Restricted Stock Units in Your Compensation Package
Restricted stock units are a type of compensation where you eventually receive stock, but with limitations on when you receive it.
Do I Have to Pay Taxes on Cryptocurrency and NFTs?
Do you owe taxes on digital transactions? And how can you properly report income and pay taxes on cryptocurrency and NFTs?
Webinar Recording: From Blockchains to NFTs – A Conversation about Cryptocurrency
Cryptocurrency is an often misunderstood emerging field in the financial world. This webinar addresses the basic vocabulary of cryptocurrency, including the differences between different types of cryptocurrencies like Bitcoin, Ethereum, Celsius, and others. It also touches on current and future applications of cryptocurrency. Matt Havin, a cryptocurrency investor, data analyst, and meteorologist, presents along with […]
How Engineers Should Be Investing
By educating themselves on investment basics, engineers will have little trouble seeing through deliberately-confusing sales talk.
Webinar Recording: Exchange-Traded Funds and the Defined Outcome ETF
Many investors want to protect themselves against risk, but bond yields are so low lately that they’re looking for another option. Enter Defined Outcome Exchange-Traded Funds, also called Buffer ETFs. These are bundles of securities intended to track market performance with a defined risk. This advanced webinar will address this type of ETFs’ growth potential, […]
NFTs and Beanie Babies
An NFT is a digital file you can buy the rights to. Your ownership of this file is recorded in blockchain.
Can You Fund Your Retirement With Real Estate?
Looking for another option for retirement savings than just your 401(k)? One possibility is funding your retirement with real estate.
Want to Invest More Conscientiously? Try Impact Investing
Impact investing is simply investing with a mind to the ethical consequences of your investments.
Donor Advised Funds
A donor-advised fund (DAF) is a private fund created to manage charitable donations on behalf of an individual or another organization.
Webinar Recording: Financial Basics Series – Understanding Risk
This webinar is the next in our series on Financial Basics and addresses risks like death, disability, loss of income, and other vulnerabilities every adult should consider especially as they get married and have children. Our speaker covers common mitigation strategies like insurance and financial planning. Kade Hammes, a financial advisor specializing in young adults, […]
Compound Interest
Compound interest, in its most basic form, means that you earn interest on your interest. You can save a little money and have it multiply.
Microlending: Investment or Charity?
Money now is much more valuable than money in the future. Enter microlending: tiny loans to help those who need it most.
Why Millennials Should Be Investing
Money you invest young pays off more than money you save later. That’s why millennials should invest now, even if you have to start tiny.
Webinar Recording: Alternative Investments
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. […]
The Time Value of Money
What does the time value of money mean? It means that money available at a certain time is worth more than the same amount later.
Inflation, and How to Make It Work For You
Have you ever heard stories about buying a candy bar for a nickel? Inflation is what causes your dollars to lose value over time.
Women and Investing
How can women take a greater role in investing for their financial future? How can financial advisors build lasting relationships with them?
Types of IRA for Retirement Savings
You’ve probably heard about IRAs. But there’s more than one type of IRA, so how do you know which one is best for you?
Webinar Recording: Intro to Option Trading
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 […]
Webinar Recording: Understanding Annuities
Annuities promise a stable income throughout retirement, but do they really pay off? Investors need to understand the details of their annuity policy to get the full value. This webinar will address types of annuities, decoding annuity statements, and what to do with an annuity if you choose not to annuitize. Jayce Lowe, wealth manager […]
How to Grow Your Net Worth Without Buying a Home
You can grow your net worth without owning your own patch of real estate. Think beyond homeownership and build wealth other ways!
Saving for Retirement With a 457 Plan
A 457 plan is a less common type of retirement plan. But if your employer offers one, it’s good to know what it is and why you might want it.
Robo Advisors and Their Limitations
A robo advisor is a service that handles some basic portfolio managing tasks, often for free with your 401(k). But they can’t replace a human.
Webinar Recording: Constancy Amid Change: Managing Investment Risk in 2021 and Beyond
Webinar Recording: Investing and Taxes in Retirement
In this presentation, Dave Zaegel, CFP, CPA, shared his knowledge and expertise in making the most of retirement savings. His lengthy experience as an auditor and accountant inform his financial planning practice and allow him to see both taxes and investing from multiple angles.
Options Trading: How Does It Work?
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
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 […]
Cryptocurrency: Does It Live Up to the Hype?
Does cryptocurrency actually live up to the hype, or is it just a fad that will look dated in another decade?
Unrealized Gains and What They Mean for Your Taxes
Your investments aren’t taxed until you sell them, meaning that keeping investments unrealized can allow you some tax-free growth.
Webinar Recording: Five Ways for Physicians to Invest Wisely
Being a doctor is seen as a financially stable career, but physicians need to protect their income in case of financial crises. Sudden disability or a malpractice suit could leave them unexpectedly without income. The webinar addressed safeguarding your cash flow, minimizing taxes, and planning for retirement. Christopher Hunter, financial advisor with Merrill Lynch, was […]
Capital Gains Tax and Your Investments
Be prepared so that capital gains taxes don’t hit you unawares. Educated investors are in the best position to minimize their taxes.
Annuities and Your Options
Having a basic understanding of the pros and cons of annuities can help you decide how to provide for your future needs.
How Physicians Can Protect Their Financial Future
Being a doctor doesn’t mean your financial security is permanent. Let’s talk about a few ways physicians can protect their financial future.
What Does the Nestlé Sale Mean for Your 401(k)?
Many Nestlé employees will soon be under new management. What can you do with your 401(k) when you’re now employed by a new company?
Predictions for Investors in 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.
Investment Management Help
Have you ever wished your nest egg were a little (or a lot) bigger? Learn how a financial advisor can help with investment management.
Stock Trading Without Losing Your Shirt
Everyone is talking about how independent stock traders won big on GameStop shares. Is stock trading a smart way to make money as an amateur?
How to Invest for a Secure Retirement
Investing allows you to grow your retirement fund every year, so it’s the amount you need by the time you retire.
Tax Loss Harvesting
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.
529 Plans for College Savings
By investing college savings in a 529 plan, you can earn dividends tax-free.
Managing Your Investments When You Own a Business
There are over 30 million small businesses in the U.S. Many of the owners think of their business as an investment—a way to grow their money and fund their retirement. But just having a business isn’t an investment strategy. To grow your personal wealth, you need to invest both in the business and outside it. […]
Five Things to Think About When You’re New to 401(k)s
401(k) programs are one of the most popular employer-sponsored retirement plans, but they’re not one-size-fits-all. Here are five things to consider as you start on your saving journey. 401(k) programs seem simple on the surface: the employer sponsor takes money out of the employee’s paycheck and invests it according to the employee’s preferences. The vast […]