I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winn ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote about Pinterest (NYSE: PINS ) in mid-August, I reiterated my “buy” rating, as the company had reported an acceleration in revenue growth along with Adjusted EBITDA that came ahead ofAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The ...

With the 2026 tax season just weeks away, officials are releasing new information about the Trump administration's much-discussed "Trump accounts." Treasury Secretary Scott Bessent unveiled additional details about the new Trump accounts during a Dec. 17 press conference, clarifying how they can be opened, managed and eventually used by children as they reach adulthood. How to open a Trump account Trump accounts can be established either when filing taxes with the new Form 4547 or through the dedicated ...

The benefits of social media are evident: It can help bring in new clients and teach basic financial concepts. But all that glitters is not gold. As more Americans turn to social media for financial advice, the risks of overreliance become increasingly apparent. Investment content shared online may be inaccurate, misleading or biased, according to a recent FINRA report, and so-called “finfluencers” often lack formal financial training. The agency issued a request for public comment earlier this month on h ...

Each year since 2012, Natixis Investment Managers has released its Global Retirement Index ranking countries’ retirement security — or how well-equipped citizens feel their country can support its aging population. According to the 2025 Global Retirement Index, the United States ranks 21st out of 44 countries assessed resulting in many asking, “Why so low?” First, it’s important to remember that the United States is a large country, and large countries tend to lag behind smaller countries when it comes t ...

Group 1 - The article discusses the investment strategy of a boutique family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The Pragmatic Optimist newsletter, co-founded by Amrita, aims to simplify financial literacy and macroeconomic concepts for a broader audience, enhancing understanding of investment strategies [1] Group 2 - The fund's objective is to invest capital in companies that align with growth-oriented goals, indicating a focus on long-term value creation [1] - Amrita's previous experience in user acquisition during the pandemic has helped her maximize returns for clients, showcasing her ability to adapt to changing market conditions [1] - The newsletter has gained recognition as a top finance newsletter, reflecting its impact and the quality of insights provided [1]

Core Insights - Sezzle's in-app financial literacy program, MoneyIQ, has achieved over one million lessons completed by more than 200,000 users in under a year, highlighting its growing popularity as a comprehensive platform for shopping, rewards, and financial education [1][2][8] Group 1: Financial Literacy Program - MoneyIQ is designed to enhance users' long-term financial well-being by integrating financial education into the Sezzle app, allowing users to learn while managing payments and tracking spending [2][5] - The program features bite-sized lessons focused on practical financial skills, developed under the National Standards for Personal Finance Education, and is powered by Zogo [5][6] - Following the launch of MoneyIQ, user confidence in financial management increased significantly, with 51% of users feeling "very confident" about their finances, up from 37% prior to the program [6] Group 2: User Engagement and Incentives - Users earn experience points for completing lessons, which can be redeemed for Sezzle Spend, promoting positive financial habits and responsible behavior [7] - The most commonly completed lessons include essential skills such as opening a bank account, saving money, repaying debt, building a budget, and improving credit [9] Group 3: Market Context and Company Vision - As the Buy Now, Pay Later (BNPL) model becomes more mainstream, Sezzle aims to redefine its role by ensuring that it supports both purchasing power and users' long-term financial confidence [8] - The initiative addresses a significant gap in financial literacy, particularly among Gen Z, where 28% report lacking financial knowledge, which correlates with lower confidence levels in managing finances [4]

Group 1 - Gifting stock can spark a lifelong interest in financial literacy and investing for kids and teens [1] - Custodial accounts (UTMA/UGMA) are the standard vehicle for purchasing shares on behalf of minors, managed by an adult [2] - Control of the custodial account is transferred to the child upon reaching adulthood, allowing them to benefit from the account's growth [3] Group 2 - Investing in companies that children interact with daily makes the stock market concept tangible [4] - The gift of stock is not just monetary; it teaches the basics of market mechanics, including dividends and patience [5] - Early exposure to investing fosters a wealth-building mindset that surpasses the initial cash gift [6] Group 3 - Companies like Roblox, Netflix, Disney, Nike, and McDonald's are suggested as ideal stocks for children, connecting their interests to ownership [7] - Fractional shares allow children to invest in companies with lower amounts, demonstrating that regular investing accumulates over time [7] - Stocks that pay dividends, such as McDonald's, introduce children to passive income and the concept of compounding [7] - Long-term investing in fundamentally strong stocks teaches children the value of patience and the benefits of ignoring daily market fluctuations [7]

Married women should maintain their financial independence and keep their jobs to protect their future self, actress Reese Witherspoon recently said. "Don't ever let somebody control you with money," she said on an episode of the "Aspire with Emma Grede" podcast. "That person could leave, that person can hurt you. You always keep your job. Your job is your life insurance." Witherspoon has seen many women, including her mother and grandmother, get into financial trouble after divorces or other life event ...

RT Goldie (@dezgoldie)People hate on NIL in college sports but I love that the young boys can get a bag now. Obviously there will be plenty of normies who use all their bread on chains and clothes and clubs etc, but smart ones can live real playboy lifestyle by their late 20s and 30s if they play it right financially regardless if they have successful pro careers. Most will be bled dry by family and by having no brains, but for the cool mfs who “get it” and have intellect? 📈 ...