All Articles
Stock Screening: How to Build a Watchlist from Scratch
Stock screeners filter thousands of companies down to a focused shortlist. Learn which filters to use for value, growth, and quality investing.
International Investing: Global Diversification for US Investors
The US is only 60% of global markets. Learn how international stocks improve diversification, how to invest in them simply, and how much exposure to hold.
Asset Allocation by Age: The Glide Path to Retirement
Your asset allocation should change as you age. Learn the glide path concept, the 100-minus-age rule, and how target date funds automate the process.
Preferred Stocks Explained: The Hybrid Between Bonds and Stocks
Preferred stocks pay fixed dividends with priority over common stockholders. Learn how they work, the different types, and when they make sense for income investors.
Dividend Reinvestment (DRIP): Compounding Returns on Autopilot
DRIP automatically reinvests your dividends into more shares, creating a compounding cycle that accelerates wealth building over decades.
Understanding Beta: Measuring Risk and Volatility in Your Portfolio
Beta measures how much a stock moves relative to the market. Learn how to use beta to assess risk, compare securities, and shape your portfolio's risk profile.
Mutual Funds Explained: Active vs Passive and When to Use Each
Mutual funds pool investor money into diversified portfolios. Learn the difference between active and passive funds and how to choose the right one.
Understanding Earnings Per Share (EPS): The Most Watched Number in Investing
EPS measures company profit per share and is the foundation of the P/E ratio. Learn basic vs diluted EPS, GAAP vs adjusted, and why EPS growth drives stock prices.
How to Evaluate Growth Stocks: Revenue, TAM, and the Rule of 40
Traditional P/E ratios don't work for high-growth companies. Learn the frameworks growth investors use: revenue growth rates, TAM analysis, and the Rule of 40.