Investor Education | Saturna Capital

Saturna Capital strives to keep our investors informed and educated. The best defense against choosing the wrong investment is learning about investing.

From the Yardarm

Account Types Matter — But How Do I Choose?

Whether you’re saving for retirement, your children’s education, a much-needed getaway, or just a rainy day, everyone has financial goals. But when you’re saving and investing, it’s important to know how different investment account types can impact your after-tax returns.

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What is ESG Investing? Find out with our fun, informative video.

How Mutual Funds Work

How A Mutual Fund Works

Did you ever wonder what happens behind the scenes of a mutual fund? Find out right here with our four part video series.

Watch the videos...

From the Yardarm

How Much Does Your Mutual Fund Cost?

Mutual fund expense ratios garner a lot of attention from the news media, regulators, and investors. While cost containment is clearly a worthy goal, do a mutual fund's costs deserve to be your paramount consideration? Do they matter at all?

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From the Yardarm

Recalibrating the Retirement Clock: Should 75 be the new 65?

Retirement sounds pretty sweet, doesn't it? Exotic holidays. Finally writing that novel. Never having to rely on an alarm clock to wake up early. Being your own boss. Retirement goals are as varied as people themselves.

So when can I retire?

FINRA BrokerCheck

Use FINRA's BrokerCheck to see employment history, certifications, and licenses — as well as regulatory actions, violations, or complaints. You may also review information on your broker's firm.

Check out your broker with BrokerCheck
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Tax Documentation

Here's a handy guide to when we send out various tax forms (such as 1099 and 5498) and what those forms mean.


From the Yardarm

The 401(k) Event Horizon: Asset Allocation

Investors often view risk from the wrong perspective. The greatest risk is the erosion of your purchasing power, not the ups and downs of your portfolio.

Learn more about allocating your investments...


Regulatory Organizations

Saturna invites you to visit the regulatory organizations that formulate the rules and regulations under which we operate.

These links will open a new browser window and navigate you away from Saturna makes no representation or guarantee of the accuracy or timeliness of the information you may encounter on these self-regulatory organization and US government entity websites.