Imagine unlocking cash from your stock portfolio without selling a single share. For many investors, selling stocks to cover expenses isn't ideal. It means losing potential gains and paying taxes on profits. Thankfully, there's another way. Borrowing against a stock portfolio is an effective, straightforward solution that allows you to access liquidity while … [Read more...] about How to Borrow Against Your Stock Portfolio Easily
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Why a Stock Loan Works for Managing End of Year Expenses
As the year draws to a close, financial pressures often increase. Between holiday expenses, year-end tax strategies, and financial planning, finding the right funding solution becomes essential. Many investors face the tough choice of selling valuable stocks to cover these year-end costs, potentially sacrificing future gains. However, a stock loan offers an … [Read more...] about Why a Stock Loan Works for Managing End of Year Expenses
Using a Securities-Based Loan to Finance a New Business Venture
In 2024, the United States is averaging 430,000 new business applications per month, a 50% increase from 2019 (source: U.S. Treasury). With more people launching new businesses, securing business financing options is essential. If you're ready to build a business but need access to capital without selling your stock investments, a securities-based loan offers … [Read more...] about Using a Securities-Based Loan to Finance a New Business Venture
Benefits of Borrowing Against a Stock Portfolio Instead of Selling
Did you know that 61% of U.S. adults now own stock (the highest percentage since 2008) according to a Gallup report? This surge in stock ownership shows that more Americans than ever are engaging in long-term investments. But when financial needs arise, many people feel torn about selling their assets and disrupting their portfolios. There's a smarter … [Read more...] about Benefits of Borrowing Against a Stock Portfolio Instead of Selling
How Stock Loans Work for OTC-Listed Stocks
With over 10,000 securities traded in OTC markets, including stocks, bonds, and derivatives, according to Nasdaq Data Link, it's no wonder more investors are exploring OTC stock loans as a way to leverage the potential of these holdings without selling. Yet, for many investors, borrowing against OTC stocks still feels like unfamiliar territory. The mechanics and benefits of OTC … [Read more...] about How Stock Loans Work for OTC-Listed Stocks