Advanced Strategies

Your Tax-Free Profit Plan

Thursday, February 4, 2016

I’ll never forget my first “winning” angel investment... I owned just a small stake in the company, and hadn’t been an investor in it for long, but my profits added up to six figures.

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Why the Fed Rate Hike is GOOD For You

Thursday, December 17, 2015

After nearly eight years of cutting interest rates, the Fed finally hit us with a rate hike yesterday. Many investors are wary of higher interest rates, and understandably so: When money becomes more expensive, businesses (and stock prices) tend to suffer.

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Become the Smartest Investor in the Room

Thursday, October 15, 2015

Last weekend, I went on a family trip up the coast of Maine—there’s nothing quite like New England in the fall. Early one evening, over a cold beer and a hot cup of clam “chowdah,” we started chatting about the recently announced merger between Dell and EMC.

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What To Do During a Market Crash

Wednesday, August 26, 2015

Markets don’t just go up, or just go down… As they reminded us this past week, they go up and down. The ups and downs are part of a never-ending cycle—which presents a challenge when you’re trying to maintain or build your wealth.

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Don't Invest in This Type of Start-up

Thursday, June 18, 2015

The term “start-up” can mean many things: It might refer to two friends working in a garage with nothing more than an idea... It might refer to a multi-billion dollar private company on the verge of an IPO...

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The #1 Question to Ask Before You Invest

Wednesday, June 10, 2015

17 years ago, a start-up called Kozmo offered consumers something they’d never experienced before: One-hour delivery of just about anything you could imagine. Need a couple of aspirin or a new hairdryer?

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