Investing tips
Practical checks for risk, broker identity and investor protection.
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.
SIPC protection is not a promise against losses
Understand the difference between missing brokerage assets and a falling investment price.
Write down when you will need the money
A short worksheet to separate willingness to take risk from ability to absorb a loss.