Market news
Daily briefings, market open, closing recap, weekly report, monthly recap, earnings, rates, and flows.
Open News
Topic directory
A scalable taxonomy for thousands of investor resources.
Topics turn daily publishing into a navigable library. Readers can move by asset class, decision, investor level, content format, author desk, and time-sensitive market context.
Taxonomy map
- 10
- Top sections
- 30+
- Topic clusters
- 5
- Investor levels
Core categories
The top-level map for daily and evergreen publishing.
Each category should support featured content, latest stories, evergreen guides, reports, tools, and archives.
Market intelligence
Valuation, breadth, earnings, rates, inflation, recession risk, global markets, and economic calendar.
Open MarketsEvergreen investing
Foundations, behavior, planning, risk, taxes, account types, compounding, and long-term frameworks.
Open InvestingETF education
Index funds, ETF fees, overlap, liquidity, tracking, tax efficiency, fund roles, and comparisons.
Open ETFsStock investing
Company analysis, sector analysis, quality, valuation, balance sheets, dividends, moats, and watchlists.
Open StocksResearch reports
Long-form analysis, thesis library, frameworks, case studies, model portfolios, and visual dashboards.
Open ResearchTools and calculators
Compound growth, fee drag, allocation, portfolio simulator, ETF comparison, watchlists, alerts, and clinics.
Open ToolsAcademies
Investor Academy, Trading Academy, roadmaps, learning paths, certifications, quizzes, and progress tracking.
Open LearnPortfolio building
Allocation, rebalancing, tax location, retirement income, policy statements, risk budgets, and reviews.
Open Portfolios
Tag systems
Topic tags designed for internal linking and future scale.
Asset tagsStocks, ETFs, index funds, bonds, cash, sectors, global equities, dividends, income, alternatives.
Decision tagsStart investing, compare funds, rebalance, evaluate stock, build portfolio, review risk, retire, withdraw.
Format tagsNews, analysis, guide, lesson, report, checklist, calculator, glossary, wiki, framework, case study.
Level tagsBeginner, builder, advanced, retirement, trading discipline, advisor-grade, institution-level.
Time tagsDaily, weekly, monthly, quarterly, evergreen, updated, historical, market cycle, archive.
Journey tagsInvestor IQ, wealth journey, goal-based investing, portfolio clinic, research lab, trading academy.
Internal linking
Every topic should create useful paths.
A scalable publication links horizontally across context and vertically from beginner explanations to advanced research.
Article to hubEvery new post links to its category hub, topic directory, archive, author desk, and related newsletter.
Article to toolGuides connect to calculators, portfolio simulator, ETF comparison, watchlist, alerts, or Portfolio Clinic.
Article to knowledgeTechnical terms link to glossary, investing wiki, academy lesson, and evergreen explainer.
Article to journeyBeginner content routes to Investor Academy; advanced research routes to Research Lab, reports, and thesis library.
Article to historyMarket news links to market history, weekly reports, monthly recaps, and archived context.
Content depth
Topic Directory visitor guide.
Browse the taxonomy that connects categories, tags, formats, and internal links.
Useful information for real visitors.
Topics keep thousands of future articles discoverable.
- What decision or question this page supports.
- Which evidence, framework, or tool to use next.
- How the topic connects to long-term investing behavior.
Continue from here.
Verify the inputs.
- SEC EDGAR searchPrimary company filings and fund disclosure documents.
- BEA GDP dataOfficial GDP releases, historical comparisons, and release schedule.
- FRED Economic DataEconomic and financial time-series research.
Value guide
How to use this page well.
This section turns "A scalable taxonomy for thousands of investor resources." into a practical resource: what it is, why it matters, how it works, how to use it, and what to do next.
Start here
Start with the summary and use the related links to understand the research path.
- Read the page summary first.
- Open one related article or tool.
- Save the page if it supports an ongoing decision.
Go deeper
Use the page to compare sources, thesis quality, assumptions, risks, and update triggers.
- State the thesis.
- List the evidence.
- Record risks and what would change your view.
Avoid these
- Collecting links without a decision framework.
- Confusing a chart with a complete thesis.
Beginner vs. advanced use
- Beginner
- Understand the concept, source, or workflow and choose one next action.
- Advanced
- Compare assumptions, risks, alternatives, and update triggers before acting.
- Best practice
- Connect this page to a written rule, saved resource, or repeatable review process.
What should I do next?
Use the page to answer one specific question, then continue to the most relevant supporting resource.