General

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.

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.

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.

Steps required and extra tips to get Fidelity to reimburse your transfer fee

Fidelity Level 2 Options Requirements plus tips to help you get approved.

Comparison of holdings, fees, implied volatility, recent returns, dividends and more of XLK vs VGT Technology ETFs

Explanation of Quasi Endowments and how the differ from regular endowments and how they can be beneficial to a non profit organization.

Guide to the key differences between the similar financial professionals, Broker vs Fiduciary.

Advice on how to notify Charles Schwab that you are traveling in order to avoid any inconvenience.

Overview of a conduit trust which deals with the allocation of assets from an IRA(Individual Retirement Account).

How an Etrade cash call occurs, what to do if you receive one and how best to avoid them.

Quick, big-picture overview to understand business and consumer economic behavior when interest rates increase and decrease.

Comparison between two similar general market tracking funds from Fidelity, FSKAX vs FZROX.

Examination of some of the more common Gold IRA scams and how to avoid them.

Overview and comparison between these two very similar ETFs, FTEC vs VGT.

Explanation and examples of the differences between Roth 401k vs 401k for high income earners.

Overview of how to create a Silent Trust which can help avoid the creation of a “Trust Fund Baby”!

Overview of a separate property trust and why it is used, especially in pre-nuptual agreements and in divorce.

ICLN vs QCLN: overview, differences and comparison of the clean energy ICLN and the green energy QCLN ETFs.

Complete overview and comparison of two very similar ETFs, SPLG vc SPY.

Overview of why is money called Dough, Bucks, Quid, Bread, or Greenback?

Explanation of a testamentary gift in a will and how it is used.

Overview of a Personal Property Trust, when it is used and its advantages and disadvantages.

Definition, uses and examples of a personal property list for a will.

Origin and application of the famous quote to buy when there is blood in the streets.

Analysis of official statistics along with other tips to help you with investing in California real estate.

Overview of the SEC’s requirements and other good practices in order to answer what is an investor day.

Overview of trust decanting including the where, when and how it should be used.

Breakdown of NBA revenue in order to find our how much do NBA owners make.

We compare VUG vs VOO ETF’s from Vanguard to help show you which best suits your style of investing.

Find out what company has the most 6 figure earners plus the roles that pay the most on average.

Guide to Cash for Keys Los Angeles, how it can happen, what you should avoid plus other tips for tenants.

Overview of Spendthrift Trust Pros and Cons, how it is set up and best used.

Overview to the FHA Self Sufficiency Test with tips on how to complete it.

Breakdown of the 5 Laws of Gold and how they can applied to modern day investing and money management.

Overview on how to get an FF(Federal Firearms License) without a business plus other criteria to keep in mind.

Find out is the Discover FICO score accurate, and learn more about how it works and other similar services.

Find out is Aliexpress safe to use debit card or credit card including how they have increased security and buyer protection over the years.

Details on which credit bureau does T-Mobile use, including some tips on how to keep a good credit rating and some important situations to avoid.

Extensive guide including what is the difference between business day vs working day? Are Saturdays business days? How long are five business days?

The reasons and theory behind why are car loans always secured with collateral.

Guide to physical and online resources and techniques to find out how much a business sold for in your area and industry whether publicly traded, private or commercial real estate.

Overview on how to export cars for profit including tips on strategy, legal requirements and overheads.

Some life hacks if you want to know how to remove a card from Lyft.

Guide to the options in financing a car including is it suspicious to buy a car with cash?

Examination of the advantages and disadvantages of buyback of shares, the reasons for it, who benefits, and other things to look out for.

Tips and advice for online loans for 17 years olds including how to get approved and how to budgets for repayments.

Comprehensive guide which will answer the question why is my truck registered as a commercial vehicle in California

The advantages and disadvantages of a generation skipping trust, an explanation of this sometimes complex area of inheritance and taxation.