NFTs and Beanie Babies

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An NFT is a digital file you can buy the rights to. Your ownership of this file is recorded in blockchain.

Donor Advised Funds

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A donor-advised fund (DAF) is a private fund created to manage charitable donations on behalf of an individual or another organization.

Webinar Recording: Alternative Investments

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Diverse investments in a traditional portfolio balance each other out and help you ride out any market volatility. But sometimes, these traditional investments just aren’t diverse enough. Enter alternative investments, from real estate to art. This webinar addresses types of alternative investments, their role in a balanced portfolio, and caveats about investing in them cautiously. […]

Webinar Recording: Intro to Option Trading

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Trading options can be a volatile investment, but it can also offer high returns if managed responsibly. This webinar addresses risks, returns, and tax strategy when trading options. The presenter, Howard Holmes, is both a Chartered Financial Analyst Charterholder (CFA) and an instructor at Boston University. His long experience and deep understanding of the options […]

Options Trading: How Does It Work?

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When you purchase an option, you purchase the right to buy or sell a particular underlying asset at a particular price and a particular time.

Webinar Recording: Cryptocurrency

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Many of us have heard of the ups and downs of Bitcoin, Dogecoin, or Ethereum. But what are they? Are they a useful currency or a safe investment? This webinar addressed what cryptocurrency is, how blockchain works, and how this technology will disrupt the financial sector in the future. Matt Havin, a cryptocurrency investor, data […]

Predictions for Investors in 2021

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There are a few safe predictions we can make about 2021. Plus, we have some investment advice that should propel your portfolio to success.

Tax Loss Harvesting

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As you approach the end of the year, you have one last chance to offset investment gains in your taxes. You can save by using tax loss harvesting.