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Key Concepts

Key Concepts

Home > Manage Investments > Key Concepts
Build on the investing basics and become a more knowledgeable investor. Cover key topics like diversification, investment risk, investment fees and charges, debt management, and more to help guide your decision-making.

Tracking Your Investments

Keep track of your investments to make sure they are still right for you.
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Fees & Charges

Know what you are paying for your investments and what you are getting in return.

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Debt Management

Debt can either help or hurt your financial future, depending on how you use it.
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Investment Risk

Consider the level of risk you are prepared to take before you invest.

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Diversification

Owning different types of investments helps reduce your exposure to one particular investment or risk.

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Research an Investment Offer

Before making an investment decision, take some time to do your research - it could save you from falling victim to a fraud.

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Test Your Risk Tolerance

How much or little investment risk are you comfortable with? Take our Risk Test to find out.
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Researching Public Companies

Public companies are required to disclose and report to the public according to rules laid out by regulators.

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