What are House Margin Requirements?

When buying shares of a stock, you may occasionally receive an alert that reads something like this: “You are attempting to purchase a security that may be held to a higher house margin requirement than most securities. If you have a Margin Account, this will be reflected in your Buying Power. Please Place Order to proceed.” In the Snider Investment …

What Should I do with my Cash Balance?

by Tom Doan A common question I receive is “what should I do with my cash balance?”  Traditional investment strategies will likely invest the entire cash balance into mutual funds and various other investment instruments.  But with the Snider Method, your portfolio may be 40-60% in cash and many clients feel like it is just sitting on the sidelines doing …