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Deep-Dive into Company Information 🔎
Want to look at things such as financial documents, insider transactions, or how much a board member is being paid? Ask EDGAR!
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treecityweb
- Dec 16, 2022
- 1 min
Evaluating a Company's Performance 🏅
If you're new to investing, determining a company's investment-worthiness can be overwhelming. Nic shows what to look at.
treecityweb
- Dec 9, 2022
- 1 min
Safely Placing Cryptocurrencies into Your Long-Term Planning 🪙
Should I be keeping cryptocurrencies in my investment portfolios? Mitigate some of its risks and potentially benefit in the long-term.
treecityweb
- Nov 23, 2022
- 1 min
You now have an Inherited IRA. Now what?
Nic draws up an easy-to-follow flowchart to show what rules your inherited IRA will follow depending on your unique situation.
treecityweb
- Nov 21, 2022
- 1 min
High Put-Call Ratio in 2022... What does that mean?
Options contracts expired this last week and showed a high put-call ratio. What does that even mean? We talk gold, bonds, and mortgages.
treecityweb
- Nov 18, 2022
- 1 min
Taking Required Minimum Distributions as Efficiently as Possible!
RMD deadlines are approaching! So, how can you make the best of them?
treecityweb
- Nov 2, 2022
- 1 min
Fall Money Moves 🍂
As the end of 2022 gets closer, there may be some important financial moves that you need to take advantage of while you can.
treecityweb
- Oct 21, 2022
- 1 min
SS COLA Increase & Roth Conversions
Social Security gave a 8.7% increase in benefits for the year 2023. Nic goes ever the updated maximum taxable earnings, exemptions, & more.
treecityweb
- Oct 10, 2022
- 1 min
The Risks of DIY Investing
When it comes to investing, is it something you’re willing to do on your own or are you better off paying someone to take that risk for you?
treecityweb
- Oct 7, 2022
- 1 min
Week in Review (October 3-7)
Colleges around the nation are seeing a drop in registration numbers. Free-market environmentalism, midterm elections, unemployment, & more.
treecityweb
- Aug 16, 2022
- 1 min
Make INFORMED Financial Decisions 🧠
The Consumer Financial Protection Bureau is an official resource of the United States Government to provide financial education and more.
treecityweb
- May 2, 2022
- 1 min
Budget, Budget, Budget!
No matter your monthly income, create a budget! You'll be surprised by how far you can make your money stretch.
treecityweb
- Apr 18, 2022
- 1 min
Investopedia: A Financial Encyclopedia
Learn just about everything on the topic of money. This is your go-to resource!
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