Please ensure Javascript is enabled for purposes of website accessibility

This device is too small

If you're on a Galaxy Fold, consider unfolding your phone or viewing it in full screen to best optimize your experience.

Skip to main content

Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

Sept. 28, 2022 | By Dana George

Think You Don't Know Enough About Investing to Get Started? Here's Why You're Wrong

Many people don't invest because they believe they don't know enough. Here are some of the reasons they are so wrong.
Sept. 27, 2022 | By Dana George

6 Benefits of Using a Discount Broker

A discount broker can help you save money while trading. Here are some other advantages of managing your investments this way.
Sept. 25, 2022 | By Dana George

Worried About Finances? Here Are 5 Income-Generating Assets to Take Advantage of in '22-'23

The goal of any investment is to make money. Here are a few common investments known to generate income.
Sept. 24, 2022 | By Dana George

6 Steps to Take if You Want to Learn More About Investing in Today's Market

Historically, investing in the stock market has been the best way to grow money. If you're not sure how to get started, these six tips should help.
Sept. 21, 2022 | By Matt Frankel, CFP®

3 Good Reasons Not to Max Out Your 401k

It's generally good advice to save more for retirement than you think you'll need, but do you really need to max out? Here's what to consider.
Sept. 13, 2022 | By Dana George

3 Reasons I Can't Afford to Worry About the Stock Market

The stock market rises and falls as naturally as tides ebb and flow. Here's why one writer refuses to worry about what's going to happen next.
Sept. 9, 2022 | By David Chang, ChFC®, CLU®

Inherited an IRA? Here Are the 3 Most Important Things You Need to Know, According to Suze Orman

If you inherit someone else's IRA account, there are some laws and regulations surrounding the transfer of that money. Read on to learn what you need to know.
Sept. 3, 2022 | By David Chang, ChFC®, CLU®

Young Workers: This Simple Move Could Boost Your Retirement Savings by $630,000 or More

Time is the most important factor when it comes to saving for retirement. Saving $100 a month for 40 years can boost your retirement savings by $630,000.
Sept. 2, 2022 | By Matt Frankel, CFP®

3 Reasons Why Mark Cuban Thinks Buybacks Are Bad for Employees

Massive share buybacks aren't a one-sided issue. Read on for Mark Cuban's take on them.
Sept. 1, 2022 | By David Chang, ChFC®, CLU®

Suze Orman Answers the 3 Biggest Questions About Inherited IRAs

Here's what you need to know to avoid expensive mistakes if you inherit someone else's IRA account.
Aug. 31, 2022 | By David Chang, ChFC®, CLU®

Investing Has Its Ups and Downs. Here's How Kevin O'Leary Knows When It's Time to Cut Losses

Kevin O'Leary became successful not by avoiding losses, but minimizing them. Learn why he says you need to learn how to cut your losses and pull the plug.
Aug. 26, 2022 | By Ashley Maready

Just Because You Have Money in an IRA or 401(k), Doesn't Mean It's Invested -- Here's Why

You've got an IRA or a 401(k), and you're putting money in it. That means you're investing, right? Read on to learn why Tori Dunlap says maybe not.
Aug. 26, 2022 | By Charlie Pastor, CFP®

3 Reasons to Roll Your Old 401(k) Into an IRA

Lower fees and better investment options are two great reasons to initiate a penalty-free rollover. Should you do it?
Aug. 23, 2022 | By David Chang, ChFC®, CLU®

Should You Use the Robinhood App to Buy Tesla Shares?

Since launching its commission-free platform, Robinhood has changed the investing landscape. With its fractional investing, you can purchase high-priced shares for only a few dollars.
Aug. 1, 2022 | By David Chang, ChFC®, CLU®

Mr. Wonderful Is Backing This Start-up Investing Platform. Here's Why

Why is Kevin O'Leary now the face of StartEngine, an equity crowdfunding platform? Let's find out.
July 31, 2022 | By David Chang, ChFC®, CLU®

Mr. Wonderful Endorses StartEngine. Here Are 3 Reasons to Avoid It Like the Plague

Kevin O'Leary is now the face of StartEngine. Before you decide to invest, however, be wary of these three things.
July 26, 2022 | By Matt Frankel, CFP®

3 Smart Moves to Make in Your Brokerage Account While Stocks Are Down

The current market environment can be scary, but here's how it could also be a great opportunity for investors to make the right moves.
July 25, 2022 | By Charlie Pastor, CFP®

2 Reasons Not to Invest on Startup Platforms Like StartEngine

Lack of transparency, reliable information, and tax-advantaged accounts can make startup platforms a bad place to invest.
July 17, 2022 | By David Chang, ChFC®, CLU®

Graham Stephan Says You Should Open This Type of Account ASAP

Graham Stephan wishes he knew about Roth IRAs when he was younger. Here's what you need to know about Roth IRAs.
July 16, 2022 | By Matt Frankel, CFP®

Should the Average American Ignore Their Brokerage Account?

Are you feeling overwhelmed by watching your portfolio decline? Here are some things to keep in mind.
July 6, 2022 | By Charlie Pastor, CFP®

Why This Common Account Shouldn't Be Your Emergency Fund

Volatile markets can make an active brokerage account a poor place to keep your emergency savings. Where should you keep your money instead?
July 1, 2022 | By David Chang, ChFC®, CLU®

Why the 'Rich Dad, Poor Dad' Author Says It's 'Time for Smart Investors to Become Very Rich Winners'

The Rich Dad, Poor Dad author warns that the U.S. economy is in the biggest bubble in world history. This is how he says smart investors become rich winners.
July 1, 2022 | By Brittney Myers

Charles Schwab to Pay $187 Million After Robo-Advisor Mishap

Robo-advisors operate on advanced algorithms that are intended to optimize your portfolio. Read on to learn how Schwab skewed the programming in its own favor.
June 17, 2022 | By Dana George

7 Good Reasons to Open a Solo 401(k)

If you're self-employed, you have a wealth-building tool at your fingertips. Here, we tell you all about it.
June 14, 2022 | By Emma Newbery

Here's How I Plan to Become a Millionaire -- Eventually

There are 22 million millionaires in the U.S. Find out how you can become one of them by making regular stock market contributions.