Library

All guides

Every article we've published, newest first.

Fundamentals

Beginner stock screening checklist: what to look at first

A simple, repeatable checklist for screening individual stocks — fundamentals, valuation, and the qualitative factors that matter for long-term holdings.

Brokers

How to Choose Your First Broker as a Long-Term Investor

A clear 2026 comparison of the major US brokers — Fidelity, Schwab, Vanguard, and Robinhood — focused on what actually matters for buy-and-hold investors.

Strategy

Dollar cost averaging explained — and when to skip it

What dollar cost averaging actually is, why it works for behavior more than returns, and the specific cases where lump sum investing is the better choice.

Brokers

Fidelity vs Vanguard vs Schwab: which broker fits your style

An honest comparison of the three major U.S. brokers for long-term investors — fees, fund selection, platform quality, and where each pulls ahead.

ETFs

How to read an ETF prospectus without reading every page

A practical, plain-English guide to the parts of an ETF prospectus that actually matter — and the parts you can skip without losing anything.

Fundamentals

Understanding economic moats: a beginner's framework

What economic moats actually are, the five durable types, and how to recognize them when evaluating a business — without overpaying for the label.

Retirement

Roth IRA vs traditional IRA: which one fits you in 2026

A plain-English comparison of Roth IRA vs traditional IRA — tax timing, eligibility, and the simple framework most beginners need.

Fundamentals

Index Funds vs ETFs: The Practical Differences That Actually Matter

Index funds and ETFs both track the same indexes — but they trade differently, are taxed differently, and one is meaningfully better for most beginner investors. Here's how to choose.