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votes
1answer
48 views

Goodwill and Amoritization when buying a small business [closed]

When buying certain small businesses goodwill is the largest intangible asset. For an example company, Purchase Price: 1,000,000 Tangible assets: 200,000 Goodwill: 800,000 If the company's value stays ...
2
votes
1answer
35 views

Misplaced IRS EIP 3rd payment

I received the IRS EIP 3rd payment via paper check, but lost it. How does one have check re-issued? Not seeing scenario here on the IRS FAQ site
0
votes
2answers
69 views

How are investments distributed across an index?

Let's say an individual invests a sum of money on an index, say, through Vanguard (e.g. VFIAX or VTSAX): How does the allocation of this investment get distributed across shares of the companies in ...
1
vote
0answers
20 views

Incremental tax rate for Massachusetts Estate Tax

Reference: https://smartasset.com/estate-planning/massachusetts-estate-tax The MA estate tax has an exemption of 1 million, but once you are over, it looks like the estate tax is applied to the entire ...
0
votes
3answers
187 views

How does hyperinflation impact home prices? [closed]

I found on investopedia how inflation will affect companies profits and standard of living: high inflation can also impact corporate profits [...] reducing the standard of living of individuals, ...
1
vote
2answers
97 views

calculating stock investment return

Please help. I am stuck. I am still pretty new to investing, so please be nice and a simple explanation is much appreciated. I want to calculate the capital gains (NO DIVIDEND) annual return of a ...
0
votes
1answer
40 views

What to deduct first from the discount? Is it the percentage or amount?

How to calculate a discount which have both deductions using Percentage and Amount at the same time. For e.g. Total Amount is 60,000 where I want 10% and 1,500 Discount. So if we deduct the 1,500 from ...
2
votes
1answer
24 views

Understanding the spectrum of “SEC regimes”

I heard somewhere on a market commentary forum that the current SEC regime is "activist." I paused and tried to figure out what that meant, but I couldn't -- at least to a meaningful degree. ...
7
votes
1answer
3k views

What does “not funded by you” mean in Vanguard's college savings planner?

What does the green area called "Not funded by you" represent in this type of college 529 calculator? Source calculator here.
1
vote
1answer
88 views

How to handle a stimulus check that was never deposited?

When the first two stimulus checks were issued I received physical checks for $1200 and $600. For various reasons, these checks were never deposited or cashed in any way. Now I'm trying to do my ...
31
votes
12answers
10k views

Investor Paradox. How can you calculate how much is a company worth when buying part of it changes the total value?

I have a (probably very simple) question to which I haven't been able to wrap my head around. Say I have a company, and I am told that it is worth 1 USD (100% of the company). My friend, who has 1 USD,...
0
votes
1answer
31 views

What does it mean when there are gaps in historical stock aggregates (bars)?

For many less popular stocks, looking at historical data shows "gaps" for which there is no information. For example, here are a couple days in March at 1-minute granularity for such a ...
8
votes
1answer
438 views

Does Delaying Taking Social Security Have Adverse Effect on Size of Payment if Best Years More Than 20 Years Ago

This question concerns Social Security payment in USA. Looking on AARP website (https://www.aarp.org/retirement/social-security/benefits-calculator/), it seems your monthly benefits are calculated ...
-3
votes
2answers
149 views

What are “G-secs”?

I am having a slight trouble in understanding this. I seriously do not know what it means by "G-secs". I have heard this word in the article posted below. What does it mean when someone says ...
0
votes
0answers
47 views

Why is my stock making huge transactions between bid ask spread right at the end of the trading day [duplicate]

This company seems to keep things pretty quiet. It looks like steady accumulation whenever there is profit taking of a sell off. The past few days however, there have been some extraordinarily high ...
2
votes
2answers
277 views

Can my landlord live in a property I rent if I move out before the lease ends?

We moved out two months earlier than our lease ends, but are still fully prepared to keep paying rent until May. We were responsible for getting the lawn mowed, so I had my dad go mow it. While he was ...
2
votes
0answers
33 views

Living in Germany, working remotely for a Swiss Company- taxes?

I am an EU citizen, living in Germany. I was offer the possibility to work 100% remotely for a company in Switzerland, a "classic" employment contract. I will not be an Grenzgänger. I ...
0
votes
0answers
51 views

What's the value of zero interest installments under high inflation?

Context: high inflation country. Let's say 3% montly inflation. A shop offers goods in monthly payments with 0% interest. For example you buy an applliance worth $100 in 12 montly payments of $8.33 ...
0
votes
1answer
56 views

Why would trading in an ETF’s underlying stocks be required if investors were to sell enough shares?

trading in an ETF’s underlying stocks would be required if investors were to sell enough shares to prompt the redemption of 5 per cent of assets under management. - Emma Boyde, Financial Times I don'...
1
vote
0answers
24 views

Overpayment of 2021 Economic Impact Payment (the third stimulus) [duplicate]

Odd situation. My son was a dependent on our 2019 return but not 2020. We both filed our 2020 returns a few days before the EIPs began -- my wife and I as joint filers (minus one dependent--our son) ...
2
votes
1answer
39 views

Are 401k and IRA contributions reduced for new, part-year, US residents?

Suppose I move to the US partway through the year and start working. I will file a dual-status tax return. My employer offers a 401k plan and I want to contribute as much as I am permitted. I ...
0
votes
1answer
58 views

Why is it common to selloff SPAC shares just before merger?

There is a company I am familiar with that is the target of an SPAC. I'm unfamiliar with investing in SPACs, but what I have learned is that more often than not, the price of the ticker drops after ...
0
votes
1answer
89 views

Is there an ETF that performs consistently better than VGT over multiple date ranges?

It is surprising since the index it is based on is not well known, but when ever I compare it over 6mo, 1y, 2y, 3y, 5y, etc, the only one that comes close and occasionally does a bit better is QQQ, ...
3
votes
2answers
62 views

Is there something like a covered call for futures?

I am making my first baby steps in learning about future contracts. In the option market there is something like a covered call, where one can limit the upside risk to the loss of the shares one ...
0
votes
0answers
22 views

How to calculate annualized returns given table of DCF?

I was reading the Dhandho Investor by Mohinish Pabrai, and I came acorss this table: . In context to this table the author goes in to say that for and investment of 5000$ the owner makes a 21 bagger. ...
-1
votes
0answers
36 views

Major things that US citizens (w/in the US) investing in foreign stocks/bonds need to consider from a taxation and legal POV?

What are (the most common / impactful) things that US citizens (living in the US) investing in foreign stocks/bonds need to consider from a taxation and legal POV (particularly those that US ...
1
vote
1answer
87 views

Why do SPACs issue units instead of shares and warrants only?

From my understanding, SPAC units are sold during SPAC IPOs. Later, these units can be converted into shares and warrants. What I don't understand is: why is it necessary to issue units in the first ...
0
votes
1answer
37 views

Help Determine Wash Sale-Bought and Then Sold the Same Lot within a Month (United States)

I did research on the previous posts but could not find an answer that matches my exact situation. I understand IRS definition of wash sale occurs when you sell or trade stock or securities at a loss ...
0
votes
0answers
16 views

Yahoo Finance error? Did the VUAA.L etf drop by 20% shortly after debut (May 2019)?

I'm learning more about stock indices and doing an evidence-based approach. Many sources tout Yahoo Finance as a great place to get stock market data, so I'm looking at its data for the Vanguard S&...
12
votes
2answers
4k views

Will I have to repay some of the 3rd stimulus check?

I got the full amount for the third stimulus check. ($5,600 for a family of 4) I just did my taxes for the 2020 year and an online calculator shows that I would have gotten $4,000 less if I had filed ...
1
vote
1answer
135 views

How to e-mail a check to someone

How is it possible for someone to email me a check for services and I go to the bank and cash it
0
votes
1answer
112 views

What are the financial ramifications for buying a house under my LLC

I am going to buy a house, but considering buying it under my LLC to protect me from losing the property in the event of a potential law suit. What are the financial implications of doing this if any? ...
1
vote
1answer
44 views

Advantages of incorporating in Canada for reselling

I'm looking into reselling (flipping) retail merchandise on Amazon with FBA. I'm in Canada, I expect profit margins to be tighter. One thing I'd like to know is if incorporating could save me from the ...
0
votes
0answers
106 views

My 52 year-old husband owns a rental property. Sell? When?

My husband owns a house we rent. The tenants are great, but my husband is taking a cash flow loss (less than $400/mo). However, the equity is rising nicely - 14% last year, 54% over the last 5. I want ...
-2
votes
2answers
111 views

How Do I Calculate Average Share Price?

If have 3,000,000 shares at an average price of 10.8¢ per share and want to purchase another 50,000 shares at 60¢ per share in same company, what will my average price per share change to?
2
votes
0answers
40 views

Do we have to pay deductibles on medicare and medicaid separately?

My fiancé has been seeing a PTSD therapist for about five weeks, paying out of pocket for the sessions until her medicare deductible was met so she would be covered. We just got a call from the ...
0
votes
1answer
44 views

Freelance income from different currencies (UK)

I have a UK day work and also do some freelance stuff. I will start to work as a freelance for a Swiss university and for a Canadian organisation. I will invoice them in CHF and USD respectively as ...
10
votes
2answers
335 views

How do I know if I am a Highly Compensated Employee?

Does my employer inform me whether or not I am a highly compensated employee? If not, how do I find out, other than getting money refunded at the end of year if my company was over their 401k HCE ...
1
vote
5answers
217 views

Why do some banks charge a fee for a low account balance?

I'm learning in economics that if your balance gets too low, you have to pay a fee. Why is this? Is it to help support the bank, or as a punishment? Or is it both?
1
vote
4answers
73 views

Is there a standardized time-limit for disputing credit card charges?

tl;dr: Is there any definitive guide to the allowed timeframe for disputing CC transactions? The answers seem to vary widely. Does everyone need to call their bank for any specific transaction to find ...
1
vote
2answers
94 views

Is 401(k) plan without any matching like an IRA?

I might take a software contracting job, and the agency has a 401(k) plan, but just 0% matching. But it seems a little bit weird: what does it mean, is it a way for us to put more money in than an IRA ...
8
votes
2answers
166 views

*Remote* internship for a UK company as a Spanish resident — they want me to go to the UK?

Background My permanent residence is in (mainland) Spain I'm studying at a university in the UK (specifically, Scotland) At the start of this academic year (September 2020), I moved to the UK for ...
4
votes
2answers
83 views

Can I pay equal amounts of quarterly tax if my income is uneven?

My money manager typically reallocates my portfolio early in the year. That means the majority of my capital gains occur in Q1. Am I required to adjust for this in my quarterly taxes, trying to pay ...
0
votes
1answer
111 views

If I invest in my friend's trading based company that signs a contract to a fixed RoI can the gains be treated as long term if I leave it for a year?

So my friend has a company that seeks investments from friends and family (possibly other acquaintances too). They invest these funds into stocks, etfs, derivatives, etc using their patented ...
2
votes
1answer
57 views

How to avoid the $800 minimum franchise tax as a California resident with out-of-state business?

Assume a California resident sets up an out-of-state trust, which in turn is the only member (and manager) of an out-of-state LLC for business in another state (e.g. holding rental properties outside ...
2
votes
4answers
2k views

Can the bank legally deduct an amount from the coins I gave them? [closed]

If I take coins to the coin counter in a bank and don't have an account with them, can they give me half the amount worth and then refuse to give me back my change to go somewhere else?
1
vote
0answers
21 views

Correcting a transaction — Gnucash won't let me do it [duplicate]

I have been experimenting with splitting transactions so posted a question about it on this forum. The answer I received did the trick and I can now split transactions just fine. The trouble I'm ...
0
votes
1answer
49 views

Old option chain symbols

I am going through my investment history, but there are a lot of option trades that don't make sense. For example, in 2009, "OZC Jan 22 2011 25.0 Put" was the $25 put for QQQ expiring in ...
-2
votes
0answers
38 views

Dividend yield on index

How would you compute q (dividend yield)
1
vote
1answer
52 views

Multi-Factor Investing: Quality Stock / ETF

I am trying to build a multi-factor portfolio which includes the Quality factor. However, I am having problem finding out which of the ETFs (that I am considering) has higher profitability / quality ...

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