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

Jan. 26, 2024 | By Matt Frankel, CFP®

One Way to Get the Highest Possible Yields From Your CDs

Brokered CDs can help you extract more yield, and can offer several other advantages. Keep reading to learn about this special category of CD.
Jan. 23, 2024 | By Dana George

I Plan on Saving Far More Money in 2024 by Making This One Move

Being self-employed offers some pretty great benefits. Here's one way self-employed individuals can save for the future while saving on taxes.
Jan. 22, 2024 | By Maurie Backman

3 Tricks to Boosting Your Retirement Savings in 2024

Want to see your long-term savings take off? Read on to see how.
Jan. 22, 2024 | By Maurie Backman

Investing for the First Time in 2024? 3 Steps to Take

It's good to begin investing as early as possible. Read on for some steps to take if you're kicking off your investing career this year.
Jan. 21, 2024 | By Maurie Backman

Opening Your First Brokerage Account in 2024? 4 Features to Look For

Investing is a great way to grow your money. Read on for tips on finding the right brokerage account this year.
Jan. 21, 2024 | By Ben Gran

Turning 50 in 2024? Make This One Simple Money Move

If you're age 50 and over, you can use 401(k) and IRA catch-up contributions to, well, "catch up" on your retirement savings! See how to save more in 2024.
Jan. 20, 2024 | By Christy Bieber

I Want to Invest More in 2024. Here's How I Plan to Do It

Investing more money is one of my main goals for the new year. Learn how I'm approaching this.
Jan. 19, 2024 | By Christy Bieber

5 Steps to Maxing Out Your IRA Contributions in 2024

If you contribute the maximum amount to your IRA this year, you can set yourself up for a more secure retirement. Learn how to do just that.
Jan. 19, 2024 | By Ben Gran

More Americans Own Stocks Than Ever Before. Here's Why That's Good News

As of 2022, 58% of American households owned stocks. This is a higher percentage than ever before. See why it's good news that more Americans own stocks.
Jan. 18, 2024 | By Dana George

Wonder How Much You'll Need to Retire? Here's Where You Start

Ideally, anyone who dreams of retirement will have the money they need once they stop working. Find out how you can begin to plan.
Jan. 18, 2024 | By Christy Bieber

How Much Income Would the Average American's Retirement Savings Give Them Each Year?

The average American's retirement account balance is not going to provide the income most people need. Find out here just how much would be available.
Jan. 17, 2024 | By Christy Bieber

How Do Your Retirement Savings Compare to the Average American's?

The median retirement savings in the U.S. is $86,900. Find out how yours compares and how to increase the amount you have saved for your future.
Jan. 17, 2024 | By Ben Gran

Here's Why You Should Use a 401(k) and Traditional IRA

Want to reduce your tax bill and save more for retirement? Consider opening a traditional IRA as well as your 401(k). Learn how.
Jan. 17, 2024 | By Christy Bieber

If You Max Out Your 401(k) in 2024, How Much Money Will You End Up With in Retirement?

In 2024, you can contribute up to $23,000 in your 401(k), and more if you're 50 or over. Here's how much that could turn into.
Jan. 16, 2024 | By Christy Bieber

How Much Money Will You End Up With if You Invest $1 a Day?

Investing can seem daunting, but if you start small you can still make a big impact over time. Check out how much investing just $1 a day would net you.
Jan. 16, 2024 | By Christy Bieber

Should You Open a Roth IRA in 2024?

A Roth IRA can make sense if you qualify to contribute based on your income and if you think you'll be in a higher tax bracket as a retiree. Find out more here.
Jan. 15, 2024 | By Christy Bieber

Don't Forget to Make This Crucial Investment Move in 2024

You should rebalance your investment portfolio in 2024 -- and every year. Here's why it's important to match investments to your risk level.
Jan. 15, 2024 | By Christy Bieber

Don't Open a Brokerage Account Until You've Done These 3 Things

You should not open a brokerage account until you've completed a few important steps. Learn how to properly prepare your finances for a brokerage account.
Jan. 14, 2024 | By Christy Bieber

Should You Increase Your 401(k) Contributions in 2024?

Putting more money into a 401(k) can be a smart move, but it's not necessarily the right choice for everyone. Find out how to decide.
Jan. 14, 2024 | By Christy Bieber

Is It Time to Move to a New Broker in 2024?

If you are not finding the right investment or are paying a bunch of fees, it may be time to move to a new brokerage firm in 2024. Find out more here.
Jan. 13, 2024 | By Ben Gran

Here's Why You Should Use a 401(k) and Roth IRA

Want to supercharge your retirement savings in 2024? Put money into a Roth IRA and your 401(k). See if you qualify for tax-free benefits of a Roth IRA.
Jan. 13, 2024 | By Christy Bieber

Should You Open an IRA in 2024?

Opening an IRA in 2024 could be a smart financial choice. But read on for key questions you'll want to ask before opening a brokerage account and investing.
Jan. 10, 2024 | By Christy Bieber

Will Your Retirement Savings Leave You Rich or Broke?

If you don't have enough saved for retirement, you could find yourself facing financial hardship as a senior. See how to tell if your savings are on track.
Jan. 10, 2024 | By Maurie Backman

Have a 401(k) Through Your Job? It Pays to See if It Offers This Perk

It's important to make the most of your 401(k). Read on for a benefit your employer's plan might offer.
Jan. 10, 2024 | By Christy Bieber

Switching Jobs in 2024? Here's What to Do With Your 401(k)

If you're changing jobs, you can leave your 401(k) alone, roll it over to a new employer's plan, or move it to an IRA at a brokerage. Here's what you should do.