Intrinsic value, or how much the underlying stock price needs to move for the option to be in the money.In the Kale example above, you have a call option that would let you buy 100 shares of $KALE at $170. If $KALE is at $120, the option is worth a lot less than if $KALE is...
1. Odd lots and board lots don’t trade in the same place. Shares traded in a big market like the TSX are logged in “books”’ (a throwback to when Ye Olde Markets recorded all trades in an actual leather-bound ledger). These days, the “book” is an advanced computer system that...
Events don’t need to be big-budget over-the-top productions to be memorable, but they need to provide value to attendees and marketing results for you. For example, Wealthsimple offers other businessesLunch n’ Learns—info sessions for team members during lunchtime—to educate employees on the...
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the Board of Governors of the Federal Reserve System and the Office of the Comptroller of the Currency. Other notable groups include the Federal Trade Commission, the Consumer Financial Protection Bureau (CFPB) and the Security and Exchanges Commission. Fintech companies must remain compliant with la...
People need “Rational Reminders” (shout out to PWL and Co.) that this too will pass. If this is the first time you’ve seen 20% of your portfolio’s value evaporate, then the stress that you’re feeling is very real, and there is a very good chance that it will fuel bad long-...
Personal finance: Personal finance, also known as personal finance management (PFM), is a term that encompasses services like creating a budget, saving money and planning for retirement. Many fintech start-ups, such as Dave and WealthSimple, educate people about their money while providing straight...
Examples of robo-advisors are Betterment, Blooom, E* Trade, Fidelity, SoFi, Vanguard, Wealthfront, and Wealthsimple. Robo-advisors provide financial advice to users, so they must be registered investment advisors with the Securities and Exchange Commission (SEC). The SEC is the regulatory body of...
Events don’t need to be big-budget over-the-top productions to be memorable, but they need to provide value to attendees and marketing results for you. For example, Wealthsimple offers other businessesLunch n’ Learns—info sessions for team members during lunchtime—to educate employees on the...
in the discount brokerage and investment management industries, where firms such asWealthsimpleand Betterment offer low-cost platforms that, in some cases, have no minimum deposit requirements. This low-cost approach has even extended into other fee areas, such as by eliminating per-trade commissions...