Education

A Financial Goal Timeline

Learn how time affects your strategy when defining your investment goals.

Read more

Benchmark Indexes

How do you really know how well your investment is doing? It's all relative, and a benchmark can help you compare.

Read more

Buying Call Options

Here, we'll focus on going long on call options and why investors choose this strategy.

Read more

Buying on Margin

An introduction to margin trading and an overview of some of the requirements.

Read more

Buying Put Options

Here, we'll focus on going long on put options and why investors choose this strategy.

Read more

College Investing Primer

You know you need to save for college, but you don't know where to start. Here's a practical guide.

Read more

Creating an Income Stream

After retirement, you have a few ways to plan for your income. Here is an example.

Read more

Dollar Cost Averaging

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

Education Savings Accounts

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

Evaluating Companies

When you buy stock, you're investing in a company. Here's an overview of some things you should consider.

Read more

Evaluating Mutual Funds

Mutual funds seem popular, but there are thousands to choose from. Here are some things to consider.

Read more

Exchange-traded Funds

Take a look into exchange-traded funds and how they're similar to other investment choices.

Read more

Express Funding

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

Financial Planning for Retirement

When you retire, you no longer have an income. Here's one way to plan for that.

Read more

Focused Mutual Funds

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

Growth Investing

This investing strategy involves investing in companies that may be up-and-coming and have a lot of potential.

Read more

How Options Trading Works

A very basic overview of Options trading.

Read more

Index Mutual Funds

An index mutual fund is benchmarked to replicate the return of its underlying index.

Read more

Indexing

If you want to invest, but don't have time to choose individual stocks, indexing may be the way to go.

Read more

Initial Public Offerings

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 Mutual Funds

International funds, also known as overseas funds, buy securities issued by non-US companies.

Read more

Intro to Margin

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

Intro to Technical Analysis

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

Intro to the Markets

A brief overview of some of the major markets and how they work.

Read more

Investing in Mutual Funds

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

Investing in Stocks

An overview of the stock market, and some ideas on how to choose investments.

Read more

Investing In Your Child's Name

There investment accounts specially designed for investing on behalf of your kid, but know what your options are before you jump in.

Read more

Investment Action Plans

Have a plan in case your investments aren't doing what you want them to.

Read more

Investment Market Indexes

An overview of indexes, averaging, and weightings.

Read more

Investment Risk and Return

Risk and Return are often related. Here's how.

Read more

IRA Withdrawals

There are a whole slew of tax rules around making IRA withdrawals. Here's the lowdown.

Read more

Limit Orders Trading Tactics

Limit orders can be an integral part of helping your investment strategy by securing the right price.

Read more

Making Investments

Why invest? Here's an overview.

Read more

Managing Risk with Diversification

Diversification is one key way that may help smooth out the sometimes-rocky ride of investing in the stock market.

Read more

Margin Account Basics

Margin accounts are definitely for more experienced investors, but if you'd like to learn more, start here.

Read more

Market Cycles

Get a long term perspective on market volatility.

Read more

The Mutual Fund Prospectus

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

Open Ended Mutual Funds

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

Options Tax Considerations

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

Reallocating Your Portfolio

When your life changes, you may want to rethink your allocation.

Read more

Rebalancing Your Portfolio

Over time, your asset allocation will drift. Here's why.

Read more

Risks of Trading Options

Options trading involves a unique set of risks. Here's an overview of some of them.

Read more

Should You Roll Over Your 401k?

You've heard of a rollover before, but is it the right thing to do? The short answer: Maybe. Read on.

Read more

Spousal IRAs

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

Strategic ETF Investing

When used strategically, exchange traded funds (ETFs) can help manage risk or reduce your tax bill.

Read more

Target Date Funds

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

Tax Planning for Investments

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

Funding Your Investment Account

You need money in your account to buy stocks. Here, we'll go over some of the ways you can do that.

Read more

How Does the ShareBuilder Plan Work

The ShareBuilder plan is one cool and unique way that you can invest with us.

Read more

Tax Wise Investing

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

Trailing Stops Explained

This order type will move with the market in a really cool way.

Read more

Types of Accounts

We offer six (and a half) account types. Learn the differences and discover if we have the right account for you.

Read more

Lot Closing Methods

If you're selling just a portion of your position, your lot closing method can impact your tax liability.

Read more

Investing for Dividends

Some stocks actually pay investors cold, hard cash. It's called a dividend.

Read more

Penny Stocks

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

Settling Trades

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

Stop Loss Orders

This type of order can provide a bit of protection for your investments, if you know how to use it.

Read more

Tax-efficient Investing

Simply put, you don't want to pay more income tax than you're legally responsible for.

Read more

Understanding Your 1099

Your 1099 tax form has key information you need to file your taxes. Here's an overview of what you'll find.

Read more

What is a Stock and Why Buy Stocks?

Let's start at the very beginning.

Read more

What is an ETF and Why Buy It?

Exchange-traded Funds trade like stocks, but look like mutual funds.

Read more

What to Look For When Choosing Mutual Funds

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

Why Invest in Options

Options contracts are flexible investments, but you have to understand how they work.

Read more

Allocating Your Assets

Asset Allocation is the strategy of dividing your investments among stocks, bonds, cash, and other investments.

Read more

Ratings & Reports

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

The Gain and Loss Tax Management Tool

This tool has every little tax detail about your buys and sells.

Read more

Cost Basis Explained

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

Value Investing

If you're a value investor, you're looking for bargains. The key is finding quality stocks for cheaper prices.

Read more

What You Need to Open an Account

Opening a brokerage account is simple, but you might want to gather everything you need before you get started.

Read more

Intro to Tax Forms

Here's a breakdown of the tax forms you can expect to receive, and what info you'll find there.

Read more

Tax Form Timing

Some people are eager to file their taxes! Here's what's different about your brokerage account tax form timing - and why.

Read more

Where to Find Your 1099

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