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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Feb. 8, 2023 | By Matt Frankel, CFP®

Literally Anyone Can Do This With Their Retirement After 50

Are you 50 or older? Read on for a retirement savings advantage you need to know about.
Feb. 7, 2023 | By Emma Newbery

Americans Will Bet Estimated $16 Billion on Big Game

Sports gambling has grown dramatically since the law changed in 2018, and more people will bet on the big game than ever before. Find out what that means for your finances.
Feb. 5, 2023 | By Charlie Pastor, CFP®

This New Law Could Help Part-Time Workers and Job Hoppers Save for Retirement

More liberal eligibility requirements, easier rollovers, and a 401(k) "lost and found" could benefit non-traditional workers. Here's how.
Feb. 5, 2023 | By Charlie Pastor, CFP®

RMDs in for Big Changes Following SECURE Act 2.0

New legislation raises required minimum distribution ages, reduces penalties, and increases flexibility. Find out what you need to know.
Feb. 4, 2023 | By Charlie Pastor, CFP®

2 Ways a New Law Could Help Young Workers Save for Retirement

The SECURE Act 2.0 allows federal retirement matching and incentivizes 401(k) eligibility for younger workers. Read on to learn more.
Feb. 4, 2023 | By Dana George

Here's Why the Most Recent Drop in Portfolio Value Feels So Dramatic

Stocks were hit hard in 2022. Here's why the news may not be as bad as it seems.
Feb. 3, 2023 | By Dana George

5 Things to Tell Yourself When the Stock Market Takes a Hit

It's easy to get worked up when the stock market drops. However, reminding yourself of these five things can help.
Feb. 2, 2023 | By David Chang, ChFC®, CLU®

Have You Invested in Bonds? Bad News Could Be on the Horizon

The bond market is already worrying about a debt-ceiling debacle. Read to learn more about what this could mean for you and your investments.
Feb. 2, 2023 | By Charlie Pastor, CFP®

This Tax-Saving Retirement Plan Just Got Even Better

Indexed catch-ups, 529 rollovers, and new ways to make QCDs are all in the SECURE Act 2.0. Read on to learn more.
Jan. 30, 2023 | By Dana George

This Is Graham Stephan's Investment Plan for 2023. Will It Work for You?

Graham Stephan is a major YouTube influencer and savvy investor. Keep reading to learn more about this 2023 investment plan.
Jan. 30, 2023 | By Lyle Daly

Former Wall Street Trader Says 'By Saving Your Money in a Savings Account, You're Losing Wealth.' Here's What to Do Instead

Vivian Tu says you need to make your money work for you. Find out what she recommends and why keeping everything in a savings account isn't the answer.
Jan. 29, 2023 | By Lyle Daly

Ramit Sethi Says Leveraging Should Not Be a Goal for the 'Average Investor.' Here's Why

Leverage is used by investors to increase returns, but it has serious risks. Find out why Ramit Sethi doesn't recommend leverage for the average investor.
Jan. 27, 2023 | By Dana George

This Is Who Ends Up Rich When the Stock Market Crashes

There are those who prosper when the stock market crashes. Here's what you can do to become one of them.
Jan. 26, 2023 | By Matt Frankel, CFP®

Can You Retire With Just Index Funds?

If you think you need to pick individual stocks to retire with a large nest egg, you should read this.
Jan. 25, 2023 | By Lyle Daly

5 Big Retirement Account Mistakes, According to Former Financial Advisor Humphrey Yang

Retirement account mistakes could cost you a significant amount of money. Learn about some of the biggest and most common mistakes, according to Humphrey Yang.
Jan. 24, 2023 | By Lyle Daly

Graham Stephan Says This Employer-Offered Perk Is One of the 'Greatest' Tools for Wealth Creation. Here's Why

Many employers offer 401(k) plans to help employees save for retirement. Find out why Graham Stephan says this is one of the greatest ways to build wealth.
Jan. 23, 2023 | By Cole Tretheway

3 Ways to Make Saving More Fun

Younger savers are turning saving money into a game. Find out what financial challenges are trending.
Jan. 23, 2023 | By Dana George

The 2nd Biggest Financial Mistake I've Ever Made

Financial mistakes are inevitable and can be useful if one learns from them. Here's one of the biggest financial mistakes this writer has ever made.
Jan. 21, 2023 | By Dana George

Should You Invest in 2023? Here's Our Take

After listening to enough pessimistic financial analysts, the easiest thing to do is sit on the sidelines while others invest. Read on to learn why that may not be a good idea.
Jan. 20, 2023 | By Lyle Daly

If You Get This One Investing Trick Right, You're Well On Your Way to Retirement

Building your retirement savings is simpler than many people realize. Learn about a technique that will have you on track for retirement.
Jan. 18, 2023 | By Lyle Daly

If You Retire at 65 in These States, You May Run Out of Money

Retirement savings can go quickly in states with a high cost of living. Discover which states are most likely to cause you to run out of money in retirement.
Jan. 18, 2023 | By Dana George

4 Tips for Investing in TIPS in 2023

Treasury Inflation Protected Securities (TIPS) are designed to protect investors from inflation. Keep reading to learn the pros and cons of TIPS.
Jan. 15, 2023 | By Lyle Daly

Dave Ramsey Says This Is Your Most Important Wealth-Building Tool. Is He Right?

Finance personality Dave Ramsey teaches methods that anyone can use to build wealth. Discover what he thinks is the most important wealth-building tool and why.
Jan. 15, 2023 | By Lyle Daly

How Much Do You Need to Save per Month to Retire With $10 Million?

You need to invest a substantial amount of money to retire with $10 million. Check out how much it would take per month to accomplish this lofty goal.
Jan. 14, 2023 | By Lyle Daly

How Much Do You Need to Save per Month to Retire With $5 Million?

For most people, $5 million is more than enough money to retire with. Learn how much money you need to set aside per month if you want to save this much.