facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Join our Mailing List




Latest From Our Blog

%POST_TITLE% Thumbnail

What Is an NFT (Non-Fungible Token)?

From mainstream media coverage to a parody skit on Saturday Night Live, non-fungible tokens (NFTs) are starting to become a household name. But the concept can be confusing and leave investors wondering whether this is a fad, a hobby or a bona fide investment. While you may be able to address this question with a trusted financial professional, below we’re offering a quick introduction to NFTs and the potential risks and rewards involved with owning them.

Investing
%POST_TITLE% Thumbnail

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
%POST_TITLE% Thumbnail

How to Manage Stress During Market Volatility-- Keeping a Healthy Perspective with Your Investments

For millions, the pandemic has served as a source of financial distress and worry. This rings true, in particular, for investors of all kinds. Market volatility is the highest it’s been since Black Monday, over 30 years ago, not to mention the fact that this is the largest volatility spike linked to a disease outbreak in history.1 Living through COVID-19 is stressful enough. Feeling hopeless about an unpredictable stock market certainly doesn't help. If you’re one of many worrying about their investments, these are some dependable ways to reduce stress and make a plan moving forward.

Investing
%POST_TITLE% Thumbnail

How March Madness Is Like Investing

March Madness is nearly upon us and as many of us know, this season highlight for college basketball fans is often full of upsets, underdogs and blowouts. Like investing, filling out a bracket involves balancing risk, reward and expectations, and winning a pool ultimately requires a bit of luck along the way. Here are a few lessons from March Madness that we can apply to the world of investing.

Investing