Piggyback off insights from fund managers, research analysts and financial journalists

Portfolio Investment

Breaking down Wall Street jargon into plain english explanations for retail investors

What’s a Stop Loss Order? and Why you Should Use it

Defining a stop-loss order, it’s purpose, how it’s beneficial, and its drawbacks

Investing Basics Stocks Stop Loss Order Predetermined Price Brokerage Company Loss Prevention Profit Target Set Price Investment Returns Investment Strategies Stock Trading Stock Prediction Performance Forecast Financial Statements Portfolio Investment

What are Directing Listings? and How Do They Work?

An introduction to direct listings, how it works, their benefits, and how it’s different from an IPO

Investing Basics Stocks Direct Listing Stock Trading Market Liquidity Stock Volatility Initial Public Offering Securities NYSE NASDAQ Capital Raising Investment Strategies Share Value Public Corporation Portfolio Investment

What are Blue-Chip Stocks?

Defining a blue-chip stock, its characteristics, features, and why they’re an important investment

Investing Basics Stocks Blue-chip Stocks Public Corporation Market Cap Market Value Stock Ownership Portfolio Investment Index Investment Financial Statements Investment Strategies NASDAQ NYSE Industry Ranking Large-cap Companies

How do Capital Gains Taxes Work?

Understanding capital gains taxes, how they work, current rates, and how it’s calculated

Investing Basics Stocks Profit Gain Investment Sale Short-term Capital Gain Investment Reward Portfolio Investment Investment Advisor Financial Statements Long-term Capital Gain Tax Rate

How to Compare Stocks to Peers

An understanding of peer comparison, how stocks are compared, and key ratios to remember

Investing Basics Stocks Peer Comparison Equity Analysis Financial Analysis Technical Analysis Financial Ratios Investment Strategies Portfolio Investment Quantitative Analysis Qualitative Analysis Company Evaluation Risk Assessment

What is Portfolio Rebalancing? and How Does it Work?

An introduction to portfolio rebalancing, how it can be rebalanced, how often it can be rebalanced, and the various ways to rebalance your portfolio

Investing Basics Stocks Portfolio Rebalancing Asset Allocation Restoration and Maintenance Portfolio Exposure Risk Shielding Portfolio Holdings Company Evaluation Market Impact Public Corporation Portfolio Investment Financial Asset

What is an Institutional Investor?

Understanding who institutional investors are, their role in the market, their benefits, and the various types

Investing Basics Stocks Investment Manager Mutual Fund Index Fund Asset Manager Stock Trading Stock Market Stock Investment Investment Strategies Company Evaluation Portfolio Investment

Active Investing vs Passive Investing - What's the Difference?

An introduction to active and passive investing, their differences, how to invest with both, and identifying the right investment choice for you

Investing Basics Stocks Active Funds Passive Funds Portfolio Manager Portfolio Diversification Portfolio Investment Investment Strategies Mutual Fund Index Fund Index Investment

What is an Index Fund? How Does it Work?

An introduction to index funds, how they work, their benefits, and examples of index funds today

Investing Basics Stocks Index Fund Mutual Fund Exchange Traded Fund Financial Market Index Index Investment NASDAQ Portfolio Holdings Portfolio Investment Passive Fund Management

What are Hedge Funds? How do They Work?

An introduction to hedge funds, their strategies, benefits, and how they operate

Investing Basics Stocks Hedge Funds Fund Managers Capital Management Asset Classes Asset Manager Portfolio Investment Sustainable Investing Investment Advisor Investment Strategies Company Evaluation Strategic Growth

What Happens When a Public Company is Acquired?

An understanding of acquisitions, why they take place, how it affects stock, and other factors to consider

Investing Basics Stocks Merger & Acquisitions Takeover Public Corporation Stock Market Stock Fluctuation Stock Performance Strategic Growth Long-term Investments Business Ownership Volatility Company Evaluation Portfolio Investment

What is ESG Investing? Environmental, Social & Governance

An introduction to ESG Investments, how they work, the various criterias, and a guide to ESG Investing

Investing Basics Stocks ESG Investments Environmental, Social & Government Financial Statements Company Evaluation Market Value Portfolio Investment Long-term Returns Impact Investing Sustainable Investing

What is Dollar Cost Averaging? and How Does it Work?

An introduction to dollar-cost averaging, how it works, who invests with them, and why its beneficial

Investing Basics Stocks Dollar-cost averaging Investment Strategies Stock Market Long-term Returns Stock Investment Portfolio Investment Reduced Risk Installment-basis

How A Portfolio Works

A guide to portfolio building, the various types, and what to keep in mind

Investing Basics Strategic Growth Stock Market Market Value Earnings Release Financial Analysis Portfolio Diversification Stocks Financial Asset Portfolio Investment

Portfolio Diversification

Why diversification is important, how to diversify, the risks involved, the strategies to incorporate and their benefits

Investing Basics Stocks Stock Trading Investment Strategies Strategic Growth Share Value Portfolio Investment Portfolio Diversification Reduced Risk

What is a Stock?

Defining company stock, the different types, risks to consider, and why they’re useful today

Investing Basics Public Corporation Portfolio Investment Stock Trading Preferred Stock Common Stock Investment Strategies Stock Market Stocks Business Ownership