by Leif Jensen | Jan 19, 2021 | Investing |
I was reading an article that was evaluating the validity of blog post by Ben Carlson, portfolio manager at Ritholtz Wealth Management LLC, where he stated, “investing when things look bleak remains a profitable strategy.” At first blush this seems counterintuitive. ...
by Leif Jensen | Sep 15, 2020 | Investing, Retirement, Running a Business |
Yes, there are options for retirement plans for small owners and their employees. I have a SIMPLE set up in my office. But there are a number of options for small businesses to assist workers save for retirement: SEPs, SIMPLE IRAs, payroll deduction IRAs, profit...
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...
