Investing

Part of the Personal lane.

Topics in Investing

Getting Started

  • How to Start Investing With $500
  • How to Open Your First Brokerage Account
  • How to Choose Between Fidelity, Schwab, and Vanguard
  • How to Build a Two-Fund Portfolio That Beats Most Advisors
  • How to Automate Monthly Investing Without Thinking About It

Portfolio & Allocation

  • How to Pick Your Asset Allocation Based on Time Horizon
  • How to Rebalance a Portfolio Once a Year
  • How to Know When to Sell an Investment
  • How to Handle a Market Crash Without Panicking
  • How to Decide Between Lump Sum and Dollar-Cost Averaging

Taxable Brokerage

  • How to Minimize Capital Gains Taxes on a Brokerage Account
  • How to Use Tax-Loss Harvesting Without Making Mistakes
  • How to Know When a Taxable Account Beats an IRA
  • How to Plan for a Large Capital Gain Payout
  • How to Reinvest Dividends Efficiently

Advanced Topics

  • How a Rental Property Actually Fits Into a Personal Financial Plan
  • How to Evaluate an Individual Stock Before Buying
  • How to Use Options Without Losing Your Shirt
  • How to Understand What ESG Actually Means for Your Returns
  • How to Decide If Real Estate Belongs in Your Portfolio
  • How to Know When to Ignore Financial News Entirely