Investment Choices and Account Types

Break the "buy and hold" mutual fund mold or you'll get wiped out by the downturns. We can help.

These are the very basics. Everyone who plans to have money in the market needs to know these things, whether investing on their own or through an advisor.

We understand that just getting a grasp of all the different kinds of investments and accounts (and figuring out how to set them up) can be confusing and seem insurmountable. That's where we help.

Below are videos and articles you'll need to understand the various investment and account types and their pros and cons. You'll also find information to help you learn how you can transfer your existing 401(k) or IRA retirement accounts into new, more manageable account types (if you aren't familiar with these account types, read Investment Account Basics first).

Note: From here on out, we're assuming you have a basic understanding of the stock market. If you don't feel confident in your knowledge of the markets, you can read Understanding the Markets first.

Investing Choices for Individuals

Be sure to read all of the articles below to educate yourself on the options available to individual investors.

Choosing and Opening a Trading Account

Be sure to read all of the articles below to fully understand the ins and outs of setting up investment accounts.