Dollar Cost Averaging Cycle

Infographic: Dollar Cost Averaging Cycle v2

📆 Want to build long-term wealth without stressing over the stock market? Start by setting up automatic monthly investments: even if it’s just $25. This simple habit is called dollar-cost averaging. It means you invest the same amount every month, no matter what the market’s doing: up, down, or sideways. ✅ No guessing when to …

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Portfolio Management Tips

Infographic: Portfolio Management Tips

📉 Market volatility? Don’t just ride it out: have a plan. If you want to grow and protect your wealth, remember these 3 golden rules:1️⃣ Rebalance when your portfolio drifts, not just once a year2️⃣ Be tax-smart3️⃣ Plan for your emotions Crashes aren’t the end. They’re an opportunity, if you stay disciplined. Small smart moves …

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Tax-Smart Rebalancing Strategies

Infographic: Tax-Smart Rebalancing Strategies

🧠 Want to rebalance your portfolio without triggering a tax nightmare? Here’s the smart order to follow: 1️⃣ Start with your 401(k) and IRA: You can rebalance freely, with no tax hit2️⃣ Use new contributions wisely: Direct them into assets that have dropped, instead of selling anything3️⃣ Only as a last resort, sell in taxable …

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What is Fixed Income Investing

What is Fixed Income Investing? A Simple Explanation for Kids, Teens and Beginners

Introduction to Fixed Income Investing for Kids and Teens This video explains the concept of fixed income in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about fixed income investing, or used as a money & personal finance resource by parents and teachers as part …

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What are Securities

What are Securities? A Simple Explanation for Kids, Teens and Beginners

Introduction to Securities for Kids and Teens This video explains the concept of securities in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about securities, or used as a money & personal finance resource by parents and teachers as part of a Financial Literacy course …

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What is Volatility

What is Volatility? A Simple Explanation for Kids, Teens and Beginners

Introduction to Volatility for Kids and Teens This video explains the concept of volatility in a simple, concise way for kids and beginners. It could be used by kids & teens to learn about volatility, or used as a money & personal finance resource by parents and teachers as part of a Financial Literacy course …

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