Broker Articles

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March 19, 2024 | By Chris Neiger

5 Common Mistakes People Make With Their 401(k) Plan

Many people overlook details of their 401(k) plans. Read on to find out how this can result in lost money and opportunity cost.

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March 17, 2024 | By Matt Frankel, CFP®

Are You Self-Employed? Here Is the Best Way to Save for Retirement

If you're self-employed, saving for retirement is up to you. But there are some great options. Read on for a breakdown.

March 16, 2024 | By Matt Frankel, CFP®

Robinhood Is Offering an Amazing Rollover IRA Bonus -- but You Have to Act Fast

This is perhaps the most generous IRA rollover/transfer bonus I've ever seen. But it won't last forever. Keep reading to learn about Robinhood's offer.

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March 13, 2024 | By Matt Frankel, CFP®

Here's What Happens When You Max Out Your Roth IRA Contributions

The Roth IRA contribution limit is $7,000 in 2024. You might be surprised what could happen if you max it out. Learn more here.

A woman sitting at her kitchen table and typing on a laptop next to paperwork.

March 11, 2024 | By Chris Neiger

Stats Show This Many Americans Are Missing Out on Roth IRA Contributions

Most Americans don't contribute to a Roth IRA. Read on to find out why this kind of account is a great way to save for retirement.

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March 7, 2024 | By Lyle Daly

The Smartest Ways to Invest Your Money, According to Experts

Figuring out how to invest your money can be challenging. Read this expert investing advice for all the information you need.

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March 7, 2024 | By Cole Tretheway

3 Reasons I'm Not Switching From Robinhood to SoFi, Despite the Perks

Switching from Robinhood to SoFi could cost you. Read on to find out if and when to make the switch.

A person types on a laptop while sitting on the couch at home.

March 6, 2024 | By Lyle Daly

Should You Invest Your Money All at Once or Over Time?

New investors often ask if they should invest in a lump sum or spread it out over time. Find out what the data says and how to choose the right strategy.

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March 4, 2024 | By Dana George

Here's What Happens if You Inherit an IRA

Contributing to an IRA is one of the best ways to prepare for retirement. Keep reading to learn what you can expect if you inherit an IRA.

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Feb. 24, 2024 | By Chris Neiger

3 of the Best Investments You Can Make in 2024

There are many great places to grow your money this year. Read on to find out three excellent options.

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Feb. 19, 2024 | By Chris Neiger

Here's How Billionaires Buy Stocks

Most billionaires don't invest the way we do. Learn what hedge funds, family offices, and prime brokerages can do for elite investors.

Elderly couple meets with financial advisor

Feb. 17, 2024 | By Emma Newbery

You Might Live to Be 100. Are you Ready?

The number of centenarians is increasing, but many people may not have enough saved for old age. Find out what steps you can take to retire comfortably.

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Feb. 16, 2024 | By Chris Neiger

The Hidden Danger of Putting All Your Money in Savings

Savings accounts are a great place to put some of your money. But if you're not investing most of your cash, you're missing out. Here's why.

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Feb. 8, 2024 | By Lyle Daly

3 Signs You're Saving Too Much for Retirement

Saving too much for retirement is a rarely discussed topic. Check out a few warning signs that you could be making this mistake.

A person looking at paperwork and a laptop while standing at the kitchen counter.

Feb. 8, 2024 | By Matt Frankel, CFP®

Want to Invest Like a Billionaire? This Broker Just Made It Easier

One of our favorite brokers is giving investors access to things like pre-IPO funds and alternative credit. Here's what you should know.

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Feb. 8, 2024 | By Emma Newbery

Act Now to Get Up to $1,000 Sign-Up Bonus With E*TRADE

Brokerage account credits for new customers can be a great way to boost your investment portfolio. Find out whether E*TRADE's bonus might be right for you.

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Feb. 8, 2024 | By Matt Frankel, CFP®

1 Smart Decision That Could Open the Door to a Million-Dollar Nest Egg

Here's a decision that could help you achieve financial independence. Learn how it can save you money every year.

A young adult monitors the stock market while studying finance at home.

Feb. 6, 2024 | By Ashley Maready

Waiting Until Your 40s to Save for Retirement? Here's Why That's a Bad Idea

You're not going to retire until your 60s or 70s, so why save and invest any sooner than you have to? Learn why it's better to start as early as you can.

Three young people looking at a phone that one of them was holding.

Feb. 4, 2024 | By Lyle Daly

3 Dangers of Getting Investing Advice on TikTok

Investing advice is popular on TikTok. Check out recent data to learn why you're better off getting advice elsewhere.

A young businessperson does paperwork in coffee shop and checks their phone.

Feb. 2, 2024 | By Matt Frankel, CFP®

3 Reasons I Recently Switched Brokers for the First Time in 20 Years

My broker recently went through a big change. And I decided to make one of my own. Find out what happened.

A man looking upset while reading something on his phone.

Feb. 1, 2024 | By Lyle Daly

Here's Why It's Dangerous When You Borrow Money to Invest

Investors who want to increase their returns sometimes turn to borrowing money. Learn why this can be one of the worst financial decisions you make.

Couple looking over paperwork together in the kitchen.

Feb. 1, 2024 | By Natasha Etzel

Here's How Much You Can Contribute to an IRA in 2024

Annual contribution limits for individual retirement accounts (IRAs) have increased for 2024. Find out how much they are and learn what else has changed.