Broker Articles

A worried-looking woman looking something up on her laptop while sitting at her kitchen table.

Jan. 27, 2023 | By Dana George

This Is Who Ends Up Rich When the Stock Market Crashes

There are those who prosper when the stock market crashes. Here's what you can do to become one of them.

Two people looking at asset prices on investing apps.

Jan. 26, 2023 | By Matt Frankel, CFP®

Can You Retire With Just Index Funds?

If you think you need to pick individual stocks to retire with a large nest egg, you should read this.

A woman dialing a number on her phone and sitting at a table with her laptop.

Jan. 25, 2023 | By Lyle Daly

5 Big Retirement Account Mistakes, According to Former Financial Advisor Humphrey Yang

Retirement account mistakes could cost you a significant amount of money. Learn about some of the biggest and most common mistakes, according to Humphrey Yang.

A young businesswoman looking thoughtfully at a wall of pictures in an office.

Jan. 24, 2023 | By Lyle Daly

Graham Stephan Says This Employer-Offered Perk Is One of the 'Greatest' Tools for Wealth Creation. Here's Why

Many employers offer 401(k) plans to help employees save for retirement. Find out why Graham Stephan says this is one of the greatest ways to build wealth.

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

Jan. 23, 2023 | By Cole Tretheway

3 Ways to Make Saving More Fun

Younger savers are turning saving money into a game. Find out what financial challenges are trending.

Young woman looks at her bills with a worried facial expression.

Jan. 23, 2023 | By Dana George

The 2nd Biggest Financial Mistake I've Ever Made

Financial mistakes are inevitable and can be useful if one learns from them. Here's one of the biggest financial mistakes this writer has ever made.

A young woman sits at home, looking at her laptop.

Jan. 21, 2023 | By Dana George

Should You Invest in 2023? Here's Our Take

After listening to enough pessimistic financial analysts, the easiest thing to do is sit on the sidelines while others invest. Read on to learn why that may not be a good idea.

A person sitting at a sunny dining room table and typing on a laptop.

Jan. 20, 2023 | By Lyle Daly

If You Get This One Investing Trick Right, You're Well On Your Way to Retirement

Building your retirement savings is simpler than many people realize. Learn about a technique that will have you on track for retirement.

An adult male rubbing his temple as he looks at paperwork.

Jan. 18, 2023 | By Lyle Daly

If You Retire at 65 in These States, You May Run Out of Money

Retirement savings can go quickly in states with a high cost of living. Discover which states are most likely to cause you to run out of money in retirement.

Jan. 18, 2023 | By Dana George

4 Tips for Investing in TIPS in 2023

Treasury Inflation Protected Securities (TIPS) are designed to protect investors from inflation. Keep reading to learn the pros and cons of TIPS.

A couple smiles excitedly at their laptop screen in their living room.

Jan. 15, 2023 | By Lyle Daly

Dave Ramsey Says This Is Your Most Important Wealth-Building Tool. Is He Right?

Finance personality Dave Ramsey teaches methods that anyone can use to build wealth. Discover what he thinks is the most important wealth-building tool and why.

A man standing in his kitchen lit by the glow of his laptop screen.

Jan. 15, 2023 | By Lyle Daly

How Much Do You Need to Save per Month to Retire With $10 Million?

You need to invest a substantial amount of money to retire with $10 million. Check out how much it would take per month to accomplish this lofty goal.

Jan. 14, 2023 | By Lyle Daly

How Much Do You Need to Save per Month to Retire With $5 Million?

For most people, $5 million is more than enough money to retire with. Learn how much money you need to set aside per month if you want to save this much.

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

Jan. 14, 2023 | By Emma Newbery

Morgan Stanley Warns Stocks Could Fall Another 20% or More

One leading investor says that many analysts have underestimated the hit equities could take this year. Find out why and what you can do about it.

A pensive person reads a graph on a laptop in an office late at night.

Jan. 14, 2023 | By Kailey Hagen

Are I Bonds Still a Good Investment in 2023?

I bond interest rates are down from their record high earlier in the year. But they could still be great investments for some. Here's what you need to know.

Jan. 13, 2023 | By Lyle Daly

Why Suze Orman Says You Shouldn't Use Whole Life Insurance as an Investment Vehicle

Suze Orman always advises listeners not to use whole life insurance as an investment. Find out why she feels this way and what she recommends doing instead.

Jan. 12, 2023 | By Lyle Daly

This Is the Second-Best Strategy to Being Rich, According to Your Rich BFF Vivian Tu

Financial influencer Vivian Tu shared a great way to get rich on her TikTok channel. Find out what it is, why it's so effective, and how to do it yourself.

A young adult tracks and trades stocks on a computer.

Jan. 12, 2023 | By Lyle Daly

Personal Finance Guru Humphrey Yang's Tips for First-Time Investors

Humphrey Yang has shared lots of useful information for first-time investors. Check out his best tips to help you start your investing journey.

Jan. 11, 2023 | By Dana George

What Are Warren Buffett's 5 Rules of Investing, and How Can You Use Them to Your Benefit?

Warren Buffett has a simple investment philosophy. Keep reading to learn his five rules.

An upset man with his hands on his head on the phone at his desk.

Jan. 10, 2023 | By Dana George

Here's What Happens if Your Brokerage Firm Goes Belly Up

While brokerage firm failures are rare, they can occur. Read on to see the process if your brokerage firm goes out of business.

A middle-aged couple embraces happily in a kitchen.

Jan. 9, 2023 | By Lyle Daly

Don't Want the Worry of Investing in Individual Stocks? Do This Instead

You can invest in the stock market without picking individual stocks. Check out an easy way to have a balanced portfolio in just a single investment.

Two friends discuss what's on one of their smartphones in an apartment.

Jan. 6, 2023 | By Lyle Daly

How Much Do You Need to Save per Month to Retire With $1 Million?

A nest egg of $1 million is a popular goal for retirees. Find out how much money you'd need to save per month to retire with $1 million.

A woman working on a laptop while sitting at her kitchen table.

Jan. 2, 2023 | By Lyle Daly

Why Kevin O'Leary Says You Must Do These 3 Things to Be a Successful Investor

Businessman Kevin O'Leary shared some simple investing advice on his Twitter account. Find out what three things he recommends you do and why.

A man working on his laptop sitting in a cafe.

Dec. 29, 2022 | By Emma Newbery

World's Billionaires Lost $1.4 Trillion in Dramatic 2022

Some of the world's richest people have seen significant losses this year. Find out what this means for your 2023 investments.

A man sitting on his couch at home and typing on his laptop on the coffee table.

Dec. 21, 2022 | By David Chang, ChFC®, CLU®

Suze Orman Says You Should Stay With New Issue Treasury Notes. Is She Right?

Suze Orman says you need to invest in these. Read on to learn why.

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