Beginners’ Guide to Asset Allocation, Diversification, and Rebalancing
Diversification as a risk-management technique.
Open ResourceFinanceMythBusters Library
Primary Source
SEC Adopts Amendments to Modernize Rule 10b5-1 Insider Trading Plans and Related Disclosures
Rule 10b5-1 plan amendments and conditions.
Open ResourcePublication 550, Investment Income and Expenses
Wash-sale mechanics and investment-income reporting context.
Open ResourceIRS releases tax inflation adjustments for tax year 2026
2026 standard deduction, AMT, FSA and federal bracket figures used in Week 1.
Open ResourceQuestions and answers for the Additional Medicare Tax
Employer withholding versus taxpayer liability.
Open ResourceTopic no. 409, Capital gains and losses
Short- versus long-term capital gains framework.
Open ResourceTopic no. 560, Additional Medicare Tax
0.9% Additional Medicare Tax and filing-status thresholds.
Open Resource