Ambastha Financial LLC

We provide investment advisory / management solutions to clients. For a LIMITED time only, my firm can analyze any portion of your investment portfolio once for FREE for suitability and validation purposes, if you would like. Please contact us today for our firm’s presentation materials and a FREE analysis. Email us at kuldip@ambasthafinancial.com today. Ambastha …

What Caught Our Attention in the Investment World? – Week of September 30-October 4, 2019

By Anil K. Ambastha and Kuldip K. Ambastha On September 26, Interactive Brokers (IBKR) announced a new IBKR Lite service effective from October that will feature unlimited, commission-free trades of U.S.-listed stocks and exchange traded funds (ETFs) along with no account minimum or inactivity fee. This news caused only a mild reaction on September 26 …

What Caught Our Attention in the Investment World? – Week of November 29-December 3, 2021

By Kuldip K. Ambastha The stock of Twitter, Inc. (TWTR), a microblogging and social networking technology (tech) platform, delivered negative returns for each day of this past trading week, as the table here shows. On Monday, November 29, 2021, Jack Dorsey announced that he would step down as the Chief Executive Officer (CEO) of Twitter. …

What Caught Our Attention in the Investment World? – Week of February 15-19, 2021

By Kuldip K. Ambastha In the last few years, cryptocurrencies (and their associated blockchain technology usages) have attracted the attention of many investors. During the past trading week, the first-ever North American exchange-traded fund (ETF) for Bitcoin was launched. Purpose Bitcoin ETF (BTCC-B.TO) saw strong interest from investors and heavy daily trading volumes. Though cryptocurrencies …

About

Ambastha Financial LLC is a Registered Investment Advisor (RIA). We primarily create diversified, stock-based portfolios, with some mutual funds / exchange-traded funds (as needed) plus selected options to create extra income (as appropriate). Stock-based portfolios are customized for your goals, objectives, and risk attitudes. We collect such information via a questionnaire plus oral conversations with …