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Original strategies and insights for intrepid investors.

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Spring Cleaning Your Finances

Spring Cleaning Your Finances

Spring has arrived. It’s time to shake off winter, tidy up, and get your home in order.
Here’s the Commercial Real Estate Investment You’ve Been Overlooking

Here’s the Commercial Real Estate Investment You’ve Been Overlooking

High income potential and low overhead — it’s a combination every investor loves to hear about—and one that self-storage has the potential to provide.
5 Female Financiers You Should Know

5 Female Financiers You Should Know

Investing and finance is often seen as a man’s game, but what about the women in the scene? Here are 5 influential female investors you should know.
What a Relief: New 2020 Tax Deadline and the Unemployment Compensation Exclusion

What a Relief: New 2020 Tax Deadline and the Unemployment Compensation Exclusion

The IRS announced the deadline to file 2020 taxes has been extended from April 15 to May 17, 2021 due to hardships caused by the COVID-19.
Investing in What You Value: ESGs

Investing in What You Value: ESGs

ESG is an acronym for environmental, social, and governance. ESGs are evaluated on environmental, social, and governance factors, and their potential for return.
Do You Have What it Takes to Become an Angel Investor?

Do You Have What it Takes to Become an Angel Investor?

Angel investors are typically high net-worth individuals interested in riskier investments. The cash they use to invest is their own.
Cost of Living Adjustments in 2021 and How They Affect Your IRA

Cost of Living Adjustments in 2021 and How They Affect Your IRA

COLAs are announced by the IRS every fall. The amount you can contribute to your IRA or deduct on your tax return can change based on the year’s COLAs.
Your Tax Strategy for 2021

Your Tax Strategy for 2021

Getting ready to file your tax return? Here's a post-tax routine to simplify your 2021 taxes.