Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymously.
Can you elaborate on "no
shares involved" and why "taxes were paid on
the amount"? With a stock split (also reverse
split) itself, taxes are genera...
Q&A
Asked by Eric Chamberlain
Financial Adviser & Risk Manager
Financial Adviser & Risk Manager
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Eric,
There are a multitude of methods
to address this. First let's determine if you
are an investor or a speculator (gambler)?
To do this we use a 3-legge...
Q&A
Asked by an anonymous user
Answered by Robert (Bob) Shoff
Financial Adviser in Marshfield, MA
Financial Adviser in Marshfield, MA
Hire a broker or subscribe to a broker
website. I would be cautious to use a website
over a broker in person.
Q&A
Asked by John Zur
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi John,
Can you elaborate on contributions
to "Private Funds/products?" If you are
referring to illiquid REITS, be very
careful.
Here is an SEC bulletin on
this.
...
Q&A
Asked by Jackie
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Jackie,
Wow, we love these type of
questions. Are you selling a Put or a Call?
I'm assuming you already own the underlying
stock? Is this correct?
Covered Ca...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymously.
Certainly, we can help you
with that. We have several folks with these
in our PE&VC (Private Equity & Venture
Capital) group.
There are 2 types an...
Q&A
Asked by mzmj2000
Answered by Michael Garvin
Financial Advisor And Licensed Life/Health Advisor in York, PA
Financial Advisor And Licensed Life/Health Advisor in York, PA
Hi mzmj2000,
Your question prompts me to
ask some questions in order to understand your
situation. Can you recall the name of the
company you made the investment wi...
Q&A
Asked by Ashley Soto
Answered by Robert Higgins
Financial Adviser in Charlotte, NC
Financial Adviser in Charlotte, NC
This is a very broad question. Perhaps your
perception is true for some industries and not
others? The single greatest variable will be
expected earnings growth. Pe...
Q&A
Asked by Coryn
Answered by Julia Bussie
Financial Adviser in Del Mar, CA
Financial Adviser in Del Mar, CA
Short answer is NO. If you have to borrow
money in order to invest, then your financial
situation is not secure enough to be
investing. Investing in stocks and bonds
c...
Q&A
Asked by Angie
Answered by David Meyers
Financial Adviser in Palo Alto, CA
Financial Adviser in Palo Alto, CA
(a) stocks are volatile. In the last couple
of decades, there have been a handful of
incidents where stock values went down by
somewhere around 40-50%. (72-74, '86,
...
Ask a pro a question
Have your question answered by a professional