Education Center

When it comes to investing in the stock market as a self-directed investor, it’s important to familiarize yourself with the different types of orders that can be placed to buy and sell stocks and exchange traded funds (ETFs). Rather you plan to become a long-term investor or trader, its important to consider the difference between […]

When it comes to opening a brokerage account as a beginner investor, it’s important to find a broker that can offer the investment choices and services that you will need to help you achieve your specific investment goals and objectives.   Especially as a new investor, it’s important that you choose a broker that aligns with […]

When it comes to investing in mutual funds, they are similar to ETFs in that there are thousands to choose from and they can invest in a wide variety of assets depending on the specific strategy of the fund.   However, there are some key differences which need to be discussed, and in this post I […]

The broad definition of an option is a derivative contract against an asset such as a stock, land, car, or something else, that gives you the right, but not the obligation, to buy or sell the asset at an agreed upon price over an agreed amount of time.    To give you a practical example of […]

Exchange-Traded Funds (ETFs) are innovative investment vehicles that combine the simplicity of stock trading, along with the diversified approach of mutual funds. At their core, ETFs are baskets of assets, which may include stocks, bonds, commodities, or real estate investments, that trade on stock exchanges similar to individual stocks. This unique structure allows investors to […]

Opening a self-directed brokerage account can be an empowering move for you as an investor. The decision enables you to take full control of your investments and can potentially yield excellent returns. However, like any significant financial decision, it’s essential to approach the process strategically. Here are the top five things you should consider before […]

Engaging the services of a stock broker or financial advisor can be a monumental step in your journey towards financial stability and success. Before you make this important decision, it’s crucial to thoroughly examine your options and make an informed selection. In this article, we will explore the five most important things to consider before […]

When it comes to placing your first stock or exchange traded fund (ETF) trade online once you’ve opened up a new brokerage account, it’s important that you understand all of the different parameters associated with placing trades on your brokers website, along with the different order types, special instructions on orders, GTC vs day, and […]

Embarking on the journey of 401(k) investing can be a cornerstone for building a robust retirement savings plan. This article will discuss the process, benefits & strategies for optimizing your 401(k) investing, incorporating the latest information for the 2024 contribution limits. Getting Started with a 401(k) To partake in 401(k) savings plan, you’ll need to […]

When it comes to retirement savings, you’re presented with a variety of options, each with its own unique set of advantages and disadvantages. Among them is the Roth Individual Retirement Account (IRA), a powerful tool that offers tax-free growth and tax-free withdrawals in retirement. However, the benefits of a Roth IRA are not accessible to […]