Broker Articles

A person looking stressed and thoughtful while sitting on their couch.

March 13, 2023 | By Cole Tretheway

Here's What Happens When You Withdraw Money From a Traditional 401(k) Before Retirement

I needed to withdraw thousands of dollars from my traditional 401(k) account. Find out what happened next.

A person typing on a laptop while sitting comfortably on a couch.

March 13, 2023 | By David Chang, ChFC®, CLU®

Here's How Fees Can Totally Ruin Your Return on Investment

By understanding how fees work and taking steps to reduce them accordingly, savvy investors can keep more of their money. Read on to learn more.

Man looking at documents with unsure expression.

March 13, 2023 | By Lyle Daly

10 Tips to Get Started With Investing in 2023

It's always a good time to get started with investing. Read these 10 tips and you'll become a successful investor.

A group of friends in holiday sweaters gathered around platters of food and Champagne.

March 12, 2023 | By David Chang, ChFC®, CLU®

This Wall Street Expert Breaks Down ETFs and Compares Them to Charcuterie Boards

In a recent video, a wall street expert explained how an ETF is like a charcuterie board. Read on to find out more.

An older couple laugh with their arms around each other while holding yoga mats outside.

March 11, 2023 | By Ashley Maready

Does Living Longer Mean Retiring Later?

In general, Americans are expected to live longer than they did in the past. Find out what to consider when it comes to planning for a longer life.

A man sitting at a desk with his laptop open and looking stressed with his chin in his hands.

March 11, 2023 | By Lyle Daly

These Are the Top 5 Mistakes Investors Make. Here's How to Avoid Them

Being successful as an investor is largely about avoiding mistakes. Learn about the top five investing mistakes that could sink your portfolio.

Two young adults wearing loungewear use their devices and a pad of paper to discuss finances.

March 4, 2023 | By Lyle Daly

This Simple Example Is Why Time Is Your Friend When It Comes to Investing

Your age when you start investing is a big part of how much money you make. Check out a simple example demonstrating the power of time for investors.

A man sitting at his office desk and looking stressed with his hand on his forehead while he fills in paperwork.

Feb. 28, 2023 | By Dana George

This Type of Investment Is the One Reason Why Employees Aren't Loyal to Companies

Gone are the days when an employee could count on their company to look out for them. Read on to learn another reason employees are jumping ship.

A person sitting on their couch at home and typing on a laptop.

Feb. 28, 2023 | By Dana George

This Is the 'Only Way' to Get Average Returns Out of the Stock Market, According to Graham Stephan

Investors who understand the ups and downs of the market are less likely to spook easily. Keep reading to learn why they're more likely to profit.

A person uses a laptop at a desk at home.

Feb. 28, 2023 | By Lyle Daly

Here's How Not to Invest in 2023, According to Humphrey Yang

2023 is shaping up to be a volatile year for the stock market. Find out what to avoid with these costly investing mistakes shared by Humphrey Yang.

A person holds the "Open" sign on the front door of a small business.

Feb. 28, 2023 | By Lyle Daly

Ramit Sethi Says Over Half the Entrepreneurs He Knows Make This Grave Investing Mistake

Many entrepreneurs neglect an important financial habit. Discover what it is and why Ramit Sethi calls this a "grave mistake."

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Feb. 28, 2023 | By David Chang, ChFC®, CLU®

Why This Wall Street Investor Says No Single Thing Is the 'Perfect' Investment

For those just getting started in investing, keep reading for the three main types of investments to consider, per Wall Street investor Vivian Tu.

Man compares quotes from newspaper and tablet.

Feb. 28, 2023 | By Cole Tretheway

Why Kevin O'Leary Is Extra Cautious With This Type of Investment

Mr. Wonderful warns investors of a sign their investment is high risk. Learn how to invest in companies that teach consumers how to use their products.

An older couple discusses something on a laptop screen.

Feb. 28, 2023 | By David Chang, ChFC®, CLU®

More Than Half of Americans Say They Don't Make Enough to Save for Retirement. Here Are 7 Tips to Help Make Your Dollars Count

Retirement is a time many people look forward to. Unfortunately, many Americans don't have enough savings for retirement. Keep reading for help saving.

Man at desk holding document in one hand and typing with the other.

Feb. 28, 2023 | By Brittney Myers

This Is How Much Money You Need to Live Off Invested Dividends

Dividend income can be a great way to sustain your retirement. But it can take a lot of investments to earn enough to live on dividend income alone.

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

Feb. 27, 2023 | By David Chang, ChFC®, CLU®

Why Economists Are Looking Towards This New Retirement Plan

The majority of Americans do not have enough saved for retirement. Read on to learn more about how a Guaranteed Retirement Account (GRA) can help.

Feb. 27, 2023 | By Lyle Daly

This Factor Will Help You Decide How to Invest Your Money, According to Suze Orman

There are a variety of ways to invest your money. Learn about one factor Suze Orman says is key in deciding how to choose the right investments.

A couple looking worried about money, with a laptop and bills.

Feb. 26, 2023 | By Cole Tretheway

This Is Why Suze Orman Thinks Roth 401(k)s Are 'So Fabulous'

Suze Orman prefers Roth 401(k)s to other retirement accounts. Find out why a Roth 401(k) might be right for you.

An older couple standing on the beach and looking at the sunset with their arms around each other.

Feb. 25, 2023 | By Dana George

Graham Stephan Believes People Overestimate What You Need to Retire. Is He Right?

Graham Stephan has followers a bit confused. Keep reading to learn what he said about retirement.

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

Feb. 24, 2023 | By Brittney Myers

Suze Orman Says It's Not Enough to 'Just Invest Your Money.' Here's What She Means

Suze Orman encourages listeners to invest in dividend-yielding stocks. But she says you can't ignore them afterwards. Read on to learn more.

Woman following upward trending line on graph

Feb. 24, 2023 | By Cole Tretheway

Why Morgan Stanley Says 2023 Will Be a 'Year to be Patient' When It Comes to Investing

Morgan Stanley thinks investors expect too much of the market. Find out why the firm predicts 2023 will be a poor year for U.S. equities.

A worried person in an office leaning their chin on their hands.

Feb. 23, 2023 | By Cole Tretheway

Will You Lose Your Treasuries if the U.S. Defaults on Its Debt? Suze Orman Has an Answer

Suze Orman thinks the U.S. won't default on its $31 trillion debt. Here's why, and what you should focus on instead.

An older adult sitting crosslegged on the couch while typing on a laptop.

Feb. 23, 2023 | By Dana George

This Is Why Suze Orman Thinks Investing Will Be More 'Predictable' in 2023

Suze Orman called 2022 one of the most challenging investment years. Keep reading to learn what she thinks 2023 may have in store for investors.

A woman sitting at her dining table and typing on her laptop.

Feb. 21, 2023 | By Emma Newbery

Here's Why Recession Warnings Shouldn't Stop You Investing This Year

Many economists are predicting the U.S. will enter a recession this year. Find out why it could make sense to continue to invest in the stock market.

Feb. 18, 2023 | By Cole Tretheway

Here's What to Do When a Stock Stops Paying Dividends, According to Suze Orman

Companies that freeze dividend payouts leave millions of retirees in a bind. Find out how retirees should handle stocks that mess with dividends.

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