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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

March 20, 2023 | By Ashley Maready

I'm a Brand-New Investor. Here's How I'm Starting Out

Everyone has to start somewhere. Keep reading to learn how one writer is approaching investing for the very first time.
March 19, 2023 | By Cole Tretheway

Why Kevin O'Leary Says Investors Have Moved Away From Crypto

Kevin O'Leary says investors have ditched crypto for artificial intelligence. Find out why VC crypto investments fell nearly 50% after the fall of FTX.
March 18, 2023 | By Matt Frankel, CFP®

Here's How to Know When to Sell Your Stock

If you are thinking of selling a stock, make sure you’re doing it for the right reasons. Read on to take a closer look at those reasons.
March 17, 2023 | By Brittney Myers

It's Women's History Month. Here's How Gender Impacts Investing

On average, women are less likely to invest their money in the stock market. The reasons are many, including the gender pay gap. Here's more.
March 16, 2023 | By Cole Tretheway

Here's Yet Another Reason to Avoid Fund Managers, According to Graham Stephan

Money guru Graham Stephan says this index beat most active fund managers over the past 20 years. Find out how badly fund managers lose to the S&P 500 index.
March 16, 2023 | By Dana George

3 Reasons Why Not Investing at All Is Riskier Than Trying to Invest

Making that first investment can be scary. Read on for three reasons you should be more afraid of not investing.
March 15, 2023 | By David Chang, ChFC®, CLU®

Here Are 4 Reasons Suze Orman Says You Should Have More Than One Retirement Account

Retirement planning is an important part of our lives, and experts say that investing in a Roth 401(k) is one of the best ways to save. Find out why.
March 15, 2023 | By Lyle Daly

What's a Butterfly Portfolio? Graham Stephan Has the Answer

Investors normally see their portfolios fall in value during bear markets. Learn how a butterfly portfolio could better handle volatility.
March 15, 2023 | By Lyle Daly

Kevin O'Leary Says He's 'Amazed by This Economy' -- and He Thinks This Investment Is Poised for a Comeback in 2023

Inflation and a bear market made it hard on investors in 2022. Check out the asset that investor Kevin O'Leary expects to bounce back in 2023.
March 15, 2023 | By Brittney Myers

Here's How to Tell if Stocks Are Undervalued

Making money on investments is about buying low and selling high. Here are some ways to tell if a stock is selling low.
March 14, 2023 | By Dana George

I Finally Found the Perfect Place to Invest My Emergency Savings Fund

Cash left in a regular savings account loses ground to inflation. Here, one writer talks about where cash can earn money while remaining safe.
March 13, 2023 | By Cole Tretheway

Here's What Happens When You Withdraw Money From a Traditional 401(k) Before Retirement

I needed to withdraw thousands of dollars from my traditional 401(k) account. Find out what happened next.
March 13, 2023 | By David Chang, ChFC®, CLU®

Here's How Fees Can Totally Ruin Your Return on Investment

By understanding how fees work and taking steps to reduce them accordingly, savvy investors can keep more of their money. Read on to learn more.
March 13, 2023 | By Lyle Daly

10 Tips to Get Started With Investing in 2023

It's always a good time to get started with investing. Read these 10 tips and you'll become a successful investor.
March 12, 2023 | By David Chang, ChFC®, CLU®

This Wall Street Expert Breaks Down ETFs and Compares Them to Charcuterie Boards

In a recent video, a wall street expert explained how an ETF is like a charcuterie board. Read on to find out more.
March 11, 2023 | By Ashley Maready

Does Living Longer Mean Retiring Later?

In general, Americans are expected to live longer than they did in the past. Find out what to consider when it comes to planning for a longer life.
March 11, 2023 | By Lyle Daly

These Are the Top 5 Mistakes Investors Make. Here's How to Avoid Them

Being successful as an investor is largely about avoiding mistakes. Learn about the top five investing mistakes that could sink your portfolio.
March 4, 2023 | By Lyle Daly

This Simple Example Is Why Time Is Your Friend When It Comes to Investing

Your age when you start investing is a big part of how much money you make. Check out a simple example demonstrating the power of time for investors.
Feb. 28, 2023 | By Dana George

This Type of Investment Is the One Reason Why Employees Aren't Loyal to Companies

Gone are the days when an employee could count on their company to look out for them. Read on to learn another reason employees are jumping ship.
Feb. 28, 2023 | By Dana George

This Is the 'Only Way' to Get Average Returns Out of the Stock Market, According to Graham Stephan

Investors who understand the ups and downs of the market are less likely to spook easily. Keep reading to learn why they're more likely to profit.
Feb. 28, 2023 | By Lyle Daly

Here's How Not to Invest in 2023, According to Humphrey Yang

2023 is shaping up to be a volatile year for the stock market. Find out what to avoid with these costly investing mistakes shared by Humphrey Yang.
Feb. 28, 2023 | By Lyle Daly

Ramit Sethi Says Over Half the Entrepreneurs He Knows Make This Grave Investing Mistake

Many entrepreneurs neglect an important financial habit. Discover what it is and why Ramit Sethi calls this a "grave mistake."
Feb. 28, 2023 | By David Chang, ChFC®, CLU®

Why This Wall Street Investor Says No Single Thing Is the 'Perfect' Investment

For those just getting started in investing, keep reading for the three main types of investments to consider, per Wall Street investor Vivian Tu.
Feb. 28, 2023 | By Cole Tretheway

Why Kevin O'Leary Is Extra Cautious With This Type of Investment

Mr. Wonderful warns investors of a sign their investment is high risk. Learn how to invest in companies that teach consumers how to use their products.
Feb. 28, 2023 | By David Chang, ChFC®, CLU®

More Than Half of Americans Say They Don't Make Enough to Save for Retirement. Here Are 7 Tips to Help Make Your Dollars Count

Retirement is a time many people look forward to. Unfortunately, many Americans don't have enough savings for retirement. Keep reading for help saving.