Educational Resources
Explore a library of curated resources to enhance your member investment knowledge, from instructional videos to deep dives into portfolio strategies.
The Power of Black-Led Innovation Virtual Session
Inside the Women & Wealth Report Virtual Session
UNDERSTANDING YOUR PERFORMANCE REPORTS AND K-1S
Understanding your investment performance is key to making informed financial decisions. This session is designed to walk members through their new performance reports and K-1 tax documents, ensuring clarity and confidence when it comes to managing and interpreting your financial documents.
Overview of what was discussed:
How to navigate and understand your performance reports
Key insights from your K-1 tax forms
Practical steps for efficient tax planning and reporting
The deck from the session can be accessed here (password: 2025Performance!). The materials from this education session are confidential and intended for Portfolia Investing Members only and not for distribution.
