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stocks

Twenties

Getting Rich Quick is not the Answer. Why a Penny Stock Trader adopted a Long Term Investing Strategy.

Trevor Tune shares his experiences trading Penny Stocks in college and falling victim to the “Pump and Dump” scheme. After going on a winning streak attempting to get rich quick and then losing everything, he came to realize that long term sustainable investing is the key to success. Here’s his message for the next generation.
Twenties Thirties Forties Fifties Sixties Elderly

What Investments go in Which Account for Tax Avoidance?

You may be losing money by simply not understanding which accounts are the best place to hold your investments for tax avoidance. If you have holdings outside of a retirement account, you’ll want to know these tax efficient investing strategies.  Let's walk through a 10 step process to rebalance and stop paying Uncle Sam more than his fair share.