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When call options expire ITM, the shares either need to be transferred (from an existing owner) or bought at the market price. I'm wondering whether this affects the stock price post-expiration?
**The effect of uncovered call options?**
It seems to me that it can be reasonably assumed that not all shares levera... |
Do call options expiring ITM increase the stock price? |
I did business with an online business based in New Zealand, [PredicIt][1], which has a firm in Washington, DC, called [Aristotle, Inc.][2], that handles their monetary transactions. I'm in California. They ended up owing me money, which they say they sent me as three paper checks by US mail. I received two of the chec... |
I did business with an online business based in New Zealand, [PredictIt][1], which has a firm in Washington, DC, called [Aristotle, Inc.][2], that handles their monetary transactions. I'm in California. They ended up owing me money, which they say they sent me as three paper checks by US mail. I received two of the che... |
Last year I started working at a company as F-1 OPT around Jul, and then I turned into H-1B on Oct. So, I have to file as a non-resident alien.
However, somehow the company withhold FICA tax from my paychecks *since the beginning* (during F-1). **I was wondering if I could get this part back for the period that I wa... |
Can I file tax for both F1 and H-1B partially the first year? |
**DISCLAIMER: To be clear, I have zero interest in trading futures. I don't have the knowledge, risk appetite, or capital for that.** I'm just asking this to learn.
The S&P 500 closed at 3,939.43 on Friday, March 12. At [$50 a point](https://en.wikipedia.org/wiki/E-mini#E-mini_contracts), an E-mini futures contract ... |
Am I understanding the math of this futures contract trade correctly? |
I have invested in a company called thomastradingservices (https://www.thomastradingservices.com/?a=home) and got profit. Now to withdraw they say i need to buy bitcoin worth 20% of the profit and send it to their wallet to recieve the withdraw to my wallet. Does anyone know this company and is it trustworthy? I feel l... |
Is thomastradingservices legit? |
I have two pension schemes from two different UK major providers, and they are presumably using whatever the legal requirements are for calculating projected annuity for my pot, but to me they seem exceptionally conservative.
Basically, both companies' statements say at retirement age of 65 they project my value to ... |
How are annuity rates calculated for money purchase/DC pensions? |
I'd like to know how to record for the appreciation of my investment portfolio.\
The idea of not recording it; and then recording it as revenue once I sell it seems a bit off to me.\
I plan to hold my shares and bonds for a long time, possibly never selling them; Thus the recognition of the increase in value using th... |
How to record personal portfolio appreciation? |
I understand how to calculate the yield on a 10 yr TNote based on face, price & coupon.
I don’t understand why the yield (and price) on a futures contract about to expire is so different than the market yield (and price) if you buy a note instead.
For example March 21 10 Yr TNote contracts are about 131 which (I ... |
The amount that you just received via direct deposit could be one of two things:
First, it could be your actual tax refund. You would know if it is this because the amount you received should be the amount that was on the bottom of your Form 1040 (Line 35a). Yes, if you filed Form 1040 when you should have filed F... |
The amount that you just received via direct deposit could be one of two things:
First, it could be your actual **tax refund**. You would know if it is this because the amount you received should be the amount that was on the bottom of your Form 1040 (Line 35a). Yes, if you filed Form 1040 when you should have fil... |
Earlier people used to earn X amount as salary and from that they could buy Y no.of items. Over a period of time salary increases to 3X but they could still buy only Y no.of items.Does this indicate zero economic growth?
Which is more worthy, more money which has less currency value or less money which has more cur... |
Let's say that I am able to convince my local bank to loan 1 Bitcoin from me today, with them allowed to hold it for at least a year before I am able to ask them to give it back. After a year, if I choose, I can allow them to keep it indefinitely (or for another year, etc.).
The point of this would be for me to rece... |
Have I correctly understood the logic of lending money to a bank? |
I'd like to know how to record for the appreciation of my investment portfolio.\
The idea of not recording it; and then recording it as revenue once I sell it seems a bit off to me.\
I plan to hold my shares and bonds for a long time, possibly never selling them; Thus the recognition of the increase in value using th... |
I'd like to know how to record for the appreciation of my investment portfolio.\
The idea of not recording it; and then recording it as revenue once I sell it seems a bit off to me.\
I plan to hold my shares and bonds for a long time, possibly never selling them; Thus the recognition of the increase in value using th... |
> Earlier people used to earn X amount as salary and from that they could buy Y no.of items. Over a period of time salary increases to 3X but they could still buy only Y no.of items.Does this indicate zero economic growth?
Mainly this indicates inflation.
If the value of one unit of currency decreases, your work ... |
I researched many trading strategies online, and in books, and most of the strategies said that a good risk management system was possibly more important than the strategy itself. I heard phrases like this: **"What separates professional retail traders from novices, Is just good risk management."** I eventually got a b... |
I have invested in a company called thomastradingservices (*link removed*) and got profit. Now to withdraw they say i need to buy bitcoin worth 20% of the profit and send it to their wallet to recieve the withdraw to my wallet. Does anyone know this company and is it trustworthy? I feel like i lost my investment and if... |
Building up my IRA and one of the funds I want to use is FSKAX. When I was looking at its [composition](https://fundresearch.fidelity.com/mutual-funds/composition/315911693), it says its a "Large Blend" and that 99.11% of its portfolio invest in companies with a value greater than $10bn, which I believe means Large Cap... |
Do Total Market funds include all market capitalizations? |
- I understand a loan account of a customer is an asset account of the bank.
- A credit to loan account by bank decreases asset account.
According to double entry accounting for every credit there should be an associated debit. Which account is debited by bank, how and why?
|
I have a full-time job. I also work as a freelance musician playing for local theaters. One of the theaters I work for is in another city and they gave me a W-2 for the ~$1000 I made in 2020.
According to the IRS website, I am able to deduct travel expenses if I'm self-employed https://www.irs.gov/taxtopics/tc511. Bu... |
Can I deduct travel expenses even if I received a W-2? |
Let's say that I am able to convince my local bank to borrow 1 Bitcoin from me today, with them allowed to hold it for at least a year before I am able to ask them to give it back. After a year, if I choose, I can allow them to keep it indefinitely (or for another year, etc.).
The point of this would be for me to re... |
I am trying to determine how to estimate the pre-market opening price of a stock.
Stocks trade in the main session from 9:30 to 16:00, then in after-hours from 16:00 to 20:00.
I've always been taught to believe that at 20:00 all trading stops until 4:00, when pre-market opens. However, it is extremely common tha... |
How do we estimate the pre-market opening price? |
Did you fill out a W-4 (employee) for the venue, or a W-9 (contractor)? I.e. how did the venue get your SSN?
It may be easiest just to change your status going forward. Inform the venue that you prefer to be a contractor, and provide a W-9. |
It is often said that the market is guaranteed to go up in the long-term, even if it may be shaky in the short-term.
Of course nothing is guaranteed, so that word is meant to not be taken literally, so the intended meaning is probably "almost guaranteed".
The argument offered for this proposition is a simple visu... |
Is it a myth that the stock market is guaranteed to go up long-term? |
It is often said that the market is guaranteed to go up in the long-term, even if it may be shaky in the short-term.
Of course nothing is guaranteed, so that word is meant to not be taken literally, so the intended meaning is probably "almost guaranteed".
The argument offered for this proposition is a simple visu... |
It is often said that the market is guaranteed to go up in the long-term, even if it may be shaky in the short-term.
Of course nothing is guaranteed, so that word is meant to not be taken literally, so the intended meaning is probably "almost guaranteed".
The argument offered for this proposition is a simple visu... |
>Is it a myth that the stock market is guaranteed to go up long-term?
No, it is not a myth; it is a generalization. As you say, this is not intended to be taken literally, and nothing is guaranteed.
If the argument is "the market always goes up long-term", then "in this particular short-term window it didn't go u... |
I am a self employed freelancer, and received several 1099-NEC from my clients. I live and work from my grandparents home (for free), and also care for them (for free), and was wondering if this would be eligible for any deduction? |
Look at the Nikkei 225
[![Nikkei 225][1]][1] [Source: Wikipedia][2]
Investing in Japanese stocks is not the bumpy but sure way upwards it used to be in the US and most other markets around the world.
However, this is not an argument against investing in the stock market in general. This is more an argument for d... |
> It is often said that the market is guaranteed to go up in the long-term, even if it may be shaky in the short-term.
> The argument offered for this proposition is a simple visual picture of the S&P500 index.
Although the stock market going up with certainty (sans a large-scale thermonuclear war) is a fact, the... |
Let's say there's a stock trading at $100 and you sell a PUT for $80 that expires the coming Friday. The stock drops to $75 by Tuesday.
When are you actually forced to buy the stock? Does the option have to reach expiration date? Does the broker decide who they want to force executions on or is the very specific b... |
How and when are CALL/PUT options executed if you're the seller? |
That the stock market is “guaranteed” to do anything is demonstrably ridiculous.
First of all, if humanity went extinct, clearly the market would not bounce back because the market would no longer exist.
Secondly, if by “guarantee” you mean “provided human beings exist and provide value in a market” then the next... |
I have half a dozen "buckets" of short-term cash sitting in money markets; e.g., vacation fund, unforeseeable house repairs, a post-COVID wedding reception, etc.
Looked at individually, none of them seem safe to invest, since I'll need between 15% and 30% of it in the next 3-18 months. As a whole, though, they repre... |
I have invested in a company called thomastradingservices (*link removed*) and got profit. Now to withdraw they say I need to buy bitcoin worth 20% of the profit and send it to their wallet to receive the withdraw to my wallet. Does anyone know this company and is it trustworthy? I feel like I lost my investment and if... |
As others have said, what you're asking would be the million-dollar question so to speak!
There are so many variables that go into such a calculation, and MANY of them are ones to which you don't have access, or even if you did, would necessarily know how to apply to the stock. Some of them are contextual, meaning ... |
I have invested in a company called thomastradingservices (*link removed*) and got profit. Now to withdraw they say I need to buy bitcoin worth 20% of the profit and send it to their wallet to receive the withdraw to my wallet. Does anyone know this company and is it trustworthy? I feel like I lost my investment and if... |
Parents passed.
Was told I need a CPA for final filing.
I gave a $350 retainer.
Because my siblings were on the deed to protect the house from nursing home I'm told I need to file a gift return for 3 years ago.
That's another $450 retainer.
Then a final fiduciary for 2021.
Question:. Is this typic... |
This is regarding short-term capital gains (actually losses) carried over from past years. I have a capital loss carryover of about $4800 from 2019. I had a gain of about $12k in 2020. I thought the capital loss was limited to $3000 each year. That's why I had $4800 carryover from last year. I have imported my document... |
how can capital losses carryover used be more than $3000? (in US income taxes) |
I have been dreaming of building/developing a sustainable and regenerative farm (say in Arizona, New Mexico, Nevada or Colorado). I live in **California**.
If I buy a piece of land that has 2 or more of water/electric/sewage/phone utilities, how could I go about developing that land? I am assuming just land (probabl... |
I tried day trading after losing my job. With a $25k initial investment, I traded heavily for a few months using margin. I was up about $5k and then took a huge hit on some options when the market corrected. The loss was about $16k.
During the course of those months, I exchanged (I know, I was surprised too) about 1... |
If I show a total loss for the year, will I be impacted by wash rule disallowed losses? |
To be honest, it always starts with you.
Write a business plan, not so much for the sake of investors (although you'll need it if you decide you want to raise money) but because it helps you clarify in your own mind what it is you want to achieve, what resources you have, and what you need to learn or understand abo... |
How should a cash flow produced by an asset of value (such as a stock or piece of land) be valued when the receipt of that cash flow is dependent on the ownership of such asset?
For example, consider a business that owns stock selling for $100 that pays an annual dividend of $10. The value of this business is obviou... |
I have a portfolio of two assets. I've invested X% in asset A and Y% in asset B.
Here, X and Y are weights. So, for example X = 50, Y = 50 would be a long equal-weighted portfolio, whereas X = 50, Y = -50 would be a equal long-short portfolio with zero net outlay.
My question is simply what the formula for rebala... |
What is the formula for rebalancing a portfolio? |
I have recently put 2K into the vanguard life strategy 100% fund, which is a pre diversified fund of funds. I also drip feed this account monthly. Now I’m putting another 2K from savings into vanguard and I’m deciding which vanguard fund to choose. My options are to 1) stick with the prediversified life strategy or 2) ... |
How best to maximise the compounding effect of vanguard investing platform? |
There is very little one can do to effect the "miracle of compounding" it is simplistic, but this article is [right on point][1].
Here is what you can do:
- Start early
- Start with something, or increase what you invest
- Leave it alone
While picking a good investment helps, sub optimal investments also ... |
I monitor on Yahoo Finance the [gold price per ounce][1]. But I learned that in US you buy gold per ounce, but in Europe we use per kilo.
How do I see the price per kilo on Yahoo Finance?
*I use a software for portfolio tracking which uses in background the Yahoo Finance API.*
[1]: https://finance.yahoo.c... |
Cash in hand, unused land, living home do not generate any stable income when compared to cash deposited in the bank, rented land and rented home.
Why are they still considered as an asset? |
It is because they answer differently the question "What are you selling?"
Imagine a wealthy businessman who does all his work from his Toyota. His annual income might be a million dollars, but if you're buying just his Toyota, you might pay just $20,000 - a far cry from a million dollars.
If you bought his busin... |
I was thinking about how the _Martingale_ strategy only works with enough money, and eventually will almost surely run into a streak, that wipes out the account. My mind then strayed towards neural networks and machine learning. The idea is that the machine would learn what level to put stops at, and where to put take ... |
A trading program that modifies its own risk management? |
I want to know how capital gains taxation works to understand better about taxes.
To make it very simple lets say that Federal capital gains tax rate is 20% and state capital gains tax rate is 10%. And all capital gains tax rates and income is for long term only.
And if the income is 100K, then all I have to pay is: ... |
The third round of stimulus checks are said to be in the process of being prepared to be sent out to many Americans, with March 17 being said to be the date that many people are supposed to receive their payment via direct deposit.
The IRS is going to use 2020 tax returns where available, or 2019 tax returns where n... |
As far as I see it, the main problem with placing stops, is that the price may rebound in the direction that you originally wanted. You might be out of the trade and have no chance of recovery.
Puts are the right to sell a security <https://money.stackexchange.com/questions/3430/options-for-dummies-can-you-explain-h... |
Can you use puts as stop losses? |
As far as I see it, the main problem with placing stops, is that the price may rebound in the direction that you originally wanted. You might be out of the trade and have no chance of recovery.
Puts are the right to sell a security (<https://money.stackexchange.com/questions/3430/options-for-dummies-can-you-explain-... |
Can puts work as stop losses? |
I am about to purchase as house which costs less than 400k in the UK under a leasehold over 110 years. Currently, they say there are no stamp duty rates applying until the end of June 2021. The house is going to be my main residence (flat to live in) and not a buy to let or an alternative place to live (e.g holidays et... |
State capital gains tax is an income tax, and thus deductible from your Federal AGI (subject to the $10K limitation) if you itemize deductions on your Federal return. Be aware that many states simply impose the general income tax rate on the Federal AGI less the State deductions (e.g. interest from Treasury bonds is no... |
It is often said that the market is expected to go up in the long-term, even if it may be shaky in the short-term. The argument offered for this proposition is a simple visual picture of the S&P500 index.
![See returns here][1]
I have two counter-arguments.
1. Firstly, it seems much of this argument hinges o... |
Why should we expect the stock market to continue to generate returns long-term? |
Alright the problem is not as simple as it sounds. Let me explain.
I closed my German bank account after moving to India. The bank said they wouldn't do the international transfer to my Indian account and so I gave them my ex German colleague/friend's account to transfer the balance (~€10000) amount to and close the... |
Your situation with the tax-benefit pension account is far better than mine.
I have access to a tax-benefit pension saving scheme where it is not possible to terminate the contract at will, even if returning all tax benefits. The tax benefit applicable to this scheme which I can use is basically that I get a tax dis... |
I'm considering opening a corporation within the State of Florida.
Although, I'm trying to understand the Corporate Short Form Income Tax Return.
[Florida Short Form F1120-A][1]
Line 1 (total income)
Line 2 (federal NOLD)
Line 3 (Florida NOLD)
Line 4 (less exemption $50 000)
NOLD, from my research, is ... |
The spot price for gold is quoted in US dollars per ounce, whatever country you're in.
Any other figures you see elsewhere require currency conversions and/or conversion to different mass systems. Converting troy ounces to kilos can be done using 1oz = 31.1035g. In other words, to get the price per kilo, multiply ... |
How do Federal and State Capital gains tax offset one another or stack? |
I am a high-school Senior who will not earn enough income working this summer to have to pay income taxes. I have a full ride to college, so I was thinking of using my earnings/savings for retirement. Does putting my earnings in a Roth IRA mean that I wouldn't be paying taxes on those savings at either end (since I don... |
Is a Roth IRA good for a high schooler? |
I would say the definition you linked to in a comment is incorrect, or at least misleading. As yoozer8 noted, an asset is simply something that has value; it doesn't need to produce income just by existing.
Think about it this way. Suppose you own a valuable asset like a rental property. Then you sell it for a mi... |
S&P Dow Jones publishes a list of Witholding Tax Rates by country [here][1].
[1]: https://www.spglobal.com/spdji/en/documents/additional-material/withholding-tax-index-values.pdf
For some reason, Bermuda is not on this list.
What is the rate for Bermuda? |
Bermuda missing from S&P's list of Withholding Tax Rates - what's the rate? |
How do I get tds refund when the processed ITR mentions 0 as tds refund? (India) |
Condolences on the loss.
**TLDR: I don't know if its fair or not, but at least understand what you'll need to be paying for.**
My guess is that you're the Executor/Administrator of the estate.
You say the Estate is under $500K. I'm going to assume that you are not in state with inheritance or estate taxes (som... |
Condolences on the loss.
**TLDR: I don't know if its fair or not, but at least understand what you'll need to be paying for.**
My guess is that you're the Executor/Administrator of the estate.
You say the Estate is under $500K. I'm going to assume that you are not in state with inheritance or estate taxes (som... |
Condolences on the loss.
**TLDR: I don't know if its fair or not, but at least understand what you'll need to be paying for.**
My guess is that you're the Executor/Administrator of the estate.
You say the Estate is under $500K. I'm going to assume that you are not in state with inheritance or estate taxes (som... |
Condolences on the loss.
**TLDR: I don't know if its fair or not, but at least understand what you'll need to be paying for.**
My guess is that you're the Executor/Administrator of the estate.
You say the Estate is under $500K. I'm going to assume that you are not in state with inheritance or estate taxes (som... |
Condolences on the loss.
**TLDR: I don't know if its fair or not, but at least understand what you'll need to be paying for.**
My guess is that you're the Executor/Administrator of the estate.
You say the Estate is under $500K. I'm going to assume that you are not in state with inheritance or estate taxes (som... |
Condolences on the loss.
**TLDR: I don't know if its fair or not, but at least understand what you'll need to be paying for.**
My guess is that you're the Executor/Administrator of the estate.
You say the Estate is under $500K. I'm going to assume that you are not in state with inheritance or estate taxes (som... |
I have a question about whether I can use HSA to reimburse the following kind of qualified medical expense -
1) Year 1 - I add $3000 to my HSA account
2) Year 1 - My qualified medical expense is $4000
3) Year 2 - I add $3000 to my HSA account
Can I reimburse the medical expense incurred during Year 1, using th... |
Can I reimburse medical expenses using funds added to HSA in a later year? |
This is a great question and the answer is a bit dependent upon other factors in your life. Presumably you earned less than $400, not a lot, although you should be proud. To me it boils down to how can we change that into "life changing money"?
Putting it in a Roth is a great idea and certainly not a bad one. F... |
I'm trying to make loan amortization schedule where Interest rate is calculated on the exact period dates. (installment dates taking into account weekends and public holidays) and with the first payment less after than 30 days.
What I have -
Loan Amount 130,550
Interest Rate 8.2%
Tenor 240 month
Disbursement date... |
I've encountered online auctions where the seller has set their reserve price hidden. What are the benefits to the seller that would cause them to do so?
As a buyer, if I see an item I like, I may put in a bid. If it has a hidden reserve and I did not meet it, the systems tells me right away. I can then either move ... |
My parents got the first and second stimulus. Most americans got the third one today. For some reason they did not get the third one. When I check the Get My Payment status site it says
[![enter image description here][1]][1]
[1]: https://i.stack.imgur.com/rVem0.png
They are both retired and filed joint ta... |
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