Current Events

Let us break this down 1. You graduate from college 2. Get ready for your first day of work in the city 3. Sign your new contract 4. That includes 100 stock options 5. They are not vested yet (locked) 6. After some time they become vested (unlocked) 7. You feel blessed because those options are now yours #wayup 8. You have come into some money #moneyface Now, let us piece it together; first, you graduate...

The time has finally come for the Trump administration to release their proposal for the much-anticipated Tax plan. This was a major focal point of the Trump campaign of “Making America Great Again”. His voter base of middle America wanted to believe he was going really shake things up and improve upon our system. But has he? well, that is up to you to decide! We here at Orca went to the depths of...

1. You invest a large sum of money 2. And decided to buy one certain stock 3. You talk to your adviser who has an idea 4. To split the money up over 5 months 5. Getting an average price of the stock 6. Your adviser explains that soon you may have more shares than if you bought all the shares at once 7. You think about this… 8. You buy into what your adviser says 9. #Moneyface because I mean mo shares...

Let us break this down 1. You decided to invest some money in a bond 2. You get a “certificate” claiming you have a bond 3. This bond “yields” fixed interest rate of 7% every year #bondgoals 4. You receive money from the bond every year 5. The bond has a maturity rate of 10 years 6. At the end of the 10 years the bond reaches maturity Now let us piece this together, you decided to invest some money...

1. You Invest money 2. Choose an Annuity (box) 3. You are confused and think what options to choose 4. You pick a few funds in the Annuity 5. Time passes and you gain value 6. Gains are tax deferred 7. You grow old and at 59 1/2 you take money out 8. Money is taxed in LIFO manner Now let us piece this together, You want some alternative to retirement accounts and look into an Annuity, now you decided...

Warren is back at it with the billions. This time our godfather started investing in airlines for the first time since the 80s! For those of you who know Warren Buffet is a very practical billionaire and has long been against investing in the airline industry after owing some stock in them in the 80s, which he described as an unpleasant experience. So why the change of heart? Well Buffet was against...

Let us break this down 1. The Feds meet at the reserve building 2. They meet every quarter 3. They talk and think about the economy 4. Often look at economic data 5. Vote yes or no to raise the rates 6. These raise in rates directly impacts bank borrowing rate 7. This all equals the Fed Rate Now let us piece this together, the feds meet at the reserve building, once a quarter, they sit together in...

Let us break this down 1. You invest money 2. This goes into an ETF that has no minimum 3. The ETF consist of “cuts” of companies 4. Like Tennis balls, Basketballs, footballs, and volleyballs 5. This all equals 1 ETF, so you own parts of companies 6. You feel blessed because the expenses are low 7. This all equals an ETF Now let us piece this together, you decide to invest some money in an ETF, the...

Welcome to the madness that is March, and no I am not talking about college basketball but about the Snap IPO. We here at Orca have been anticipating this IPO for quite some time now and have promised to bring updates to our readers. Check out our last article on if it’s worth buying into the Snap IPO here. So what is buying Snap going to cost you? Well less than a date to the movies, if you can get...

Let us break this down 1. Investors give money to a manager 2. They shake on a deal 3. This gives the manager full autonomy like a king of their money 4. The fund has quant analysis to see trends in the market 5. And they invest your money in high risk high reward situations Now let us piece this together, you as an investor give money to a manager, and shake on a deal that gives the manager full control...

Lets us break this down 1. Researchers are analyzing data 2. They look at consumer good prices 3. Like Bread, Cars, Avocadoes, Jewelry, Sunglasses, and Houses 4. They analyze the change in price 5. This all equals Consumer Price Index Now let piece this together, there are researchers that sit a look at good prices, such as bread, cars, avocado etc. All consumer good that we as a country purchase....

As the market is in a change Orca would like to introduce a new segment called Buffet Alerts, as many of you know Warren Buffet is the “Oracle of Omaha” but in my mind he is the godfather of the stock market, and truly a visionary that we Orca’s should learn and understand from. With the recent political changes Mr. Buffett has been very busy and we will be highlighting some of his bigger moves. So...