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...
by Leif Jensen | Apr 26, 2021 | Investing |
“The need for investor literacy and, by extension financial literacy as a whole, is still paramount,” said Ken Zendel, CEO of the National Association of Investors, a nonprofit organization geared towards investor education, which had growing membership in 2020. This...
by Leif Jensen | Apr 19, 2021 | Investing |
Investors continue to pour money into exchange-traded funds, or ETFs, in 2021 after sizable inflows in 2020 ($507 billion) and 2019 ($326 billion). While the Federal Reserve is partly responsible for 2020’s record flows, the liquidity, tax and diversification benefits...
