Investing Starter Guide, US Edition 2026: cover

Investing Starter Guide — US Edition 2026

$9.99 CAD
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Investing Starter Guide, US Edition 2026: cover

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

Guide page: how compounding works, with a growth chart
How compounding works
Guide page: 401(k), IRA and HSA with 2026 limits
The accounts
Guide page: what fees cost over time
What fees cost over time
Guide page: when markets fall, with the history of major declines
When markets fall
Guide page: fillable investing plan worksheet
Fillable worksheets

Get the Starter Kit instead

This guide and the Portfolio Tracker for $14.99 CAD, instead of $19.98 bought separately.

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