Investments 101

Tax-Efficient Investing

Tax-Efficient Investing           Now that we understand how taxes impact investments, let’s look at how investors may benefit from and incorporate tax-efficient investing into their strategies. Why should anyone care? Whether you want to save for retirement or generate income, tax-efficient investing may help you reduce your tax burden while increasing

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Retirement Accounts

What are Individual Retirement Accounts?           Individual Retirement Accounts (IRAs) come in a variety of shapes and sizes, and it’s essential to know which one best meets your needs in order to be financially secure in your retirement. Unlike savings accounts, IRAs provide long-term savings/investment accounts that individuals with earned income

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Diversification

What is Diversification?       Everyone is familiar with the idiom, “Don’t put all your eggs in one basket,” but what meaning does it hold for investors? This piece of advice suggests that one should not devote all of their efforts and resources to a single endeavor, as they risk losing everything. This brings

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52-Week High

What is a 52-Week High?         The 52-week high represents the highest prices at which a security, such as a stock, has traded in the past 52 weeks. It is a metric that investors use to examine the present price of a company and attempt to predict its future movements. If a

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Correlation

What is Correlation? A statistical measure known as correlation expresses how closely two variables are related linearly. It’s a typical technique for describing straightforward connections without explicitly stating cause and consequence. In other terms, it’s the relationship between the movements of two variables. Correlation is measured on a scale of -1 to 1, where two

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Where Are You On Your Investment Journey?

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All investors are unique.  The above characteristics are examples, but may not reflect your particular investor demographics or situation.  An advisor with Edgar Investment Management, LLC will assist you with finding the best type of account for you. 

Investment advisory services are offered through Edgar Investment Management, LLC, an investment advisor registered with the State of Texas. Edgar Investment Management, LLC only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.

The content found on this website is developed from sources we believe provide accurate information and is for educational purposes only. The information on this website is not intended as tax or legal advice. Everyone’s tax and legal situation is different, so please consult trusted and knowledgeable legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided on this website are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Material and information found on this website is not intended as an offer or solicitation for the sale or purchase of any specific security, mutual fund, ETF, bond, or investment strategy.  

Investing is risky!  No guarantee as to performance of any investment is implied by this website.  Make sure you have evaluated your options and spoken with trained professionals before you implement any investment strategy.  Past performance is not indicative of future results.  

Please be advised that Edgar Investment Management, LLC is a financial advisory firm specializing in investment management and financial planning services. We do not offer or provide any CPA-related services, including tax preparation, tax planning, or other accounting services. If you require assistance with tax-related matters, we recommend consulting a qualified CPA or tax professional who can provide specialized advice tailored to your individual needs.

Edgar Investment Management, LLC is not a Public Accounting firm.

 

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