Knowledge

Education

Sometimes you’ve got to go with your gut. But most of the time, you need to know where you’re going. We can help you get your bearings—with articles, videos, live events, and more.



Join us for the 6th annual E*TRADE Retirement Day!
 

Tune in on TuesdayMarch 7 at noon ET for an interactive webcast featuring retirement insights you can use today.

 

Learn More

February 2017

Featured article

Tax Reference Guide (2016 Tax Year)

01/31/17

Taxable income. Capital gains. Education savings. Retirement planning. They’re all different. Which means when it comes to taxes, there’s a lot to know. While we don’t offer tax advice, E*TRADE has tools and resources to help make things a little clearer.

Take a deep dive. Then another. And another…

Learning about investing doesn’t have to be a long-term commitment. Our articles, videos, and other resources are a great way to explore the markets.2

New to Investing

We all have to start somewhere. Let us help get you on the right track as you start your investing journey.

video
The Power of Diversification

Basic

In this 3-minute video, you will learn what diversification is and how you can use it to build...

Watch video

Read more

article
Investment Planning: The Basics

Basic

Why do so many people never obtain the financial independence that they desire? Often it's...

Read more

video
Top Investor Myths

Basic

Smart investors don’t always follow the crowd. In this free 3-minute video, Pro Market Advisors...

Watch video

Read more

article
Three Simple Steps to Building Wealth

Basic

Building wealth - it's a topic that sparks heated debate, promotes quirky "get rich quick"...

Read more

Investment Products

There are millions of investment choices. Learn how you can find the right ones for you, and how to combine them into a portfolio. 

video
The Basics of Stock Selection

Basic

Selecting stocks for investing and trading should not be a guessing game in today's market. Join...

Watch video

Read more

video
Why Trade Options

Basic

How do you potentially make money in the stock market? In this 3-minute video, we'll tell you...

Watch video

Read more

video
How to Diversify with ETFs

Basic

Exchange-traded funds (ETFs) combine some of the best features of both mutual funds and stocks....

Watch video

Read more

video
What is a Bond?

Basic

You probably know investors use bonds to add income and diversification to their portfolios. In...

Watch video

Read more

Retirement

Retirement is something that's better to plan for sooner rather than later. We have articles and videos that can help you plan, create, and maintain a secure retirement.

article
How to Choose Between a Traditional and Roth IRA

Intermediate

Traditional and Roth IRAs are accounts that allow you to make annual contributions and that may...

Read more

article
Understanding IRA Rollovers

Basic

If you are considering moving assets from one retirement account to another, it is important to...

Read more

article
Taking a Distribution from Your IRA

Basic

If you've faced a job loss, recently retired, or just have sudden expenses, at some point you...

Read more

article
Small Business Retirement Plans

Intermediate

As a small business owner, you have many critical priorities, such as growing your business,...

Read more

Portfolio Planning

Your can build your portfolio in many different ways. Explore methods for planning and creating your investment portfolio, plus tips on how to monitor it.

video
Asset Allocation

Basic

Christine Benz of Morningstar discusses asset allocation and why it is important to an...

Watch video

Read more

article
Creating an Investment Portfolio

Basic

You've identified your goals and done some basic research. You understand the difference between...

Read more

article
The Biggest Risk Factor for Your Portfolio

Basic

Quick, what's the biggest threat to your portfolio right now? Is it the risk that moderate U.S....

Read more

video
Building a Core & Satellite Portfolio

Intermediate

Christine Benz of Morningstar explains what a core and satellite portfolio is and the benefits...

Watch video

Read more

Taxes

Learn how investment-related tax strategies and year-end tax planning techniques may help you plan, manage, and lower your taxes.

video
Tax Priorities for Investors at Every Life Stage

Basic

Tax planning may seem overwhelming at times, so breaking it down into decades may make it easier...

Watch video

Read more

article
Tax Planning for Specific Types of Investments

Basic

Investment tax planning can help you maximize after-tax returns on your investments. Tax...

Read more

article
5 Ways to Shrink Your Tax Footprint

Intermediate

As dedicated savers know, there are times when investing through a taxable account--rather than...

Read more

article
Your 2016 Tax Fact Sheet and Calendar

Basic

It's not hard to find tax information on the Internet--when quarterly taxes are due, 401(k)...

Read more

Personal Finance

Information to help you lay the groundwork for a more secure financial future.

article
Do's and Don'ts of College Savings

Basic

Knowing financial aid rules is key, given the rising cost of higher education. Whether college...

Read more

article
Run Your Finances Like a Business

Basic

Companies across the world operate in much the same way. They go into business, manage their...

Read more

article
Financial First Steps After Having a Baby

Basic

The arrival of a baby is an exciting time for a family. Not only does the birth of a child...

Read more

article
Debt Consolidation

Basic

If you have a lot of debt, you're not alone. Today, more and more Americans are burdened with...

Read more

Stock Plan

Your stock plan benefits could be an important part of your investing plan. Learn more about how stock plans work and how to use them to help you achieve your financial goals.

video
Your Stock Plan Experience with E*TRADE

Basic

In this 3-minute video, you'll learn how to understand and make the most of your stock plan award.

Watch video

Read more

article
Understanding Stock Plan Purchase Plans

Basic

Participating in an employee stock purchase plan (ESPP) can be an important part of your overall...

Read more

article
Understanding Restricted and Performance Stock

Basic

Restricted stock and performance stock typically provide immediate value at the time of vesting...

Read more

article
Retirement Planning with Stock Options, Restricted Stock, and Other Stock Compensation

Basic

You have always intended to use the income from your company's stock grants to comfortably...

Read more

Real time learning—online or at our in-person events

Attend a web seminar or a sponsored live event. Sign up and expand your knowledge.

Live web seminars