Lessons from the Pros

Jan 17, 2017 Issue

Featured Article

Are You Properly Thinking Your Investments

Let’s start this piece by getting you in the right mind set. Think of how you buy and occasionally sell anything in your life. Once your mind is in there, continue reading… Wal – Mart, Tesco, Costco, Sam’s Club, just to name a few. These are some of the biggest retailers in the world, huge… Read More »


How Far is Too Late?

Hello traders! This week’s newsletter comes to you from snowy and chilly Colorado. As I sit here looking at the snow-covered mountains, I am reminded of a question that comes up pretty frequently in class – “Is it too late to get in?” This topic almost goes hand in hand with my article from… Read More »

Proactive Investor

How to Invest in Oil for Long-term Investors

Most investors desire diversification. It only makes sense not to put all your eggs in one basket. One of the boons of the age of exchange-traded funds (ETFs) is that it’s now easy to diversify among many asset classes within a regular stock brokerage account. Besides funds based on combinations of stock, there are ETFs… Read More »


Selling Short? What You Need to Know from a Tax Perspective

First, let’s describe what short selling means when you purchase shares of stock. In purchasing stocks, you buy a piece of ownership in the company. The buying and selling of stocks can occur with a stock broker or directly from the company. When an investor or a trader goes short, he or she is anticipating…
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