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Basics of Investing:

Reaching Your Financial Goals

Trusted Resources

  • Use this Investing Relationships Guide to learn about ways to manage your investments and decide which works best for you.
  • Use Morningstar, an independent investment research firm, to evaluate thousands of investments including stocks, bonds, and mutual funds.
  • If you're looking for an online broker, try using this screener from Nerdwallet to evaluate thousands of providers.
  • Check out this DIY handbook called The Bogleheads' Guide to Investing by Taylor Larimore, Mel Lindauer, and Michael LeBoeuf that makes the investment wisdom of John C. Bogle easy to understand and fun to read.

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Any third party resources or websites referenced are not under our control. We cannot guarantee and are not responsible for the accuracy of the resources, websites, or any products or services available through such resources or websites. While we hope the information in these materials are useful, it’s only intended to provide general education. It’s not legal, tax, or investment advice, and may not apply or be useful to your specific financial situation. If you need recommendations geared to your personal financial situation, schedule time with a financial planner.

The S&P 500 is a market-capitalization weighted index that includes the 500 most widely held companies chosen with respect to market size, liquidity, and industry. Ticker symbol is SPX. The Barclays US Aggregate Bond Index is a broad base index, maintained by Bloomberg L.P. since August 24, 2016, and is often used to represent investment grade bonds being traded in United States. Index funds and exchange-traded funds are available that track this bond index. You cannot invest directly in an index, which also does not take into account trading commissions and costs.