Broker Articles

A young man sits at his desk and looks over his investment accounts.

July 2, 2023 | By Lyle Daly

3 Tips to Find Index Funds With Low Fees From a Wall Street Expert

Keeping investing fees to a minimum helps you maximize returns. Save money on fees with three simple tips that will help you find low-cost index funds.

A mature couple discusses paperwork with a businesswoman in a home.

July 2, 2023 | By Lyle Daly

Here Are the 4 Most Common Ways to Save for Retirement. Which Ones Should You Use?

There are a variety of ways that Americans save for retirement. See the most popular options and find out which ones are worth using for your own nest egg.

Two people looking at asset prices on investing apps.

July 1, 2023 | By Lyle Daly

Here's How Ramit Sethi From 'How to Get Rich' Invests

Personal finance expert Ramit Sethi shared how he invests his money. Discover how he sets up his investment portfolio and why it's an effective approach.

An older woman has a conversation over paperwork with a young professional.

July 1, 2023 | By David Chang, ChFC®, CLU®

4 Suze Orman Tips to Help Women Tackle Retirement Security

Women have less saved for retirement and a lower quality of life as a result. Read on for ways to prioritize retiring comfortably if you're a woman.

Mature woman working from laptop with documents in hand.

June 27, 2023 | By Dana George

How Much Money Should You Be Saving Every Month at Age 60?

Many 60-year-olds are coming up on retirement and want to ensure they have enough put away. Learn how to figure out if you're on track.

June 26, 2023 | By Lyle Daly

You Might Not Guess the Amount of Stocks Owned by the 1%

The wealthiest Americans own a massive amount of stocks. Check out the shocking statistics on how stock ownership varies at different levels of wealth.

Man reading newspaper and looking at a tablet

June 26, 2023 | By David Chang, ChFC®, CLU®

No, the X-Date Does Not Have to Do With X-Factor. Here's What It Means for Investors

The term "X-date" may sound like it has something to do with a talent show or a superhero movie, but the reality is far more sobering. Learn more about it.

Mature women looking at her cell phone with a laptop in front of her.

June 26, 2023 | By David Chang, ChFC®, CLU®

How Much Money Should You Be Saving Every Month at Age 40?

Retirement planning can be overwhelming, but it's never too late to start saving for your golden years. Learn how.

A stylishly dressed man sitting on an expensive-looking couch in a lavishly decorated room.

June 22, 2023 | By David Chang, ChFC®, CLU®

Why This Personal Finance Expert Believes Gen Z Is Thinking About Retirement 'All Wrong'

The FIRE movement is great for encouraging saving and investing, but it can lead to what some might call an "obsession" with money. Read on to learn why.

Man using laptop with his Shiba Inu dog beside him on the couch

June 21, 2023 | By David Chang, ChFC®, CLU®

When I Changed Jobs, I Chose Not to Roll Over My 401(k). Here's Why

When you change jobs, you need to decide what to do with your old 401(k). Read on to find out what I decided -- and why.

A woman looking at her finances with a laptop and phone.

June 21, 2023 | By Cole Tretheway

4 Places to Put Your Investments for the Rest of 2023

Savings rates have fallen from 26.3% to 4.1% among Americans. Find out how to take advantage of a turbulent market.

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

June 18, 2023 | By David Chang, ChFC®, CLU®

Tori Dunlap Believes Now Is a Great Time to Start Investing. And She's Right.

Financial expert Tori Dunlap believes people who start investing today will become millionaires. Read on to find out why.

Man sitting in front of several screens trading stocks.

June 14, 2023 | By Lyle Daly

Here's What Happens When You Check Your Investments Too Often

It's good to stay on top of your portfolio, but only to a certain extent. Learn about the potential consequences when you check your investments too often.

A couple fills out financial paperwork as they smile while leaning against a kitchen island.

June 13, 2023 | By Steven Porrello

New Poll Shows Americans Want to Invest in Gold More Than Stocks. Here's Why We Wouldn't Recommend It

Americans now consider gold a better long-term investment than stocks. Read on to learn why stocks still offer better opportunities for investors.

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

June 10, 2023 | By Lyle Daly

I'm 30 With Almost No Savings. Can I Still Retire Early?

Early retirement is a popular goal among young adults. Find out if it's still possible to retire early if you're 30 and don't have much money saved yet.

An older man uses his laptop to read the news while sitting in a coffee shop.

June 9, 2023 | By Lyle Daly

Americans Are Falling Behind on Retirement Savings. Here's How to Catch Up

Fewer than half of non-retired Americans think they'll have enough money for retirement. Learn how to get on track if you're in this predicament.

An adult checks their online brokerage account using their tablet and smartphone.

June 8, 2023 | By Lyle Daly

TD Ameritrade and Schwab Are Merging. Here's What Investors Should Know

Two of the biggest online stock brokers are about to merge. Find out what you can expect if you have an account with Charles Schwab or TD Ameritrade.

June 8, 2023 | By David Chang, ChFC®, CLU®

Here Are All the Places You Can Invest Besides the Stock Market

The stock market can be a great way to grow your wealth, but it isn't the only option out there. Check out some other options to consider.

A smiling adult trades stocks using their mobile devices in a coffee shop.

June 8, 2023 | By Lyle Daly

Here's What Happens When You Day Trade

Some investors try day trading in hopes of making bigger profits. Learn what happens when you day trade to see why this isn't a good idea.

Well-dressed couple walking through greenery drinking champagne.

June 7, 2023 | By Brittney Myers

This Is How the Top 1% Invests Their Wealth

The wealthiest investors are a rule unto themselves, but there is still a lot to learn. Here's where their money is going.

Group of people in suits looking over documents

June 6, 2023 | By Cole Tretheway

A New Bipartisan Bill Could Ban Members of Congress From Trading Stocks. Here's Why That's Important

Politicians frequently violate laws designed to discourage insider trading. A new bipartisan bill could put a stop to this. Find out how.

An adult sits at a desk at home looking through financial documents.

June 6, 2023 | By Lyle Daly

Here's Why Investors Love the 3-Fund Portfolio

The three-fund portfolio provides a balance between growth and risk management. Check out how this investing strategy works and see if it's right for you.

Woman making calculations as she uses her laptop.

June 5, 2023 | By David Chang, ChFC®, CLU®

7 Ways to Start Investing -- Even When the Economy Is Struggling

The current state of the economy has left many feeling uneasy about their financial futures, but it could be a great time to start investing. Find out how.

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

June 3, 2023 | By Matt Frankel, CFP®

3 Reasons Why the Average Person Actually Stinks at Investing

You might be surprised at the average investor's performance, but you can take steps to do better. Find out more.

A man in a suit sits and checks his phone.

May 31, 2023 | By Lyle Daly

Here's What Happens When You Invest All Your Money in Stocks

Younger investors often consider investing all their money in stocks. Explore the pros and cons of this approach and see if it's a good idea.

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