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Tip of the Day

Tip of the Day Stocks First, Bonds Later

Stocks First, Bonds Later - One of the most common mistakes made by investors today is age. Yep, that is right. You should invest in the stock market...

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Uniform Transfer to Minors Act (UTMA

Definition: The UTMA was an extension to the UGMA that expanded the rights of minors to own other forms of property, such as collectibles and real estate.

Advice: The UTMA has pretty much replaced the UGMA.  This act further allows young investors to own other types of assets, even including patents, royalties, real estate, art, collectibles, and business rights.

 

 

 

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Definition of the Day Confidence Level

Confidence Level - the confidence level is a measure on the likelihood a company will reach its goals... It’s generally an equation or degree of certainty that a company is capable of living up to its business plan, or promises.  Some companies use a simple and effective way of judging...

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