Chip sector comeback is running out of steam. How to bet on a downturn
September has arrived, a month historically associated with significant market corrections. In four of the past five years, the S & P 500 has experienced pullbacks ranging from 4% to 5% during this time. With major earnings reports behind us and no significant catalysts like Nvidia earnings to drive the market, I’m considering taking a […]
How to make a longshot bet on this beat-up tech stock about to report
Within each sector there will be winners and losers…even technology this year. I’ll review a speculative options trade on one of those losers. Semiconductor companies such as Marvell, Broadcom, and Nvidia have been on a tear this year. However, some software and IT services companies could have done better. MongoDB Inc (MDB) is a perfect […]
From young investor to seasoned pro: How to evolve your strategy with life’s changes
As you move through the various stages of life, your financial needs, goals, and risk tolerance naturally change—just like the terrain you’re driving through. What worked for you in your 20s might not be the best approach in your 50s. That’s where life cycle investing comes in. It’s a strategy that adapts your asset allocation […]
Tax-efficient investing strategies: How to maximise returns while minimising tax liability?
Most investors approach us with a request that they want to invest because they want to save tax under section 80C. This is especially true during the last quarter of the financial year when they are under pressure to submit tax-saving investment proof to their organisation. Benefits of ELSS Equity Linked Savings Schemes (ELSS) is […]
Amazon stock comeback is facing some resistance, according to the chart. How to trade it
Amazon (AMZN) shares dropped after the cloud giant offered a disappointing forecast on both the top and bottom lines during its earnings call in early August. While the stock has since recovered much of its decline, it appears to be facing significant resistance around the $180 price level. This leads to an intriguing trade set-up […]
One retailer is on a tear into earnings this week. How to trade the stock without chasing it
Burlington Stores (BURL) has been on a roll. The stock has gapped up sharply after the last three quarterly earnings releases. If an investor bought BURL on the close the day before earnings and sold it on the close of earnings for each of those past three quarters, a holding period of just 72 hours, […]
How to build a financial fitness routine, just like exercising
How much time per week do you spend on your personal finances and investments? I’m asking for a reader who recently sent me a most original question. “Many health experts recommend a minimum of 150 minutes of moderate exercise a week for good health. My question is, What is the financial equivalent? What are your […]
How to start saving more money today
Gen Z adults aren’t saving their money. Only 15% of Gen Z regularly puts a portion of their paycheck into a savings account, according to a recent Bank of America survey. And just 1 in 5 Gen Zers are contributing to a retirement account. The survey gathered 1,097 responses from adults 18 and older and […]
How to use required minimum distributions to improve your portfolio
Richard Drury | Digitalvision | Getty Images After funneling money into pretax retirement accounts, you will eventually face mandatory withdrawals in retirement known as required minimum distributions, or RMDs. Since RMDs can trigger higher taxes, the withdrawals can be a nuisance for some retirees who do not need the money. But the yearly activity could […]
‘Couples Therapy’ host Orna Guralnik: How to improve communication
Any newly therapized couple will tell you “everybody should go to therapy.” Orna Guralnik doesn’t agree. The New York-based psychoanalyst and host of the show “Couples Therapy” says many partnerships don’t need professional guidance — at least, until they do. “I don’t think people should wait forever,” she says. “I think if they’re getting stuck […]