Archimedes - Your personal investment coach

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Lessons

• Retirement account restrictions

• The magic of compounding returns

• Understanding an option grant

• Our company is going public

• Mutual funds vs ETFs

• Exercising our right to buy shares

• Speculating vs investing

• Pass the asset class

• Benchmarking and realistic expectations

• Benchmarking and realistic expectations

• Consider risk

• Passive investing

• Retirement accounts through work

• Building a passive portfolio

• Retirement account benefits

• Borrowing money

• Comparing the cost of borrowing

• Getting to know stocks

• Adding dividend stocks

• Measuring risk

• Becoming an investor

• Risks to our portfolios

• Other types of derivatives

• Measuring relative risk

• Introduction to the Greeks

• Dividend stocks

• Buying a dividend paying stock

• Picking dividend earning ETFs

• Diversifying a portfolio

• Dollar cost averaging

• Value averaging

• Capital gains taxes

• Commonly used words

• Economic indicators

• Interest rates and monetary policy

• Cycles of the economy and the stock market

• Getting to know bonds

• The price is right

• Global trade and profitability

• Net worth

• Lowering income taxes

• Circular flows in the economy

• A 5 minute introduction to the economy

• Government and the economy

• Cost of capital: a timeless statement

• Expecting the unexpected

• Alpha and beta

• Alpha and beta

• Managing liquidity

• The lingo of options

• Buying an option

• Selling an option

• Charts and technical analysis

• Avoiding scams and jail

• Limiting losses and covering bases

• Creating a map when buying options

• Wallstreet and profitability

• Qualified Small Business Stock

• Exercising early

• NSO exercise and sales tax

• Paying payroll taxes

• Opportunity cost

• Incentive stock options

• Equity compensation

• RSA tax strategies

• Changing jobs and rollovers

• Employee Stock Purchase Plans

• Traditional vs Roth

• Margin Accounts

• Bond movements and stock prices

• Short-selling

• Brokerage accounts

• How the financial markets function

• What Makes a Software Business Valuable?

• The Canary of All Street

• SPACs—A Tale of Two Brokerages

• Just Buy The Dip

• Short squeezes and market makers

• Direct listings — the next big short

• Bitcoin and cryptocurrency as alternative asset classes

• Taking money off the table

• Consumers, Subsidies, Profitability, Oh My!

• Consumers, Subsidies, Profitability, Oh My!

• The risk of lawmakers to a business

• Buying an IPO on opening day 👍 or 👎?

• Basic trading on Robinhood

• Robinhood might be robbing your hood

• Archimedes—Making investing a bigger part of your life

• A Quick Look At Six Anticipated 2019 IPOs

• The Repo Markets of 2019

• How the banks fought back against covid-19

• IPOs Mint Dough 💸

• Archimedes Experts

• Meet the Expert: SooMan Wolffs

• Coinbase IPO

• Introduction to Crypto with Nathan Gurr

• Call spreads are a cheaper way to place a one way bet on $CHWY earnings

• Why investors are excited about Coinbase

• Coinbase IPO due diligence

• Getting started with crypto

• Starting the bankless journey

• Stretch reading

• Path to Bitcoin

• Blockchain fundamentals

• Bitcoin basics

• Coming up with crypto

• Crypto wallets

• Crypto exchanges

• Crypto supply and demand

• Risks of investing in crypto

• Technological risks of crypto

• Initial coin offerings

• Stablecoins

• Account opening process

• Picking a brokerage account

• Timing the markets

• Tax documents

• Different types of orders

• Trade settlements

• Wash sale rule

• Portfolio tax strategies

• Stablecoin taxes

• Popular passive ETFs

• Crypto account opening process

• Ethereum basics

• Creating investment goals

• Picking a CEX

• Portfolio reviews

• Reasons to buy crypto

• Goal-based investing

• Adding investment milestones

• Organizing and prioritizing goals

• Learn the lingo review

• Open a brokerage account review

• Pick an ETF review

• Buy an ETF review

• Crypto terms

• Non-Fungible Tokens

• Learn the crypto lingo review

• How do blockchains work review

• Knowing the risks of crypto review

• Crypto fees

• Popular cryptocurrencies

• Decide on crypto review

• Popular stablecoins

• Crypto investing data

• Pick a centralized exchange review

• Buy our first crypto review

• Exchanging crypto

• Exchanging our stablecoin review

• Know our risk tolerance

• Alto IRA

• Target-date funds

• Setting up a 401(k)

• Individual Retirement Accounts

• IRA limits

• IRA benefits

• Back-door Roth

• Completing our 403(b) setup

• Robinhood

• Types of stocks

• Retirement strategies

• Participate in employer's retirement plan review

• Start with a basic retirement portfolio review

• Create an investment goal review

• Form an investment strategy goal review

• Form an investment strategy goal review

• Consider the economy goal review

• Growth vs Value

• Stocks at home and abroad

• Partnerships

• Types of equity comp

• Learn the lingo at work review

• Find the value of ownership review

• Selling our shares review

• Selling our shares pre-IPO

• RSU tax strategies

• Alternative Minimum Tax

• Non-qualified stock options

• ISO exercise and sales tax

• Taking steps to early exercise

• Terms of service

• The meaning of assignment

• Find the money

• Introduction to exercising

• Volatility and options pricing

• Price movements and what's at risk

• The decay of time

• Options and margin

• How to use options

• Privacy policy

• The value of an option

• Alto CryptoIRA

• When to exercise options

• Breaking down options

• Java Wealth Planning

• Coinbase

• Naked strategies

• Covered strategies

• Creating a map when selling options

• Options pricing

• Public

• Learn the options lingo review

• Know how they work review

• Think about risk review

• Avoid common pitfalls review

• Where do you place your trust today?

• November 2021

• Stock Appreciation Rights

• Making the most of our SARs

• What are my stock options worth?

• When should I exercise my stock options?

• How can I lower my potential tax bill?

• Should I sell my stock options?

• December 2021

• Web 3 Terminology

• DeFi and Web3 Culture

• Bayesians

• A tale of two games

• Market makers called the $CHWY earnings

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