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Articles Posted in investment tips

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Top Investor Tips for 2017

Investor Tips: A Year in Review With a new year upon us, we thought we’d look back at the most popular questions investors have been asking over the past year. Here are the most popular investor tips for 2017: Initial Coin Offerings (ICOs) ICOs made a big splash in 2017.…

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To Buy or To Sell? Why Investors Should Take Stock Ratings with a Grain of Salt

Stock ratings are offered by many investment banking groups as a simple way for investors to judge the value of a stock or security. In addition to rating a value of a security, stock ratings typically provide an answer to the question all investors ask: Is it time to buy…

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Saving for College: FAQs About Opening a 529 Account

With another new year just around the corner, you may be thinking about financial planning as a part of your New Year’s resolutions. For those of you with a newborns or young children in the family, you may be thinking about opening a college savings plan. A 529 account can…

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Investors Need to Watch Out for Paid-to-Click Fraud

Investors Beware: Paid-to-Click Fraud There’s a new online scam targeting investors. The Securities and Exchange Commission (SEC) has issued an alert to investors to watch out for Paid-to-Click (PTC) fraud. PTC scams involve fraudsters duping investors out of money for purchasing online advertisements. With Paid-to-Click fraud, investors are targeted by…

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Wells Fargo Offers New Robo-Advising Platform

Banking giant, Wells Fargo, recently rolled out a new robo-advising platform aimed at enticing first-time investors to invest through Wells Fargo-packaged investment offerings. The unveiling of the automated advisory platform marks the latest in a concerted effort by large-scale financial institutions to capitalize on tech-savvy consumers and meet the changing…

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(Capital) Loss Can Be Your Gain: Leverage Your Stock Loss into Tax Deductions!

Nobody wants to lose out on an investment, but did you know that stock loss – also known as capital loss – can actually be leveraged into savings on future investments through tax deductions? While it may sound strange, converting stock loss into savings is actually a widely used strategy…

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Fraud Watch: Beware of Senior Financial Scams

A recent report shows that senior citizens have become one of the largest demographic groups target by financial scams and investment fraud. In the past, we’ve offered tips for preventing elder financial abuse, but it seems that the problem is much more aggressive than just making sure that you take…

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Smart Investing Tips: Cryptocurrency Investing

You’ve probably heard of the popular cryptocurrency investing platform Bitcoin, but what about Ethereum? Or Litecoin? Or Dash? What about platforms like Ripple or Zcash?   A New Frontier Cryptocurrency investing has risen from an underground, financial trading outpost for techies to a full-blown investing phenomenon. Cryptocurrency has emerged as…

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Investor Education: Know Your Order Types Before You Buy and Sell

Maybe you want to make it big as an investor. Maybe you just want a nest egg for retirement or financial security for your family. Whatever the reasons, thousands of Americans everyday make their first steps to becoming active investors. Before hitting the market though, there’s a lot would-be investors…

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