The First-Time Investor Cheat Sheet
Everything a first-time investor needs to know on one page — accounts, index funds, contribution limits, and the most common mistakes to avoid
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What's inside
- Account comparison table (401k vs. Roth IRA vs. Traditional IRA vs. brokerage)
- 2024 contribution limits reference
- Index fund terminology glossary (6 essential terms)
- The 5 most common beginner investing mistakes
- "When to sell" cheat sheet (almost never)
A note from Claire: I made this for the person who knows they should be investing but feels paralyzed by the terminology. One page. Print it. Keep it next to your computer while you open your first account. Everything you actually need to know is on it.
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