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Coinbase Went Public With a Direct Listing. Here’s Why that Approach Can Be Tricky

Founded in 2012, Coinbase is a San Francisco-based central cryptocurrency exchange space. The company’s shares began trading on Wednesday, March 14 with a direct listing on NASDAQ. For many investors, this was an important event in cryptocurrency’s long-standing battle toward mainstream acceptance. At the same time, this big move for Coinbase is turning heads for another reason - the decision to forgo the more traditional IPO process for a direct listing.

Investing
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Understanding Inflation in 2021: What Investors Need to Know

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2008.1 Since the start of the COVID-19 pandemic, six major stimulus bills totaling around $5.3 trillion have passed. With these efforts to alleviate pandemic-fueled financial strife, are inflation levels being impacted? Fed Chair Jerome Powell has said that inflation is likely to pick up as the economy recovers from the pandemic, but he believes it will be temporary. Powell has also stated that the central bank plans to keep short-term rates anchored near zero through 2023.2 As you consider any potential changes to inflation we may be seeing this year, here’s a reminder about what inflation is and how it can affect you and your investments.

Insights
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April Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?

Working with trusted financial professionals is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it’s important to have a good understanding of the fundamentals of financial literacy. Below we’ve identified five financial basics we think everyone should know. Understanding these important concepts can serve as a basis for your financial well-being.

Insights
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COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline

One year into the pandemic, Americans are continuing to strike a balance between staying safe and handling their day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is filing our taxes on time. On March 17, less than one month until Tax Day, the IRS announced an extension for the 2021 tax filing season. Here’s what you need to know about filing your 2020 taxes.

Insights
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62, 70 or Somewhere In Between? It's Time to Answer the Question Once and For All: When Should I Claim Social Security?

Deciding when to begin claiming your Social Security benefits will depend on several factors, such as your personal health and financial standings. It's true that waiting to access benefits will increase your monthly payments down the road. But, full access will depend on your birth date and some may need to access benefits sooner. To help you better navigate this issue, below we’re examining the variables that could impact when you decide to begin claiming your Social Security benefits.

Retirement Funding