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Click here to read this on StonyFinLab.org
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MAR 03, 2023
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Interesting Resources We Found for You
1. The Difference Between The Poor, The Middle Class, And The Wealthy: [Click here]
The difference between the poor, the middle class, and the wealthy are vast, and it all comes down to the financial statements. The income statement and balance sheet show how much income and expenses someone has, as well as their assets and liabilities.
2. Big Ideas 2023: Technological Convergence: [Click here]
According to ARK’s research, five innovation platforms are converging to create unprecedented growth trajectories. Artificial Intelligence is the most important catalyst, its velocity cascading through all other technologies.
3. Read Warren Buffett’s annual letter to Berkshire Hathaway shareholders: [Click here]
Warren Buffett published his highly anticipated annual letter to Berkshire Hathaway shareholders last Saturday. The letter has been an annual tradition for the 92-year-old “Oracle of Omaha” for more than six decades and it has become a must read for investors around the globe.
4. Pomp’s Highlights from The Great CEO Within by Matt Mochary: [Click here]
Learning how to run a company while running a company is extremely hard. There are many reasons to create a company, but only one good one: to deeply understand real customers (living humans!) and their problem, and then solve that problem.
5. Multi-billionaire Masterclass w/ Ray Dalio: [Click here]
William chats with Ray Dalio, one of the most successful investors of all time. Here, Ray shares invaluable lessons on how to develop your own principles for success, overcome your biggest obstacles, construct a resilient portfolio, invest wisely in China, think rationally about Bitcoin, & build a happy life that suits your personality. This is a true masterclass on investing & life.
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Member-Made Videos
1. Investing for Retirement: YouTube [Click here], Bilibili [Click here]
Video author: Yongchen Huang, Stony Finance Lab
Description: This video introduces 4 common types of retirement plans including government-sponsored, employer-sponsored, and self-sponsored plans. Check out the video to learn about qualifications and monthly payments for social security benefits. Annual contributions to IRA accounts and 401(k) accounts are also included in the video. Even more, find out some tips on boosting retirement savings in the video!
2. Must Know for Filing Individual Tax Returns: YouTube [Click here], Bilibili [Click here]
Video author: Yongchen Huang, Stony Finance Lab
Description: This video talks about documents that need to be prepared for filing annual tax returns, including income information, itemized deduction proofs, and taxes paid throughout the year. Check out the video to learn the government's collection of income taxes, taxable income, and allowable deductions. The video also includes a brief explanation of marginal tax brackets, standard deductions, itemized deductions, capital gains tax rates, dividend gains tax rates, and child tax credits.
To view past research videos or workshop recordings, visit our channels at
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Jobs Board: Financial Analysts and Advisor
1. Portfolio Management Analyst/Associate: Apply here!
OP Crypto is looking for a Portfolio Management Analyst/Associate that will support portfolio companies and founders on various functional support areas, including hiring, GTM, finance, and product development and maintain internal meeting notes and records of portfolio companies latest development’s needs.
2. Research Analyst/Associate: Apply here!
OP Crypto is looking for a Research Analyst/Associate. This role will develop a personalized research process that involves qualitative and quantitative analysis to identify the latest industry trends, market changes, and new innovations across blockchain industry and conduct deep-dive research on topics like L1s, L2s, monolithic vs. modular blockchains, existing and new dApps, and much more.
3. Deal Analyst: Apply here!
OP Crypto is seeking a highly motivated and talented Investment Analyst/Associate to join our investment team and drive our efforts in the web3 space. The ideal candidate will have a passion for this exciting space, a solid understanding of the overall ecosystem and will be responsible for supporting their team in sourcing, analyzing, and executing investments.
4. Operations Associate: Apply here!
OP Crypto is looking for an Operations Associate that you will manage day-to-day fund operations with different vendors and service providers (banks, custodians, fund administrators, legal advisors, tax advisors, auditors, etc.), gaining exposure to all facets of the fund and Manage regulatory filings, annual tax and audit activities, and maintain internal databases on all relevant operational files and records.
5. Senior Accountant: Apply here!
Polygon is looking for a Senior Accountant who will execute month-end close processes, including but not limited to preparation of journal entries, account analysis and reconciliation of balance sheet accounts within a complex entity structure and work with the Accounting Manager in documenting and researching complex technical accounting topics.
The jobs above are collected by our volunteer Yuelin Peng. The Lab is not liable for verifying the information or the consequences of using the shared information. Users should take responsibility to do their own due diligence and bear all consequences of using the information. To view past postings on job and career, please visit
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