Investing Starter Guide — US Edition 2026
$9.99 CAD
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Investing Starter Guide — US Edition 2026
$9.99 CAD
$8.00 CAD with code ASSET20 at checkout, until Dec 1
Instant PDF download · Updated for 2026
A 26-page guide to getting started in the US: which accounts to open, in what order, what to buy and how to place your first order. Updated for 2026.
- The 401(k), Roth and Traditional IRA and HSA, with 2026 limits, catch-ups and deadlines
- The order to fund your accounts, with a worked example
- Index funds, target-date funds and what fees cost over time
- Opening a brokerage account and buying your first fund
- Past market crashes, how long recovery took, and what to do in the next one
- Fillable worksheets and a 30-day plan
PDF, instant download.
Educational only, not financial advice.
What’s in the guide
- The accounts
- 401(k), Roth and Traditional IRA and HSA, with 2026 limits, catch-up amounts and deadlines.
- What to buy
- Index funds and target-date funds, tickers to look up, and what fees cost you over time.
- Your first purchase
- Opening the account, finding the fund and placing the order, step by step.
- A worked example
- Maya, 26, goes from a credit card balance to investing every month, with the numbers shown.
How we keep it accurate
- Official sourcesEvery limit and tax rule comes from the IRS, and each source is listed at the back of the guide.
- Updated every yearThis is the 2026 edition. Each guide is reissued when the next year’s limits are announced.
- IndependentNo fund company or brokerage pays us, and the guides have no affiliate links.
Questions about the content? Email hello@assetclassco.com or read how we make the guides.
Sample pages
Read a free sample (PDF)The cover, contents and Chapter 1
Get the Starter Kit instead
This guide and the Portfolio Tracker for $14.99 CAD, instead of $19.98 bought separately.