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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

May 26, 2025 | By Joel O'Leary

I'm on Track to Retire Early Thanks to This Simple Habit

Consistently investing a large chunk of each paycheck can fast-track your path to early retirement -- or help catch up if you're behind on savings.
May 25, 2025 | By Ryan Wilcox

4 Retirement Saving Rules You Can't Afford to Break

Start saving for your future today. Follow these four golden rules to set yourself up for retirement.
May 23, 2025 | By Ryan Wilcox

Only 16% of Americans Know the Best Long-Term Investment

Most Americans don't know where to park their money. Here's why the S&P 500 comes out on top as the best long-term investment.
May 22, 2025 | By Joel O'Leary

Have $100K in Cash? Here Are the 4 Best Places to Put It

Find out where to put $100,000 to work so it can earn more interest, protect your future, and grow your retirement nest egg.
May 20, 2025 | By Jake FitzGerald

Here's How to Save $1 Million for Retirement -- Without a 6-Figure Salary

Think you need a six-figure salary to retire with $1 million? Not even close. Here's how everyday earners are building real wealth -- and how you can, too.
May 13, 2025 | By Jake FitzGerald

Here's How to Become a Middle-Class Millionaire

Becoming a millionaire isn't just for high earners. With smart money habits and time on your side, it's more realistic than you might think.
May 13, 2025 | By Joel O'Leary

Why I'm Putting $1,000 in Index Funds in May 2025

I'm investing my bonus into index funds in May 2025. Here's why I think it's still the smartest move for me to build long-term wealth.
May 11, 2025 | By Joel O'Leary

4 Habits to Help You Save Over $1 Million for Retirement

Learn simple, proven habits to save more and reach a $1 million goal for retirement -- starting with your very next paycheck.
May 10, 2025 | By Jake FitzGerald

Americans Say They Need $1.26 Million to Retire -- Here's Why Most Are Falling Short

Americans say they need $1.26 million to retire -- but most aren't even close. Learn why so many are falling short and how to get back on track before it's too late.
May 9, 2025 | By Joel O'Leary

I'm 62 With $900,000 in Savings. Should I Retire Now, or Wait?

Thinking about retiring at 62? Learn how to estimate your income, factor in healthcare, and decide if now's the right time to leave work for good.
May 8, 2025 | By Joel O'Leary

4 Reasons to Move Money Out of Savings in May 2025

Got cash piling up? Here are four smart reasons to move money out of savings now -- and what to do with it instead.
May 7, 2025 | By Joel O'Leary

The Average American's Retirement Number Is $1.26M. Mine's Double That

Americans now think they need $1.26 million on average to retire. Here's why I'm aiming for double that -- and how you can calculate your magic number.
May 6, 2025 | By Jake FitzGerald

Are You on Track for Retirement? Most Americans Aren't -- Here's How to Catch Up

Most Americans are falling behind on retirement savings -- but it's not too late to catch up. Learn how much you really need and ways to close the gap, fast.
April 29, 2025 | By James McClenathen

Warren Buffett's Best Advice for Recessions

If the economy crashes, the best thing to do is hold on to your investments -- or, even better, buy more. Here's why, as well as a smart way to do it.
April 18, 2025 | By James McClenathen

Why April 2025 Is a Great Time to Invest in Stocks -- and How to Get Started

A stock market downturn is the best time to buy. Here's why, along with a simple and tax-savvy way to start investing now.
April 4, 2025 | By James McClenathen

Here's the Smartest Place to Put Your Money When the Stock Market Dips

The stock market is down 8% in 2025 -- and that's all the more reason to invest in stocks. Here's why, as well as how you can get started.
March 14, 2025 | By James McClenathen

Only 17% of Americans Use This Amazing Retirement Account

Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.
March 10, 2025 | By Jake FitzGerald

Here's How Much You Need to Save Each Month to Retire by 65

Saving enough for retirement can seem impossible. But it's much more achievable if you break it down by month. Find out how much you need to save now.
March 7, 2025 | By James McClenathen

Here's How Much $10,000 Would Earn in Treasury Bonds

A $10,000 investment in recently auctioned T-bonds would earn $9,500 or more in interest. Read on to learn the basics of T-bonds before you invest.
March 4, 2025 | By James McClenathen

Is $50,000 Too Much to Have in Savings?

Very few people need $50,000 or more in their savings accounts. Here's a simple way to put extra cash to work.
Feb. 24, 2025 | By James McClenathen

I Keep All My Retirement Savings in This Type of Account (and Maybe You Should, Too)

Roth 401(k)s and IRAs give me big tax breaks and peace of mind when it comes to my retirement planning. See if they're right for you, too.
Dec. 10, 2024 | By Matt Frankel, CFP®

3 Smart Moves to Make in Your Brokerage Account Before 2025

Need an end-of-the-year game plan for your investments? Read on for tips on rebalancing, optimizing taxes, and more.
Dec. 10, 2024 | By Emma Newbery

Here's the Real Cost of Having Too Much in Your Savings Account

Many savings accounts don't pay enough interest to stay ahead of inflation. Find out how investments can earn higher returns and help you build wealth over time.
Dec. 9, 2024 | By Emma Newbery

Forget Crypto in 2025: Check Out These 4 Better Long-Term Investments

Bitcoin has gained over 130% so far this year, but it's still a risky asset. Find out why there are better opportunities for long-term investors.
Dec. 8, 2024 | By Emma Newbery

Don't Miss Out on Thousands of Dollars in Tax Breaks With These 3 Accounts

Understanding tax breaks can save you a lot of money. Find out how to maximize your contributions and seriously cut your tax bill.