– Tips & Strategy

I Can Get Get a Margin Loan from My Stock Brokerage Account. What Makes ABN’s LeverageLine Different?

Sure. You CAN get a margin loan, usually very easily with a couple of clicks, for any of your stocks. It will be a 50% loan-to-value cash piece, and you will have the freedom to invest it in more of the same stock. Your brokerage will automatically assume you intend to buy more of the same stock in the same account. You are not expected to use a “purpose loan”

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- Tips & Strategy
A. B. Nicholas Support

Should I Get a Loan Against My Stock Portfolio in a Down-Trending Market?

One of the questions we often get here at A. B. Nicholas is “If the market is trending downward, does it make sense to obtain a loan against my stock portfolio instead of selling it outright?” Because of the myriad different combinations of securities in any given portfolio, and many other factors both business and personal that can affect any answer to this question, we need to be cautious. But

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- Education & Training
A. B. Nicholas Support

Portfolio Loan Rates – Decoding Their Meaning

You are probably familiar with mortgage interest rates. You may be familiar with the interest (rate) paid on your CD os Money Market account at your bank. These are straightforward numbers, often tied to the Prime Rate. But your stock portfolio loan rates are based on other factors, which may not be familiar to you. In this article we attempt to decode the world of interest rates and give you

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OpLine is a Loan Against UPREIT Operating Partnership Unit Shares (OPUs). But What’s an UPREIT? What’s an OPU?

An umbrella partnership real estate investment trust, or UPREIT, is an entity that REITs use to let property owners contribute their real estate property in exchange for operating partnership units that can be converted into REIT shares. Like a 1031 exchange, this transaction lets property owners avoid capital gains taxes on appreciated real estate. The operating partnership, or OP, units received in an UPREIT transaction are generally similar to shares

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