Financial Literacy

What are Long-Term Anticipation Securities (LEAPS)?

Long-Term Anticipation Securities (LEAPS) are special options with longer-term expiration dates of up to one, two, or three years in advance.

What is a Mega Cap Company?

A mega cap company is typically known as a stock with a market capitalization that is above $200 billion. These stocks power the market overall.

What is a Micro Cap Company?

A micro cap company is typically known as a stock with a market capitalization that is between $50 million and $300 million.

Crypto Tax: How Virtual Currencies Are Treated in the U.S.

Filing for crypto taxes has never been easy. And that’s probably not going to change anytime soon. But there are some important details you should know.

What is a Mid Cap Company?

A mid cap company is typically known as a common stock with a market capitalizaiton that is between $2 billion and $10 billion.

What is Naked Call Selling?

Naked call selling is when an investor sells call options without owning the underlying security. This comes with its own risks and rewards.

What is an Investment Mandate?

An investment mandate includes specific rules, guidelines and more for the management of a specific portfolio or investment fund.

What are the Different Types of Investors?

There are many different types of investors that are willing to take on more or less risk. This is dependant on each investors specific circumstances.