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Broker Articles

Articles about choosing the right brokerage for your situation.

Recent Articles

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.
June 7, 2022 | By Charlie Pastor, CFP®

2 Reasons Companies Don't Offer Pensions Anymore

Why are pension plans disappearing in America? These two reasons might be the cause.
June 7, 2022 | By David Chang, ChFC®, CLU®

3 in 4 Millionaires Say This Is Key to Financial Success

The largest study of millionaires ever conducted shows that the key to becoming one is through regular and consistent investing over the long term.
June 4, 2022 | By Dana George

Should You Raid Your Retirement Account to Buy a Home?

It may be tempting to take money from a retirement account to buy a home. If you're considering it, read this article first to learn if it's a good idea.
May 19, 2022 | By David Chang, ChFC®, CLU®

I Made This Huge Money Mistake in College -- and Have Regretted It for Over 20 Years

We all make money mistakes. Here is one mistake I made in college that I will never forget and two important lessons I learned.
May 15, 2022 | By Charlie Pastor, CFP®

Are Roth Accounts on the Way Out? Here's What You Need to Know

Are we on the verge of a Roth-free America? According to Congress's latest move, the answer is no. Find out more.
April 27, 2022 | By Lyle Daly

Could You Retire Early? Here's What Dave Ramsey Thinks

Dave Ramsey recommends a bridge investing strategy to people interested in early retirement. Learn how this works and what Ramsey thinks about retiring early.