Asset Class Co. publishes investing guides and a portfolio tracker for people in the United States and Canada who want to start investing and aren’t sure where to begin.
Why there are two editions
Most investing advice online is written for one country. The accounts, limits and tax rules are different on each side of the border, so each country has its own guide: the 401(k), IRAs and the HSA in the US edition, and the TFSA, FHSA and RRSP in the Canadian edition.
How the guides are made
- Official sources. Contribution limits and tax rules come from the IRS and the Canada Revenue Agency. Figures on fees, index funds and market history come from published research by S&P Dow Jones Indices (SPIVA), Vanguard and J.P. Morgan Asset Management. Every source is listed at the back of each guide.
- Updated every year. Limits change each January, so each edition is reviewed and reissued for the new year’s numbers.
- Corrections. If you spot something wrong or out of date, email us and we’ll fix it in the next update.
- Independent. No fund company, bank or brokerage pays us, and there are no affiliate links in the guides. Funds are named only as examples you can look up.
You can read the cover, contents and first chapter of either guide for free on its product page before you buy.
What we don’t do
We don’t give personal financial advice, manage money or sell investments. The guides explain how the accounts and funds work so you can make your own decisions. For advice on your situation, speak with a licensed professional.
Questions or feedback: hello@assetclassco.com
Our products are educational and are not financial, tax or legal advice.