Blog tagged as Investing

Tips to Avoid Getting Emotional About Your Investments

01/19/2024 11:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Tips to Avoid Getting Emotional About Your Investments
Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. Follow these tips to avoid getting emotional about your investments.

Should You Invest in a Spot Bitcoin ETF?

01/11/2024 10:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Should You Invest in a Spot Bitcoin ETF?
Spot Bitcoin ETFs are now available for investing. Here's a discussion of what they are, how you can invest in them, and what they could do for your porfolio.

5 Steps to Determining Your Risk Tolerance

06/14/2023 08:54 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
5 Steps to Determining Your Risk Tolerance
How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.

What is the Difference Between Quarterly and Annual Taxes?

02/01/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What is the Difference Between Quarterly and Annual Taxes?
You know you have to pay taxes, but did you know when you choose to pay them could make a big difference in your tax return? Start the new year off right with these must-know facts about your taxes (Psst, especially if you're a business owner!).

Is Crypto a Scam?

11/23/2022 10:44 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Is Crypto a Scam?
It's been a tough year for investors, especially in the crypto market. Does all the trouble in crypto mean it's a scam and Bitcoin is going to zero?
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