All Questions
38,360
questions
0
votes
1
answer
29
views
Suggestion to recover from a bad naked call
I sold a Jan 2026 CRWD $140 Call, and now the price skyrocket to 235 (I know, bad move)
How do one usually get out of this situation?
Many thanks.
- 1
0
votes
0
answers
15
views
Choosing government bonds of similar maturity to hold to maturity, shall I just go for the highest YTM one
I wanted to buy some government bonds of roughly 3yrs to maturity and planned to hold it to maturity. My bank's app showed 3 bonds of that maturity but one is 0.1 percentage points higher in YTM.
Is ...
- 189
1
vote
1
answer
39
views
Can I deduct costs associated with rental improvements?
I have a back ADU (accessory dwelling unit) at my home in Portland Oregon that I rent out. I live in the main house and the ADU is a totally separate 800 square foot house with a separate address but ...
- 31
2
votes
1
answer
40
views
What is China's version of SEC/Edgar?
I use this page in the SEC (SEC Edgar Company Search) to search for annual reports (10-Ks) for companies in the US.
What is the equivalent url that I would go to search for Chinese companies? For ...
- 511
-1
votes
0
answers
54
views
A person is under foreclosure now files title 11 but resides in another property [closed]
A person is under foreclosure. He now moves to another property. He then files a title 11 bankruptcy. He is able to stop the foreclosure case of the original property with the bankruptcy he filed. ...
- 99
0
votes
1
answer
48
views
Types of options trading and which is more popular
For the average retail options trader do most buy options in the hopes of exercising it or do most buy options , resell and profit of the net of the premiums by doing so, much like buying and ...
- 39
0
votes
1
answer
49
views
Hedging with options
Online when I see people talk about using options to hedge, they always seem to talk about it in the put options sense.
For example you buy a stock expecting it go up, but then just to be safe you buy ...
- 39
0
votes
2
answers
1k
views
Have companies gone bankcrupt shortly after their stock going up?
Recently, Spotify, while doing 70M profit for Q3, laid off 1500 people, which could approximately double those profits (those people would have cost around 280M a year). This had their stock close up ...
- 117
1
vote
1
answer
67
views
account activate plus stamp duty charge, is this a legit fee for bank transfers
A online bank account was set up for with a bank called cornerstone bank I was told before I could transfer any money or have access to the account that I needed to pay a fee called account activate ...
0
votes
1
answer
37
views
Why are these bond portfolio prices equal (case study on 2012 Greek debt restructuring)?
Consider the following case study from Berk and DeMarzo's Corporate Finance.
My question is about the first sentence in the last paragraph:
Assume that participation in the swap was voluntary (as ...
- 111
1
vote
1
answer
39
views
Generic FV of PV Formula with equal inflation and savings rate
I’m trying to arrive at a formula that allows me to determine the future value of a present savings amount (P), given the following:
Period (p): e.g., Annual (p=1), Semiannual (p=2), Quarterly (p=4), ...
- 11
1
vote
0
answers
70
views
Is this a viable strategy for avoiding the pro-rata rule for backdoor Roth while maintaining the superior investment options in my non-Roth IRA?
Assume that my 401(k) supports both reverse rollover from IRA and in-service rollover to an IRA. I am doing a backdoor Roth, and want to avoid the pro-rata rule. The general way to do this is to ...
- 230
1
vote
2
answers
74
views
Why does NPV correspond to "cash in our pockets now" for risky investments?
For a positive NPV project with risk free cash flows and assuming access to a competitive money market, it is trivial to show (by appropriately borrowing or lending at the risk-free rate) that the ...
- 111
1
vote
1
answer
45
views
why do people say implied volatility is a better predictor of stock price than the actual stock price?
why do people say implied volatility is a better predictor of stock price than the actual stock price changes itself (ie historical data etc), even though implied volatility comes from the options ...
- 39
5
votes
1
answer
236
views
Canada/Ontario Principal residence exemption
I bought my house in 2013 and have been renting it to present time. I never lived in it. I am thinking of starting to live in the house in 2025 and 2026 and then sell it in 2027. What do I have to do ...
- 71
1
vote
1
answer
40
views
Question about offsetting options contracts
How exactly does offsetting an options contract work , for example if we're to go long on a call or put position in order to offset it i would need to short a call or put position, this eventually ...
- 39
2
votes
1
answer
91
views
The last 3 digits swift code entered wrong branch. I asked to recall the international transfer. Where is my money could be?
24 Nov 2023:
I send £9000+ from the HSBC UK to Cathay United Bank Taiwan. The money arrived to intermediary bank (CITI BANK UK) soon. And the HSBC app tracker shown the transfer is in progress for 5 ...
1
vote
1
answer
82
views
LMS Code for making international transfer
I have been asked to make advance payment of 85 usd for LMS code inorder to make international wire transfer. Why are they not deducting. Could this be a scam attempt by the bank.
The bank is ...
- 11
2
votes
1
answer
81
views
How to top-up my PayPal account balance above my bank account's daily limit?
I need to pay 3000 € at IKEA's e-shop*, but my bank account including its credit and debit cards allows only 1000 € per day at maximum user config for the account**. As the only payment option offered,...
- 121
0
votes
0
answers
31
views
Do any Belgian banks offer "virtual" accounts/cards/investment systems/funds where I can put aside money for purchase budgeting?
In order to be fiscally responsible, I would like to put aside a number of small distinct amounts of my monthly salary for specific types of purchases. For example, currently I do my PC games ...
- 231
-3
votes
0
answers
50
views
What happens to your Costco home insurance if your Costco membership lapse? [duplicate]
If you bought a home insurance through costco but then you don't renew your costco membership, what will happen to your home insurance? Does the insurance premium go up?
- 177
1
vote
1
answer
105
views
What happens to your Costco home insurance if your Costco membership lapse?
If you bought a home insurance through costco but then you don't renew your costco membership, what will happen to your home insurance? Does the insurance premium go up?
- 177
1
vote
1
answer
157
views
Which Debt shall I pay first?
I have 2 debts
the first is my mortgage ($600,000) on 3.3% interest rate
and the other is my study loan ($60,000) on 7.0% interest rate
I made savings of $30,000 I want to use to pay my debts
Which ...
- 123
0
votes
1
answer
46
views
Can you effectively reduce the cost of a long call on an index with a synthetic long and married put (e.g. replicate an XSP call using SPX options)?
Imagine you want to use periodic cashflows to purchase deep-in-the-money LEAPS (>1yr expiration calls) on SPX, but the size of the cashflows are too small to do so consistently (the cost of such a ...
- 103
0
votes
1
answer
54
views
How do I get over-withheld tax from 2017-2022 back as an non-resident alien?
I’ve worked as a freelancer from Europe with an American art agency for years and still get some royalties.
In 2017 they suddenly changed the tax withholding from 0% to 10% this was not correct but I ...
- 1
0
votes
1
answer
53
views
Loan: calculate number of monthly payments with fixed annual interest, fixed montly payment, and 1 additional payment per year
The situation is the following. Consider a loan of 430,000 units (dollars or whatever).
The client will pay 10,000 units per month.
The client will pay an additional 70,000 units every 12th month of ...
- 111
5
votes
3
answers
903
views
Would funding a Fidelity HSA from a bank account instead of direct deposit incur extra taxes?
While opening a Health Savings Account with Fidelity, I was asked whether I wanted to add money to my account by either linking a bank account or directly depositing my paycheck. My understanding was ...
- 300
1
vote
1
answer
30
views
RSUs: Can the cost basis for sell-to-cover transactions be calculated using FIFO, or does it have to be LIFO?
My RSU vesting happens with an associated sell-to-cover transaction for tax purposes.
The page on my brokerage (E-Trade)'s website shows the cost-basis for this transaction as though it was calculated ...
1
vote
0
answers
73
views
How can I obtain a tax exemption certificate for a sign company that is located outside of the united states?
How can I obtain a tax exemption certificate for a sign company that is located outside of the united states. I have been purchasing machines for my print shop and they are being delivered directly to ...
user126383
-1
votes
0
answers
132
views
Gofundme prospective donor scam [closed]
I started a gofundme campaign and shared it on social media. I was contacted by several people wanting to market my campaign for a fee. I declined. That is not the issue. The issue is several people ...
0
votes
0
answers
118
views
What are some ways to be “fair” to multiple children with respect to college expenses? [closed]
I have three children and am heading into the college years. I would like to treat them equally when it comes to providing for college education, but I can't define “equally” to my own satisfaction. I ...
- 401
-2
votes
1
answer
63
views
Where do I find Post Money Valuations of Private Companies? [closed]
Where do I find Post Money Valuations of Private Companies?
Ideally a free website, but paid ones would be fine too.
Sometimes Crunchbase has them and sometimes they don't. For example, what is ...
- 511
1
vote
1
answer
269
views
Are "play games get cash" apps like Mistplay legitimate?
Lately, I see a whole bunch of apps which basically all have a theme of "play mobile games, and get free money by doing so". I think the most widely advertised is Mistplay.
At first glance, ...
- 640
-1
votes
0
answers
63
views
Mother’s Name on a Death Certificate [closed]
3
Why on my Dad’s death certificate,is the maiden name of his Mother used and not her married name?
For example Father: John Smith,
Mother: Mary James(maiden
name) instead of ...
1
vote
1
answer
80
views
Do Transaction Fees Count Towards Roth IRA Contribution Limit?
I'm using Interactive Brokers. I noticed that IBKR charges a transaction fee for the purchase of some funds. Does that transaction fee count toward the Roth IRA contribution limit?
1
vote
2
answers
39
views
NPV in trade projects
The question must be very simple but I'm still struggling.
Let's suppose that I have an import-export business. Then I have a discounted CF which is formed by subtracting all costs & taxes from ...
- 11
1
vote
0
answers
19
views
IBKR T&S FINRA on exchange
I've opened the T&S table in IBKR and I've seen in the "Exchange" column a lot of entries with the name "FINRA". I've googled what it is and it stands for Financial Industry ...
- 123
18
votes
4
answers
5k
views
What happens to non-cooperative shareholders when a company goes private?
I own a few shares in some large publicly-traded US company. This company gets acquired and "goes private". Am I required to give up my shares in the acquisition? What if, for whatever ...
- 453
2
votes
2
answers
273
views
Co-signer or Buyer that is the question [duplicate]
My stepmother asked me to co-sign on a brand new car. I did it because I felt obligated.
When we got to the dealership they said her credit was so messed up to get the car I had to be the primary and ...
1
vote
1
answer
166
views
Tax-Savvy Pre-Retirement Liquidity Cushion, or IRS Surprise? -using put options and an IRA
Let’s say I have 300 shares in my taxable brokerage account and they are worth $500 each; I want to take a break from working for three years; and I intend to fund this time off by selling the shares. ...
- 123
-1
votes
0
answers
116
views
Does a Tax Identification Number (TIN) provide greater safety than giving SSN?
For some years I was selling PDFs through a Web site. This Web site recently switched to using a new financial product similar to PayPal that would transfer the profits to my bank account. They ...
- 2,647
28
votes
6
answers
12k
views
How does this scam work where a potential employer emails me the scan of a check to deposit?
Two weeks ago, my husband lost his job. We NEED money and I used to edit and proofread before my son was born. I put my resume on Indeed and was contacted by a Law office, Yasrebi Law out of ...
1
vote
1
answer
50
views
US Short Term Rental - Can You Deduct The Full Property Depreciation And Property Taxes For A Primary Residence?
I have a primary residence where I am domiciled and file my taxes. I am on the road for work during most of the year and will rent out my residence via Airbnb when I am away. I know that I can ...
- 651
0
votes
1
answer
165
views
Is it a good idea? A company to "buffer" income to be withdrawn in the future
Before talking to a tax advisor, I'd like your inputs and your experience.
This is very important:
I'm a permanent resident in Japan, French-citizen
My marginal rate is high, I'd pay 50+% on any ...
- 111
1
vote
1
answer
68
views
How to know a company that promises to match charitable donations up to a certain amount will match my donation before hitting their limit?
Facebook has put out their GivingTuesday announcement for charitable donations. They basically promised to match up to 100 dollars per month if you do a monthly donation to a charity through them. ...
- 1,196
2
votes
3
answers
201
views
Incoming foreign wire transfer landed in someone else's account. How do I get it back?
I was expecting an incoming foreign transfer into my checking account. After much delay, the bank informed me that the wire transfer landed in someone else's account. I realized that the sender made a ...
- 21
0
votes
0
answers
65
views
will signing the title of a car release ownership solely to the co owner
I am trying to take a loan against my paid for car, however my ex's name is also on the title. he signed the back of the title relinquishing any claim or ownership of the vehicle. will that be ...
0
votes
0
answers
59
views
How do I find a list of stockholders of a public company listed in Canada?
How do i find all stockholders by holding percentage of a publicly listed company in Canada. Including minority stakeholders.
- 1
-2
votes
0
answers
103
views
How to access the Expert Market?
I'm trying to figure out how to get access to the Expert Market. From reading the regulatory filings you need to either be an institutional investor, accredited investor, or a qualified expert. I'm ...
- 105
0
votes
1
answer
51
views
Do I need to file form 5472?
I own 100% of a US based LLC, in Wyoming, and I am a non-resident of the United States. I want to know if I need to file form 5472 even though my company had no transactions whatsoever.
I paid a third ...
- 101