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

April 17, 2023 | By David Chang, ChFC®, CLU®

Here's Why You Should Always List a Beneficiary for Your Retirement Funds

When it comes to planning for your retirement, naming beneficiaries is a crucial step. Read on to learn more.
April 15, 2023 | By Lyle Daly

This Simple Money Move Takes 5 Minutes and Could Make You Hundreds of Thousands

One easy change to your investing habits can dramatically increase your returns. Discover what it is and how much more you could make.
April 15, 2023 | By Dana George

Why This Type of 401(k) Owner Lost the Least Amount of Money Last Year

2022 was a tough year for investors. Here, we tell you about the one group who didn't lose their proverbial shirts.
April 15, 2023 | By Steven Porrello

These Are the Countries With the Longest -- and Shortest -- Healthy Retirements

Your healthy retirement is the golden years spent without serious illnesses. Read on to learn which countries have the longest healthy retirements.
April 14, 2023 | By Steven Porrello

Want Investments That Align With Your Values? Here's a Step-by-Step Guide to Faith-Based Investing

Faith-based investing involves choosing companies that align with your religion. Read on to learn how it's done and some risks you should avoid.
April 13, 2023 | By Emma Newbery

Twitter's eToro Deal Enables Stock Trading on Platform

Twitter and eToro will make it possible to buy and sell stocks and crypto on the social media platform. Find out whether that's good news for retail investors.
April 13, 2023 | By Steven Porrello

Are You a Federal Employee? Here's How Dave Ramsey Would Use a TSP

Dave Ramsey thinks you should invest 5% in a Roth TSP, then invest the rest in a Roth IRA. But is he right to say every federal employee should invest this way?
April 12, 2023 | By Steven Porrello

The NFL's Owners Want to Let Private Investors Buy Stakes in Teams. Does That Mean You Can Too?

The NFL has strict rules for who can own its franchises. Will they change and, if so, who will be able to invest in NFL teams? Read on to learn more.
April 11, 2023 | By Lyle Daly

These Are the 4 Worst Investments, According to Humphrey Yang

Some investments carry serious risks that could cost you money. Check out one former financial advisor's picks for the worst investments so you know what to avoid.
April 10, 2023 | By Cole Tretheway

Act Fast: Robinhood Is Matching 1% Rollover IRA Deposits for a Limited Time

For a limited time, Robinhood is paying customers to transfer retirement funds to a Robinhood IRA. Find out how much you could earn and who benefits most.
April 9, 2023 | By Lyle Daly

What's a REIT? And Should You Invest in One?

REITs allow anybody to invest in real estate. Learn all about how REITs work and see if these are a good place to put your money.
April 6, 2023 | By Lyle Daly

This 1 Tip Helped Me Stop Worrying About My Brokerage Account

A volatile stock market can lead to big fluctuations in your brokerage account. Stop stressing about these ups and downs with one simple tip.
April 4, 2023 | By Emma Newbery

What Happens if My Brokerage Fails?

It's scary to think you might lose your investments and retirement savings in a brokerage failure. The good news is that there are a number of protections in place to stop that from happening.
April 3, 2023 | By David Chang, ChFC®, CLU®

Investing Overseas? Consider These 7 Factors Before You Do

Investing overseas can be an exciting way to diversify your portfolio. Keep reading to learn what to think about first.
April 2, 2023 | By Ashley Maready

I'm Opening a Brokerage Account in 2023. Here's Why Market Volatility Doesn't Scare Me

Conditions haven't been exactly favorable for investors lately. Keep reading to learn why this doesn't matter much for one brand-new investor.
April 1, 2023 | By Dana George

4 Factors to Help You Decide if Investing in a Company Is Worthwhile

Investing can be intimidating. Before putting your money into a specific company, consider these four important factors.
March 31, 2023 | By David Chang, ChFC®, CLU®

Why Focusing on This One Aspect of Investing Can Make You a Millionaire

You don't need to make a lot of money to become a millionaire. Keep reading to learn what you should focus on to become one yourself.
March 30, 2023 | By Lyle Daly

If Banks Fail, Can Your Brokerage Accounts Too?

Investors often have the majority of their money in brokerage accounts. Learn what makes brokerage accounts different from banks in terms of security.
March 29, 2023 | By Charlie Pastor, CFP®

Biden Uses First Veto to Protect ESG Investing

The latest battle in the heavily politicized ESG fight saw President Biden use his first veto. Keep reading to learn more.
March 29, 2023 | By Emma Newbery

Is Your Money Safe? Understand the Difference Between FDIC and SIPC Insurance

FDIC and SIPC insurance will protect your bank deposits and brokerage securities if a firm collapses. Find out how they work and how to know your funds are safe.
March 28, 2023 | By David Chang, ChFC®, CLU®

Why Suze Orman Isn't Putting Her Money Into Commodities Like Gold

In a recent podcast, Suze Orman stated why she thinks investors should avoid gold right now. Read on to learn more.
March 28, 2023 | By Lyle Daly

Here's How Much You Should Increase Your Rate of Investment Each Year

Gradually raising the amount you invest has significant long-term benefits. See a good recommendation on how much to increase your investment rate.
March 26, 2023 | By Cole Tretheway

5 Basics You Need to Know About Before Investing, According to Graham Stephan

Investment guru Graham Stephan points new investors to what they should learn first. Find out how to make money faster by skipping to the good stuff.
March 26, 2023 | By Lyle Daly

5 Tips to Investing in Your 30s, According to Tori Dunlap

Tori Dunlap is one of the most popular sources of investing tips. Check out her advice for investing in your 30s.
March 25, 2023 | By Brittney Myers

Why Graham Stephan Says This Important Form Will Help You Figure Out Where to Invest

A sound investment strategy relies on good research. This document can provide nearly everything you need to know. Here's what's inside.