All Work

Danielle Liverance

The Case for Holding VYM in Your Roth IRA

If you hold Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM) in a taxable brokerage account, every December distribution check comes with an IRS partner. At the 24% federal bracket, a portfolio throwing…

Danielle Liverance · 3 months ago

Nvidia’s Next Huge Bet: Drill, Baby, Drill!

SLB (NYSE:SLB | SLB Price Prediction) and NVIDIA (NASDAQ:NVDA) have collaborated for roughly two decades, and their partnership just took center stage on CNBC. SLB CEO Olivier Le Peuch sat down with Jim Cramer…

Danielle Liverance · 3 months ago

You Might Already Own SpaceX Shares, Without Even Realizing It

SpaceX shares have surged roughly 50% in their first days of trading (although shares are seeing pressure today), and the predictable response from anyone who missed an IPO allocation is the gnawing sense of…

Danielle Liverance · 3 months ago

Why JEPQ’s Big Payout Belongs in Your Roth IRA

At the 24% bracket, a portfolio kicking off $50,000 a year in ordinary-income distributions hands $12,000 to the IRS every April. Hold that same portfolio inside a Roth IRA and the IRS gets zero.…

Danielle Liverance · 3 months ago

World’s Richest Man Now Worth 7 Warren Buffetts

Robert Frank’s CNBC Fast Money segment this week reframed billionaire scale in a way investors should sit with. After SpaceX‘s (Nasdaq: SPCX) trading debut, Elon Musk’s combined paper wealth pushed past $1.1 trillion, a…

Danielle Liverance · 3 months ago