Building

First-Time Investor

Start growing your wealth

6 lessons

5 tools

3-4 weeks

intermediate

About this path

Ready to make your money work for you? This path will take you from investing newbie to confident investor, covering everything from the basics to opening your first investment account.

Path Steps

The Power of Compound Growth

LessonRequired

See why time in the market matters

Visualize Compound Growth

ToolRequired

See how your money can grow over time

Investing Basics

LessonRequired

Learn the fundamentals of investing

Stocks, Bonds, and Funds

LessonRequired

Understand the main investment types

Foundation Built

You understand how investing works

401(k) Basics

LessonRequired

Your employer's retirement plan explained

Optimize Your 401(k)

ToolRequired

Make sure you're getting the full match

Roth vs Traditional

LessonRequired

Choose the right account type for you

Compare Account Types

ToolRequired

See which option saves you more

Account Type Chosen

You know which retirement account is right for you

Asset Allocation

LessonRequired

Learn how to diversify your investments

Find Your Allocation

ToolRequired

Get an age-appropriate investment mix

Ready to Invest

You have an allocation and are ready to start

Practice Investing

Tool

Try investing with no risk

What you'll achieve

Understand how investing works
Know the difference between stocks, bonds, and funds
Choose between Roth and Traditional accounts
Set up your first investment account
Create an age-appropriate asset allocation

Milestones

1
Foundation Built
You understand how investing works
2
Account Type Chosen
You know which retirement account is right for you
3
Ready to Invest
You have an allocation and are ready to start