Investors Toolkit

The stock market is full of confusing jargon, which puts Main Street investors at a disadvantage to institutional traders. But it doesn’t have to be a scary place. With our Investors Toolkit, you don’t have to be a professional stock-picker to outperform the market.

Higher Interest Rates Aren’t Always Bad for Stocks

Conventional wisdom says rate hikes are bad for stocks. That's not what history shows, however, and it's worth understanding why higher interest rates don't necessarily mean bad news for U.S. equities.

What Are ETFs And How Can They Help Investors?

Exchange-traded funds trade like stocks and expose investors to new asset classes , But one must understand the asset classes and the types of ETFs to benefit from ETF investing.

Why Does the Federal Reserve Matter to the Stock Market?

The Federal Reserve has largely been hijacked by the stock market and operates under a microscope. In the long run though, the Fed's job is to not even be noticed by investors.

Initial Public Offering: Everything You Need to Know About IPOs

IPOs are doing quite well this year and the momentum is likely to continue. But what is an initial public offering? Here’s a look at what you need to know.

Fight Inflation With Prudent Stock Market Investing

Both low inflation and high inflation affects the world, but the stock market can help to both preserve and grow wealth in an inflationary environment.

Understanding Dividend Stocks and Their Benefits and Risks

One of the more common questions in investing is, "What is a dividend stock?" It is important to understand what a dividend stock is, as well as why they are attractive and some of the risks associated with investing in dividend-paying stocks.

4 Common 401k Mistakes and How You Can Avoid Them

There are some universal mistakes when it comes to 401k investing. The good news is these mistakes can be avoided with minimal effort. Here's some tips to make sure you're getting the most from your 401k.

Understanding Asset Classes Is the Way to Wealth

Turn your personal assets into a fortress, with liquid assets like stocks and illiquid ones like real estate all making money for you.

Understanding the Components and the Concept of Alpha

Knowing how to calculate a stock's alpha involves calculating portfolio returns minus the risk-free return plus the market return adjusted for risk. The calculation can help investors determine if they've truly outperformed the market.

Understanding the Differences Between Dividends and Distributions

Dividends and distributions often appear the same to investors, but sources of income and tax consequences make these types of payouts differ.

Don’t Consider Price When Looking to Buy Cheap Stocks

Finding cheap stocks has little to do with the stock price; instead, it involves valuation metrics, growth and several other factors.

How to Enter the World of Bitcoin Investing in a Few Easy Steps

Almost anyone who can obtain a digital wallet and find an exchange can engage in bitcoin investing or treat the virtual currency like money.

Why the Dow Jones May Struggle to Stay Above Water

The Dow Jones index has underperformed this year - and if the market weakens at all, it may turn negative. There's several risks to the Dow Jones. While the older, large-cap nature of the Dow could be a plus if the market declines, investors are better off elsewhere if it doesn't.

7 Easily Overlooked Tax Deductions and Credits

When it comes to tax time this year, there are tax deductions and credits that can save you tons of money.

4 Tax Tips for Freelancers or Those With Side Gigs

The gig economy continues to grow at a robust pace, but taxes are often a major problem for those that are a part of it. Here’s a look at four tax tips to help.

3 Tax Issues You Might Face in Retirement

Retirement accounts can help you build a lot of wealth, but there are a few tax issues you might have to navigate along the way.

5 Income Tax Deductions You Can’t Afford to Miss

If you're not maximizing your income tax deductions, you're just hurting yourself. Here are five deductions that should be on your radar.

5 Ways to Avoid an IRS Tax Audit

Audits are definitely time-consuming and expensive. Yet there are some strategies you can take to help avoid being a target. And the good news is that they are fairly simple.

Required Minimum Distributions (RMDs): Everything You Need to Know

Required minimum distributions (RMDs) are the IRS' way of saying "you can't take it with you." And the penalties for not listening are steep.