Educational Guides

The barbell strategy is a portfolio construction concept that allocates assets to two extremes while avoiding the middle. This article explains what the barbell approach means, its historical origins, and the general reasoning behind it. The concept has applications in both fixed income and equity portfolios.

Some publicly traded companies have added Bitcoin to their balance sheets. This article provides background on this trend, including relevant accounting rule changes and examples of companies that have disclosed Bitcoin holdings. It explains the mechanics without recommending any particular approach.

Real Estate Investment Trusts (REITs) are a category of investment that owns income-producing real estate. This guide explains what REITs are, how they're structured, their tax treatment, and factors that generally affect REIT valuations such as interest rate environments.

An introduction to dividend investing terminology and concepts. This article covers what dividends are, how yield is calculated, what payout ratios indicate, and the difference between classifications like Dividend Aristocrats and Dividend Kings. Understanding these terms helps when researching dividend-paying stocks.

A reference guide to common financial terminology including technical indicators, fundamental metrics, and investment concepts. From P/E ratios to moving averages, this glossary provides brief definitions to help you understand financial discussions and reports.

A curated list of free, publicly available resources for learning about financial markets. Includes official government sources like SEC EDGAR and FRED, charting platforms, and educational websites. All links are to external third-party sites.