Lessons from the Pros

Nov 19, 2018 Issue


ISEing your Odds

OTA’s professional instructors are here to help you realize your full trading potential. As a student, you owe it to yourself to USE that resource. If you are not yet a student of Online Trading Academy, visit your local center to see what our professional traders/instructors can do to help you reach your peak trading… Read More »

Proactive Investor

Re-balancing a Portfolio Could Increase Returns

In a previous article, I described the benefits of allocating your investment dollars among assets in different, non-correlated asset classes (for example, stocks, bonds, real estate, precious metals, etc.). This is easy and convenient now that there are exchange-traded funds available to everyone for all of these assets. It is easy, convenient and inexpensive to… Read More »

Education Resource

How to Set Up an Estate Account

When a person dies with assets in their individual name, those assets are usually “frozen” and cannot be accessed without opening a deceased person’s probate estate. Probate is the process of winding up a deceased person’s affairs, liquidating their assets, paying off creditors and distributing assets to the appropriate heirs or legatees. That seems simple… Read More »

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