Investment Basics

Utilizing Dollar-Cost Averaging
Utilizing Dollar-Cost Averaging
It is a common belief that successful investing requires one to always be analyzing the market and knowing when to buy.  Read more...
What Exactly is a 401(k)?
What Exactly is a 401(k)?
A 401(k) is an employer-sponsored retirement savings account. It is designed to make investing seamless by letting you automatically deposit a specific percentage of each paycheck directly into the account... Read more...
Roth IRA, Traditional IRA, Brokerage account…What’s the Difference?
Roth IRA, Traditional IRA, Brokerage account…What’s the Difference?
One of the first steps to investing is to set up an investment account. One of the first questions that will be asked is what kind of account do you... Read more...
Risk and Return
Risk and Return
One of the fundamental principles of the financial system is the trade-off between risk and return. Risk can be thought of as the volatility of an investment or its potential... Read more...
How Long do I Invest?
How Long do I Invest?
Investment Horizon, or investment timeline, is the length of time between when an investor first starts investing vs. when they wish to sell their investments. Read more...
What Can I Invest In?
What Can I Invest In?
You have taken all the steps to get started investing. You opened an investment account (link to types of investment accounts), transferred some money in, and now you are ready... Read more...
Building Your First Portfolio: A Beginner’s Guide to Asset Allocation
Building Your First Portfolio: A Beginner’s Guide to Asset Allocation
In the beginning of their investing journey, one of the first questions an informed investor should ask themselves is “where do I actually put my money?” The typical investor has... Read more...
What is the S&P 500?
What is the S&P 500?
The S&P 500 comes up very often in any conversation regarding investments. When beginner investors ask what they should invest in, the response they often get is “the S&P 500.”... Read more...