Jaydon Hessel - Page 4

My name is Jaydon Hessel, and I bring 11 years of experience in investing, planning, and risk management. My journey into this field began with a curiosity about how financial markets operate and a desire to help others navigate their financial futures. I find great fulfillment in breaking down complex concepts into understandable insights, allowing readers to make informed decisions about their investments and financial plans. I focus on providing accurate, clear, and up-to-date information, always ensuring that I check my sources and compare various perspectives. By following trends and organizing knowledge in a straightforward manner, I aim to empower my audience to tackle their financial challenges confidently. Whether it's explaining investment strategies or discussing risk management techniques, I strive to create content that is both engaging and useful.

Author's publications

Infographic details the 7 steps of an IRS audit, from initial notification to settlement or court. Understanding what is an IRS audit is key to navigating this process.

IRS Audit Guide - What to Do When the Letter Arrives

Jaydon Hessel

1 June 2026

Demystify IRS audits! Learn what an audit is, why you're selected, types, and how to respond. Get audit-ready with our guide.

Black 3D letters spell "Morgan Stanley" on a white illuminated panel, suggesting a gateway to Morgan Stanley access investing.

Morgan Stanley Access Investing - Is It Right For You?

Jaydon Hessel

30 May 2026

Considering Morgan Stanley Access Investing? Discover its costs, benefits, and if this automated platform suits your investment goals.

A graphic defines "Marginal Tax Rate" as the tax on each additional dollar of income, illustrated with dollar bills on a cutting board.

Marginal Tax Rate Explained - What Your Next Dollar Costs

Jaydon Hessel

30 May 2026

Understand marginal tax rates! Learn how your next dollar is taxed, not your whole income, and how it impacts your finances.

A calculator and a stock chart are shown next to the word "FUNDS," symbolizing investment and financial planning for your vo etf.

VO ETF - Do You Need This Mid-Cap Fund in Your Portfolio?

Jaydon Hessel

27 May 2026

Unlock the power of VO ETF! Discover what Vanguard's mid-cap fund tracks, its holdings, costs, and when it makes sense for your portfolio.

Two men in hats, one in a long coat, the other in a sweater, possibly representing the early days of Morgan Stanley founder.

Morgan Stanley Founders - The True Origin Story

Jaydon Hessel

26 May 2026

Discover who founded Morgan Stanley, why it started in 1935, and key investor lessons from its unique origin story. Read more!

Diagram shows company stock in a 401(k) with a large gain and low cost basis, leading to tax savings when distributed to a brokerage account, illustrating Net Unrealized Appreciation (NUA).

NUA Tax Strategy - Maximize Employer Stock Gains

Jaydon Hessel

26 May 2026

Unlock NUA tax benefits for employer stock. Learn how to convert ordinary income to capital gains & avoid pitfalls. Read our guide!

A graph illustrating the profit and loss of a covered call strategy, showing the strike price and price at expiration.

Covered Calls - Maximize Income From Your Stocks

Jaydon Hessel

25 May 2026

Master covered calls! Learn how this options strategy generates income from your stock, when to use it, and key risks. Discover our checklist.

Rule 10b5-1 plans allow corporate insiders to trade stock legally. Illustration shows a shopping cart with stock, scales, and a graph.

10b5-1 Plans - Master Insider Stock Sales & Avoid Pitfalls

Jaydon Hessel

23 May 2026

Master 10b5-1 plans for insider stock sales. Learn SEC rules, avoid pitfalls, and ensure compliance in 2026. Get our expert guide!

A stock market graph on a screen, with two blurred figures in suits in the background, possibly discussing a Morgan Stanley IPO.

Morgan Stanley IPO - What Investors Should Really Watch

Jaydon Hessel

22 May 2026

Unlock the truth behind a Morgan Stanley IPO. Discover what truly matters for investors beyond the bank's name. Read our expert guide!

Attendees mingle at a Morgan Stanley TMT conference, with a large screen displaying the event title and a blue, abstract network graphic.

TMT Investing - From Hype to Cash Flow: Morgan Stanley Insights

Jaydon Hessel

21 May 2026

Unlock TMT investing success! Learn how Morgan Stanley's insights identify durable earnings, not just hype, in AI, media, and telecom. Discover key investment filters.