Broker Articles

A man on a phone call while sitting in front of his laptop.

Aug. 23, 2022 | By David Chang, ChFC®, CLU®

Should You Use the Robinhood App to Buy Tesla Shares?

Since launching its commission-free platform, Robinhood has changed the investing landscape. With its fractional investing, you can purchase high-priced shares for only a few dollars.

A man sitting on his couch at home and typing on his laptop on the coffee table.

Aug. 1, 2022 | By David Chang, ChFC®, CLU®

Mr. Wonderful Is Backing This Start-up Investing Platform. Here's Why

Why is Kevin O'Leary now the face of StartEngine, an equity crowdfunding platform? Let's find out.

A worried woman with her hand on her chin sitting at a desk with papers and her laptop.

July 31, 2022 | By David Chang, ChFC®, CLU®

Mr. Wonderful Endorses StartEngine. Here Are 3 Reasons to Avoid It Like the Plague

Kevin O'Leary is now the face of StartEngine. Before you decide to invest, however, be wary of these three things.

A person sits at a desk at home looking at a laptop screen and wearing headphones.

July 26, 2022 | By Matt Frankel, CFP®

3 Smart Moves to Make in Your Brokerage Account While Stocks Are Down

The current market environment can be scary, but here's how it could also be a great opportunity for investors to make the right moves.

A worried person in an office leaning their chin on their hands.

July 25, 2022 | By Charlie Pastor, CFP®

2 Reasons Not to Invest on Startup Platforms Like StartEngine

Lack of transparency, reliable information, and tax-advantaged accounts can make startup platforms a bad place to invest.

A man sitting in a cafe surrounded by green plants and writing in a notebook while holding up a tablet.

July 17, 2022 | By David Chang, ChFC®, CLU®

Graham Stephan Says You Should Open This Type of Account ASAP

Graham Stephan wishes he knew about Roth IRAs when he was younger. Here's what you need to know about Roth IRAs.

A man sitting in front of a laptop with his head resting in his hand.

July 16, 2022 | By Matt Frankel, CFP®

Should the Average American Ignore Their Brokerage Account?

Are you feeling overwhelmed by watching your portfolio decline? Here are some things to keep in mind.

A woman looks out her window worriedly, holding a mug.

July 6, 2022 | By Charlie Pastor, CFP®

Why This Common Account Shouldn't Be Your Emergency Fund

Volatile markets can make an active brokerage account a poor place to keep your emergency savings. Where should you keep your money instead?

Someone uses a laptop on the couch at home.

July 1, 2022 | By David Chang, ChFC®, CLU®

Why the 'Rich Dad, Poor Dad' Author Says It's 'Time for Smart Investors to Become Very Rich Winners'

The Rich Dad, Poor Dad author warns that the U.S. economy is in the biggest bubble in world history. This is how he says smart investors become rich winners.

A stressed person looking through papers and sitting in front of a laptop at a kitchen counter.

July 1, 2022 | By Brittney Myers

Charles Schwab to Pay $187 Million After Robo-Advisor Mishap

Robo-advisors operate on advanced algorithms that are intended to optimize your portfolio. Read on to learn how Schwab skewed the programming in its own favor.

June 17, 2022 | By Dana George

7 Good Reasons to Open a Solo 401(k)

If you're self-employed, you have a wealth-building tool at your fingertips. Here, we tell you all about it.

Woman sitting on sofa holding cash and using a calculator.

June 14, 2022 | By Emma Newbery

Here's How I Plan to Become a Millionaire -- Eventually

There are 22 million millionaires in the U.S. Find out how you can become one of them by making regular stock market contributions.

Senior couple analyzing expenses using a notebook and calculator.

June 7, 2022 | By Charlie Pastor, CFP®

2 Reasons Companies Don't Offer Pensions Anymore

Why are pension plans disappearing in America? These two reasons might be the cause.

A man standing in his living room and looking between two pieces of paper held in each hand.

June 7, 2022 | By David Chang, ChFC®, CLU®

3 in 4 Millionaires Say This Is Key to Financial Success

The largest study of millionaires ever conducted shows that the key to becoming one is through regular and consistent investing over the long term.

Two people walking through an empty room in a house with a realtor.

June 4, 2022 | By Dana George

Should You Raid Your Retirement Account to Buy a Home?

It may be tempting to take money from a retirement account to buy a home. If you're considering it, read this article first to learn if it's a good idea.

A man viewing charts on multiple computer monitors.

May 19, 2022 | By David Chang, ChFC®, CLU®

I Made This Huge Money Mistake in College -- and Have Regretted It for Over 20 Years

We all make money mistakes. Here is one mistake I made in college that I will never forget and two important lessons I learned.

A middle-age couple smiling and sitting on the back of a car in a field.

May 15, 2022 | By Charlie Pastor, CFP®

Are Roth Accounts on the Way Out? Here's What You Need to Know

Are we on the verge of a Roth-free America? According to Congress's latest move, the answer is no. Find out more.

Young couple and their dog lying in a camper van next to a surfboard.

April 27, 2022 | By Lyle Daly

Could You Retire Early? Here's What Dave Ramsey Thinks

Dave Ramsey recommends a bridge investing strategy to people interested in early retirement. Learn how this works and what Ramsey thinks about retiring early.

Two mature colleagues discuss while looking at a laptop in an office.

April 21, 2022 | By Brittney Myers

Could You Retire Early? Here's What Suze Orman Thinks

Living your life stuck in a nine to five job isn't appealing to many. But could -- or should -- you retire early? Suze Orman says probably not.

Two young adults wearing loungewear use their devices and a pad of paper to discuss finances.

March 19, 2022 | By Natasha Etzel

Many Women Are Investing and Saving for Retirement in Their Early 20s, Study Shows

Young women are investing and saving for retirement in their early 20s. A recent study examined the financial decisions that women are making. Find out more.

Older couple looking at financial paperwork

Jan. 2, 2022 | By Dana George

Think You're Too Old to Become a Millionaire? Think Again

If you believe you're too old to build wealth, keep reading. We outline steps that can be layered to help make you financially secure.

A woman puts a coin into a jar labelled "savings."

Dec. 14, 2021 | By Dana George

7 Clever Moves to Make With Your Money Before the End of the Year

If you're worried about leaving loose ends with your money in 2021, keep reading. Here are seven moves to make before the new year.

Young man pausing from using his laptop to look at a calendar.

Oct. 16, 2021 | By Dana George

This Single Piece of Money Advice From Warren Buffett Could Save You Thousands

You don't need a complex strategy to grow your money. You just have to do one thing.

A person talking on the phone while sitting at a home office desk with a puppy in their lap.

Oct. 8, 2021 | By Brittney Myers

Robinhood Launches 24/7 Phone Support

Robinhood recently upgraded its phone support option. Here's a look at how -- and how well -- it works.

A man texting on his cell phone while sitting in an outdoor square between buildings.

Oct. 7, 2021 | By Brittney Myers

3 Reasons Investors Still Love Robinhood

The headlines make Robinhood seem like a questionable choice. Here's a look at why investors are sticking with the troubled trading app.

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