Publicly traded stocks

Investing is about laying out cash or assets now, in the hope of more cash or assets returning to you tomorrow, or next year, or next decade.

Most of the time, this is best achieved through the acquisition of productive assets.

• Productive assets are investments that internally throw off surplus money from some sort of activity. 

• Each type of productive asset has its own pros and cons, unique quirks, legal traditions, tax rules, and other relevant details.
• The three most common...

• When you buy fixed income security, you are really lending money to the bond issuer in exchange for interest income.
• You can buy certificates of deposit or money markets, or invest in corporate bonds, tax-free municipal bonds, and U.S. savings bo...

Outright Ownership: You will buy shares of individual companies directly. To do this right requires a certain level of knowledge.

Pooled Ownership:  You mix your money with other people and buy ownership in a number of companies through a shared structure or entity. The do...

Once you've settled on the asset class you want to own, your next step is to decide how you are going to own it.

If you decide you want a stake in a publicly-traded business, do you want to own the shares outright, or through a pooled structure?

Your decision can have a major impact on how your investments are taxed.

Choices include taxable brokerage accounts, Traditional IRAs, Roth IRAs, Simple IRAs, SEP-IRA, and maybe even family limited partnerships.

1. Investing in Privately Held Businesses: These are businesses that have no public market for their shares. They can be a high-risk, high-reward proposition for the entrepreneur.
2. Investing in Publicly Traded Businesses: Private businesses sometimes sell part of themselves...

• It means investing in common stock, which is another way to describe business ownership or business equity.
• When you own equity (the value of the shares issued by a company) in a business, you are entitled to a share of the profit or losses generated by that company's operatin...