Guides & tips
Understand the account, the investment and the risk before deciding.
Check cash or margin before signing
A practical checklist to check cash or margin before signing. Organize the written evidence and questions before making a decision.
Make an investing account fee sheet
A practical checklist to make an investing account fee sheet. Organize the written evidence and questions before making a decision.
Write your investing goal first
A practical checklist to write your investing goal first. Organize the written evidence and questions before making a decision.
Check a broker before sending money
Match the legal entity and contact details to an independent register.
Choose a brokerage account with a clear checklist
Compare the account you need, the investments you can buy, and the costs of holding and moving them.
Find the costs behind a zero-fee headline
Look at account charges, advice fees, fund expenses and transfer costs together.
Index funds and ETFs are different labels
Learn the difference between an investment strategy and the way a fund trades.
Read your 401(k) before you change it
Find the match, vesting schedule, investment menu and fees in your workplace plan.
Roth or traditional IRA: understand the trade-off
Compare tax treatment, eligibility and withdrawal rules before choosing an IRA.