We coordinate with university counselors to give our information to students who show promise but might not graduate for financial reasons.
We engage with street pleaders to understand their stories. If there's a good fit, we provide those in need with resources to access impactful financial literacy content and a means to apply for a desk with us.
We engage with GoFundMe and other crowdsourcing platforms to identify those who need help. We identify interest in expanding financial literacy and investment strategy education.
We teach stop loss positioning, efficient portfolio diversification, and other risk exposure minimization techniques.
We connect the dots between fundamentals, sentiment and technical analysis for leverageable techniques to filter noise from signal.
Automation of alerts and order execution is one of the most important recipes of successful active investment management long-term. We ensure our community is equipped with the proper tools.
We teach how and when to pay taxes efficiently, along with financial reporting techniques that can prevent losses and perhaps one day attract more capital.