
Why Soft Surveys Can Move Markets
Surveys of sentiment and activity often shift before official data, giving traders an early read on the economy.
Articles, guides, and videos to build your investing knowledge.
Daily notes from the desk, in plain English.

Surveys of sentiment and activity often shift before official data, giving traders an early read on the economy.

A pullback in crude prices gave stocks breathing room at the open, with energy names lagging while rate-sensitive sectors led.

The Fed's preferred inflation gauge cooled last month. Here is what the details say about the road ahead for rates.

A heavy week of data culminates in the monthly jobs report. Watch these levels and dates.

Tax-free income with fatter yields sounds great. What to check before you buy.
Options, futures, and daily plays from our trading team.

Volatility is cheap again. What that means for buyers and sellers of options.

Futures let you trade an index, commodity, or currency with leverage. Here's how they work and what to watch.

A quiet tape with big catalysts ahead. Levels to watch and setups worth planning.
Short videos and guides that build confidence from day one.

What a share of stock actually is, how prices are set, and how owners get paid.

The loan agreement between you and a borrower, and why it behaves differently from stocks.

The eighth wonder of the world, and the single most important idea in long-term investing.

A basket of investments that trades like a single stock. The building block of modern portfolios.


The dates that matter, the taxes that apply, and why some investors build entire portfolios around income.
Roadmaps for retirement, college, and the milestones in between.

A simple framework for how much to save, where to put it, and when to adjust.

529 plans are powerful tools. The trick is balancing education savings with your own future.
Stocks, funds, options, taxes, and more, one subject at a time.

Both give you a diversified basket. The differences are in cost, control, and convenience.

Calls, puts, and two defined-risk structures worth learning first.

Owning foreign companies without leaving your brokerage account.

High yields can signal trouble. How to tell a bargain from a value trap.

The small settings and habits that separate casual users from efficient traders.

Videos, podcasts, webinars, and toolkits for every learning style.

A step-by-step walkthrough of the order ticket, from symbol to confirmation.

Weekly audio briefings on the economy, markets, and the stories behind the tape.

A live walkthrough of asset allocation, fund selection, and rebalancing, with audience Q&A.

A five-step, do-it-yourself review that takes about an hour, once a year.