XBI vs IBB Biotech ETF Comparison
XBI vs IBB Biotech ETF Comparison looking at holdings, volatility, dividend yield, expense ratio and other characteristics.
What are Good, and Bad, Questions to Ask When Buying a Business?
Bad and good questions to ask when buying a business on topics including financials, market and industry, operations, staff and management, legal and regulatory issues, and future plans and strategies.
How to Schedule a Form 990 for IRS Tax Exemption
Guide on how to schedule a form 990 for IRS tax exemptions including a breakdown of some of the 16 schedules and tips on how to file.
Maximum Adverse Excursion (MAE Trading) and Maximum Favorable Excursion (MFE)
Explanation of Maximum Adverse Excursion (MAE) and the related Maximum Favorable Excursion (MFE) which can be used in trading and back testing.
Is Landscaping a Capital Improvement?
We look at is landscaping a capital improvement, what does and does not constitute landscaping and what is maintenance using the relevant IRS documentation.
VIOV vs VBR Comparison
Comparison of 2 Vanguard ETFs, the S&P Small Cap 600 Value Index Fund(VIOV) and the Small Cap Value Index Fund (VBR), including analysis of holdings, fees, and performance.
How to Add Percent Change From Open on Thinkorswim
The math behind how to calculate percent change from open on Thinkorswim, plus how to add this to your setup using watchlists and some code.
Do Fidelity Reimburse your Transfer Fee?
Steps required and extra tips to get Fidelity to reimburse your transfer fee
Fidelity Level 2 Options Requirements
Fidelity Level 2 Options Requirements plus tips to help you get approved.
XLK vs VGT Technology ETF Comparison
Comparison of holdings, fees, implied volatility, recent returns, dividends and more of XLK vs VGT Technology ETFs
How to Trade Using the Supply and Demand Indicator on Thinkorswim
Overview of the supply and demand indicator on Thinkorswim and a look at the best free and paid options for adding it to the platform.
The Basics of Thinkorswim Studies
Overview of Thinkorswim studies, how to add them to the platform plus a short guide to some of the most important ones.
Quasi Endowments
Explanation of Quasi Endowments and how the differ from regular endowments and how they can be beneficial to a non profit organization.
How to Setup Thinkorswim Aggregation Period for Your Benefit
Guide to configuration of the Thinkorswim aggregation period plus some customization which can lead to strategies which can help improve your trading.
What is Micro Private Equity?
Explanation of Micro Private Equity and how it differs from conventional private equity and venture capital.
How to use Donchian Channels on Thinkorswim
Guide to Donchian Channels on Thinkorswim including the theory behind them, when to use them and the many options to implement them on the platform
EMA Cloud on Thinkorswim
Explanation of the EMA Cloud indicator on Thinkorswim, along with free and paid ways of setting it up.
Conditional Order and How to Flatten Position on Thinkorswim
How and why to execute a conditional order and how to flatten a position on Thinkorswim.
Broker vs Fiduciary: What are the Differences?
Guide to the key differences between the similar financial professionals, Broker vs Fiduciary.
What are Seller Notes?
Overview of seller notes and how they can help both a buyer and seller when acquiring a business.
Thinkorswim Partially Delayed Data
Overview of 3 solutions to fixing Thinkorswim partially delayed data plus some other tips to help you trading.
What is an EBITDA Bridge?
Overview of an EBITDA bridge and how it can help you to quickly assess companies for investment purposes.
Portfolio Grader
Explanation of a Portfolio Grader, plus we examine some of the most popular free ones available to the retail trader.
Charles Schwab Travel Notice
Advice on how to notify Charles Schwab that you are traveling in order to avoid any inconvenience.
What is a FIRPTA Certificate?
Explanation of the FIRPTA certificate which is part of the Foreign Investment in Real Property Act and has tax implications for foreign people and US citizens as both buyers and sellers.
What is a Short Guts Strategy?
Explanation of the short guts strategy for options and where it is best used.
What is a Costless Collar (Zero Cost Collar)?
Guide to the theory along with examples of the costless collar which is also known as a zero cost collar in trading.
Purchase Price Allocation
Overview of Purchase Price Allocation commonly used in mergers and acquisitions and how it relates to tax.
What is a Conduit Trust?
Overview of a conduit trust which deals with the allocation of assets from an IRA(Individual Retirement Account).
Reverse Jade Lizard
Overview of an advanced trading strategy known as a reverse jade lizard and how to find the best stocks to use it on.
What is Profit Factor?
Explanation of this quick to calculate ratio which can help you evaluate and compare trading systems.
Adam and Eve Pattern
Identification of the Adam and Eve pattern and how it can be used to indicate a change in trend.
Chande Kroll Stop
Explanation and examples of using the Chande Kroll stop indicator, especially regarding buy and sell signals.
Guide to Out of the Money or OTM Calls
Comprehensive overview of OTM Calls (out of the money) suitable for a beginner.
Etrade Cash Call
How an Etrade cash call occurs, what to do if you receive one and how best to avoid them.
Thinkorswim Dark Pool
Examination of 2 options for Thinkorswim dark pool data, Trade Flash which is built in to Thinkorswim and a user generated script based on Squeezemetrics’ data.
Soft Dollar Arrangements
Explanation of soft dollar arrangements used by brokers which can be seen as hidden charges the investor pays for.
Understanding Business and Consumer Economic Behavior when Interest Rates Decrease and Increase
Quick, big-picture overview to understand business and consumer economic behavior when interest rates increase and decrease.
MACD Crossover Alert on Thinkorswim
Overview of the theory and application of, plus your options to implement, the MACD crossover alert on Thinkorswim.
Neo Wave and NEoWave
A look at Neo Waves in trading plus the similarly named NEoWave trading system.
FSKAX vs FZROX Fidelity Fund Comparison
Comparison between two similar general market tracking funds from Fidelity, FSKAX vs FZROX.
Gold IRA Scam: Are You Being Scammed?
Examination of some of the more common Gold IRA scams and how to avoid them.
Roth 401k vs 401k for High Income Earners
Explanation and examples of the differences between Roth 401k vs 401k for high income earners.
What are Silent Trusts?
Overview of how to create a Silent Trust which can help avoid the creation of a “Trust Fund Baby”!
What is a Separate Property Trust?
Overview of a separate property trust and why it is used, especially in pre-nuptual agreements and in divorce.
Bollinger Band Squeeze Scan on Thinkorswim
Overview of the theory behind a Bollinger Band Squeeze Scan plus the best options for implementing it onto Thinkorswim.
Thinkorswim Keltner Channel
Explanation of the theory behind using Keltner Channels on Thinkorswim plus some of the best options to add this functionality.
ICLN vs QCLN Energy ETF Comparison
ICLN vs QCLN: overview, differences and comparison of the clean energy ICLN and the green energy QCLN ETFs.
