Brokerage

November 22, 2024As investors accumulate wealth, many look to invest beyond traditional stocks and bonds. Investments through hedge funds and venture capital involve complex structures and higher risk, yet have the potential for outsized gains. Let’s compare the advantages and disadvantages of hedge funds vs. venture capital for your portfolio. A financial advisor can help optimize your… read more…

April 26, 2022Both brokerage and savings accounts can help you earn a return on the money you stash in them. However, there are some major differences in how they work. When comparing brokerage accounts and savings accounts, it’s important to consider things like how much money you’ll deposit, what type of return you’re looking to get and… read more…

July 17, 2025Average investment management fees are around 1%, which means thata $1 million account would have to pay investment management fees of approximately $11,700 annually for services rendered.Fees would likely be paid quarterly. However, there are many factors to consider regarding investment-related costs.  Consider asking a financial advisor about what fees you can expect while partnering… read more…

April 4, 2024Diversification is the key to any long-term investing strategy. Whether this means building some speculation into a conservative portfolio or vice versa, you want your money spread out over a variety of assets. In recent years, many investors have begun to embrace alternative investments as a good way to achieve this. For help investing in… read more…

March 24, 2022Choosing where to invest your hard-earned dollars can prove challenging — especially given the overwhelming amount of information out there for novice investors.. The rise of low-cost trading platforms has equalized access to many types of investments, but it remains difficult to determine which companies may perform well in the future. Investment firm Charles Schwab… read more…

July 30, 2025Joint brokerage accounts, of which there are several types, are shared by two or more people. There are some advantages to opening a joint brokerage account with your spouse, a relative or a business partner. There are also some potential… read more…

May 15, 2023Since the first robo-advisor launched in 2008, these automated investment management services have grown enormously. Thanks to low cost, low minimums and always-on convenience, robo-advisors have proven highly attractive especially to new investors with modest assets. Robo-advisors have significant limitations,… read more…

December 31, 2022Robo-advisors cost less than traditional financial advisors. These electronic advisors typically impose annual fees of around 0.5% of assets under management, compared with 1% to 2% charged by many human advisors. Plus, robo-advisors usually don’t levy other costs, such as… read more…

August 28, 2025Webull and Coinbase are two of the top online investment platforms. Webull offers a relatively new online brokerage that deals mostly in liquid assets. Webull is a favorite of young millennial investors who are just starting, but it also attracts medium-level and… read more…

August 28, 2025Webull and E*Trade are two popular online investment platforms. Webull is a relatively new online brokerage that deals mostly in liquid assets and offers securities for investors who trade frequently. It’s a favorite of the millennial generation and is excellent for… read more…

July 24, 2025Webull and Fidelity are two of the top online investment platforms. Fidelity is a full-service brokerage with a complete line of investment products and services. Fidelity has decades of experience and offers an array of educational and market research material… read more…

April 15, 2023TD Ameritrade and Webull are two of the top online investment brokers. Webull offers investment products for investors who tend to trade frequently. It has a strong platform with technical analysis tools and market research. It is commission-free except for… read more…

October 6, 2021When working with a financial advisor, one of the most important questions to ask is how exactly the advisor will be making money. Broadly speaking, there are two ways financial advisors get paid: commissions and fees. Commissions are fees paid by the client for completing a discrete transaction, such as buying shares of a mutual… read more…

January 17, 2025Brokerage accounts come in two main types: cash accounts and margin accounts, each catering to different investment strategies and risk appetites. In a cash account, investors are required to pay the full cost of any securities purchased, typically within a settlement period of three business days. Margin accounts, in contrast, allow investors to borrow funds… read more…

May 8, 2023Coinbase and Binance are two of the largest cryptocurrency markets online today. Coinbase is one of the oldest and most well-established markets. It was founded in 2012 and currently trades publicly on the NASDAQ exchange. Binance was founded in 2017… read more…

July 3, 2025It is no secret that Vanguard, Fidelity and Charles Schwab are three of the most popular and well-known brokerage firms. These financial institutions are also some of the largest, offering a wide range of products and services.

August 31, 2023Before companies can go public and list their shares for trade on an exchange, there are some regulatory hoops they need to jump through first. Federal securities laws require any offer or sale of a security to be registered with… read more…

February 28, 2025Bisq, formerly known as Bitsquare, is a decentralized cryptocurrency exchange with servers located around the globe. Bisq’s decentralized autonomous organization (DAO) means it isn’t headquartered in any one location or country, which gives it a number of advantages. You can use… read more…

August 7, 2025Investors have traditionally used professional brokers to manage their investment portfolios, but there are also a few viable avenues you can follow to manage it solo. If you feel that it’s time that you took control of your investment portfolio… read more…

July 31, 2025SoFi and Acorns are robo-advisors, meaning they digitally manage your investments or offer online advising. The two services target digitally native investors and cater to hands-off traders who prefer a passive investment strategy. Both offer investors the opportunity to start building… read more…

August 27, 2025Online investing has become increasingly popular, and with the growing appeal comes new pools of traders who want to begin building their own investment portfolios. Finding the right broker is essential to starting your investment journey. However, choosing between all… read more…

August 31, 2023A quant hedge fund is a pooled investment vehicle that uses quantitative analysis to select securities. This means that the fund relies on research and mathematical and statistical modeling to predict how an investment will perform. While investing in hedge funds… read more…

August 28, 2025One of the main draws to any online broker these days is the trait “low-cost.” Two key figures who currently offer zero-dollar commission trading are Ally Invest and Robinhood. However, both services are structured in very different ways. Ally Invest… read more…

January 3, 2025When managing your personal finances, it’s important to make the best use of every dollar. Setting up a sweep account at your bank or online brokerage is one way to do it. Sweep accounts allow you to earn interest on… read more…

October 3, 2025A penny stock is formally defined as any stock whose price is less than $5 per share. This is the legal definition used by the SEC and other regulatory bodies, although in common practice many investors define a penny stock… read more…