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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

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.
Feb. 17, 2023 | By Lyle Daly

This Finance Guru Says Investing 'Should Be Boring.' Here’s Why

Many people want their investments to be exciting. Discover why this is a serious mistake and what one finance expert says you should do instead.
Feb. 17, 2023 | By Matt Frankel, CFP®

This Broker Just Eliminated a Major Fee for Investors

Feb. 16, 2023 | By Charlie Pastor, CFP®

Law Opens New Doors for Penalty-Free Retirement Account Distributions

Penalty exemptions have been granted for certain victims, as well as long-term care insurance premiums. Here's what you need to know.
Feb. 15, 2023 | By Dana George

The Stock Market Can Be Intimidating, but Here's Why It's Worth It

Some people are so intimidated by the market that they sacrifice years of financial gain. Here, learn why diving into the market is worth the effort.
Feb. 15, 2023 | By Charlie Pastor, CFP®

ESG Investing: Political Talking Point or Investing Opportunity?

Opponents call ESG investing a progressive conspiracy. Read on to learn why that's not true.
Feb. 13, 2023 | By Charlie Pastor, CFP®

Your 401(k) Just Got Some New Powers

Auto enrollment, emergency savings, and expanded Roth contributions were signed into law. Read on to learn how it could affect you.
Feb. 12, 2023 | By Lyle Daly

These Are Suze Orman's Retirement Dos and Don'ts for 2023

Suze Orman has some smart advice about saving for retirement. Discover what the popular finance personality recommends you do and don't do this year.
Feb. 12, 2023 | By Charlie Pastor, CFP®

Retired? Here Are 2 Ways the SECURE Act 2.0 Might Affect You

The law offers new ways for retirees to plan for longevity and make charitable gifts. Read on to learn the impacts for retirees.
Feb. 11, 2023 | By Cole Tretheway

This Is How to Properly Pay Yourself in Retirement

Keep from running out of money with six tips from financial guru Suze Orman. Read on to learn how you can keep your money through retirement.
Feb. 11, 2023 | By Lyle Daly

How Much Should You Save if You're Behind on Retirement?

Many Americans are behind on their retirement savings. Find out how much you should save to get yourself on track if you're in this position.
Feb. 9, 2023 | By David Chang, ChFC®, CLU®

Why the 4% Rule May No Longer Work for Retirement

The combination of high inflation and market volatility means this retirement rule of thumb might not work anymore. Keep reading to learn more.
Feb. 9, 2023 | By Charlie Pastor, CFP®

What the SECURE Act 2.0 Could Mean for the Seasoned Saver

Catch-up and employer contributions are in for a change following the new law's passage. Read on to learn more.
Feb. 9, 2023 | By Dana George

Here's What Would Happen if You Started Investing on Behalf of Your Child -- Today

The earlier you begin investing, the more time your money has to grow. Read on for options and ideas to get your kids started with investing.
Feb. 8, 2023 | By David Chang, ChFC®, CLU®

How Do You Know if Your Brokerage Firm Is Safe?

Investing in the stock market can be a great way to build wealth for the future. Read on to learn how to tell if your money is safe with the broker you've chosen.
Feb. 8, 2023 | By Matt Frankel, CFP®

Literally Anyone Can Do This With Their Retirement After 50

Are you 50 or older? Read on for a retirement savings advantage you need to know about.
Feb. 7, 2023 | By Emma Newbery

Americans Will Bet Estimated $16 Billion on Big Game

Sports gambling has grown dramatically since the law changed in 2018, and more people will bet on the big game than ever before. Find out what that means for your finances.
Feb. 5, 2023 | By Charlie Pastor, CFP®

This New Law Could Help Part-Time Workers and Job Hoppers Save for Retirement

More liberal eligibility requirements, easier rollovers, and a 401(k) "lost and found" could benefit non-traditional workers. Here's how.
Feb. 5, 2023 | By Charlie Pastor, CFP®

RMDs in for Big Changes Following SECURE Act 2.0

New legislation raises required minimum distribution ages, reduces penalties, and increases flexibility. Find out what you need to know.
Feb. 4, 2023 | By Charlie Pastor, CFP®

2 Ways a New Law Could Help Young Workers Save for Retirement

The SECURE Act 2.0 allows federal retirement matching and incentivizes 401(k) eligibility for younger workers. Read on to learn more.
Feb. 4, 2023 | By Dana George

Here's Why the Most Recent Drop in Portfolio Value Feels So Dramatic

Stocks were hit hard in 2022. Here's why the news may not be as bad as it seems.
Feb. 3, 2023 | By Dana George

5 Things to Tell Yourself When the Stock Market Takes a Hit

It's easy to get worked up when the stock market drops. However, reminding yourself of these five things can help.
Feb. 2, 2023 | By David Chang, ChFC®, CLU®

Have You Invested in Bonds? Bad News Could Be on the Horizon

The bond market is already worrying about a debt-ceiling debacle. Read to learn more about what this could mean for you and your investments.
Feb. 2, 2023 | By Charlie Pastor, CFP®

This Tax-Saving Retirement Plan Just Got Even Better

Indexed catch-ups, 529 rollovers, and new ways to make QCDs are all in the SECURE Act 2.0. Read on to learn more.
Jan. 30, 2023 | By Dana George

This Is Graham Stephan's Investment Plan for 2023. Will It Work for You?

Graham Stephan is a major YouTube influencer and savvy investor. Keep reading to learn more about this 2023 investment plan.