Education Center
16 guides on index fund investing, from first steps to portfolio maintenance and tax. Every article is reviewed against our editorial policy.
Beginner Guides
Start here if you have never invested before
Investment Strategy
How to put money in, and when
Dollar Cost Averaging: A Complete Guide to the Strategy
10 minLong-term Investing: Building Wealth Over Time
9 minRisk vs Return: Understanding Investment Risk and Rewards
7 minPortfolio Management
Building, measuring and maintaining an allocation
Retirement & Planning
Working out how much you need and when you get there
Taxes & Costs
The two drags on returns you can actually control
Investor Behaviour
Why investors underperform their own investments
Interactive Calculators
Run the numbers on your own situation
Index Fund Calculator
Project returns on your index fund investments
FIRE Calculator
Estimate when you could reach financial independence
DCA Calculator
Compare dollar-cost averaging against lump sum investing
Savings Goal Calculator
Work out the monthly amount needed to hit a target
Fee Analyzer
See what an expense ratio costs you over decades
Reference Data
Look up the numbers behind the guides — fund costs and the tax you pay where you live.