3 Important Things to Know About Cryptocurrency Before Investing – Daily Flash Briefing
Cryptocurrencies are virtual currencies that are created by encoding strings of data into units of currency. They are unlike typical U.S. currency, here's how.
Cryptocurrency 101: Understanding the Basics
The rise in the price of bitcoin and other cryptocurrencies has piqued the interest of investors, financial advisors and the media alike. But what really are they? Here are some things to consider before investing.
Spring 2021 Key Planning and Investment Deadlines
Make note of these key dates for taxes, investments and other financial deadlines in the second quarter of 2021.
IPO Investment: Can You Handle the Risk? – Daily Flash Briefing
Though a risk, investing in an IPO you believe in can lead to significant reward. Here's what Wealth Advisors Marc Bautis and John Williams think about the topic.
How Much U.S. Currency is in Circulation?
In total, there is $2.05 trillion in circulation. Here's the breakdown to put things into perspective.
Market Recap Week of 4/5/2021 Through 4/9/2021 – Daily Flash Briefing
The S&P 500 index rose 2.7% last week to new record highs as the technology, consumer discretionary and communication services sectors led a broad climb. The gains came as Fed’s March 16 meeting showed agreement among members that it “would likely be some time until substantial further progress toward the Committee’s maximum-employment and price-stability goals …
Top Tip for Determining if an IPO is a Good Investment – Daily Flash Briefing
Wealth Advisor Marc Bautis outlines the top tip for determining if you should invest in a new initial public offering (IPO).
How to Balance Charitable Interest With Action – Daily Flash Briefing
Want to get involved in charitable giving but not sure where to start? In a snippet from episode 64 of The Agent of Wealth podcast, philanthropic advisor Kris Putnam-Walkerly offers advice for balancing interest with action.