Editorial policy

What gets published

Strategies set out a way to trade as rules and reach a verdict. Guides answer one question or set out one list. Definitions take a single term, the free courses teach a retirement subject lesson by lesson, and the calculators do the sums. Every page is planned around something readers search for, and it has to answer that fully for someone arriving cold.

Sourcing

Indicator and formula definitions follow their standard published forms. A rule is attributed to the body that sets it, such as the IRS, the SEC, FINRA, the Social Security Administration, Medicare or the Options Clearing Corporation, and stated no further than that body states it. Dollar limits that change every year are explained by how they work, with a round hypothetical figure and a note on where the current figure is published. Worked examples use hypothetical accounts and stocks with every step shown. No page quotes market statistics, backtest results, win rates or study findings.

Funds and companies

ETF lists name real funds by ticker and sponsor so a reader can find them, and say what each fund holds and how it is built, including its leverage multiple if it has one. They leave out prices, returns, fees and asset figures, which change daily and belong on the fund's own page. A case study may name a well-known group of companies to frame a portfolio question, and any figure used in its arithmetic is marked as an assumption. No page ranks brokers or prop firms.

Independence

No company pays for coverage and there are no affiliate links. If that ever changes, any page carrying such a link will say so at the top. Pages show advertising served by Google, which chooses the ads; advertisers have no say in what a page covers or concludes, and an ad is not a recommendation.

Review and AI assistance

Pages are drafted with AI assistance. Before publication, each one is checked by a named human editor, John James or James T., and the credit at the top of the page gives that editor's name. There is no unnamed editor role: every credit points to a person. How we use AI sets out what the tools do and what the editor checks.

Corrections

Errors of fact or arithmetic are fixed on the page as soon as they are confirmed, and the updated date changes. Report one to [email protected].

House rules

Every page is written to these rules. A script fails any draft that breaks a rule marked "checked automatically"; the editor checks the rest.

1. State the rule, then the reason. A strategy page says what to do in the imperative ("buy the close above the handle"), then why it tends to work, then when it does not. Checked in review.
2. Conditions are written as conditions: if the stock closes below the 50-day, the setup is off. A reader should be able to turn any paragraph into a line in a trading plan. Checked in review.
3. Address the reader as "you". Examples use hypothetical accounts and round figures. A real ticker or fund may be named to say what it is or what it holds, never paired with a price, a return or a fee. Checked in review.
4. No first person and no biography. Nothing is presented as lived experience: no "a trader I know", no spouse, no "the year this went wrong". Checked automatically.
5. No "we" or "our" in articles, and no article describes the publication. Articles talk about markets, rules and the reader. Checked automatically.
6. Name what a page covers instead of counting it. Numbers belong to the subject: a price, a rule value such as age 62, the arithmetic of a worked example. Checked in review.
7. Every strategy names the market it fails in. A setup with no failure condition is an advertisement. Checked in review.
8. Published rules are stated with the body that sets them: the IRS, the SEC, FINRA, the Social Security Administration, Medicare, the OCC. Where a rule depends on a broker, a fund or a prop firm, the page says which line to check. Checked in review.
9. No statistics, studies, win rates, pass rates, backtest results or market levels. A number is a formula, a published rule, or arithmetic on a hypothetical with the working shown. Checked in review.
10. Say plainly what a chart cannot know, with one hedge per claim at most. Checked in review.
11. Vary sentence length hard: short commands, long sentences that carry a chain of cause and effect past thirty words, and few in the comfortable middle. Checked automatically.
12. No em dashes. A comma, a colon, a full stop, or a rewrite. Checked automatically.
13. Define things by what they are. Two contrast constructions a page at most, counting "not X but Y", "rather than", "instead of" and the two-sentence version. Checked automatically.
14. One short aphoristic closing line per article at most. Sections end when the point is made. Checked automatically.
15. Vary the opening: a rule, a chart described bar by bar, a sum, a date, an order, a question the reader is asking. Neighboring pages never open the same way. Checked in review.

For who publishes the site, see about.