educational

Guides and how-tos to improve your investing skills
03
Nov
Dark financial graphic with the words “Trade Less, Earn More” beside cascading gold dollar signs rolling from a white sphere on a dark background.

How to Manage Your Portfolio Actively Without Losing Your Mind

Active investing isn’t about staring at charts all day. It’s about staying alert without losing your sanity.
3 min read
27
Oct
Line chart showing price levels rising sharply during premarket hours (3–9:30 AM ET) and falling once the market opens, illustrating how premarket hype fades after the open.

Early Birds and Duds: Unpacking Premarket Moves with a Veteran's Eye

Today's premarket darlings could be tomorrow's duds. Let's dive deeper before you dive in.
2 min read
24
Oct
Rising lithium stock with U.S. investment theme, blue and gold tones.

Uncle Sam Buys In: Lithium Americas Surges

A government stake can spark rallies or regrets — knowing which takes more than headlines.
2 min read
22
Oct
Illustration of a balanced portfolio with stocks, bonds, and real estate icons.

Mastering the Art of Portfolio Diversification: Investment Truths from the Trenches

Cut through the noise. Build a portfolio that weathers storms and shines in the sun.
2 min read
20
Oct
Bold retro-style thumbnail with the words “SIMPLE INVESTMENT SUCCESS” in neon colors, featuring a rising arrow and stacked gold coins on a dark background.

Investment Success: Simple but Not Easy

A day trader lost $45,000 in three months chasing AI stocks. Smart guy—runs a successful business, sharp analytical mind. But in the market, he was a pinball bouncing between hot tips until his account was nearly wiped out. Here's what separates winning investors: they're boring.
5 min read
17
Oct
Stop Listening to the Noise,” and an illustrated man covering his ears with colorful wavy lines radiating outward, symbolizing ignoring distractions.

The Truth About Investing: Stop Listening to the Noise

A surgeon lost $180k in six months chasing hot stocks and TV pundit doomsday calls. The investment industry profits from your confusion. The more anxious you become, the more you trade—and the more money flows to them, not you.
3 min read
04
Oct
Thumbnail image with bold text “The Dividend Yield Trap” on a dark financial-themed background, highlighting the risks of chasing high dividend yields in investing.

Forget the Dividend Hype: Real Wealth Is Built Here

Chasing high dividends? Might as well chase your tail. Focus on Mr. Market’s quiet achievers for real gains.
2 min read
01
Oct
Digital thumbnail showing the U.S. Capitol with a “Closed” sign on the left and an upward-trending stock chart on the right, symbolizing that government shutdowns don’t stop the markets.

Washington Shuts Down. Markets Don’t.

Stocks climb, shrugging off the threat of a government shutdown. Panic? Hardly.
2 min read
24
Sep
Graphic of Dollar Cost Averaging with bold text, a $20 bill, and a colorful calendar on a dark navy background, symbolizing consistent investing over time.

What is Dollar Cost Averaging?

Forget timing the market. Dollar cost averaging turns investing into a routine — steady, disciplined, and built to outlast your emotions.
2 min read
20
Sep
Graphic of a tilted scale with bold text “Portfolio Rebalancing” and an upward swooping arrow on a dark navy background, symbolizing keeping investments in balance.

What is Portfolio Rebalancing?

Your portfolio won’t stay balanced on its own. Rebalancing is the gut-check that keeps drift from wrecking your plan.
1 min read
Questions? Email Phaetrix