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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Aug. 27, 2023 | By Dana George

4 Steps to Take if You're Near Retirement and Facing a Bear Market

Facing a bear market as you near retirement may feel daunting, but there are steps you can take to prepare. Take a look at four of them.
Aug. 26, 2023 | By Matt Frankel, CFP®

Can I Retire at 50 With $1 Million?

Want to retire early with a seven-figure nest egg? Keep reading to discover your playbook for accomplishing just that.
Aug. 24, 2023 | By Ashley Maready

Retiring Early? Watch Out for This Pitfall

IRAs and 401(k)s are tax advantaged, so it's smart to invest for your golden years using one. Learn why retiring early could throw a wrench into this plan.
Aug. 20, 2023 | By Charlie Pastor, CFP®

Have a Pension? You May Want to Pursue This Option to Make Sure Your Family Is Secure

Understanding your payout options is an important step in protecting your income -- and your family's -- for years to come. Here's why.
Aug. 17, 2023 | By Charlie Pastor, CFP®

This Is Why the United State's Credit Rating Matters for Investments

Stocks tumbled early this month, but experts are warning against an overreaction. Read on to find out more.
Aug. 12, 2023 | By David Chang, ChFC®, CLU®

4 Tips and Tricks to Investing During a Downturn

It's not easy investing during a recession, but with these expert tips and tricks, you can learn how to invest confidently when the economy slows.
Aug. 12, 2023 | By David Chang, ChFC®, CLU®

How Long Does $1 Million Last Once You Retire?

Retiring soon but don't know how far your savings can take you? Check out these important factors that will determine how long your $1 million will last.
Aug. 10, 2023 | By Lyle Daly

Can I Retire at 30 With $1 Million?

A net worth of $1 million at age 30 is an impressive feat. Find out if it's enough money to retire early or if you should keep working.
Aug. 8, 2023 | By Lyle Daly

Retirees Are Making This Huge Mistake With Their Investment Portfolios

A balanced portfolio is important to avoid running out of money in retirement. Learn about a common mistake many retirees make with their investments.
Aug. 8, 2023 | By Lyle Daly

Here's Why You Should Invest Even When the Market Is Down

Some people hold off on investing during bear markets. Discover why you should continue to follow your normal investing strategy when the market is down.
Aug. 7, 2023 | By Robin Hartill, CFP

This Is Ramit Sethi's Argument for Investing Before Buying a Home. And Why He's Right

A lot of people say renting is a waste of money. Learn why Ramit Sethi says investing is more important than buying a home and how renting can make sense.
Aug. 3, 2023 | By Cole Tretheway

Every Time the Fed Raises Interest Rates, Here's What It Means for the Stock Market

The Federal Reserve raised rates again. Take a look at what stock market investors should know.
Aug. 1, 2023 | By David Chang, ChFC®, CLU®

Here Is the Average 401(k) Contribution Rate -- The Amount May Surprise You

Are you making enough contributions to your 401(k)? Find out the average contribution rate and how you compare.
July 31, 2023 | By David Chang, ChFC®, CLU®

Investors Poured $12 Billion Into This 'Risky' Asset Last Week. Should You Invest, Too?

Recently, there has been a surge in investments in a "risky" asset that has caught the attention of many. Read on to learn why.
July 31, 2023 | By David Chang, ChFC®, CLU®

Americans Saved a Record Amount in Their 401(k)s Last year, Despite Stock Market Losses

Despite the stock market's volatility in 2022, Americans managed to save more money than ever in their retirement accounts. Read on to find out if it's enough.
July 30, 2023 | By David Chang, ChFC®, CLU®

Here's When Investing in Your 401(k) Is Not a Good Idea

Saving for retirement is always a good idea, right? Explore the circumstances in which investing in a 401(k) isn't the best option.
July 29, 2023 | By Matt Frankel, CFP®

This Is How Much Most Americans Think They Need to Retire

There's no one-size-fits-all answer to how much you need to retire because everyone's situation is different. Find out how you can determine your number.
July 29, 2023 | By Chris Neiger

Congress Is Holding Hearings to Ban Responsible Investing Funds

About 90% of S&P 500 companies publish their environmental, social, and governance information. Read on to find out why some lawmakers want ESG to go away.
July 29, 2023 | By Steven Porrello

This Is the Hidden Link Between Your Retirement Fund and Global Warming

401(k)s are known for their immense tax benefits, but they're not famous for offering investment choices. Learn how 401(k) may be enabling climate change.
July 27, 2023 | By Jamie Matthews

Pay Off Your Car? Here's What to Do With the Money That Used to Cover Your Car Payment

Have you recently paid off your car or are getting close? Learn the best thing to do with the cash you were previously putting toward your car payment.
July 24, 2023 | By Robin Hartill, CFP

3 Times to Choose a Traditional IRA Over a Roth IRA

A Roth IRA offers tax-free withdrawals, but it's not always the best choice. Learn about three situations where opting for a traditional IRA makes sense.
July 24, 2023 | By David Chang, ChFC®, CLU®

The SEC Changes Regulations for Money Market Funds. Here's What It Means for You

Money market funds are a type of mutual fund. Keep reading for a breakdown of how new rules for money market funds impact consumers.
July 21, 2023 | By Dana George

This Strategy Could Keep You From Running Out of Money in Retirement

The majority of Americans are afraid of running out of money in retirement. Keep reading to learn three strategies that can keep you in the black.
July 21, 2023 | By Lyle Daly

What's Dollar Cost Averaging and Why Is It Better Than Trying to Time the Market?

People are often unsure about the best way to invest their money. Learn about dollar-cost averaging and why this method of investing works so well.
July 21, 2023 | By Charlie Pastor, CFP®

Using AI to Invest in the Market? Here's Why You Shouldn't

Artificial intelligence has many uses. Managing your investments shouldn't be one of them. Read on to learn why.