by Leif Jensen | Sep 9, 2020 | Investing |
When deciding to begin investing in stocks or bonds, part of the equation of whether to do so or not to invest is the “return on investment” or ROI. In the days of yore, this was a much simpler calculation and it was easier to determine which stocks to invest in and...
by Leif Jensen | Aug 11, 2020 | Investing |
Johnny Appleseed, there is the myth and legend, but then there is the man. We all know bits and pieces of the legend. Most of us know little about the man, fewer still know the man beyond some sparse general details. I was reading a book that briefly mentioned the...
by Leif Jensen | Jul 27, 2020 | Investing |
I have recently reworked two investment accounts. The first is new I opened a Vanguard account when the market tanked, I put half in the S&P account and the other in Wellington. In a couple of months, I am up over 10%. The other was small cap high dividend...
by Leif Jensen | Mar 16, 2020 | Investing, Money Management |
Surprise, the IRS is intensely interested in filers who transact in virtual currencies. They are requiring more disclosure. Starting with returns filed this year, people must answer on Schedule 1 of the 1040 whether they’ve received, disposed of, sold, exchanged or...
by Leif Jensen | Feb 3, 2020 | Investing |
The beginning age for taking required minimum distributions rises to 72 from 70½. This easing applies to account owners who turn 70½ after 2019. So, if you turned 70½ in 2019, you must still take your first RMD by April 1, 2020. Employees who work past age 72 can...
by Leif Jensen | Jan 6, 2020 | Investing |
Surprise it seems that stock gamblers are on the rise. But, sooner or later, they will lose most—if not all—of their recent gains. Just look at options trading, which has been surging. Many traders use options as a cheap way to try hitting the jackpot: stock-market...
