Depending on your age and income you might want to consider having different saving goals. Learn about some basic rules and factors you need to consider when setting these goals.
When developing your investment strategy, it is important to select an asset allocation plan. This guide will lead you step-by-step on how to get started!
The financial markets have been extremely volatile, even downright confusing, since the beginning of this pandemic. Learn about the different causes of the recent market turmoil.
There are both similarities and differences between the 2008 economic crisis and the coronavirus related economic crisis. Here, we explore the links between these two recent crises.
Diversification is all about minimizing the risk of putting all your investments into a single asset. In this unit, you will learn basic terms associated with this concept and foreign stocks!
Timing is important when it comes to investing and knowing where we are within the business cycle can help you better understand the current economic situation. In this unit, we introduce you to the six parts of the business cycle.
Cash flow statements are a critical piece to a company’s financial picture, detailing how cash moves in and out of a company. Learn about its elements here.
Bonds are fixed income instruments that function as IOUs. When you purchase a bond, you are lending to the issuer, so borrowers will issue bonds to raise money from investors to lend them money for a certain period of time. Learn more about bonds here!
ETFs function as a collection of securities that track an underlying index; they can be bought and sold throughout the day on stock exchanges. Learn more about ETFs here!
Money market funds are a type of open-ended mutual fund that invests in short-term securities with minimal credit risk. Learn more about money market funds here!
REITS, or real estate investment trusts, function as income-producing real estate ranging from office buildings to shopping centers. Learn more here!
Options function as a group of investments that derive their value from an underlying security or rate. Learn more here!
There are three forms of brokerage accounts—namely cash, discretionary, and margin accounts. Learn more here!
Retirement accounts can include traditional IRAs, Roth IRAs, 401(k)s, along with SEP and simple IRAs. Learn more here!
How to open a brokerage account and chose one that best suits your needs. Learn more here!
Types of investing strategies, especially during volatile time periods. Learn more here!