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

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
May 31, 2023 | By Steven Porrello

7 Ways to Invest $1,000

Right now, there are many great opportunities to invest $1,000 for your future. Read on to learn the top seven ways.
May 31, 2023 | By Lyle Daly

Here's What Happens When a Company You've Invested in Goes Bankrupt

Companies that are in financial distress sometimes need to file bankruptcy. Find out what to expect if you invest in a company and it goes bankrupt.
May 30, 2023 | By Brittney Myers

5 Ways to Invest $500

Investing your extra savings and watching it grow can be thrilling. But not all investments are good fits for everyone. Here are some ideas.
May 27, 2023 | By Matt Frankel, CFP®

Congrats! You've Landed Your First Full-Time Job. Here's How to Evaluate Potential Retirement Plans

Learn how to approach some of the biggest decisions you’ll need to make as a new retirement saver.
May 26, 2023 | By Cole Tretheway

5 Investing Tips for New Grads

The average young American has less than $15,000 saved for retirement. Read on to learn how new college grads have a once-in-a-lifetime advantage over peers.
May 26, 2023 | By Emma Newbery

Top Economist Says Markets Are Flashing Signs of Recession

David Rosenberg says the S&P 500 is already signaling a recession. Find out what that means for your investments and what steps you might want to take.
May 25, 2023 | By Brittney Myers

Robinhood Now Lets Users Trade Stocks 24/5. But Does That Mean You Should?

Robinhood likes to be on the cutting edge of investing, and this new feature is certainly that. But is it actually useful? Read on for more.
May 24, 2023 | By Dana George

Can This Suze Orman Tip Help Your Retirement Money Go Further in a Bear Market?

Bear markets can be especially problematic for retirees. Read on for some Suze Orman advice for riding out bear markets without losing money.