Intermediate Articles
Articles for investors with some experience
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.
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.
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.
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.
Stock Buybacks Explained: What Share Repurchases Mean for Investors
Stock buybacks reduce the share count and boost EPS — but not all repurchases are equal. Learn when buybacks create value and when they destroy it.
Tax-Loss Harvesting: How to Turn Losses Into Tax Savings
Tax-loss harvesting lets you sell losing investments to offset capital gains and reduce your tax bill — a powerful strategy for taxable accounts.
Interest Rates and Stock Prices: How the Fed Moves Markets
The Federal Reserve's interest rate decisions ripple through every asset class. Understand the mechanics so market moves make sense.
Crypto as an Asset Class: Risk, Volatility, and Portfolio Allocation
Cryptocurrency is fundamentally different from stocks. Understand the risks, the potential role in a portfolio, and how to invest responsibly.
IPO Investing: How to Evaluate and Invest in New Listings
IPOs offer early access to growing companies — but they also carry unique risks. Learn how to evaluate new listings and avoid common traps.