This common issue can lead to a fear of success
I started working in finance as a bank teller when I was 21 years old. Surrounded by ambitious colleagues and wealthy clients, I was inspired to take more control of my money. I learned everything I could, picking up books about financial education, building my credit and focusing on my savings. I did not grow […]
How to file for an extension, and other Tax Day advice
NEW YORK (AP) — If you’ve waited till the last minute to file your taxes, don’t panic. You still have time to get it done. And if you’re worried that you still might not be able to finish in time, you can file for an extension, which will give you until Oct. 16 to file […]
How to survive this era of financial insecurity
Frances Cook shares some key moves to help you keep calm and stay afloat in choppy financial waters. The money world has hit an identity crisis. One day, the US imposes tariffs around the world. Stock markets tank. The next day tariffs are partially paused (except for on China), markets rally, the S&P 500 going […]
Here’s how to leverage tax-loss harvesting amid tariff volatility
Sean Anthony Eddy | E+ | Getty Images Amid stock market volatility, many investors are seeking portfolio protection. But they could be missing a prime tax planning opportunity, experts say. The strategy, known as tax-loss harvesting, is selling losing assets from a brokerage account to offset other investing gains to lower taxes. Losses are […]
How to spring clean your finances
A version of this article first appeared in CNBC’s “Money 101 newsletter with Sharon Epperson,” an eight-part series to help you achieve financial freedom, with special monthly editions to continue to improve your financial well-being. Sign up here to receive the newsletters straight to your inbox. Spring is a great time to refresh your finances […]
Smart money moves to make, from experts
Throughout March, President Donald Trump enacted a number of tariffs, including a 20% blanket tariff on imports from China, a 25% levy on goods from Canada and Mexico that the Trump administration says are not compliant with the United States-Mexico-Canada Agreement, and a 25% tariff on all imported aluminum and steel. Another round of tariffs […]
The essential metric every options trader must know and how to use it this week
Self-directed traders and investors do not need to look far as they educate themselves about options to encounter “The Greeks.” These metrics gauge how sensitive an option’s price is to various factors. The primary Greeks include Delta, Gamma, Theta, Vega, and Rho. Delta indicates an option’s price sensitivity to the underlying asset’s price changes. Gamma […]
Tech could see a rebound soon. How to play it while hedging against potential downside
March Madness (in markets) is hopefully coming to an end. Investors have endured the worst performing months in quite some time as the Magnificent Seven was acutely repriced. I believe April presents an opportunity to own technology after the leading sector recently dipped into correction territory. I want to use the Technology Select Sector SPDR […]
Understanding options ‘skew’ and how to use it to your advantage trading stocks or bitcoin
Options skew refers to the difference in implied volatility (IV) across various strike prices or expiration dates for options on the same underlying asset. It reflects the market’s perception of risk and the demand for specific options, often indicating how traders anticipate potential price movements. Typically, skew arises because out-of-the-money (OTM) options — puts or […]
How to boost your money motivation
Know what you want financially but sometimes lose the will to make it happen? Frances Cook has some motivation tips to keep on track, even when you least feel like it. Money motivation is a weird thing. One day, you’re all fired up, ready to automate your savings, track your spending, and finally open that […]