Broker Articles
Articles about choosing the right brokerage for your situation.
Recent Articles
Sept. 14, 2023 | By Emma Newbery
Cash vs. Stocks: Where Should You Park Your Cash?
Savings accounts are paying record-high interest rates, making them an attractive option. Find out why stock market investments may still make sense.
Sept. 14, 2023 | By Brittney Myers
For Your Short- and Mid-Term Financial Goals, Put Your Money Here
Keeping money under the mattress isn't safe from thieves or inflation. Here's where to put your shorter-term savings instead.
Sept. 13, 2023 | By Matt Frankel, CFP®
SoFi Is Allowing Active Investing Customers to Buy the Instacart IPO. Here's What You Should Know First
IPOs are typically reserved for institutions and high-net-worth investors, but SoFi aims to democratize the process. Read on to find out more.
Sept. 13, 2023 | By Chris Neiger
Should You Use AI as Your Financial Advisor? A Surprising Proportion of Americans Think So
Nearly one-third of Americans are open to financial advice from AI. Read on to find out why that might not be the best idea.
Sept. 12, 2023 | By Chris Neiger
More People Are Tapping Into Their 401(k)s During Hardship. Here's Why
Some Americans are raiding their 401(k)s to pay for housing. Read on to discover why people are tapping into their retirement savings.
Sept. 12, 2023 | By David Chang, ChFC®, CLU®
5 Ways to Plan Ahead if Retirement Contribution Limits Rise in 2024
Contribution limits are expected to rise in 2024. Take a look at the steps you can take to be prepared.
Sept. 12, 2023 | By Chris Neiger
Here's What You Can Do When Your Financial Planner Invests in an Asset Without Your Approval
Financial planners can't invest money without your consent. Read on to find out what steps you can take when they do.
Sept. 11, 2023 | By Matt Frankel, CFP®
IRS Announces Delay in Rule Change for Catch-Up Contributions
Catch-up contributions can give higher earners a tax break for another couple of years. Read on to find out more.
Sept. 11, 2023 | By Brittney Myers
This Is the Average American's Retirement Income. How Do You Compare?
The average and median levels of retirement income vary widely. Here's a look at the data.
Sept. 11, 2023 | By Robin Hartill, CFP
Trying to Find a Forgotten 401(k)? Here's How to Track It Down
When you leave a job, you still own your 401(k) money, but finding old accounts can be difficult. Find out how to locate your old 401(k).
Sept. 10, 2023 | By Chris Neiger
Want to Retire Early? Here's How Much Money You'll Need
There's no standard amount that works for everyone. But here's how much you might need to save and how you should withdraw your money.
Sept. 9, 2023 | By Chris Neiger
When the Stock Market Recovers, This Is the One Type of Investor You Don't Want to Be
Investing can be a great way to grow your money, but not all opportunities are equal. Here's why you should avoid all-or-nothing investing.
Sept. 7, 2023 | By Ashley Maready
Tori Dunlap Describes Herself as an 'Index Fund Girly All the Way.' Here's What We Can Learn From Her Investing Strategy
Investing doesn't have to mean spending hours researching stocks. Discover why one finance expert swears by index funds.
Sept. 6, 2023 | By Ashley Maready
Should You Continue to Work Even With Retirement Income?
Is it really retirement if you've still got a job? Keep reading to learn why you might consider working even in "retirement."
Sept. 6, 2023 | By Dana George
Want to Invest but Short on Cash? Here Are 5 Ways to Make It Happen
You don't have to be wealthy to invest. Here's how to get started, even if you're short on cash.
Sept. 5, 2023 | By Dana George
How to Invest in the Stock Market With Just $50
It's possible to begin investing with as little as $1. Here's how to do it.
Sept. 1, 2023 | By Lyle Daly
You Won't Believe How Many Adults Don't Have Any Retirement Savings
Not saving enough could put your retirement at risk. See recent data on Americans' retirement savings and learn what you can do to increase your own.
Aug. 28, 2023 | By Steven Porrello
How Long Does $2 Million Last Once You Retire?
A $2 million nest egg may seem like enough to retire on. Learn how much $2 million will last and if you'll need more.
Aug. 27, 2023 | By Dana George
4 Steps to Take if You're Near Retirement and Facing a Bear Market
Facing a bear market as you near retirement may feel daunting, but there are steps you can take to prepare. Take a look at four of them.
Aug. 26, 2023 | By Matt Frankel, CFP®
Can I Retire at 50 With $1 Million?
Want to retire early with a seven-figure nest egg? Keep reading to discover your playbook for accomplishing just that.
Aug. 24, 2023 | By Ashley Maready
Retiring Early? Watch Out for This Pitfall
IRAs and 401(k)s are tax advantaged, so it's smart to invest for your golden years using one. Learn why retiring early could throw a wrench into this plan.
Aug. 20, 2023 | By Charlie Pastor, CFP®
Have a Pension? You May Want to Pursue This Option to Make Sure Your Family Is Secure
Understanding your payout options is an important step in protecting your income -- and your family's -- for years to come. Here's why.
Aug. 17, 2023 | By Charlie Pastor, CFP®
This Is Why the United State's Credit Rating Matters for Investments
Stocks tumbled early this month, but experts are warning against an overreaction. Read on to find out more.
Aug. 12, 2023 | By David Chang, ChFC®, CLU®
4 Tips and Tricks to Investing During a Downturn
It's not easy investing during a recession, but with these expert tips and tricks, you can learn how to invest confidently when the economy slows.
Aug. 12, 2023 | By David Chang, ChFC®, CLU®
How Long Does $1 Million Last Once You Retire?
Retiring soon but don't know how far your savings can take you? Check out these important factors that will determine how long your $1 million will last.
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