Resources

Learning about investing and personal finance can make a big impact in retirement. We often forget how important it is to talk about the gender gap when it comes to wealth, investing, and retirement.

To know how much you can save and invest, you first need to think about creating a budget. Learn about setting financial goals and how you can allocate money in ways that fit you.

Depending on your age and income you might want to consider having different saving goals. Learn about some basic rules and factors you need to consider when setting these goals.

Insurance is a means of protection against financial risk. Learn about how it’s used to manage the risk of contingent or uncertain losses that may occur in the future and the major types of insurance.

When developing your investment strategy, it is important to select an asset allocation plan. This guide will lead you step-by-step on how to get started!

Each market sector plays a critical role in the economy. Learn about the different characteristics of the various sectors and their strengths and weaknesses here.

Bull markets and bear markets are common investing terms that describe the general conditions and performance of financial markets. Learn all about them here!

The financial markets have been extremely volatile, even downright confusing, since the beginning of this pandemic. Learn about the different causes of the recent market turmoil.

There are both similarities and differences between the 2008 economic crisis and the coronavirus related economic crisis. Here, we explore the links between these two recent crises.

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What even are stocks, anyway? Here, you’ll learn about one of most popular ways public companies raise funds and some basic terminology.

Investing in stocks isn’t rocket science, but it does involve some critical thinking. In this unit, learn about strategies to help propel your stock portfolio into success.

Diversification is all about minimizing the risk of putting all your investments into a single asset. In this unit, you will learn basic terms associated with this concept and foreign stocks!

Investors often fail to achieve market index returns on their investment. In this unit, you will learn about some of the shortfalls that cause this and how to avoid them.

The Foreign Exchange Market is an over-the-counter market where people can buy, sell, or speculate on foreign currencies. It provides an alternative to stocks and can be a way to invest in different countries globally.

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To understand how a business operates and its potential for growth, it is essential to analyze trends and look at financial metrics. Learn more in this section! 

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There are many tools that can help you evaluate how a company is doing and help you predict how it will do in the future. In this unit, we present Porter’s Five Forces, SWOT Analysis, and the Broad Factor Analysis.

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Timing is important when it comes to investing and knowing where we are within the business cycle can help you better understand the current economic situation.  In this unit, we introduce you to the six parts of the business cycle.

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All stock traded companies are obligated to put out quarterly and yearly reports, which contain a lot of useful information. In this unit, we will walk you through the basics of the balance sheet, the cash flow statement, and the income statement.

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The balance sheet is a statement and summary of a company’s financial condition, all broken down into three sections: assets, liabilities, and equity. Here, we will learn about its components.

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Cash flow statements are a critical piece to a company’s financial picture, detailing how cash moves in and out of a company. Learn about its elements here.

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The income statement’s function is plain and simple — to show you how the company makes money. Here, we’ll tell you how it’s organized!

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Understanding financial ratios and metrics is key to being a more informed investor.  Knowing the financial ratios included in this section will give you a more fair and accurate assessment of the financial health of a business.

Bonds are fixed income instruments that function as IOUs. When you purchase a bond, you are lending to the issuer, so borrowers will issue bonds to raise money from investors to lend them money for a certain period of time. Learn more about bonds here!

ETFs function as a collection of securities that track an underlying index; they can be bought and sold throughout the day on stock exchanges. Learn more about ETFs here!

Money market funds are a type of open-ended mutual fund that invests in short-term securities with minimal credit risk. Learn more about money market funds here!

REITS, or real estate investment trusts, function as income-producing real estate ranging from office buildings to shopping centers. Learn more here!

Options function as a group of investments that derive their value from an underlying security or rate. Learn more here!

There are three forms of brokerage accounts—namely cash, discretionary, and margin accounts. Learn more here!

Retirement accounts can include traditional IRAs, Roth IRAs, 401(k)s, along with SEP and simple IRAs. Learn more here!

How to open a brokerage account and chose one that best suits your needs. Learn more here!

Types of investing strategies, especially during volatile time periods. Learn more here!