Investing 101

This is a wonderful place to begin. Before you jump in, learn the basics.

Invest

What you should know about investing right now.

What is asset allocation?

Before describing the Strategies, Portfolio & ETFS, we need to understand what asset allocation really means. Asset allocation is an investment strategy…

What is Compound Interest?

If you’re an investor – or anybody interested in growing their wealth – you can’t help but get excited by compound interest.…

What Exactly is an ETF?

An ETF (Exchange - traded Fund) is an investment fund in possession of an array of investments, carefully selected and managed by…

What is factor investing?

Factor investing is a strategy or an investment approach that chooses securities based on attributes that are associated with higher returns.

What are fractional shares?

A fractional share is a portion of one full-share. Normally, these cannot be bought on the market, but they might end up…

What’s an investment timeline?

Time has a huge impact on the return of your investments. Time impact is probably more than you think when it comes…

What is portfolio rebalancing?

Rebalancing your portfolio requires realigning the weightings of a portfolio, which involves the buying and selling of assets in a portfolio to…

What is a Dividend Reinvestment Program?

A dividend reinvestment program (known by the unfortunate acronym of DRIP) is another way of helping your money grow.

What Is the WealthFace Robo-Advisor?

The world of investing has undergone many changes and developments. The rise of artificial intelligence, dynamic algorithms, and cutting edge technology has…

What is saving?

Saving is a skill everyone needs to master in order to set a financial plan. There are many ways to guide you…

What are taxes?

Individuals are sometimes hesitant to invest their money for what it may lead them to pay on their income tax. The key…

What are mutual funds?

Mutual funds are baskets of stocks or bonds. They can be collected from industries and from covering broad stock market indexes to…

Trade

Learn the ins and outs from the pros to master the trading game.

What is cryptocurrency?

A cryptocurrency is a digital currency used for investments or payments. It is secured by cryptography, which makes it nearly impossible to…

What is a Wealthface trade basket?

A basket is a free tool, where you can build your own portfolio of stocks, and rebalance your portfolio based on your…

What is a stock?

A stock is a security that represents the ownership of a fraction of a corporation.

What is a Limit order?

A Market Order allows investors to execute their order at the available market price. It ensures guaranteed execution.

Accounts

Personal Account

Joint Account

Corporate Account

Plans

Education Plan

Why is an education plan important?

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Retirement Plan

What is a retirement plan?

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Security

Importance of Security and Encryption

What is SIPC?

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