Top 5 financial insights for the week

Including the latest articles, videos, charts, quotes, books, tools, and more...

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Here are your top 5 financial insights for the week—including the latest articles, videos, charts, quotes, books, tools, and more—to help you become smarter about finance and investing. Enjoy!

From Wall Street to Your Portfolio: Master Value Investing

The Applied Value Investing Certificate Program from Wharton Online and Wall Street Prep is an 8-week, online, self-paced program that teaches participants how to identify undervalued stocks with the process-driven approach used by the world’s top investors.

Program benefits also include:

  • Guest Speaker Series with top industry professionals

  • Exclusive access to networking and recruitment events

  • Invitation-Only LinkedIn Groups and Slack Channels

  • Certificate issued by Wharton Online and Wall Street Prep

1. Article We’re Reading

Humans have dominated the planet by telling stories; Yuval Noah Harari says we may soon no longer hold the pen (IMF)

2. Video We’re Watching

2025 Market Outlook

3. Chart We’re Analyzing

4. Term We’re Defining

Fair value is a measure of a product or asset's current market value and a reflection of the price at which an asset is bought or sold when a buyer and a seller freely agree. (Investopedia)

5. Quote We’re Reflecting On

“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t get the deferred-gratification gene, you’ve got to work very hard to overcome that.”Charlie Munger

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Thanks for reading FinSummary!

We hope these insights help you stay informed and smarter about finance and investing 📈.

See you next week for more valuable updates—until then, happy investing!

P.S. Deal of the Week: Tastytrade - the platform made for serious trading

Tastytrade is a financial services company and brokerage platform that specializes in trading options, futures, stocks, and cryptocurrencies. It was founded by Tom Sosnoff, a well-known options trader and former co-founder of Thinkorswim. Tastytrade is known for its focus on active traders, particularly those involved in options trading, but also offers a comprehensive suite of tools and resources for all types of investors.

Key features:

  • Low fees

  • Focus on Options and Futures

  • Low Margin Requirements

  • Innovative Trading Platform

  • Educational Content

  • Active Trader Community

  • Research and Analysis Tools

  • Cryptocurrency Trading

  • Mobile App

Here is how it compares to other brokers:

Tastytrade has earned a strong reputation for offering low fees, robust trading tools, and educational content tailored to active traders, making it a top choice for those who focus on options, futures, and other derivative instruments.