U.S. online survey company SurveyMonkey on Monday said it had confidentially registered for an initial public offering with the Securities and Exchange Commission, through its parent SVMK. The number of shares to be offered and the price range for the proposed offering have not yet been determined, the company said. In May, sources told Reuters
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Shutterstock It’s been a generation since Whitney Houston’s “Greatest Love of All” was burning up the charts,  but the lyrics have resonated for me as a parent and equally as a financial advisor over the years. “I believe the children are our future/ Teach them well and let them lead the way.” As Mother’s Day
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Shutterstock Shutterstock The AICPA recently asked the IRS to permit cryptocurrency traders, eligible for trader tax status (TTS), to use a Section 475 MTM election on securities and commodities providing for ordinary gain or loss treatment. In my March 2018 blog post Cryptocurrencies: Trader Tax Status Benefits And Section 475 Issues, I suggested crypto TTS traders consider filing
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Sergio Ermotti, CEO at Swiss financial services giant UBS Group, said Monday he’s concerned that trade threats between the United States and China could “get out of control.” Wealthy investors are holding more cash just in case of a full-blown trade war, Ermotti told CNBC’s Michelle Caruso-Cabrera in an interview that aired on “Squawk Box.”
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Shutterstock Lazy financial writers like to say that higher bond yields will hurt dividend stocks. This blanket statement may sound reasonable, but it’ll cost you money if you take it at face value. Pundits have called sleepy dividend stocks like General Mills “bond proxies” in recent years. GIS has paid 3% (more or less) over
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Shutterstock It’s one of the most intensely-debated student loan questions: can you discharge your student loans in bankruptcy? The short answer: normally, student loans are not dischargeable. However, that may change. Here’s what you need to know – and why. Student Loans & Bankruptcy: Overview First, a quick overview. As many borrowers struggle to repay
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Pretty idyll – but do we need more? (Credit: Shutterstock) In 2017 the U.K. government announced plans for a string of garden new towns and villages across the country to tackle the housing crisis. One year on, and amid widespread resistance, six of these towns have been struck down by the planning inspectorate. Also cast
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swimming in the Bahamas One of the key components for building a durable income portfolio is to be discriminating, even picky, when buying shares in REIT securities. Remembering that REITs own real estate, so just like investing in a building, it’s important to pay close attention to the foundation of your real estate empire. As a REIT
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