Useful Tools To Help Conduct Due Diligence on Charities

As a follow up to our previous recommendation that you conduct due diligence on charities before you donate, which can be seen here, we recommend you use Charity Navigator as one of your tools to conduct this due diligence. Although you should source information from multiple sources anytime you are conducting due diligence – whether it be a charity, an investment, an investment professional or some other professional service provider […]

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Avoid Being Sold An Annuity That You Do Not Need

Dec 19, 2017 / protecting investors

Annuities are grossly oversold in the U.S. today. I have a friend in the financial industry who holds a Ph.D in economics, is a Chartered Financial Analyst, and manages hundreds of million dollars who once summed up annuities to me like this: “If annuity companies did not pay big commissions to the agents hawking these annuities, only about 1 of 10 annuity recommendations would be made.” The reality is that […]

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Using Debt to Buy Bitcoin is a Bad Idea

Dec 15, 2017 / Cybersecurity

Joseph Borg, the president of the North American Securities Administrators Association and director of the Alabama Securities Commission, reported on CNBC this week that he had seen “mortgages being taken out to buy Bitcoin. People do credit cards [and] equity lines.” Investing with Borrowed Funds Is Risky Bitcoin, which briefly topped $19,000 on exchanges last week, has been aptly named “crypto tulips” by skeptics and “undervalued” by bullish investors. No […]

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Coinbase Struggles to Accommodate Users as Single Bitcoin Value Tops $19,000 Overnight

Dec 7, 2017 / News

Over the span of a few hours today, December 7, 2017, Bitcoin’s price sky-rocked to over $19,000 on the popular cryptocurrency trading platform Coinbase ­– only to plunge back down to $16,000. Incredibly, the rapid decline in value from over $19,000 to $16,000 happened within the course of a few minutes, all while many users found themselves locked out of their accounts and unable to capitalize on the record high-price. […]

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