Broken stock or broken company?

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These two characterizations may sound the same, but they are quite different. Let me explain why it is important to view a company separately from its stock. The overall stock…

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Federal Reserve: The Elephant in the room

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There are many factors worth monitoring when following the stock market and economy. Economic data, geopolitical events, and quarterly earnings reports from companies are some of the most watched items…

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To IPO or SPAC? That is the question

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Most private companies that want to become publicly traded utilize the initial public offering (IPO) route. However, another type of arrangement a special purpose acquisition company (SPAC) has gained popularity…

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Wall Street Bets: Is the stock market rigged?

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A popular online forum on Reddit, r/WallStreetBets, has become very popular in 2021. This subreddit group discusses stocks and options trading amongst various company stocks. Lately, the group has drawn…

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Exponential Growth

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Most people can understand the basics of growing their money, but what can get overlooked is the rate of growth. It makes a big difference when trying to evaluate a…

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Indexing losing steam?

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Rising tide lift all boats still? When things are doing well with the economy and the stock market,  an investor can safely assume their overall investments could go up in…

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What is a stock?

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A stock is an investment in a company that is publicly traded. When you purchase a company’s stock, you’re purchasing a small piece of that company, called a share. As…

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Fear Uncertainty & Doubt (FUD)

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Fear Uncertainty & Doubt (FUD) Who doesn’t like a new acronym?! In this post, I want to highlight how laziness and psychology can hurt somebody’s chances of finding a great…

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Emergency Fund

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When times get tough like they are now for many people, one quote really encompasses who is better prepared for the sudden change:“Only when the tide goes out do you…

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