusing. That term is “Web 3.0,” also called “Web3.” The phenomenon is being heralded...

There are many ways to look at a stock chart, but I want to keep it simple here. This is a basic overview of some key charting concepts. It is not a dissertation on advanced indicators and charting strategies. The...

Recently I heard a TV stock pundit note that ever since Exxon Mobil (XOM) was booted from the Dow Jones Industrial Average, its share price is up over 100%. Meanwhile, the hot tech-sector stock that replaced Exxon is down 21%. This story...