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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

March 24, 2023 | By Matt Frankel, CFP®

If You're Stressed About Retirement, Suze Orman Says to Do These 3 Things

Are you worried about being financially comfortable in retirement? Read on for three changes you can make today.
March 22, 2023 | By Lyle Daly

Warren Buffett Loves This Investing Strategy. Should You Try It?

Warren Buffett shared a great investing strategy with Berkshire Hathaway shareholders. Find out what it is and see if it could work for you.
March 22, 2023 | By Cole Tretheway

This Risky Brokerage Feature Cost Me Thousands

Leveraging investments comes with severe drawbacks. Find out how I lost thousands of dollars because I didn't understand the risks of trading on margin.
March 22, 2023 | By David Chang, ChFC®, CLU®

Should You Still Be Buying I Bonds? Suze Orman Thinks So

Suze Orman states I bonds are still a solid investment option, but there may be some better options out there. Read on to learn more.
March 22, 2023 | By Matt Frankel, CFP®

Want to Sell Your I Bonds? Watch Out for This Penalty

Are you thinking of selling your I bonds? Keep reading to learn about the hidden cost involved.
March 21, 2023 | By Brittney Myers

Suze Orman Has a 'Serious' Amount of Money Invested in This One Thing

Not all finance experts practice what they preach. But it looks like Orman's been following her own advice on this investment.
March 20, 2023 | By David Chang, ChFC®, CLU®

This Is Why It's Not Too Late to Begin Investing

No matter your age, anyone can learn about investing and start saving for their goals. Keep reading to learn more about investing for beginners.
March 20, 2023 | By Ashley Maready

I'm a Brand-New Investor. Here's How I'm Starting Out

Everyone has to start somewhere. Keep reading to learn how one writer is approaching investing for the very first time.
March 19, 2023 | By Cole Tretheway

Why Kevin O'Leary Says Investors Have Moved Away From Crypto

Kevin O'Leary says investors have ditched crypto for artificial intelligence. Find out why VC crypto investments fell nearly 50% after the fall of FTX.
March 18, 2023 | By Matt Frankel, CFP®

Here's How to Know When to Sell Your Stock

If you are thinking of selling a stock, make sure you’re doing it for the right reasons. Read on to take a closer look at those reasons.
March 17, 2023 | By Brittney Myers

It's Women's History Month. Here's How Gender Impacts Investing

On average, women are less likely to invest their money in the stock market. The reasons are many, including the gender pay gap. Here's more.
March 16, 2023 | By Cole Tretheway

Here's Yet Another Reason to Avoid Fund Managers, According to Graham Stephan

Money guru Graham Stephan says this index beat most active fund managers over the past 20 years. Find out how badly fund managers lose to the S&P 500 index.
March 16, 2023 | By Dana George

3 Reasons Why Not Investing at All Is Riskier Than Trying to Invest

Making that first investment can be scary. Read on for three reasons you should be more afraid of not investing.
March 15, 2023 | By David Chang, ChFC®, CLU®

Here Are 4 Reasons Suze Orman Says You Should Have More Than One Retirement Account

Retirement planning is an important part of our lives, and experts say that investing in a Roth 401(k) is one of the best ways to save. Find out why.
March 15, 2023 | By Lyle Daly

What's a Butterfly Portfolio? Graham Stephan Has the Answer

Investors normally see their portfolios fall in value during bear markets. Learn how a butterfly portfolio could better handle volatility.
March 15, 2023 | By Lyle Daly

Kevin O'Leary Says He's 'Amazed by This Economy' -- and He Thinks This Investment Is Poised for a Comeback in 2023

Inflation and a bear market made it hard on investors in 2022. Check out the asset that investor Kevin O'Leary expects to bounce back in 2023.
March 15, 2023 | By Brittney Myers

Here's How to Tell if Stocks Are Undervalued

Making money on investments is about buying low and selling high. Here are some ways to tell if a stock is selling low.
March 14, 2023 | By Dana George

I Finally Found the Perfect Place to Invest My Emergency Savings Fund

Cash left in a regular savings account loses ground to inflation. Here, one writer talks about where cash can earn money while remaining safe.
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.
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.
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.
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.
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.
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.
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.