Research desk / Primary sources

Research beyond the headline.

Primary-source references for the Asset Journal, organized by topic to support clearer definitions, investment questions, and further reading.

Start with original information

The sources below support the financial definitions and distinctions referenced in the journal. They are educational resources from the U.S. Securities and Exchange Commission’s Investor.gov website. Read the source’s own publication notes and limitations; a general explanation does not replace the documents for a particular investment.

For product-specific research, locate the actual prospectus, offering agreement, financial statements, ownership terms, and fee schedule through the issuer’s official channels. Keep sources, assumptions, and your own interpretations separate in your notes. These links are educational references, not commercial partnerships or endorsements.

01

Investing Podcasts

Investor.gov: financial influencers and investment information. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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02

Market Trends

Investor.gov: overview of stocks and their risks. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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03

Alternative Assets

Investor.gov: guide to alternative mutual funds. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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04

Real Estate

Investor.gov: REIT overview. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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05

Private Equity

Investor.gov: private equity fund overview. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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06

Digital Assets

Investor.gov: crypto asset resource center. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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07

ETFs & Indexing

Investor.gov: ETF investor bulletin. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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08

Risk Management

Investor.gov: explanation of investment risk. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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09

Passive Income

Investor.gov: definition of a dividend. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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10

Portfolio Strategy

Investor.gov: asset allocation and diversification guide. The source anchors the terminology in our related article; our examples and question frameworks are editorial illustrations.

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