Equity Investing

  1. Practical Implementation
    1. Brokerage Account Setup
      1. Account Types
        1. Individual Taxable Accounts
          1. Joint Accounts
            1. Retirement Accounts (IRA, Roth IRA)
              1. Trust Accounts
              2. Broker Selection Criteria
                1. Commission Structure
                  1. Platform Features
                    1. Research Tools
                      1. Customer Service
                      2. Full-Service vs. Discount Brokers
                        1. Online Brokerage Platforms
                          1. Robo-Advisor Platforms
                          2. Order Types and Execution
                            1. Market Orders
                              1. Limit Orders
                                1. Stop Orders
                                  1. Stop-Limit Orders
                                    1. Trailing Stop Orders
                                      1. Good-Till-Canceled (GTC) Orders
                                        1. Fill-or-Kill (FOK) Orders
                                          1. All-or-None (AON) Orders
                                          2. Trade Execution Process
                                            1. Order Routing
                                              1. Best Execution
                                                1. Settlement Process
                                                  1. Trade Confirmation
                                                  2. Investment Vehicles
                                                    1. Individual Stocks
                                                      1. Mutual Funds
                                                        1. Open-End Funds
                                                          1. Closed-End Funds
                                                            1. Load vs. No-Load Funds
                                                            2. Exchange-Traded Funds (ETFs)
                                                              1. Broad Market ETFs
                                                                1. Sector ETFs
                                                                  1. International ETFs
                                                                    1. Factor ETFs
                                                                    2. Index Funds
                                                                      1. Target-Date Funds
                                                                      2. Portfolio Monitoring Tools
                                                                        1. Performance Tracking
                                                                          1. Portfolio Analytics
                                                                            1. Risk Monitoring
                                                                              1. Rebalancing Alerts
                                                                                1. News and Research Integration
                                                                                2. Record Keeping
                                                                                  1. Transaction Records
                                                                                    1. Tax Documentation
                                                                                      1. Performance Records
                                                                                        1. Cost Basis Tracking

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                                                                                      8. Portfolio Management

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                                                                                      10. Tax Considerations