Traceview Finance

5 Easy Steps to Transfer a Health Savings Account (HSA) to Fidelity

Recommendations / By

If you’re interested in consolidating your investments with one broker, transferring all of your accounts may seem like a daunting task. However, most brokerages provide a seamless way to initiate transfers online. By simply entering your transfer request, providing the broker currently holding your assets, entering your account type and number, your new broker will …

5 Easy Steps to Transfer a Health Savings Account (HSA) to Fidelity Read More »

FIRE 101 for 2023: Basics of the FIRE Movement, Quitting Your Job, and Retiring Early

Financial Independence Retire Early (FIRE) / By

If you’re new to the “FIRE Movement,” F.I.R.E. stands for “Financial Independence / Retire Early.” In essence, individuals who achieve “FIRE” or “FI” have replaced their traditional income through a portfolio of investments capable of producing enough passive income to sustain their lifestyle. Those who “retire early” typically have astronomical savings rates. This extreme savings …

FIRE 101 for 2023: Basics of the FIRE Movement, Quitting Your Job, and Retiring Early Read More »

The Snowball: Warren Buffett and the Business of Life by Alice Schroeder Book Review 2023

Book Review, Recommendations / By

Warren Buffett is one of the most respected businessmen and investors in the world. Buffett’s Berkshire Hathaway owns many well-known companies and has substantial ownership in other renowned institutions. However, Buffett himself tends to shy away from the spotlight. Especially, when the spotlight concerns his personal matters. After all, Buffett has spent decades carefully shaping …

The Snowball: Warren Buffett and the Business of Life by Alice Schroeder Book Review 2023 Read More »

The 12 Best Gift Ideas in 2023 for Investors or Stock Market Enthusiasts

Recommendations / By

Looking for a gift the investor or market enthusiast in your life will love? These gift ideas are great for those whose passions revolve around the stock market! Even if investing is just a hobby, they’ll appreciate the sentiment these gifts provide. This article will provide great gift ideas for anyone who loves stock investing, …

The 12 Best Gift Ideas in 2023 for Investors or Stock Market Enthusiasts Read More »

Stocks for the Long Run: Jeremy Siegel 2023 Book Review

Book Review / By

Although Stocks for the Long Run has gone through multiple iterations since it was first published in 1994, the overall theme remains the same: No other liquid asset class can compare to the performance of equities. The author, Wharton Business School professor and MIT graduate Jeremy Siegel, concludes a diversified portfolio of equities provides the …

Stocks for the Long Run: Jeremy Siegel 2023 Book Review Read More »

The Intelligent Investor by Benjamin Graham Book Review 2023

1 Comment / Book Review / By

Considered the “Father of Value Investing,” Benjamin Graham’s book The Intelligent Investor was first published in 1949. Ever since, Graham’s philosophies have influenced a whole generation of both professional money managers and novice investors. In fact, this book has made such an impact on the investing community that Warren Buffett credits The Intelligent Investor with …

The Intelligent Investor by Benjamin Graham Book Review 2023 Read More »