Piggyback off insights from Fund Managers, and Research Analysts

Stocks

Breaking down Wall Street jargon, strategies and concepts into plain english explanations for retail investors

What’s a Stop Loss Order and Why Should You Use Them?

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 Direct Listings? and How Do They Differ from IPOs?

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

How to Manage Risk When Investing in the Stock Market

Identifying risk management, the types of financial risks, how to strategize, and the reward of risks

Investing Basics Stocks Risk Management Minimized Losses Portfolio Diversification Risk Assessment Risk Reward Volatility Investment Strategies Stock Trading Performance Forecast Portfolio Exposure Company Evaluation Financial Statements Reduced Risk Investment Reward Projected Results Strategic Growth

What Are Blue-Chip Stocks? and Why Are They Important?

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 and How Is It Calculated?

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

Investing During a Recession: What to Invest In and What to Avoid

Understanding a recession, how investors must approach it, learning which assets to invest in, and which to avoid

Investing Basics Stocks Recession Investment Strategies Investment Advisor Investment Reward Volatility Market Fluctuation Bonds & Dividends Emergency Fund High-yield Savings

What Are the Rights of a Shareholder and What Is Their Role?

Assessing the significance of shareholders, evaluating their role, and an understanding of their rights

Investing Basics Stocks Shareholders Rights Stock Ownership Company Control Investment Reward Equity Shareholders Preference Shareholders Company Decision-making Investment Strategies Public Corporation Company Evaluation Financial Analysis Financial Statements

What Is Peer Comparison and How Do You 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

The Most Important Ratios for Stock Analysis and Why They Are Useful

An introduction to financial ratios, why they’re useful, and an overview of each ratio, and its calculation

Investing Basics Stocks Financial Ratios Earnings Per Share P/E & PEG Ratios Return on Equity Debt-to-Capital Ratio Interest Coverage Ratio Enterprise Value Operating Margin Quick Ratio Company Evaluation Financial Statements Financial Analysis

What Is Insider Trading and Why Is It Considered Illegal?

Defining insider trading, how it works, various examples, and an understanding of why it is considered illegal

Investing Basics Stocks Insider Trading Stock Trading Insider Information SEC Filing Trust Breach Stock Prediction Market Fluctuation Stock Volatility Forecasted Report Performance Forecast Investment Strategies Market Impact

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 the Fed and How Does Its Policy Impact the Stock Market?

Understanding the Federal Reserve, the Federal Fund Rate, and how their policies affect the stock market

Investing Basics Stocks The Federal Reserve Federal Fund Rate Interest Rates Monetary Policy Economic Stability Market Impact Volatility Stock Trading Economy & GDP Market Fluctuation Market Value Stock Fluctuation

Short Selling: What Is It, Why Is It Done and How Does It Work?

An introduction to short selling stock, how it’s done, why it’s done, and evaluating its impact in the market

Investing Basics Stocks Short Selling Stock Prediction Downside Risk Forecasted Performance Hedge Funds Company Evaluation Brokerage Company Volatility Investment Strategies Stock Trading Performance Forecast Investment Manager

Stock Buybacks: What Is It and What Are the Benefits?

Understanding stock buybacks, how it works, why companies choose to repurchase shares, and its benefits and drawbacks

Investing Basics Stocks Stock Buyback Repurchasing Shares Tender Offer Open Market Company Reinvention Company Evaluation Investment Returns Stock Market Common Stock Preferred Stock Investment Strategies Public Corporation Financial Statements Market Value

Beta in Stocks: What Is It and How Is It Calculated?

An introduction to Beta, how it operates, how it’s calculated, and its effectiveness in risk evaluation

Investing Basics Stocks Risk Assessment Stock Volatility Mutual Fund Forecasted Report Company Evaluation Technical Analysis Performance Forecast Market Fluctuation

What Is an Institutional Investor? and What Are the Different Types?

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 Do They Work and What Are the Benefits?

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? and What Are the Different Types?

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

How Are the Stock Market and Economy Related?

Understanding how the stock market and economy are interlinked, the effect on GDP, and market volatility

Investing Basics Stocks Stock Market Bull Market Bear Market Economy & GDP Volatility Favorable Economy Stock Fluctuation Stock Performance Market Value

Fractional Investing: What Is It and What Are the Benefits?

An introduction to fractional shares, how they’re traded, evaluating their benefits, and how to invest in them

Investing Basics Stocks Fractional Shares Stock Split Brokerage Company Share Portions Portfolio Diversification Investment Strategies Investment Returns Investment Budget Strategic Growth Company Evaluation

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

Put Options: What Is It and What Are the Benefits?

An introduction to put options, how it works, and its benefits to investors

Investing Basics Stocks Put Options Underlying Stock Buying Underlying Stock Portfolio Diversification Investment Strategies Stock Trading Stock Investment Selling Underlying Stock

Call Options: What Is It and What Are the Benefits?

An introduction to call options, how it works, the various types, how it’s calculated, and its benefits to investors

Investing Basics Stocks Call Options Underlying Stock Buying Underlying Stock Portfolio Diversification Investment Strategies Stock Trading Stock Investment Selling Underlying Stock

What Is ESG (Environmental, Social & Governance) Investing?

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 Inflation and How Does It Impact the Stock Market?

Understanding inflation, how it works, how it impacts the market and shares, and inflation today

Investing Basics Stocks Inflation Rate Demand-pull Inflation Cost-push Inflation Central Bank Consumer Spending Volatility Rising Prices

What Is a Stock Brokerage and What Are the Different Types?

An introduction to stock brokers, the various types and their roles, and how to enter the job market

Investing Basics Stocks Stockbroker Stock Trading Investment Strategies Portfolio Diversification Stock Market Financial Expert Investment Advisor Equity Funding

What Are Analyst Price Targets and How Are They Useful?

Understanding price targets, how they are calculated, the factors that determine them, and their level of accuracy

Investing Basics Stocks Price Target Company Evaluation Analyst Ratings Stock Fluctuation Stock Performance Financial Analysis Central Bank Estimated Price Performance Forecast

What Are Analyst Ratings and How Do You Interpret Them?

An introduction to analysts and their ratings, how stocks are interpreted, and their level of accuracy

Investing Basics Stocks Analyst Ratings Buy, Sell, or Hold Stock Performance Market Value Fundamental Analysis Share Value Earnings Calculations Stock Investment Company Evaluation

What Is Volatility and How Does It Affect Stocks?

Understanding market volatility, how it’s calculated, the various types, and how it affects the stock market

Investing Basics Stocks Volatility Stock Trading Fundamental Analysis Stock Market Standard Deviation Stock Fluctuation Quantitative Movement Fear Index Performance Overview Company Evaluation

How Do Interest Rates Impact the Stock Market?

Understanding interest rates, how they’re determined, how they impact the market, and how it impacts your decision making

Investing Basics Stocks Interest Rates Stock Market Bonds Federal Fund Rate Inflation Central Bank Federal Reserve Financial Analysis Equity Funding

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

Dividends: What Is It and How Are They Calculated?

An introduction to cash and stock dividends, how they work, and how they are calculated

Investing Basics Stocks Cash Dividends Stock Dividends Shareholder Rights Financial Analysis Long-term Returns Projected Results Stock Market Performance Overview Investment Returns

The Fundamentals of Technical Analysis - How Is It Useful?

An introduction to the uses of technical analysis, its various assumptions, and the right way to approach it

Investing Basics Stocks Technical Analysis Market Value P/E & PEG Ratios Earnings Calculations Performance Overview Investment Strategies Financial Analysis Forecasted Report Stock Investment Stock Trading

The Basics of Fundamental Analysis - How Is It Useful?

An introduction to the uses of fundamental analysis, its various assumptions, and the right way to approach it

Investing Basics Stocks Fundamental Analysis Market Value P/E & PEG Ratios Earnings Calculations Performance Overview Investment Strategies Financial Analysis Forecasted Report Stock Investment Stock Trading Financial Statements

What Is EPS (Earnings Per Share) and How Is It Calculated?

An introduction to EPS, the various types, how it’s calculated, and how it’s used

Investing Basics Stocks Earnings Per Share P/E & PEG Ratios Earnings Calculations Company Evaluation Performance Overview Financial Analysis

Common Stock vs Preferred Stock: What’s the Difference?

Understanding Common Stock and Preferred Stock, the various types, their similarities and differences

Investing Basics Stocks Common Stock Preferred Stock Shareholder Rights Stock Differentiation Portfolio Diversification Stock Trading

Earnings Calls and Earnings Releases: What Are They?

An understanding of a company’s earnings calls, how to analyze them, and why they’re useful

Investing Basics Stocks Earnings Release Company Evaluation Financial Analysis Quarterly Report Performance Overview

What Is Market Capitalization and How Is It Calculated?

An introduction to market capitalization, how it works, and the calculation of market caps

Investing Basics Stocks Market Cap Company Evaluation Portfolio Diversification Market Value Stock Market

What Are SEC Filings and How Are They Useful?

An introduction to SEC Filings, the types of forms, and how they’re useful

Investing Basics Stocks SEC Filing Company Evaluation Performance Overview Financial Analysis Financial Statements Public Corporation

What Is the Nasdaq and How Does It Operate?

An introduction to the NASDAQ, how it started, how it operates, and similar platforms

Investing Basics Stocks NASDAQ Stock Market Market Value Portfolio Diversification Stock Trading Electronic Exchange

What Is the NYSE? and How Does It Operate?

An introduction to the NYSE (New York Stock Exchange), how it started, how it operates, and it’s comparisons

Investing Basics Stocks Public Corporation Market Cap Company Evaluation Stock Market Portfolio Diversification Electronic Exchange Stock Trading

What Is an Asset Manager and How Are They Helpful?

An introduction to Asset Managers, their benefits, strategies, and why they’re helpful

Investing Basics Stocks Asset Manager Company Evaluation Performance Overview Portfolio Diversification Asset Classes Strategic Growth

What Is a Financial Analyst and What Do They Do?

Understanding financial analysts, the various types, what they do, and their future prospects

Investing Basics Stocks Company Evaluation Performance Overview Financial Statements Financial Analysis Data Analysis Forecasted Report Projected Results

What Is an IPO (Initial Public Offering)?

Understanding IPOs, why they’re significant, the risks involved, how they operate, and factors that determine their success

Investing Basics Stocks Public Corporation Stock Market Earnings Per Share Initial Public Offering Stock Release Share Value Equity Funding Market Entry

What Is an ETF (Exchange Traded Fund)?

An explanation of EFTs and the different types, their pros and cons, and how to access them

Investing Basics Stocks Portfolio Diversification Exchange Traded Fund Shareholder Rights Stock Differentiation Stock Trading Performance Overview

How to Create a Budget to Start Investing in Stocks

Learning where to invest, how to invest, and which strategies to incorporate when creating a budget

Investing Basics Market Cap Financial Analysis Stock Trading Stock Market Strategic Growth Portfolio Diversification Stocks Investment Budget Investment Strategies

Guide to Investing in Stocks: Strategies and Tips

A guideline to stock investments, why it’s useful, what strategies to adapt, and factors to consider

Investing Basics Stocks Market Value Earnings Calculations Investment Strategies Stock Differentiation Stock Trading Stock Market Portfolio Diversification Company Evaluation Stock Investment

How Do You Analyze a Company’s Financial Statements?

Understanding financial analysis and its integration with stocks, the various types of statements, and how each can be analyzed

Investing Basics Stocks Company Evaluation Earnings Calculations Projected Results Performance Overview Earnings Release Quarterly Report Financial Statements Financial Analysis

How Do You Evaluate a Company and Its Stock?

An explanation of how to plan to assess a company, what methods to use, and company evaluation as a job

Investing Basics Strategic Growth Earnings Calculations Market Cap Financial Statements Quarterly Report Share Value Company Evaluation Stocks Analyst Ratings

What Are Bull and Bear Markets and How Do You Approach Them?

An introduction to the history of bull and bear markets, factors to consider, and how to approach each market

Investing Basics Stocks Bull Market Bear Market Stock Investment Equity Funding Favorable Economy Contracting Economy

How to Build a Stock Portfolio and What to Keep in Mind

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

What Is Long-Term Investing and What Are the Benefits?

An understanding of long-term investing, its benefits, and examples to remember

Investing Basics Stocks Stock Investment Projected Results Company Evaluation Strategic Growth Portfolio Diversification Long-term Investments Long-term Returns

What Is Portfolio Diversification and What Are the Benefits?

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

Stock Investing for Beginners: Steps, Options, and Strategies

Stock investment for beginners, the steps involved, potential options to explore, and costs to consider

Investing Basics Stocks Market Value Stock Market Company Evaluation Stock Trading Strategic Growth Stock Investment Bonds

How Does the Stock Market Work and What Are the Risks?

Understanding the stock market and its investors, regulations to follow, markets to consider, and potential risks

Investing Basics NASDAQ Market Cap Performance Overview Investment Strategies Public Corporation Stock Trading Stock Market Stocks NYSE Negotiation

What Is a Stock and What Are the Different Types?

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