To offer small Banks and Credit Unions a stand alone investment management platform that will service and monetize current customers in a manner that many of these institutions currently  are not.

video explainers on key concepts in investing and finance

Educational Portal

Take Me Back

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About Markets

 

About Investing

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Lump Sum versus Dollar Cost Averaging Investing

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About Retirement Accounts

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Importance of Marginal Adjusted Gross Income (MAGI)

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Inflation

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Deflation

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Cryptocurrencies

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Socially Responsible Investing via ESG

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Tax Loss Harvesting

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Taxes on Gains and Dividends

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Compounding and Dividend Reinvestment

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Required Minimum Distributions (RMDs)

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Credit Scores

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Fractional Shares

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CleverAlpha is an investment adviser registered with the Securities and Exchange Commission (SEC). Any reference to the advisory services refers to CleverAlpha Asset Management, LLC. Registration does not imply a certain level of training nor does it imply an endorsement by the SEC. Past performance is not a guarantee of future results, nor is it necessarily indicative of any future performance. Please keep in mind that investing involves risks.

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