Learn how time affects your strategy when defining your investment goals.Read more
How do you really know how well your investment is doing? It's all relative, and a benchmark can help you compare.Read more
Here, we'll focus on going long on call options and why investors choose this strategy.Read more
An introduction to margin trading and an overview of some of the requirements.Read more
Here, we'll focus on going long on put options and why investors choose this strategy.Read more
You know you need to save for college, but you don't know where to start. Here's a practical guide.Read more
After retirement, you have a few ways to plan for your income. Here is an example.Read more
Dollar cost averaging is an investing strategy where you invest the same dollar amount, regardless of share price. Read on to learn why this might be a good strategy.Read more
The Coverdell ESA, or "Education IRA," is a great candidate for tax-advantaged investing if you have your child's education to pay for.Read more
When you buy stock, you're investing in a company. Here's an overview of some things you should consider.Read more
Mutual funds seem popular, but there are thousands to choose from. Here are some things to consider.Read more
Take a look into exchange-traded funds and how they're similar to other investment choices.Read more
If you'd like to make a purchase right away, but you don't have any cash in your account, here's one way you can make the trade.Read more
When you retire, you no longer have an income. Here's one way to plan for that.Read more
As the market for different types of mutual funds has expanded, fund companies have responded to investor demand by creating products tailored to the needs of investors with specific goals.Read more
This investing strategy involves investing in companies that may be up-and-coming and have a lot of potential.Read more
A very basic overview of Options trading.Read more
An index mutual fund is benchmarked to replicate the return of its underlying index.Read more
If you want to invest, but don't have time to choose individual stocks, indexing may be the way to go.Read more
When a brand new stock is minted, it has to find its way into investors' hands. Here's how the process works.Read more
International funds, also known as overseas funds, buy securities issued by non-US companies.Read more
When you buy on margin, you borrow money from a broker to pool with your cash, buying more stock than you could by yourself. It's riskier than paying with just cash - sometimes much riskier.Read more
Technical analysis may be able to help you determine the best time to buy a security you want to add to your portfolio or sell one you already own.Read more
A brief overview of some of the major markets and how they work.Read more
When you buy shares in a mutual fund, you're adding your money to the assets the fund uses to build and maintain a whole portfolio of investments.Read more
An overview of the stock market, and some ideas on how to choose investments.Read more
There investment accounts specially designed for investing on behalf of your kid, but know what your options are before you jump in.Read more
Have a plan in case your investments aren't doing what you want them to.Read more
An overview of indexes, averaging, and weightings.Read more
Risk and Return are often related. Here's how.Read more
There are a whole slew of tax rules around making IRA withdrawals. Here's the lowdown.Read more
Limit orders can be an integral part of helping your investment strategy by securing the right price.Read more
Why invest? Here's an overview.Read more
Diversification is one key way that may help smooth out the sometimes-rocky ride of investing in the stock market.Read more
Margin accounts are definitely for more experienced investors, but if you'd like to learn more, start here.Read more
Get a long term perspective on market volatility.Read more
A mutual fund's prospectus has just about everything you need to know to make an informed decision about buying and holding that fund's shares.Read more
If it's an open-end fund - and most are - a mutual fund generally sells as many shares as investors want to buy. The price of mutual fund shares is set in part by its current net asset value (NAV), which is calculated once per day.Read more
Using an options trading strategy can be a great addition to your portfolio, but you need to know about how that affects your taxes.Read more
When your life changes, you may want to rethink your allocation.Read more
Over time, your asset allocation will drift. Here's why.Read more
Options trading involves a unique set of risks. Here's an overview of some of them.Read more
You've heard of a rollover before, but is it the right thing to do? The short answer: Maybe. Read on.Read more
What do you do if you're one of the many stay-at-home spouses? There's a way for you to get tax-advantaged retirement savings.Read more
When used strategically, exchange traded funds (ETFs) can help manage risk or reduce your tax bill.Read more
Target-date funds aim to simplify investing when you have a specific end date in mind for your investments. Here are some things to consider.Read more
Profit is a good thing, but capital gains are usually taxable, so it's important to consider the potential tax consequences before you make a transaction.Read more
You need money in your account to buy stocks. Here, we'll go over some of the ways you can do that.Read more
The ShareBuilder plan is one cool and unique way that you can invest with us.Read more
Most investment income is taxable, but if you take advantage of a number of tax-saving strategies, you may be able to build your portfolio value while owing less to the IRS and your state tax authority.Read more
This order type will move with the market in a really cool way.Read more
We offer six (and a half) account types. Learn the differences and discover if we have the right account for you.Read more
If you're selling just a portion of your position, your lot closing method can impact your tax liability.Read more
Some stocks actually pay investors cold, hard cash. It's called a dividend.Read more
When an equity is described as a penny stock, it usually means that the stock is low priced and trades over-the-counter (OTC), rather than being listed on a stock exchange such as the NYSE or the NASDAQ Stock Market.Read more
You click a button and from your perspective, you've seamlessly and instantly purchased shares. But there's a lot more that goes on "behind the scenes."Read more
This type of order can provide a bit of protection for your investments, if you know how to use it.Read more
Simply put, you don't want to pay more income tax than you're legally responsible for.Read more
Your 1099 tax form has key information you need to file your taxes. Here's an overview of what you'll find.Read more
Let's start at the very beginning.Read more
Exchange-traded Funds trade like stocks, but look like mutual funds.Read more
It seems like there's a fund for everything! Here's a brief list of things you might want to consider when you're choosing which to invest in.Read more
Options contracts are flexible investments, but you have to understand how they work.Read more
Asset Allocation is the strategy of dividing your investments among stocks, bonds, cash, and other investments.Read more
Doing your research is always a good idea before making investment decisions, and checking in with the experts may help you sort out the details.Read more
This tool has every little tax detail about your buys and sells.Read more
The price you paid for an investment is known as the adjusted cost basis and can be affected by the transactions and costs that occur in your account.Read more
If you're a value investor, you're looking for bargains. The key is finding quality stocks for cheaper prices.Read more
Opening a brokerage account is simple, but you might want to gather everything you need before you get started.Read more
Here's a breakdown of the tax forms you can expect to receive, and what info you'll find there.Read more
Some people are eager to file their taxes! Here's what's different about your brokerage account tax form timing - and why.Read more
You can't do your taxes without all of your tax forms. Here's where you can find your 1099, and some ways you can use it.Read more
Options involve risk and are not suitable for all investors. Before investing in options, please read the Characteristics and Risks of Standardized Options.
Buying securities on margin is not appropriate for all investors. Before investing on margin, please read the Margin Account Agreement for important risk disclosure information, and see our margin interest rates.
You should carefully consider a fund’s investment objectives, risks, charges and expenses before investing. For a prospectus containing this and other important information, please visit the fund’s detailed quote page, or contact a Capital One Investing Customer Service Associate. Please read the prospectus carefully before investing. Learn more about the differences between mutual funds and ETFs.
ETFs must be bought and sold through a broker-dealer such as Capital One Investing, LLC, which will involve commission expenses. ETFs are not directly redeemable and are subject to market volatility. When buying or selling an ETF, an investor will receive the prevailing market price. Dividends are not guaranteed, and not all ETFs include a dividend investment objective or strategy.
Investing involves risk, including the possible loss of the amount invested.
The performance of an index is not a representation of any particular investment and an index cannot be invested in directly. Unmanaged index returns do not reflect any fees, expenses or sales charges.
This material is intended only as general information for your convenience and should not in any way be construed as investment or tax advice by Capital One Investing. You should consult with your tax advisor for any specific tax strategies.
Banking services are provided by Capital One 360, a division of Capital One, N.A., member FDIC.
Securities products are offered by Capital One Investing, LLC, a registered broker-dealer and Member FINRA/SIPC. Advisory services are provided by Capital One Advisors, LLC, an SEC registered investment advisor. Insurance products are offered through Capital One Agency LLC. All are subsidiaries of Capital One Financial Corporation.
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