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Investing 101

Investing
What are stocks?
Should I invest in Bitcoin?
Automated investing vs. traditional investment advisor
What is compound interest?
What is dollar cost averaging?
What are bull and bear markets?
Everything You Need To Know About ESG Investing
What’s a fund of funds?
What's the best way to invest money?
What is modern portfolio theory?
What are dividends?
10 Best Investing Books To Read in 2018
What's portfolio rebalancing?
Are my investments taxed?
How old do you have to be to invest?
When should I start investing?
What should I do if the market crashes?
What's tax-loss harvesting?
How do government bonds work?
What’s the difference between a stock and a bond?
What level of risk should my portfolio have?
What is divestment?
How to Invest Money Wisely
What's the best stock to invest in?
Time-weighted vs. money-weighted returns
What is asset allocation?
What's a robo advisor?
Does Wealthsimple hold my money directly?
What is socially responsible investing (SRI)?
How do interest rates affect my investments?
SRI vs. non-SRI performance
What's an ETF?
What's a bond yield?
What's a portfolio?
What's a bond?
What's the Footsie (FTSE)?
Fixed vs. adjustable rate mortgages
What is a hedge fund?
Is picking stocks risky?
What's dividend reinvestment?
What are diversified investments?
Beginners' Guide to Investing in Bonds

Accounts
Should I make a contribution for my 2017 or 2018 IRA?
Can self-employed people get 401(k)s? If not, what can they do?
How can I see what fees I’m paying for my 401(k)?
What's a joint account?
Traditional IRA vs. SEP IRA?
What’s the 2018 IRA contribution deadline?
What’s the difference between a SEP IRA and a 401(k)?
What's a SEP IRA?
Traditional IRA vs. Roth IRA
What is the max contribution for my 401(k)?
What's a traditional IRA?
Am I eligible for a SEP IRA?
What’s the 401K contribution limit?
What's a 401(k)?
What is a Personal account?
Money Market Account vs Savings Account
When should I contribute to a Roth or Traditional IRA?
What's a 403(b)?
What is the max contribution limit for my SEP IRA?
What is the max contribution limit for my traditional or Roth IRA?
What are Wealthsimple’s fees?
Can I contribute to an IRA if I already have a 401(k)?
What's a Roth IRA?
Should I max out my IRA all at once, or throughout the year?

Saving
What is Wealthsimple Smart Savings?
How much cash should I keep as emergency savings?
What is the best way to save money?
What Is A Savings Account? And How Do They Work
What's the best way to save money?

Finance
How are interest rates set?
What’s the prime rate?
When can and should I write my will?
What is quantitative easing?
What’s the Dow Jones Industrial Average?
What’s a beneficiary?
What's an annuity?
What's Fannie Mae?
What's a jumbo loan?
What is monetary policy?
How are beneficiaries important to clients?
How is your credit score determined?
Is it safer to save my money rather than invest it in the stock market?
What protection does a trust account give me?
What is a trust?
What is Freddie Mac?
What’s the bank rate?
What does the Fed do?
What is financial planning?
What’s a good credit score?
What's a stock portfolio?
What is LIBOR?
What's the overnight rate?
What’s the S&P 500?
What are interest rates?
What is principal?
What should I do with my tax refund?

Taxes
What is the capital gains tax?
When's the 2018 tax deadline?

Currency
What's a blockchain?
What is litecoin?
What are cryptocurrencies?
What’s inflation and how does it affect your purchasing power?
What is bitcoin?
What is ethereum?

Safety and security
How does Wealthsimple handle security and encryption?
What is two-step verification?
What's KYC?
What's the SIPC?

Retirement
Can I have money in US and Canadian retirement plans at the same time?
How to save for retirement
What’s the retirement age?
Which retirement savings plan is right for me?

Home Buying
What’s the best way to save for a down payment on an apartment or house?
What's a second mortgage?
What's a home equity loan?
What is mortgage refinancing?
What is a mortgage?
Should I rent or buy?
What’s a HELOC?
How are mortgage rates determined?

Education
How much can I borrow in student loans?

Life Events
What’s the best way to save for my wedding?

Other
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Wealthsimple US, Ltd. is registered as an investment adviser under the Investment Advisers Act of 1940 and uses Apex Clearing Corporation as broker/dealer for Wealthsimple investment accounts. Apex is a member of the Securities Investor Protection Corporation (SIPC), which provides funds to meet claims up to a ceiling of $500,000, including a maximum of $250,000 for cash claims. For additional information regarding SIPC coverage, including a brochure, please contact SIPC at (202) 371‐8300 or visit www.sipc.org. By using this website, you accept our Terms of Use and Privacy Policy. Copyright 2017 Wealthsimple US, Ltd.

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. Read our Full Disclosure for more details.