Investment Learning Lab

Investments 101

52-Week High With Market Cap

What Is A 52-Week High? We are back with another blog studying 52-Week Highs, but with a new twist! This...

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Tax-Efficient Investing

Tax-Efficient Investing           Now that we understand how taxes impact investments, let’s look at how investors...

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income tax, calculation, calculate-491626.jpg

Taxes and Investments

Taxes and Investments!           So we have discussed the importance of diversification and correlation in terms...

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Retirement Accounts

What are Individual Retirement Accounts?           Individual Retirement Accounts (IRAs) come in a variety of shapes...

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Time Value of Money

What is Time Value of Money?     The time value of money is a fundamental financial principle stating that...

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Diversification

What is Diversification?       Everyone is familiar with the idiom, “Don’t put all your eggs in one basket,”...

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Investing Videos

David Booth (founder of Dimensional Fund Advisors) on professional advice.

The origins of Dimensional Fund Advisors.

The Cost of Trying to Time the Market

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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.  

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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.

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