Securities Fraud Lawyers BlogInvestor Tips: A Year in Review
With a new year upon us, we thought we’d look back at the most popular questions investors have been asking over the past year. Here are the most popular investor tips for 2017:
Articles Tagged with investment tips
To Buy or To Sell? Why Investors Should Take Stock Ratings with a Grain of Salt
Stock ratings are offered by many investment banking groups as a simple way for investors to judge the value of a stock or security. In addition to rating a value of a security, stock ratings typically provide an answer to the question all investors ask: Is it time to buy or sell?
In the case of the recent Citigroup fiasco, investors got mixed messages from the investment bank.
The Financial Industry Regulatory Authority (FINRA) recently slapped Citigroup with $11.5 million in fines for providing investors with erroneous stock ratings. FINRA’s sanctions find that the investment bank’s faulty stock ratings go back four years. In addition to $5.5 million in fines, Citigroup must also pay out at least $6 million to investors as compensation for investment losses.
Saving for College: FAQs About Opening a 529 Account
With another new year just around the corner, you may be thinking about financial planning as a part of your New Year’s resolutions. For those of you with a newborns or young children in the family, you may be thinking about opening a college savings plan.
A 529 account can be a great way for parents and grandparents to start a college savings plan. Here’s some commonly asked questions about opening a 529 account.
Who can use a 529 savings plan?
Investors Need to Watch Out for Paid-to-Click Fraud
Investors Beware: Paid-to-Click Fraud
There’s a new online scam targeting investors. The Securities and Exchange Commission (SEC) has issued an alert to investors to watch out for Paid-to-Click (PTC) fraud. PTC scams involve fraudsters duping investors out of money for purchasing online advertisements.
With Paid-to-Click fraud, investors are targeted by scammers who promise a share of profits for the upfront purchase of ad bundles and packages. Some scams may promise easy financial returns and online advertising space while others simply promise returns in exchange for an upfront fee alone.
Wells Fargo Offers New Robo-Advising Platform
Banking giant, Wells Fargo, recently rolled out a new robo-advising platform aimed at enticing first-time investors to invest through Wells Fargo-packaged investment offerings. The unveiling of the automated advisory platform marks the latest in a concerted effort by large-scale financial institutions to capitalize on tech-savvy consumers and meet the changing demands of a digital marketplace.
Robo-advising has grown as an increasingly popular platform for investors who seek more autonomy in their investment decisions as well as expedited trading.
What is Robo-advising?
(Capital) Loss Can Be Your Gain: Leverage Your Stock Loss into Tax Deductions!
Nobody wants to lose out on an investment, but did you know that stock loss – also known as capital loss – can actually be leveraged into savings on future investments through tax deductions? While it may sound strange, converting stock loss into savings is actually a widely used strategy for many seasoned investors.
Once you understand how tax laws apply to your capital losses, you will quickly see the benefits of reporting them. You will be able to form strategies that actually take advantage of stock losses ahead of time. Once an investment starts to head south, you’ll be able to make the right decisions to mitigate that loss.
Stock Loss Deductions
Fraud Watch: Beware of Senior Financial Scams
A recent report shows that senior citizens have become one of the largest demographic groups target by financial scams and investment fraud. In the past, we’ve offered tips for preventing elder financial abuse, but it seems that the problem is much more aggressive than just making sure that you take steps to protect your investments.
According to the recent report, Americans 62 and older are the targets of widespread and rampant financial abuse.
And these scams aren’t being perpetrated by the seedy criminals you’d expect to be preying on the elderly; instead, the report shows that these senior financial scams are perpetuated by the very people that should be helping you make smart and secure financial decisions. People like:
Smart Investing Tips: Cryptocurrency Investing
You’ve probably heard of the popular cryptocurrency investing platform Bitcoin, but what about Ethereum?
Or Litecoin?
Or Dash?
Investor Education: Know Your Order Types Before You Buy and Sell
Maybe you want to make it big as an investor. Maybe you just want a nest egg for retirement or financial security for your family. Whatever the reasons, thousands of Americans everyday make their first steps to becoming active investors.
Before hitting the market though, there’s a lot would-be investors need to know; like understanding the different types of stock and securities investments, and how active an investment approach you’d like to take.
Once you’ve got that down, you’ve got to know the buy-and-sell process of trading. For that, you’ve got to know your order types.