When a decedent dies owning stock in a closely held corporation or partnership, the valuation of those shares is a perennial problem precisely because they are closely-held (i.e., there’s no ready market for the ownership interests). Since estate tax is ad...
Every successful investment plan has an exit strategy. Knowing how to sell is arguably more important than knowing how to buy stocks. The below from the Investor’s Business Daily gives key points to think about when trying to protect your position from large...
An essential piece of an investment plan includes a stock selection process. The following are the Investors Business Daily’s stock selection criteria: * Earnings: The Indispensable Element Of Great Stocks The single most important gauge of a stock’s...
Swing trading is a short-term trading technique where traders are usually in a position for a total of a few days to a few weeks. Swing trading is based on a phenomenom that occurs in the stock market where stocks tend to make equally distanced moves up or down. Swing...
When the market goes into a bear phase investors can have a difficult time making money on the long side. I have seen stats that say in a bear market 3 out of every 4 stocks go down. As an investor that means that the odds are stacked against you if you’re only...
