- Donating Stock to Charity
Charitable donations often take the form of food drives, clothing donations and giving cash to a nonprofit. But did you know you could also donate stocks directly to charity? While you could always sell your stocks and donate the proceeds,… read more…
- Stock Options vs. RSUs: What’s the Difference?
When you take a new job, your salary may not be your only form of compensation. You’ll likely also get benefits, vacation days, and possibly some form of stock in the company. This will likely come in one of two… read more…
- What Are Equity-Indexed Annuities?
Annuities are one way to fund your retirement. With an annuity, you exchange a certain amount of principal up front for payouts in retirement. An equity-indexed annuity is a popular type of annuity. The payout for these annuities is based… read more…
- What Is Diversification?
Diversification is an investment strategy that aims to reduce risk while maximizing return. It does this by spreading exposure to several different asset classes and within each asset class. This way, if one sector or one holding goes down, the whole portfolio won’t sink, and may even experience gains elsewhere. Experts often recommend diversification for… read more…
- E*TRADE Review
A big name in the investment and day-trading worlds, E*TRADE offers a wide variety of investments and platforms to trade them. Originally founded in 1982 as TradePlus, the company made its first online trade the following year and relaunched as… read more…
- What Is a Short Position and Should You Take One?
You may have heard about short-selling, shorting or short position when listening to investment discussions, but maybe you weren’t quite sure of the meaning. Taking a short position is essentially the opposite of investing in a company. When you invest in a… read more…
- What Is Price-Earnings Ratio?
Anyone who spends time thinking about investments has likely heard the phrase price-earnings ratio. Put simply, price-earnings ratio, or P/E ratio, is a figure that compares the price of a share of a company’s stock to the earnings per share… read more…
- Fidelity Review
Fidelity is a global financial services company headquartered in Boston. Founded in 1946, the firm has more than $3.8 trillion in total customer assets. It offers a full suite of products and services, including annuities, mutual funds, retirement plans, 529… read more…
- How to Become an Accredited Investor
An “accredited investor” is a person or entity with exclusive access to complex, loosely regulated and often opaque investments like hedge funds, leveraged buyouts and startups. To become an accredited investor the Securities and Exchange Commission (SEC) requires certain wealth, income or… read more…
- 10 Best 529 Plans for 2026 and Beyond
With student loan debt at record levels, American families are seeking more ways to help their children save for higher education sooner rather than later. One solid option is investing in a 529 college savings plan. Let’s break down the… read more…
- 529 Plan vs. Roth IRA
Higher education is pricier than ever, and tuition hikes don’t show any sign of slowing down. But 529 college savings plans and Roth IRAs both include benefits to help you save for your children’s education. Investors use 529 plans specifically… read more…
- How to Calculate Dividend Yield
If you invest in stocks, you may receive some dividends, which are payments made to shareholders in correlation with the stock’s performance on the market. To see if you’re getting a good dividend compared to other stocks, you’ll need to… read more…
- TD Ameritrade Review 2025: Fees, Services and More
TD Ameritrade is a full-service brokerage firm. It’s a fixture in the investment space, with its predecessor firm, First Omaha Securities, Inc., first opening for business in 1975. TD Ameritrade employs well-balanced online and mobile trading platforms that include versions for… read more…
- Best Books on Real Estate Investing
If you’re interested in investing in real estate, you should start by doing as much research as possible. This first and foremost means studying the market, figuring out how you want to invest and learning as much as you can… read more…
- How to Manage Your Portfolio’s Asset Allocation at Any Age
Setting up your asset allocation is one of the most important investment decisions you’ll make for your portfolio. This is the process by which you break down your investment portfolio based on stocks, bonds, cash and other investments. Your age and risk tolerance will largely influence your strategy. Your proximity to your retirement will also… read more…
- Merrill Edge Review 2026: Fees, Services and More
Merrill Edge is a brokerage firm that offers everything from self-sufficient investing to financial advisor consultations and robo-advisor services. The brokerage firm falls under the umbrella of the Merrill Lynch group of companies. Although once its own entity, Merrill Lynch is… read more…
- Robinhood Review
Robinhood is a brokerage firm whose services are centered around its mobile and online trading platforms. One of Robinhood’s principal attractions is a complete lack of commission fees for all purchases and sales of U.S. listed stocks, options, exchange-traded funds… read more…
- How to Invest in Real Estate
For investors looking to diversify their portfolio, real estate is a great option. But 89% of Americans have never ventured into that kind of investing, according to RealtyShares, an online real estate investing platform. This is largely because of a lack… read more…
- How to Invest in Commodities
The investment world is full of an overwhelming number of options, including equities, bonds, exchange-traded funds (ETFs) and more. Commodities may seem like just another one of the bunch, but these products offer a unique way to invest your money… read more…
- What Is an Angel Investor?
Angel investor is one of the terms you constantly hear bandied about on the news, in blog articles and maybe even in a few of your favorite movies. But don’t feel bad if you still ask yourself: What is an… read more…
- What Are Different Investing Strategies?
An investment strategy is a defined approach to investing that shapes the choices an investor makes for his or her portfolio. Different investment strategies assume specific tactics based on fundamental beliefs. For instance, value investing seeks stocks that are undervalued and… read more…
- What Is Asset Allocation?
Asset allocation is the mix of investments you choose for your investment portfolio. Picking the right mix is key to maximizing returns and minimizing risk as you invest. If you don’t get the mix right, you could miss out on… read more…
- How to Buy Gold
Gold can be an attractive investment for those who wish to protect themselves from the volatility paper currency and stocks experience. However, the process of acquiring gold is a bit more opaque than simply heading to an ATM. You need… read more…
- What Is a Broker?
If you’re doing anything related to money or investing, chances are you’ll have to deal with a broker. A broker is someone who serves as a conduit for you when purchasing a variety of things. There are a number of… read more…
- Bonds vs. Stocks
If you’re a relatively new investor, you may be wondering what types of investments you should be looking to put your money in. While there are plenty of different ways to buy them, it’s likely the actual investments you make… read more…