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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

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.
Jan. 30, 2023 | By Lyle Daly

Former Wall Street Trader Says 'By Saving Your Money in a Savings Account, You're Losing Wealth.' Here's What to Do Instead

Vivian Tu says you need to make your money work for you. Find out what she recommends and why keeping everything in a savings account isn't the answer.
Jan. 29, 2023 | By Lyle Daly

Ramit Sethi Says Leveraging Should Not Be a Goal for the 'Average Investor.' Here's Why

Leverage is used by investors to increase returns, but it has serious risks. Find out why Ramit Sethi doesn't recommend leverage for the average investor.
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.
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.
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.
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.
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.
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.