Cents of Security by Interactive Brokers

Getting started in real estate investment can be a lot more complex than it seems. What type of property are you looking for? How much money do you want to invest? Who will manage the property? Riley Adams, Founder and CEO of WealthUp joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.

Earnings Announcements can be very helpful to investors and analysts. They can cause the market to move in all sorts of ways and impact a company’s performance expectations. Christine Short, Head of Global Corporate Events Research at Wall Street Horizon, a TMX Company joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.

There is more to a bank than just a place to store some cash. There are several types or banks and products offered, but what best fits your circumstance? Elizabeth Ayoola, NerdWallet Banking Spokesperson & Writer joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss active vs passive investments.

When the time comes for a bigger purchase and you need a credit card, there can be some questions that come with it. What type should I look for? What interest rate should I pay? Will I have access to the best rates? Caleb Silver, Editor-in-Chief at Investopedia joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.

Usually, tax talk starts to pick up after January as people gather their income documents. Reviewing these documents and tax rates in the United States can be confusing. Nancy Nelson, CPA and Consultant to Interactive Brokers LLC, joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss income tax in the US.

When private companies go public by selling shares on an exchange for the first time, it is called an initial public offering or an IPO. How does a company get to the IPO stage? What are the steps involved? Jack Cassel, Head of New Listings at NASDAQ joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.

What are some topics to think about when receiving an inheritance? There can be tax implications or pieces that are not expected. Nancy Nelson, CPA, Consultant to Interactive Brokers LLC, joins Cassidy Clement, Senior Manager of SEO and Content to discuss.

What qualifications should investors look for in an financial advisor? Are there fees? What are the goals for the money invested? Steven M. MacNamara, CFA - IBKR Institutional Sales, joins Cassidy Clement, Senior Manager of SEO and Content to discuss the elements to look for when selecting a financial advisor.

Saving for college is something that could never start too early. As the costs of secondary education seem to be exponentially increasing, the topic of saving for the experience is quite popular. In this episode, we cover several ways to prepare for the costs. Kelly Lannan, SVP of Emerging Products at Fidelity Investments joins Cassidy Clement, Senior Manager of SEO and Content to discuss.

As you reach certain milestones in your life, you may be faced with the opportunity to pay for things with loans and accumulate debt. It’s not always a bad thing. Sometimes you have another term at college, a big purchase, a new family member, or life just throws you a curve ball. No matter what the cause, there are different types of debt and ways to pay them off. Jose Torres, Interactive Brokers’ Senior Economist, joins Cassidy Clement, Senior Manager of SEO and Content to discuss.

In today’s world it is quite easy to get things delivered or a task completed from an app or website. But what is behind that whole system? Is that line of work something worth getting into? In this podcast we cover employment in the gig economy and the pros and cons associated. Brooke Coby, IBKR’s Global Head of Talent, joins Cassidy Clement, Senior Manager of SEO and Content to discuss.

Buying a home can seem daunting. There are so many things to keep track of and people to loop into the process. It leaves most buyers asking the question’s “What should I research” and “What do I need to know to get the funds for a home?” Jose Torres, Interactive Brokers’ Senior Economist, joins Cassidy Clement, Senior Manager of SEO and Content to discuss the process of securing a home loan.

Employees can become injured or sick on the job, so what are the options? Who qualifies? Will they still get paid? IBKR Human Resources Director, Michael Kerrigan joins Cassidy Clement, Senior Manager of SEO and Content to discuss medical and disability leave from work.

Since both growth and value can be a positive for investor portfolios, which strategy is the right way to go? Are there more risks with one over the other? Stefano Grasso, Senior Portfolio Manager for Enhanced Value Fund joins Cassidy Clement, Senior Manager of SEO and Content to explore value vs growth investing.

Disability insurance can be of help if a policy holder cannot work to earn an income. How can someone get this insurance? Are there different types and how long do these benefits last? IBKR Human Resources Director, Michael Kerrigan joins Cassidy Clement, Senior Manager of SEO and Content to discuss disability insurance.

The Federal Reserve (or The Fed) has a big impact on the economics of the US and it’s banking system. So how does this effect every day investors? Jose Torres, Interactive Brokers’ Senior Economist, joins Cassidy Clement, Senior Manager of SEO and Content to discuss.

This word inflation is thrown around a lot these days, but where do investors usually see it first? And how has it been combatted in the past? Jose Torres, Interactive Brokers’ Senior Economist, joins Cassidy Clement, Senior Manager of SEO and Content to discuss these foundational questions.

An ETF is structured a bit differently compared to others in the space. From it’s first days in the market to present day, one can still see the ETF’s impact on the finance industry. Ron Delegge, the founder of ETFguide, joins Cassidy Clement, Senior Manager of SEO and Content at Interactive Brokers to discuss the main points about the foundations of ETFs.

You’ve likely heard the word "Quant" before, especially if you look at financial data or work in the industry. What is its history and can just anyone jump into the Quant pool? Ishan Shah, AVP of Research & Content at QuantInsti joins Cassidy Clement, Senior Manager of SEO and Content at Interactive Brokers to discuss the basics of Quant.

Christina Qi, CEO of the market data platform Databento joins Cassidy Clement, Senior Manager of SEO and Content at Interactive Brokers to discuss leadership and mentoring in the finance space. Christina formerly founded Domeyard LP, a hedge fund focused on high frequency trading. Her journey from the world of intern to hedge fund came with it’s peaks and valleys. These lessons from a challenging industry, helped her find a voice in a way that makes an impact.

Life insurance is an important item to address in financial planning, especially when you are depended upon for financial support by a family. Todd Marschall, a Wealth Management Advisor at Northwestern Mutual joins Cassidy Clement, Senior Manager of SEO and Content at Interactive Brokers to discuss life insurance. This topic is not everyone’s favorite to talk about, but often it doesn’t become a point of discussion until it’s too late.

Join us, as HR Director Michael Kerrigan, and Chief Data Officer Ilya Degter, offer their advice to those applying for a spot in our highly competitive internship program. Find out what’s behind Interactive Brokers’ ongoing success and innovative spirit and get some tips on how to put your best foot forward as a potential candidate!

What does it take to win a coveted seat in IBKR’s highly competitive technical internship program? In this podcast, our listeners will want to take notes, as Gee Vats, IBKR’s team lead in technical recruitment, details – not only the criteria needed for acceptance into the program – but also the many memorable experiences our interns take away with them long after their internship ends.

There are many phrases, adages, and idioms are commonly heard in Wall Street speak. Cassidy Clement, Senior Manager of SEO and Content at Interactive Brokers is joined by Chief Strategist, Steve Sosnick to discuss financial market sayings. The two break down their meanings and origins. Related Links: Financial Jargon Ep: https://ibkrcampus.com/podcasts/cents-of-security/financial-jargon-origins-and-meanings/

In this episode, we’ll cover the basics of trading options. Kevin Davitt, Head of Index Options Content at Nasdaq, joins IBKR’s Senior Manager of SEO and Content, Cassidy Clement, to discuss. They look at what the options market is, structure of the contracts, and how they are tied to volatility. Contact Information: indexoptions@nasdaq.com DISCLOSURE: OPTIONS TRADING Options involve risk and are not suitable for all investors. Multiple leg strategies, including spreads, will incur multiple commission charges. For more information read the “Characteristics and Risks of Standardized Options” also known as the options disclosure document (ODD) or visit ibkr.com/occ

In this episode we explain the basics of the US treasury market, what it is, why it exists and how to invest in government-issued debt. The hosts address the meaning of the yield curve, what it’s telling us and why the yield curve today has an inverted look about it. Related Links:  TreasuryDirect: https://treasurydirect.gov/  Bloomberg Chart: https://www.bloomberg.com/news/articles/2022-10-15/bruised-bond-bulls-see-rate-hike-pain-sowing-seeds-of-2023-rally#xj4y7vzkg

We hear it all the time on the news and we read it in the headlines, but where did these popular terms come from and what do they mean? Cassidy Clement, Senior Manager of SEO and Content at Interactive Brokers is joined by Chief Strategist, Steve Sosnick to discuss some popular financial market jargon.

With the 24 hour news cycle, social media, and global trading landscape, it’s hard to know what to look at. Steven M. Sears, COO of Options Solutions, joins IBKR’s Senior Manager of SEO and Content, Cassidy Clement,  to discuss the maze of financial news and how to find the more solid information. Contact Information:  https://optionssolutions.com/ ssears@optionssolutions.com

Technical Analysis is more than just searching for a chart. Where should I start? What are the basics? Do I need to be looking at certain charts at certain times? We’re going to dive into these topics in this episode. Managing Director at the CMT Association, Tyler Wood joins IBKR’s Senior Manager of SEO and Content, Cassidy Clement to discuss financial charts and technical analysis. Contact Info: TYLER WOOD, CMT tyler@cmtassociation.org Website: CMTAssociation.org Co-Host of Fill the Gap

You may have certain products and companies that are part of your day to day life. In some cases, if they’re public, you may be able to take part in their success via stock investing. Senior Director of Investor Relations at IBKR, Nancy Stuebe, joins Cassidy Clement,  Senior Manager of SEO and Content, to discuss how new investors may frame their search to start their investment journey.

When it comes to health expenses, you may hear the acronyms HSA and FSA quite often. However, you may ask yourself, what do they mean and what do they cover? Interactive Brokers’ Senior Manager of SEO and Content, Cassidy Clement, and Total Rewards Manager, Barbara Olander, discuss the basics of these pre-tax accounts, the core differences between the two, and how these help with health care-related expenses.

Getting a pet is exciting, but they can have some costs that are worth reviewing your budget. It’s best for you and your pet to make sure you are ready for the new expenses. Interactive Brokers’ Senior Manager of SEO and Content, Cassidy Clement is joined by IBKR’s Senior Digital Media Producer at Interactive Brokers, Mary MacNamara. They discuss the various costs associated with having an animal, as well as questions you should ask yourself when selecting a pet based on your financial situation.

Interactive Brokers’ Director of Education Andrew Wilkinson and Product Specialist, Kayla Melagrano, compare buying vs. renting a home. Searching for a place to live is much more than choosing a location and saving for a down payment.  In this conversation they discuss landlords, leasing, mortgages, trade offs, and more!

Meet Juhi Raju Malkani – a budding full-stack developer in the final year of her MS program in computer science at San Jose State University. Juhi not only traveled across the country to do her summer internship at IBKR, but also deployed her code – for the first time – to actual clients as part of her project. In this podcast, Juhi shares how the internship program fit well with her career goals, how her mentors provided indispensable guidance, and why she would recommend interning at IBKR to anyone seeking a similar career path. This is a ‘must-listen’ for anyone seeking an internship or applying to work at IBKR!

Some new wheels would be nice! However, what should customers think about financially before taking a test drive? Interactive Brokers’ Senior Manager of SEO and Content, Cassidy Clement is joined by IBKR’s UX Infrastructure Director, Dave Fortier. Dave is an automotive enthusiast and hobbyist. They compare buying and leasing vehicles in the sense of financial situations, car market timing, and retaining value.

You got equity compensation, that’s great! Wait..what is that? What is stock vesting? How does it work? Interactive Brokers’ Senior Manager of SEO and Content Cassidy Clement and Total Rewards Manager Barbara Olander discuss stock vesting programs and other details associated to them.

Dan Basse, President of AgResource company; Sean McGovern, Research Analyst at Mcalinden Research Partners, and Phil Streible, Chief Market Strategist at Blue Line Futures LLC, come together to discuss the foundations of commodities Contact Information: https://www.cnbc.com/phillip-streible/ https://www.bluelinefutures.com/ https://www.mcalindenresearchpartners.com/ https://agresource.com/team-members/dan-basse/

Chris Guazzo, former president of Rye High School’s investing club joins marketing intern Rebecca Degter to discuss the basics of investing.

Retirement savings may not be the first thing on your mind when you get your paycheck, but it’s never too early to start planning. Interactive Brokers’ Senior Manager of SEO and Content Cassidy Clement and Total Rewards Manager Barbara Olander discuss 401k retirement savings plans. They cover some of the basics of 401ks and discuss what investors should think about when assessing this type of retirement plan.

Kayla Melagrano, Product Specialist-Education at Interactive Brokers, and Jose Torres, Senior Economist at Interactive Brokers, share budgeting tips including sticking to a budget and saving for big purchases.

IBKR’s internship program is a critical path for aspiring professionals, eager to start building successful careers. Join us, as IBKR’s human resources, and marketing leaders engage in a lively discussion with a unique group of interns – those who have thrived at our financial services firm with liberal arts-related goals. Find out more, as we dive into IBKR’s culture and recruitment process, and hear candid, first-hand accounts from interns and their mentors! This is a ‘must-listen’ for anyone seeking an internship or applying to work at IBKR.

Interactive Brokers’ Director of Education, Andrew Wilkinson and Senior Digital Media Producer, Mary MacNamara, discuss the ins and outs of establishing credit, potential pitfalls and how to improve your credit score.