Articles

  • 1 month ago | ca.finance.yahoo.com | Barbara Friedberg

    The day you’ve been dreading is approaching: Tax Day. To prepare for that ominous deadline — or see what you can do better next year — start organizing your finances and look for every single tax deduction so you can write off anything you qualify for. Check Out: How Paychecks Would Look in Each State If Trump Dropped Federal Income Tax Learn More: 10 Cars That Outlast the Average Vehicle Whether you’re a rookie or a veteran tax filer, there’s a chance you’re missing out on some deductions.

  • 1 month ago | businessandamerica.com | Barbara Friedberg

    Rebalancing involves periodically buying and selling investments in an established portfolio to ensure that its asset allocation continues to fit an investor’s risk tolerance and investment objectives. It’s recommended that investors rebalance their portfolios annually because the assets in them can shift in value during the year.

  • Dec 10, 2024 | businessandamerica.com | Barbara Friedberg

    TD Ameritrade was acquired by Charles Schwab in 2020 and these two top-rated brokers have been fully integrated. TD Ameritrade is no longer accepting new clients. As a result, this review will no longer be updated. Please know that the information below is based on historical offerings from TD Ameritrade. The info about Schwab’s offerings is up to date. Schwab offers a vast list of investment assets, account types, 24/7 phone customer service, branch access, and excellent educational resources.

  • Dec 7, 2024 | businessandamerica.com | Barbara Friedberg

    The Social Security benefits claiming strategy known as “start, stop, start” was scaled back for individuals and eliminated for married couples following the Bipartisan Budget Act of 2015. Here’s a look at how it may still maximize benefits for some individuals and the way it used to work. “Start, stop, start” is a strategy to maximize Social Security retirement benefits. This loophole was scaled back for individuals and eliminated for married couples in 2015.

  • Nov 2, 2024 | forbes.com | Barbara Friedberg |Rae Beck

    Best Investment Portfolio Management Apps of November 2024 Forbes Advisor has compiled a selection of the best investing apps for portfolio management. Our list looks at the best options for different types of self-directed investors, from beginners who are just getting started to advanced investors with sophisticated needs.

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Barbara Friedberg
Barbara Friedberg @barbfriedberg
9 Apr 25

RT @RayDalio: https://t.co/Xpdl8fYoBg

Barbara Friedberg
Barbara Friedberg @barbfriedberg
9 Apr 25

Find out if there is a secret to handling volatile markets. Learn whether market timing works in this @YouTube #shortvideo #MarketTiming #MarketCrash #InvestingTips https://t.co/5Hxf9qXRoY

Barbara Friedberg
Barbara Friedberg @barbfriedberg
7 Apr 25

Stay the course! Keep your cool. No one can perfectly time the market, and if you try, you usually lose!

Morgan Housel
Morgan Housel @morganhousel

Napoleon's definiton of a military genius was "The man who can do the average thing when everyone else around him is losing his mind." Same in investing.