Advanced Investing

Learning basic investment concepts is just the beginning of your work as an investor. Over time, you will want to gain a deeper understanding of more advanced aspects of investing.

Duration—What an Interest Rate Hike Could Do to Your Bond Portfolio

If you own bonds or have money in a bond fund, you need to know about duration. The higher your bond’s duration number is, the more sensitive it will be to changes in interest rates. Learn more.

Online Trading: What You Need to Know

These FAQs provide guidance about online trading. Learn more.

Day-Trading Margin Requirements: Know the Rules

Find out what it means to be a "pattern day trader," and get answers to frequently asked questions about day-trading. Learn more.

Purchasing on Margin: Know the Risks

Learn the key aspects of purchasing securities on margin, including the risks involved with trading securities in a margin account. Learn more.

Margin Accounts—Why Brokers Do What They Do

Learn the mechanics of margin accounts. Learn more.

Concentrate on Concentration Risk

The risk of losses that may occur from having a large portion of your holdings in a particular investment, asset class or market segment relative to your overall portfolio is concentration risk. Learn more.