Please ensure Javascript is enabled for purposes of website accessibility

This device is too small

If you're on a Galaxy Fold, consider unfolding your phone or viewing it in full screen to best optimize your experience.

Skip to main content

Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Sept. 5, 2025 | By Joel O'Leary

National 401(k) Day Is Here -- 3 Quick Things to Check Right Now

National 401(k) Day is the perfect reminder to check your contribution, investments, and retirement strategy. Here's how to quickly get on track.
Sept. 4, 2025 | By Ryan Wilcox

Should You Buy Stocks on Robinhood?

Looking to start investing? Learn the pros and cons of buying stocks on Robinhood to see if it's right for you.
Aug. 31, 2025 | By Joel O'Leary

I'm Contributing $23,500 to My 401(k) This Year -- Here's How I Make It Work

Maxing out your 401(k) isn't just for high earners. Here's how I'm making it happen without a big budget -- and why I treat it like a monthly bill.
Aug. 30, 2025 | By Joel O'Leary

Why I Keep Over $500,000 in a Single Index Fund

One index fund holds a huge chunk of my net worth. Here's why that's not nearly as risky as it sounds.
Aug. 29, 2025 | By Joel O'Leary

9 Frugal Hacks I Learned From Millionaires

These frugal habits aren't about cutting coupons. Here are some ways millionaires I know keep more money in their pocket and grow big wealth.
Aug. 28, 2025 | By Joel O'Leary

I'm Rolling Over My 401(k) to SoFi® for the 1% Match -- Here's Why

Here's how I'm pocketing a $640 bonus by rolling over my 401(k) to a SoFi® IRA -- and why I think it's worth it.
Aug. 26, 2025 | By Joel O'Leary

I've Maxed Out My Roth IRA Every Year Since 2016. Here's What It's Worth Now

I'm on track to become a Roth IRA millionaire. Here's how the last nine years have gone maxing out my account, and why I love Roth IRAs.
Aug. 25, 2025 | By Joel O'Leary

From 7 Rental Properties to 1 Index Fund: My Simplified Investing Strategy

I'm selling my last rental and going all-in on index funds. Here's how this move simplified my finances -- and why I wish I did it sooner.
Aug. 24, 2025 | By Joel O'Leary

My Company Gave Me $1,000 to Invest. Here's Exactly What I'm Doing With It

I was handed $1,000 to invest, no strings attached. Instead of chasing hot stocks, here's how I'm using it to build long-term wealth the boring (and effective) way.
Aug. 21, 2025 | By Ryan Wilcox

Roth or Traditional IRA: Which Is Better in 2025?

Learn the key differences between a Roth IRA and a traditional IRA to decide which type of retirement account is best for you.
Aug. 19, 2025 | By Joel O'Leary

I Opened 4 Custodial Accounts for My Baby Nephews. Here's How Much They've Grown

Learn how I'm building wealth for the next generation with custodial brokerage accounts and simple investing strategies.
Aug. 17, 2025 | By Joel O'Leary

My 9-Year-Old Nephew Has an $8,000 Investment Portfolio -- Here's How

Learn how I built an $8,000 custodial investment account for my nephew, and how it could grow into something much bigger over time.
Aug. 11, 2025 | By Joel O'Leary

I Maxed Out Our Roth IRAs for 9 Years Straight. Here's What They're Worth Now

Contributing consistently to a Roth IRA boosted my retirement savings. Learn how you can easily start your own wealth-building journey, too.
Aug. 10, 2025 | By Joel O'Leary

Why I Sold 6 Rental Properties and Moved Everything to Index Funds

Real estate investments sounded great, but I swapped my rentals for index funds. Here's why I made the switch and what I learned.
Aug. 5, 2025 | By Ryan Wilcox

Should You Buy Stocks Through SoFi Invest?

Thinking of getting into investing? Find out why you should consider SoFi Active Investing.
July 29, 2025 | By Joel O'Leary

Why I'm Prioritizing My 401(k) Over Everything Else in 2025

This year I'm planning to max out my 401(k) contributions. Here's why it's the smartest, simplest investment move I can make right now.
July 28, 2025 | By Joel O'Leary

How My $1,000 Bonus Could Grow Into $17,449 -- if I Invest It Right

I got a $1,000 investment bonus from work. Instead of chasing hot stocks for a quick win, I'm aiming for long-term growth with boring index funds.
July 27, 2025 | By James McClenathen

Can You Retire With $400,000 in 2025?

Wondering if $400,000 is enough to retire in 2025? Here's how high yields, Social Security, and smart spending can help you stretch your savings.
July 23, 2025 | By Jake FitzGerald

Can You Retire With $500,000 in 2025?

Thinking about retiring with $500,000 in 2025? Here's how smart spending, higher yields, and flexible strategies can help you make your nest egg last.
July 20, 2025 | By Joel O'Leary

Why Robinhood Is Still One of the Best Brokers for Beginners

Robinhood has its flaws, but for new investors looking to start small and grow long term, it remains one of the easiest platforms to get started.
July 19, 2025 | By James McClenathen

Do You Really Need $750,000 to Retire in 2025?

Wondering if $750,000 is enough to retire in 2025? Here's how rising yields, inflation, and your lifestyle choices affect your retirement plans.
July 18, 2025 | By Joel O'Leary

How I Double My Net Worth Every 10 Years

Here's how I use index funds and a simple math rule to double my net worth every decade -- without doing anything fancy.
July 17, 2025 | By Jake FitzGerald

Want to Retire With $1 Million? Start With Just $200 a Month

Think $1 million is out of reach? With just $200 a month and a long runway, you can absolutely retire as a millionaire. Here's how the math works.
July 15, 2025 | By Jake FitzGerald

Do You Really Need $5 Million to Retire in 2025?

Wondering if you need $5 million to retire in 2025? Here's how higher yields, lifestyle choices, and smart planning shape what you need for a comfortable retirement.
July 13, 2025 | By Ryan Wilcox

4 Smart Places to Invest in July 2025

Make your money work harder this summer. Here are four smart places to invest now, plus how to get started.