Beginner Investment Series

Beginner’s Guide to Investing

Investing doesn’t have to be complicated or overwhelming. This beginner series will walk you through every step — starting with the basics of opening an account and ending with building a confident long-term portfolio.

Start with the full beginner’s guide, then dive deeper into the most important steps at your own pace. By the end, you’ll have the tools and confidence to begin building your wealth life.

Start Here: Beginner’s Guide to Buying Stocks

Everything you need to know to get started, including how to open your first brokerage account and fund it.

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Step 3: Do Your Research

How to choose your first investment with confidence.

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Step 4: Understand Order Types

Market vs. limit orders — what they mean and when to use them.

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Step 5: Place Your First Order

The exciting part — executing your first trade with confidence.

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Step 6: Monitor & Build Your Portfolio

How to track, adjust, and grow your portfolio without obsessing.

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Turn Knowledge Into Action

Learning is powerful, but results come from action. Use our interactive calculators to project your investments, plan contributions, and see how your wealth can grow over time.

Try the Calculators