NFTs and Beanie Babies

worm's eye-view photography of ceiling

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

Donor Advised Funds

red and green plastic pack

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

man holding incandescent bulb

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, […]

Webinar Recording: Intro to Option Trading

turned on monitoring screen

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, […]

Options Trading: How Does It Work?

turned on flat screen monitor

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

gold-colored Bitcoin

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 […]

Predictions for Investors in 2021

sculpture of the number 2021

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

new year's day fireworks

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.