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--- investing [2025/11/30 00:24] – [Investing] jhagstrand
+++ investing [2025/11/30 00:30] (current) – [Key Ideas] jhagstrand
@@ Line 4: / Line 4: @@
 =====Key Ideas=====
+company types
+how to evaluate your broker/dealer: independent, conflict-free, ACAT
+broker/dealer accounts: taxable, deferred, tax-free Roth
+types of investments: stocks, bonds, mutual funds and ETFs
+how to evaluate investments: growth vs value, cap:large, mid, small, risk
+how to balance a portfolio
+financial advisor: how to choose
+(this is not key ideas, its organization)