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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Oct. 25, 2022 | By Charlie Pastor, CFP®

3 Little-Known Perks of Roth IRAs

Make the most of your Roth IRA with these three benefits. Read on to find out what they are.
Oct. 21, 2022 | By Charlie Pastor, CFP®

3 Ways Inflation Is Impacting Your Retirement According to Graham Stephan

Inflation is messing up more than your budget, it could be coming for your retirement next. Read on find out Graham Stephan's take.
Oct. 21, 2022 | By Charlie Pastor, CFP®

This Is How Much You Need Earn on Your Investments for 'True' Financial Independence, Says Graham Stephan

Calculating your FI number is about expenses and returns according to Graham Stephan. Find out more.
Oct. 21, 2022 | By David Chang, ChFC®, CLU®

Suze Orman Says Americans Should Buy This Investment 'Now'

Suze Orman says not to wait on this investment. Read on to learn more.
Oct. 20, 2022 | By Charlie Pastor, CFP®

3 Little-Known Perks of IRAs

Make the most of your individual retirement account with these three benefits.
Oct. 13, 2022 | By Matt Frankel, CFP®

A Backdoor Roth IRA Isn't as Sketchy as It Sounds. Here's Why

Do you make too much to contribute to a Roth IRA? Read on to find out what you can do about it.
Oct. 11, 2022 | By Cole Tretheway

During the Market Crash, I Invested on Margin. It Cost Me Thousands

Buying stocks on margin is high-risk, high-reward. Learn how easy it is to lose big time.
Oct. 9, 2022 | By Matt Frankel, CFP®

3 Little-Known Perks of Investing in an IRA

Did you think an IRA was just a good place to set money aside for retirement each year? Think again. Here are three other reasons to consider one.
Oct. 8, 2022 | By Dana George

8 Ways to Find Businesses Worth Investing In

There are no sure things when it comes to investing. However, looking at these eight factors can increase your odds of success.
Oct. 7, 2022 | By Dana George

Investing: 4 Ways to Determine Your Risk Tolerance

One of the surest ways to grow money is to make smart investments. Here's how you determine how much risk you're willing to take to grow your money.
Sept. 29, 2022 | By Lyle Daly

This Is How Much You Actually Should Be Putting in Your Brokerage Account, According to Brian Feroldi

People often wonder how much of their money to put in their brokerage accounts. Find out what financial educator Brian Feroldi recommends.
Sept. 28, 2022 | By Charlie Pastor, CFP®

Robinhood Is Facing Civil Litigation for Broker Manipulation. Here's What It Means for Consumers Like You

Plaintiffs allege the broker misled users about its ability to satisfy capital requirements. Find out more.
Sept. 28, 2022 | By Dana George

Think You Don't Know Enough About Investing to Get Started? Here's Why You're Wrong

Many people don't invest because they believe they don't know enough. Here are some of the reasons they are so wrong.
Sept. 27, 2022 | By Dana George

6 Benefits of Using a Discount Broker

A discount broker can help you save money while trading. Here are some other advantages of managing your investments this way.
Sept. 25, 2022 | By Dana George

Worried About Finances? Here Are 5 Income-Generating Assets to Take Advantage of in '22-'23

The goal of any investment is to make money. Here are a few common investments known to generate income.
Sept. 24, 2022 | By Dana George

6 Steps to Take if You Want to Learn More About Investing in Today's Market

Historically, investing in the stock market has been the best way to grow money. If you're not sure how to get started, these six tips should help.
Sept. 21, 2022 | By Matt Frankel, CFP®

3 Good Reasons Not to Max Out Your 401k

It's generally good advice to save more for retirement than you think you'll need, but do you really need to max out? Here's what to consider.
Sept. 13, 2022 | By Dana George

3 Reasons I Can't Afford to Worry About the Stock Market

The stock market rises and falls as naturally as tides ebb and flow. Here's why one writer refuses to worry about what's going to happen next.
Sept. 9, 2022 | By David Chang, ChFC®, CLU®

Inherited an IRA? Here Are the 3 Most Important Things You Need to Know, According to Suze Orman

If you inherit someone else's IRA account, there are some laws and regulations surrounding the transfer of that money. Read on to learn what you need to know.
Sept. 3, 2022 | By David Chang, ChFC®, CLU®

Young Workers: This Simple Move Could Boost Your Retirement Savings by $630,000 or More

Time is the most important factor when it comes to saving for retirement. Saving $100 a month for 40 years can boost your retirement savings by $630,000.
Sept. 2, 2022 | By Matt Frankel, CFP®

3 Reasons Why Mark Cuban Thinks Buybacks Are Bad for Employees

Massive share buybacks aren't a one-sided issue. Read on for Mark Cuban's take on them.
Sept. 1, 2022 | By David Chang, ChFC®, CLU®

Suze Orman Answers the 3 Biggest Questions About Inherited IRAs

Here's what you need to know to avoid expensive mistakes if you inherit someone else's IRA account.
Aug. 31, 2022 | By David Chang, ChFC®, CLU®

Investing Has Its Ups and Downs. Here's How Kevin O'Leary Knows When It's Time to Cut Losses

Kevin O'Leary became successful not by avoiding losses, but minimizing them. Learn why he says you need to learn how to cut your losses and pull the plug.
Aug. 26, 2022 | By Ashley Maready

Just Because You Have Money in an IRA or 401(k), Doesn't Mean It's Invested -- Here's Why

You've got an IRA or a 401(k), and you're putting money in it. That means you're investing, right? Read on to learn why Tori Dunlap says maybe not.
Aug. 26, 2022 | By Charlie Pastor, CFP®

3 Reasons to Roll Your Old 401(k) Into an IRA

Lower fees and better investment options are two great reasons to initiate a penalty-free rollover. Should you do it?