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Investing Library

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  • stocks


    Stocks can be a good asset for the long-term. As far back as data is available, stocks have returned nearly 7% a year based on the research of Jeremy Siegel. This puts them above other major asset... Keep Reading

  • mutual-funds

    Mutual Funds

    The U.S. mutual fund industry has $15 trillion in assets, which it manages for almost 100 million Americans. "Managing" may not be quite the right word, though. Most investors in mutual funds get ... Keep Reading

  • exchange-traded-funds

    Exchange Traded Funds

    Exchange Traded Funds, referred to as ETFs, are fairly new entrants to the investing world. Introduced in the 1990s, ETFs trade on exchanges like individual stocks do, but they track an underlying... Keep Reading

  • target-date-funds

    Target Date Funds

    Target date funds are a one-stop-shop for your retirement savings. You pick the date closest to your planned retirement, say 2050, and invest your savings into that fund. Many leading financial ... Keep Reading

  • ira-overview

    IRA Overview

    The two most common types of IRAs are the traditional IRA and the Roth IRA. Both are good, tax efficient savings vehicles with fixed contribution limits, but they work differently. First off ... Keep Reading

  • 401k-overview

    401(k) Overview

    A 401(k) plan is an employer-sponsored retirement savings plan. Named for a section of the U.S. tax code, 401(k) plans emerged in the early 1980's as an alternative to pension funds. 401(k) plans ... Keep Reading

  • difference-between-ira-and-401k

    The Differences Between an IRA and a 401(k)

    401(k)s and IRAs are both great tax-advantaged vehicles for long-term saving; there are, however, key differences between the two. Ideally, if both an IRA and a 401(k) are available, you should use... Keep Reading

  • 401k-fees

    401(k) Fees

    401(k) plans are provided by your employer, however the costs are not covered fully. Typically, an investment you hold within the 401(k) will deduct a portion of the returns each year as a fee ... Keep Reading

  • rolling-over-401k

    Rolling Over A 401(k)

    When you change jobs or leave a company, rolling over your 401(k) may be wise. A 401(k)'s main benefit is the company match, which boosts your savings. However, the opportunity for matching ... Keep Reading

  • which-ira-is-right-for-me

    Which IRA Is Right For Me?

    Once you decide you would like to open an IRA, the question immediately follows - should you opt for a Traditional IRA or a Roth IRA? To answer this question, you of course must first know what .. Keep Reading

  • hiring-a-financial-advisor

    Hiring a Financial Advisor

    Hiring a financial advisor is hard. Most investors are busy professionals who need someone to help them choose wisely, avoid simple mistakes, plan for taxes and manage cash flows. But how do you ... Keep Reading

  • what-is-risk-tolerance

    What Is Risk Tolerance and Why Is It Important?

    Understanding your risk tolerance is as important as knowing your shoe size. You want an investment that fits you well. Investments can go up and down over time, and having a portfolio you believe ... Keep Reading

  • awesome-portfolio-checklist

    The Awesome Portfolio Checklist

    Want to know how to have a great portfolio? You could read a huge stack of books and academic papers, but we’ve already done that for you and distilled it down to 7 things you should make sure to do. Keep Reading

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