Whether you work with an advisor or not, understanding how investing, taxes, and planning work helps you make better decisions. Everything here is free, ungated, and written without jargon or sales pitches.
Core concepts: asset classes, diversification, index funds, and how markets actually work.
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Saving milestones, the three-pillar system, AHV, and drawing an income in retirement.
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Account types, tax-efficient investing, and strategies to keep more of what you earn.
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Why investors make costly mistakes — and practical habits to avoid them.
View guides →A practical explanation of index investing, costs, and why it's the default recommendation for most investors.
Read guide →How spreading investments across assets reduces risk — and the common ways people get it wrong.
Read guide →A short course covering brokerage accounts, asset allocation, and building a simple starter portfolio.
Start course →A framework for estimating your retirement number based on spending, not arbitrary rules of thumb.
Read guide →How AHV, occupational pensions, and Pillar 3a fit together — and where private savings come in.
Read guide →See what regular monthly investing could grow into over time, and how much of it comes from compounding alone.
Open tool →A simple framework for deciding which account type to use for each part of your savings.
Read guide →How Swiss cantonal wealth tax and Verrechnungssteuer affect your investments — and what to reclaim.
Read guide →A breakdown of advisory fee structures and why they matter more than most investors realize.
Read guide →The data on investor behavior during downturns — and why staying the course usually wins.
Read guide →Common cognitive biases — and simple habits to reduce their impact on your decisions.
Read guide →A short checklist to run through before making any major investing or spending decision.
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