Broker Articles
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Recent Articles
July 14, 2023 | By Steven Porrello
Here's Why I Wouldn't Invest in REITs Right Now
Real estate investment trusts (REITs) may not be a smart investment for 2023. Read on to learn why.
July 14, 2023 | By Lyle Daly
5 Things You Should Never Do With Your Brokerage Account
Some brokerage account mistakes can have a huge impact on your financial future. Learn what to avoid doing with your brokerage account and investments.
July 13, 2023 | By Emma Newbery
401(k) Participation Reaches Record Highs. Are You Taking Advantage of This Retirement Account?
Vanguard says that participation rates in 401(k) plans is at a whopping 83%. Find out how you can invest for retirement, through a company plan or on your own.
July 12, 2023 | By Dana George
What's the Summer Stock Rally? Why Does It Matter to You?
Belief in a Summer Stock Rally lingers. Here's what we can learn from this myth.
July 12, 2023 | By Brittney Myers
Investing? Here's Why Stock Prices Don't Matter
Understanding how to value companies requires knowing more than the price per share. Here's why.
July 11, 2023 | By Lyle Daly
Suze Orman Says This Popular Financial Rule Doesn't Work Anymore. Is She Right?
Financial advisor Suze Orman believes a popular retirement planning rule is dangerous. See what she says and find out if you should listen to her warning.
July 10, 2023 | By David Chang, ChFC®, CLU®
New Study Shows This Group Is More Likely to Overestimate Their Retirement Savings
Are you overestimating your retirement savings? A new study shows you might be. Here's what you can do to avoid this trap.
July 7, 2023 | By David Chang, ChFC®, CLU®
Half of Gen Z Makes Investment Decisions Based on Social Media Advice. Should You?
You can find investing advice anywhere. But is it a good idea to take it from social media influencers? Read on to find out.
July 3, 2023 | By Ashley Maready
Here's What Happens When You Make an Early Withdrawal From Your 401(k)
Retirement account funds should be saved for retirement, but sometimes life has other plans. Read on to see what to expect if you tap your 401(k) early.
July 2, 2023 | By David Chang, ChFC®, CLU®
I Bonds Have Dropped From 9.6% to 4.3%, but Here's Why They're Still a Good Investment
Today's 4.3% I bond is a better investment than last year's 9.6%. Read on to learn why.
July 2, 2023 | By Lyle Daly
3 Tips to Find Index Funds With Low Fees From a Wall Street Expert
Keeping investing fees to a minimum helps you maximize returns. Save money on fees with three simple tips that will help you find low-cost index funds.
July 2, 2023 | By Lyle Daly
Here Are the 4 Most Common Ways to Save for Retirement. Which Ones Should You Use?
There are a variety of ways that Americans save for retirement. See the most popular options and find out which ones are worth using for your own nest egg.
July 1, 2023 | By Lyle Daly
Here's How Ramit Sethi From 'How to Get Rich' Invests
Personal finance expert Ramit Sethi shared how he invests his money. Discover how he sets up his investment portfolio and why it's an effective approach.
July 1, 2023 | By David Chang, ChFC®, CLU®
4 Suze Orman Tips to Help Women Tackle Retirement Security
Women have less saved for retirement and a lower quality of life as a result. Read on for ways to prioritize retiring comfortably if you're a woman.
June 27, 2023 | By Dana George
How Much Money Should You Be Saving Every Month at Age 60?
Many 60-year-olds are coming up on retirement and want to ensure they have enough put away. Learn how to figure out if you're on track.
June 26, 2023 | By Lyle Daly
You Might Not Guess the Amount of Stocks Owned by the 1%
The wealthiest Americans own a massive amount of stocks. Check out the shocking statistics on how stock ownership varies at different levels of wealth.
June 26, 2023 | By David Chang, ChFC®, CLU®
No, the X-Date Does Not Have to Do With X-Factor. Here's What It Means for Investors
The term "X-date" may sound like it has something to do with a talent show or a superhero movie, but the reality is far more sobering. Learn more about it.
June 26, 2023 | By David Chang, ChFC®, CLU®
How Much Money Should You Be Saving Every Month at Age 40?
Retirement planning can be overwhelming, but it's never too late to start saving for your golden years. Learn how.
June 22, 2023 | By David Chang, ChFC®, CLU®
Why This Personal Finance Expert Believes Gen Z Is Thinking About Retirement 'All Wrong'
The FIRE movement is great for encouraging saving and investing, but it can lead to what some might call an "obsession" with money. Read on to learn why.
June 21, 2023 | By David Chang, ChFC®, CLU®
When I Changed Jobs, I Chose Not to Roll Over My 401(k). Here's Why
When you change jobs, you need to decide what to do with your old 401(k). Read on to find out what I decided -- and why.
June 21, 2023 | By Cole Tretheway
4 Places to Put Your Investments for the Rest of 2023
Savings rates have fallen from 26.3% to 4.1% among Americans. Find out how to take advantage of a turbulent market.
June 18, 2023 | By David Chang, ChFC®, CLU®
Tori Dunlap Believes Now Is a Great Time to Start Investing. And She's Right.
Financial expert Tori Dunlap believes people who start investing today will become millionaires. Read on to find out why.
June 14, 2023 | By Lyle Daly
Here's What Happens When You Check Your Investments Too Often
It's good to stay on top of your portfolio, but only to a certain extent. Learn about the potential consequences when you check your investments too often.
June 13, 2023 | By Steven Porrello
New Poll Shows Americans Want to Invest in Gold More Than Stocks. Here's Why We Wouldn't Recommend It
Americans now consider gold a better long-term investment than stocks. Read on to learn why stocks still offer better opportunities for investors.
June 10, 2023 | By Lyle Daly
I'm 30 With Almost No Savings. Can I Still Retire Early?
Early retirement is a popular goal among young adults. Find out if it's still possible to retire early if you're 30 and don't have much money saved yet.
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