Displaying 2 items of More for Your Money with the tag "non-retirement accounts".
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Episode 37: Beyond Predictions: Uncommon Cents Investing on Market Trends, Risk, and Unique Strategies - 09/06/2025
September 6th, 2025 | 52 mins 50 secs
10-year treasury, billy graham, client relationships, dow, dr. mark mobius, economic slowing, edwin lefevre, emotional aspects of investing, ethical business, expense ratio, fee-based advisory, fiduciary, financial advisor, financial independence, growth stocks, in-house research, individual common stocks, interest rates, investment strategy, jesse livermore, long-term investing, margin investing, market forecasting, market trends, nasdaq, non-retirement accounts, portfolio building, registered investment advisor (ria), reminiscences of a stock operator, retirement planning, risk discussion, roth ira conversions, russell 2000, s&p 500, speculation, tax control, tax problems, value investing, wealth accumulation
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.
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Episode 20: Understanding Margin Debt in Your Brokerage Account - 05/10/2025
May 10th, 2025 | 52 mins 50 secs
borrowing for investing, brokerage account, capital gains tax, expense ratio, individual stocks, investing, investment fees, investment risk, leverage, margin account, margin calls, margin debt, market update, non-retirement accounts, options, portfolio management., registered investment advisor, retirement accounts, s&p 500, tax consequences, value investing, wealth accumulation
Join John Berkley of Uncommon Cents Investing as they share practical financial insights and strategies to help you get more for your money.