Investing for Beginners – Beginner’s Investing Guide to Make Your Money Work for You
Investing Basics [ Show All ] – Every investor has to start somewhere. Discover basic investments such as stocks and bonds, read about speculative practices such as trading on margin and shorting, and learn how to open a brokerage account to begin investing today.
Personal Finance [ Show All ] – Personal finance is critical for your investing success. With well-managed household finances, you can generate a steady surplus to be invested in assets such as stocks, bonds, mutual funds, and real estate. Learn the basics of getting your financial house in order so you have money to invest.
Investing for Retirement [ Show All ] – If you want to learn about investing for retirement, you’ve come to the right place. Learn about retirement accounts like Roth IRAs and 401(k)s, and find out how tax strategies and employer matching can help you make the most of your retirement savings.
Portfolio Management [ Show All ] – Portfolio management is about managing your family’s investment holdings in a way that’s consistent with your liquidity needs, risk profile, goals, and objectives. A good portfolio management strategy can mean the difference between sleeping through a Great Depression or spending your nights worrying about where your kids will get their next meal.
Investing in Bonds [ Show All ] – Are you interested in learning more about bond investments? Whether you want to buy savings bonds for your children or grandchildren or want tax-free municipal bonds for your retirement, we’ll help you on your journey.
Investing in ETFs [ Show All ] – Exchange-traded funds, also known as ETFs, are a special type of mutual fund that trades on an exchange just like a stock, and which can provide small discounts to underlying net asset value in volatile markets. Find out why ETFs are a great option for beginners and seasoned investors alike, and learn how to pick the ETF for your investing plan.
Investing in Stocks [ Show All ] – There are many different ways you can invest in stocks, including common stock, preferred stock, convertible stock, and restricted stock. These resources will help you learn the difference between each, and help you understand derivatives such as stock options and warrants.
Investing in Mutual Funds [ Show All ] – Mutual funds are the most common way for American families to invest their money in stocks or bonds. By understanding the basics of mutual fund investing, you can protect yourself much better from mistakes that could cost you big losses.
Value Investing [ Show All ] – Value Investing is the cornerstone of long-term growth. Those who practice it survive the ups and downs of the market and are more likely to emerge wealthy than those who ride the market. Learn more about this famous technique and how it can increase your net worth over time.
Income Statement Analysis [ Show All ] – The income statement, or P&L (profit and loss), is one of the most important financial reports you need to understand, and serves as a scorecard that lets you know how a business is doing. Learn how to read these important documents, and you’ll have a leg up on the average investor.
Analyzing a Balance Sheet [ Show All ] – Thinking of buying stock in a company? Start with the balance sheet, which lets you know a company’s assets (things that are worth money), liabilities (debts that are owed), and net worth (the difference between the two). Learn how to read and analyze a balance sheet to determine if a stock is worth buying.
Economic Basic Principles [ Show All ] – Don’t go rushing into the market until you have a strong understanding of the basic economic principles underlying it. Learn important economic concepts like supply and demand, opportunity cost, the time value of money, and more.
Alternative Investments [ Show All ] – An alternative investment is a financial asset that does not fall into one of the conventional equity/income/cash categories. Private equity or venture capital, hedge funds, real property, commodities, and tangible assets are all examples of alternative investments
Asset Allocation [ Show All ] – Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor’s risk tolerance, goals and investment time frame. The focus is on the characteristics of the overall portfolio.