Introduction to the Universe of Non-Stock Market Income Generating Investments

Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stocks, stock mutual funds, commodities, Business Development Companies (BDCs), and speculative real estate. Again, these are typically invested in growth or capital appreciation, not income. They are considered aggressive because, while they can provide large short-term…

Coronavirus and Finances

To say that March 2020 was a volatile month for the stock market would be an understatement. With the outbreak of the coronavirus and ensuing economic lockdown, the market ultimately dropped by some 40% before rebounding with the help of government-approved artificial stimulus. Financial markets around the globe were equally volatile — and to some…

Proactive Tax Saving Strategies

It seems that tax laws and regulations are constantly changing. And with a new president sitting in the oval office, it’s entirely possible that more changes could be on the horizon. With that said, chances are slim that any tax-saving moves you make now will be nullified by anything that happens on Capitol Hill, so…