Investment Guides
⚡In 30 seconds
- •10 practical guides for stock investors
- •Tax planning, risk management, income strategies
- •Worked examples with calculator links
- •Written for clarity, not to show off jargon
Practical guides to help you make better investment decisions. Each guide includes worked examples and links to our calculators.
Tax Planning
How to Calculate Capital Gains Tax
Step-by-step guide to calculating capital gains tax on stock sales.
1 tools • 4 terms
Tax-Loss Harvesting: A Practical Guide
Learn how to use investment losses to offset gains and reduce taxes.
2 tools • 3 terms
Tax-Aware Portfolio Rebalancing
How to rebalance your portfolio while minimizing tax consequences.
2 tools • 3 terms
Year-End Tax Checklist for Investors
Essential tax planning tasks before year-end for stock investors.
2 tools • 3 terms
Risk Management
Portfolio Diversification Explained
Why diversification matters and how to achieve it effectively.
1 tools • 4 terms
Understanding Portfolio Drawdown
What drawdown means and how to manage it in your portfolio.
2 tools • 3 terms
Beta vs Volatility: Key Differences
Learn how beta and volatility measure different aspects of risk.
1 tools • 3 terms
