Broker Articles

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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.

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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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Dec. 20, 2022 | By Lyle Daly

Why Ramit Sethi Recommends TDFs to His Own Family

Financial advisor Ramit Sethi is a fan of target-date funds for investing. Find out what he likes about them and if you should open one for yourself.

Young man looking at downward trending data on his laptop

Dec. 19, 2022 | By David Chang, ChFC®, CLU®

3 Steps to Take if Your 401(k) Starts Losing a Ton of Value

Taking these steps can help you protect your 401(k) from market volatility and keep it on track for the long term. Read to learn more.

Mature woman working from laptop with documents in hand.

Dec. 18, 2022 | By Dana George

Is Now a Bad Time to Retire?

There's rarely a "perfect" time to retire, which makes planning ahead critical. Here's how you can tell if now is the right time to leave the workplace.

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

Dec. 18, 2022 | By David Chang, ChFC®, CLU®

Roth IRA Contributions Are Increasing in 2023. Should You Add More to Your Account?

Upping your Roth IRA contributions can give you a more secure retirement. Read on to find out how the new contribution limits affect you.

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

Dec. 15, 2022 | By Cole Tretheway

This Broker Now Offers Customers At Least 11x the Average Interest Rate on Accounts. Worth It?

This may be a better alternative to your traditional savings account. Read on to learn whether it's worth moving your savings to Robinhood.

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Dec. 14, 2022 | By Matt Frankel, CFP®

Here's How to Calculate Your IRA Contributions for 2023

Do you want to max out your retirement savings in 2023? Here's how to find out what you can put in your IRA.

A woman standing in front of a green while while thinking about a decision with her finger resting on her chin.

Dec. 14, 2022 | By Dana George

Should You Pay Down Your Debts or Invest? The Answer May Surprise You

Paying down debt and investing for the future are both vital financial tasks. Here's how to know which job to tackle first.

A couple sits in their living room, smiling as they look at a laptop.

Dec. 12, 2022 | By Dana George

Suze Orman Isn't Crazy About I Bonds Right Now. Should You Hold Off on Buying?

Suze Orman has cooled on I bonds, but that doesn't mean they're not right for you. Here's why.

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

Dec. 10, 2022 | By Matt Frankel, CFP®

In 2023 You'll Be Able to Contribute More to Your 401(k)

If you want to supercharge your path to a stable retirement, 2023 is a great time to do it. Find out here how to get started.

An investor analyzes the stock market with computer charts in their home office.

Dec. 6, 2022 | By Cole Tretheway

Robinhood Introduces IRAs. Is Its 1% Match Worth It?

Robinhood lets users sign up for an IRA account. The account offers free portfolio management and a 1% match. Here's what you need to know.

Dec. 5, 2022 | By Cole Tretheway

Graham Stephan Says New Platform Fundrise Can Help You Invest in Real Estate. Should You Try It?

Graham Stephan claims Fundrise has beaten the S&P 500 by 24% this year. Should you invest? Find out more about this platform.

A person looks worriedly at their computer in their home, resting their hand on their head.

Dec. 3, 2022 | By Dana George

3 Reasons Why Trying to Time the Market Is a 'Fool's Errand'

Those who attempt to time the market may feel in control. But here are three reasons they're actually risking their capital.

Nov. 28, 2022 | By Lyle Daly

Your Rich BFF's Vivian Tu Breaks Down 2 Easy Steps to Invest

Investing can seem challenging when you've never done it before. Learn how to invest in two easy steps with advice from Your Rich BFF Vivian Tu.

Nov. 23, 2022 | By Dana George

Why Suze Orman Thinks Treasury Ladders Are a Good Investing Option

Suze Orman thinks it's a good idea to round a portfolio out with safe, guaranteed investments. Here's one idea for making that happen.

A person sitting at an office desk and looking at a cell phone with a contemplative expression.

Nov. 22, 2022 | By Lyle Daly

Is Stock Picking Worth It? Here's Why I Stopped Doing It

Many investors like to pick stocks for their portfolios. Check out why one finance writer decided to switch from stock picking to a hands-off approach.

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Nov. 21, 2022 | By Lyle Daly

Are These 5 Retirement Tips From Suze Orman Really Worth It?

Suze Orman has five retirement moves she recommends you make during your working years. See what they are and if they're worth doing.

Nov. 21, 2022 | By Cole Tretheway

4 in 10 Investors Take on Debt to Invest. Here's When You Can Use Debt to Invest

Millions are taking on debt to invest. But is it worth it? Here's how to tell.

A woman sitting at a table with a laptop and papers in front of her.

Nov. 21, 2022 | By Brittney Myers

Why Suze Orman Says This Asset Is the 'Greatest Gift You Can Give Right Now'

This gift may be a bit old-fashioned, but sometimes it pays to go back to the basics. Here's how to give the gift of fighting inflation.

A smiling person sitting on a couch near a window and holding a cell phone.

Nov. 19, 2022 | By Lyle Daly

This Is the Number-One Investing Mistake Young Adults Make

Young adults often make a big investing mistake that they end up regretting later. Find out what it is, why it's so costly, and how to avoid it.