Investing in a Private vs.Public Company
Investing is all about evaluating risk versus reward. If you invest in a private startup that becomes a Microsoft or Apple, you could earn a substantial return overnight when the company goes public. For example, an early $100 investment in Snapchat would have yielded $22,000 after the company’s initial public…
Maximizing the Potential Rewards of Middle-Market Real Estate Investing
Unlock Untapped Potential and Maximize Returns Accredited investors seeking a sophisticated approach to real estate investment will find comprehensive insights and actionable strategies tailored to their interests. This article delves into the intricacies of middle-market investments, exploring the strategic advantages of reduced competition, unearthing hidden gems, fostering invaluable relationships, and…
Update on the TD Ameritrade/Charles Schwab Merger
TD Ameritrade/Charles Schwab Transition Update Key Info Packets Key info packets were mailed around Aug. 1. This packet includes a letter with the client’s new account number(s), plus important details about the transition and what they can do to avoid disruptions in accessing their account after the conversion. The packet…
Starting a Roth IRA for a Teen
Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for setting up a Roth IRA. If your teen has an earned income, you may…
The Nature of Risk
When you invest money, you are putting it at risk — all investments can lose money. The key is to gauge your risk, and to not put more money at risk than you are willing to lose. This is a relative concept. If you have only $10,000 to invest, then…