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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

March 31, 2024 | By Lyle Daly

The Single Best Strategy to Save for Retirement in 2024

Saving for retirement is one of the most important money moves you can make. Learn about the best strategy to maximize your retirement savings.
March 31, 2024 | By Lyle Daly

5 Benefits of Investing in REITs

REITs are securities that trade like stocks and invest in real estate. Explore their benefits to see if they're a good fit for your portfolio.
March 30, 2024 | By Matt Frankel, CFP®

SEP IRA vs. Solo 401(k): Which Has the Highest Contribution Limit? The Answer Might Surprise You

The SEP IRA and Solo 401(k) have high contribution limits. But which will allow you to maximize your savings? Find out here.
March 29, 2024 | By Ashley Maready

Want to Maximize Your Credit Card Cash Back? Consider Investing It

Cash back credit cards can make your purchases cheaper. But keep reading to learn how to make your cash back work harder.
March 29, 2024 | By Matt Frankel, CFP®

The 5 Most Underrated Benefits of 401(k) Plans

401(k) plans are a great way to save for retirement and take advantage of employer matching, but there's a lot more to know. Keep reading for less-discussed perks.
March 27, 2024 | By Jordi Lippe-McGraw

3 Accounts You Should Set Up For Your Kids at Birth

Secure your child's financial future today. Learn how setting up these three key accounts early could pave their way to millionaire status.
March 25, 2024 | By Matt Frankel, CFP®

As Many as One-Third of Americans Are Making This Massive 401(k) Mistake. Are You One of Them?

Saving for retirement isn't always an easy task. Read on for one of the biggest retirement mistakes you need to avoid.
March 25, 2024 | By Chris Neiger

Here's How Much the Average 40 Year Old Has in Their 401(k)

Many Americans boosted their 401(k) contributions last year. Read on to find out how to increase yours if you're falling behind.
March 23, 2024 | By Lyle Daly

Here's How Much the Average 60-Year-Old Has in Their 401(k)

Many adults save for retirement with a 401(k). See the average 60-year-old's 401(k) balance and learn what to do if you're behind on your retirement savings.
March 23, 2024 | By Chris Neiger

5 Little-Known Perks of 401(k) Plans

401(k) plans are great for building retirement savings. Read on to find out some benefits you may be overlooking.
March 22, 2024 | By Matt Frankel, CFP®

Do You Have a Side Hustle? Here's a Massive Tax Break You Might Be Overlooking

If you have any self-employment income, you qualify for special retirement accounts. Keep reading to learn more about your investment options.
March 20, 2024 | By Matt Frankel, CFP®

Here's How Much the Average 50-Year-Old Has in Their 401(k)

The average 50-something has more than half a million dollars in retirement savings, but will it be enough? Keep reading to learn more.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.