EDU Articles
Learn about investing, trading, retirement, banking, personal finance and more.
Where do I Get Started in Saving for Retirement?
Your employer is usually the best place to start, but you can also open your own retirement account (an IRA or Roth IRA, for instance) at your bank or a major custodian (like Charles Schwab or Fidelity).
In some cases, there are income limits for contributing to a retirement account, which a financial advisor can discuss with you.
A smart idea is to set up an automatic contribution to your retirement account, such as 10% of your monthly income. That way you’re automatically saving, and saving regularly.
When Should I Start Saving Money?
How are My Retirement Benefits Computed?
How Does My Retirement Age Impact My Social Security Benefits?
What is a call time spread?
A time spread using call options is a strategy that buys and sells the same number of options with the same strike price
Who are Some of the More Well-Known Investment Managers?
There have been many notable investors who have withstood the test of time. Warren Buffett, J.P. Morgan, Benjamin Graham
What was the “South Sea Company” Bubble?
The South Sea Company was created in the 18th Century, by the British government. The bubble burst a few years later
What is a Good Financial Advisor?
A good financial advisor should care as much about your investments as you do, and be personable and knowledgeable
How often do I need to rebalance my portfolio?
There are different methods and theories about rebalancing, and the answer is basically “it depends.” There’s no set rule
What is a Bond Ladder?
A bond ladder is a portfolio of bonds that have different maturities, that may range from months to years in difference
What is asset management?
Asset management is a term often reserved for the overseeing of assets on behalf of wealthy clients with significant assets
What is Required Rate of Return?
Required Rate of Return is the return that investors will expect to earn on their money, given the risk and costs involved
What is the foreign credit insurance association?
The Foreign Credit Insurance Association protects American businesses from non-payment in international trade deals
What is the Symmetrical Triangle Bottom (Bullish) Pattern?
The Symmetrical Triangle Bottom pattern forms when a currency pair price fails to retest a high or a low and forms two trends