Financial Education & Training to Improve Your Retirement
Follow the blog for our latest thoughts on the stock market, investing, and financial planning issues impacting our clients. You’ll find a ton of great articles on option trading, covered calls, income investing, and more.
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9 FAQs About Paying Taxes on Investment Income
Income taxes are complicated enough with a couple full-time jobs, some children, and a mortgage without investments adding a whole new layer of complexity. The good news is that taxes…
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Turn Your 401(k)Into a Portfolio Paycheck
When it comes time to retire, what should you do with your 401(k)? For most investors, it’s time to turn that money into a portfolio paycheck. Many people spend their…
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5 Investing Tools for First-Time Investors
Where do less-seasoned investors go to get the information they need about the stock market? What are the best investing tools available to new investors? Whether you’re completely new to…
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The Evolved Investor: Why Behavioral Finance Matters
Few things make us as emotional as the prospect of losing money. Wouldn’t investing be easier if you were a robot? Imagine the market crashes and yet, there you are,…
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7 Red Flags of a Shady Financial Advisor
News headlines of the past tell a cautionary tale of how critical it is to be careful in choosing your financial advisor. In this article series, we will explore 7…
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The Process of the Tender Offer
The stock market is a place where buyers and sellers congregate to trade. Usually, when you sell shares, you can just click sell and the broker will match a buyer…
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5 Habits of Savvy Investors-Part 1
Have you ever wondered how great investors think or what they’re doing that the rest of the world isn’t doing? What makes them tick? In this multi-part series, 5 Habits of…
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You Alone Are Accountable for Your Financial Situation
Since Snider Advisors opened its doors in September of 2002, we have operated on Six Guiding Principles. The first of those principles is that you alone are accountable for you…
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The Number One Job of Your Portfolio
In our continuation of the discussion of Snider Advisors’ Guiding Principles, we will examine the principle that the number one job of your portfolio is to produce a paycheck. ERISA…
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Investing is Not the Same Thing as Saving
A mistake far too many people make is to invest money they should be saving and save money that they should be investing. In our continuation of the discussion of…