Topic | Description |
| Tax selling | Tax selling is selling the underperforming stocks or options in your portfolio at a loss to offset any capital gains—or profits on the portfolio—you have made during the year. |
| What are Wash Sales | To keep investors from taking advantage of the benefits of tax selling, the Internal Revenue Service created the wash sale rule. |
| Beneficiary Info | Whether you decide to leave your estate to family, friends, a charitable organization, or even the beloved furry friend that greets you at the door every evening, updating your beneficiary information on a regular basis is a necessary—and often overlooked—detail. |
| Socially Responsible | Your investments ideally should not only help you pursue your financial goals, but they should also match your values. |
| Small Business Retirement Plans | Small businesses are often at a disadvantage when trying to lure key talent. Oftentimes, they can't compete with splashy benefits and perks that come with corner offices. But many small business owners immediately diminish their chances by failing to offer even the most basic of employee benefits—a retirement plan. There are many options available. |
| Self-Directed Investing | Whether you've already made some trades or are thinking of joining the ranks of online investors, you may wish to consider these issues. |
| Law of Averages | Just who is your average investor? We all hear about this person each time we turn on the television, tune in the radio, or read a publication and discover someone offering financial advice to the masses. |
| Flexible Spending | Investing in a flexible spending account (FSA), a cafeteria plan, or a 125 plan at work reduces your pretax income and stretches your health care dollars. |
| Financial Records | Financial records really fall into two categories: tax-related and non-tax related. If your paperwork was tax-related—used in calculating your tax return—you need to hold on to it for as long as you hold onto your tax records. |
| Cost Basis | Cost basis is simply a fancy term used to describe what you originally paid for a specific security, including commissions and other expenses. |
