Library

Take a look at our extensive collection of articles and content designed to help you understand
the different concepts within trading, investing, retirement planning, and more.

Getting started

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

 

A 529 plan is a great way to invest for future education costs, but there are also other options to raise the funds you need.

Explore many ways you can diversify a portfolio with E*TRADE. Discover why it’s important to look deeper than just the simple categories of stocks and bonds.

Let’s face it: filing taxes isn’t as fun as chasing your dreams. But no matter how busy or big-time you are, every year on or around April 15th we all have to get our paperwork in order, crunch some numbers, and file taxes. But don't worry, we can help you tackle tax season like a boss.

Thinking of taking the next step with someone special? Head off money headaches by talking about your finances first.

We’re excited to launch enhanced E*TRADE web charting, featuring a refreshed look and feel and a fully responsive experience—giving you efficient access to more advanced tools, custom features, and integrated capabilities.

We all know we should have money set aside for emergencies. Here’s how to go about it.

Entertainers and athletes are not like everyone else. Their office isn't a cubicle, it's more often a stage, a stadium, or an arena. Their skillsets aren't just adequate, they're elite. They don’t want to just succeed — they want to become legends.

Learn how some debt, if managed wisely, can help you build wealth and be a valuable tool. Discover what you should consider when taking on debt.

The stock market is the cornerstone of investing. Before getting started, it’s a good idea to get familiar with the basics, including market indexes, the different types of stocks, and the factors that can affect a stock’s market value.

Learn about the differences between credit and debit cards, the various credit card types, and how to avoid debt that can end up being destructive.

When it comes to saving, compound interest is one of the most powerful tools available to grow your money over time.

Robo-advisors leveled the playing field and made professional money management more accessible to people regardless of their income or size of their portfolio. Here’s what you need to know.

Learn the options for how to pay off debt you took on to pay for school.

Congratulations on your beautiful baby. You’ve got your nursery and diaper bag ready to go—but what about your finances?

Your credit history is like your personal financial brand, it shows the world that you’ve got what it takes to handle financial matters with finesse. But just like Rome wasn’t built in a day, a stellar credit score will take patience and perseverance to achieve.

By utilizing the power of entrepreneurship, you can become the master of your financial destiny and author your own success story.

Your personal brand is the sum of people's perceptions of you: your background, achievements, values, and the authentic essence of who you are. It's about presenting the real you, unfiltered but finely tuned to strike a chord with your audience.

Your easy-to-understand guide to all the key terms related to NIL.

In this guide, we'll help you harness the power of No, and set healthy boundaries in the ever-changing landscape of fame and fortune.

Learn the six money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving, and more.

Discover why finding a mentor as a sports and entertainment professional should be a priority. Learn where and what to look for in a mentor.

As a rising star in the sports or entertainment world, you’re not just in the spotlight — you’re also under the microscope of the IRS and state revenue authorities. Navigating the tax landscape can be tricky, but the right game plan can help you dodge the pitfalls and may help you keep more of your earnings where you want them: in your pocket. This isn’t just about surviving tax season; it’s about thriving all year long.

Explore the financial implications of sports and entertainment relocations, including the impact of renting vs buying, cost of living, and taxes.

If you’ve been named as your parent’s executor, you’ll find it’s a role with both emotional and administrative tasks. Here are some guidelines.

Didn’t know that a “financial personality” was a thing? Well, it is, and you’ve got one. And while it’s not something that’s likely to make it into your dating profile, it says a lot about you.

In this era of instant gratification and digital transactions, knowing your way around different payment methods is not just a party trick; it's a crucial life skill.

A Name, Image and Likeness (NIL) deal refers to college athletes’ right to capitalize on their identity and personal brand. In other words, it lets you profit from endorsements, sponsorships, and other opportunities.

Here are some essential Do’s and Don’ts to help you thrive in the NIL era.

Whether you’re applying for a mortgage, purchasing car insurance, or signing up with a new internet provider, you will inevitably be asked about your credit. Understanding and improving your credit score early on in life can help increase your financial freedom and purchasing power in the future.

They're tax friendly, flexible, and available to anyone. Yet, 529 education savings plans are still underused. Here are five things that parents, grandparents, and anyone hoping to get a leg up on college costs need to know.

Whether it’s saving for college or that dream vacation, here are four key ways to help you prioritize your savings AND balance your long- and short-term financial goals.

Learn steps you can take to start investing.

Moving can mean exciting changes for your life, but it may also have tax consequences for your investments. Here are three important considerations.

Help protect yourself on your next trip with these cybersecurity tips.

Check out these five steps to help make smart spending and saving decisions.

Rebalancing your portfolio is an important factor when aiming to meet your financial goals.

Asset allocation is how you choose to divvy up various assets within your portfolio, like stocks, bonds, and cash. Here’s a breakdown of how it works.

Being an investor means building and managing a portfolio, but it doesn’t have to be complicated. What you may want to consider before getting started.

One way to build good financial habits is to automate your investments. While you cannot control the market or your returns, automatic investing may help reduce risks and help prevent emotional financial decision-making.

In the evolving landscape of artificial intelligence (AI), both cybersecurity teams and hackers are using AI to their advantage.

Learn how to help protect you or your loved ones from common elder abuse scams.

Record-high prices, rising mortgage rates and high inflation are all obstacles for potential new homeowners. Learn how you can help a loved one break into a tough market.

Consider these tips when planning for foreign travel and perhaps save yourself time, money and headaches.

A lot can pile up over a year, or just a season. Here are five tips to help you tidy up, declutter and organize your finances this spring.

Though education costs continue to climb, starting to save and invest early in a tax-advantaged account can make a difference.

Even if you’re not flush with cash, it’s still possible to start investing. Here’s what to know.

The new year can be a good time to set yourself up for financial success. These six steps can help get you started.

It’s important to start saving as early as possible. Learn why—plus get tips on how to become a savvy saver.

Because saving and investing are in some ways similar, many of the same ideas apply to both, including the risk of losing money, how easy it is to access your funds, and potential gains. But there are significant differences in exactly how those ideas apply and in how you actually go about saving versus investing. Let's break down the details.

Armed with education and a plan, women can feel more confident about their financial goals and how they’ll achieve them.

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