by Leif Jensen | May 19, 2021 | Investing, Money Management, Rant |
I have a client who is also a friend and each and every year he has some gambling winnings. I give him a little amount of grief over the winnings. We both know that his losses exceed his winnings. But with the restructuring of the Schedule A, my client no longer can...
by Leif Jensen | May 18, 2021 | Estate Planning, Investing, Money Management |
I have a client who has an adult child, that has some issues, and they want to make sure that they are in essence providing long term care. I recommended that they buy a six flat where they can earn enough from the 5 units so their child will always have a place to...
by Leif Jensen | May 11, 2021 | Investing, Money Management |
One of my virtual currency investing clients strongly suggested that I become an expert is how the IRS handles the taxation aspect of virtual currencies. I agree with this advice. Virtual currencies are out there and everyone seems to want to get in on the ground...
by Leif Jensen | May 10, 2021 | Investing |
I was meeting with a client and we were discussing the markets and our investments. He stated that he bought into Bitcoin and a diversification measure. He believes e-currency is here to stay and believes that Bitcoin will at least in the near future be the big...
by Leif Jensen | May 5, 2021 | Investing |
During a regular meeting with a client, they brought up one of their clients who consistently sold stocks once they hit a certain price point. Then they would buy it back it a hit another price point. So they always buy low and sold high. In other words, they did...
by Leif Jensen | May 3, 2021 | Investing |
We have recently seen trading platforms that have frozen their clients out of the segments of the market at critical times. This is a major concern or should be if it is not to those investors. These days all of our transactions are virtual, and few have any paper on...
