Investing

August 18, 2025TD Ameritrade is a full-service brokerage firm. It’s a fixture in the investment space, with its predecessor firm, First Omaha Securities, Inc., first opening for business in 1975. TD Ameritrade employs well-balanced online and mobile trading platforms that include versions for… read more…

October 9, 2025If you’re interested in investing in real estate, you should start by doing as much research as possible. This first and foremost means studying the market, figuring out how you want to invest and learning as much as you can… read more…

April 4, 2025Setting up your asset allocation is one of the most important investment decisions you’ll make for your portfolio. This is the process by which you break down your investment portfolio based on stocks, bonds, cash and other investments. Your age and risk tolerance will largely influence your strategy. Your proximity to your retirement will also… read more…

March 6, 2025Merrill Edge is a brokerage firm that offers everything from self-sufficient investing to financial advisor consultations and robo-advisor services. The brokerage firm falls under the umbrella of the Merrill Lynch group of companies. Although once its own entity, Merrill Lynch is… read more…

April 15, 2023Robinhood is a brokerage firm whose services are centered around its mobile and online trading platforms. One of Robinhood’s principal attractions is a complete lack of commission fees for all purchases and sales of U.S. listed stocks, options, exchange-traded funds… read more…

August 8, 2024For investors looking to diversify their portfolio, real estate is a great option. But 89% of Americans have never ventured into that kind of investing, according to RealtyShares, an online real estate investing platform. This is largely because of a lack… read more…

July 31, 2023The investment world is full of an overwhelming number of options, including equities, bonds, exchange-traded funds (ETFs) and more. Commodities may seem like just another one of the bunch, but these products offer a unique way to invest your money… read more…

February 11, 2023Angel investor is one of the terms you constantly hear bandied about on the news, in blog articles and maybe even in a few of your favorite movies. But don’t feel bad if you still ask yourself: What is an… read more…

July 2, 2025An investment strategy is a defined approach to investing that shapes the choices an investor makes for his or her portfolio. Different investment strategies assume specific tactics based on fundamental beliefs. For instance, value investing seeks stocks that are undervalued and… read more…

February 24, 2023Asset allocation is the mix of investments you choose for your investment portfolio. Picking the right mix is key to maximizing returns and minimizing risk as you invest. If you don’t get the mix right, you could miss out on… read more…

April 3, 2025Gold can be an attractive investment for those who wish to protect themselves from the volatility paper currency and stocks experience. However, the process of acquiring gold is a bit more opaque than simply heading to an ATM. You need… read more…

March 21, 2025If you’re doing anything related to money or investing, chances are you’ll have to deal with a broker. A broker is someone who serves as a conduit for you when purchasing a variety of things. There are a number of… read more…

October 9, 2025If you’re a relatively new investor, you may be wondering what types of investments you should be looking to put your money in. While there are plenty of different ways to buy them, it’s likely the actual investments you make… read more…

March 20, 2025The rule of 72 is a simple formula that shows how quickly your money will double at a given return rate. It works by dividing 72 by your annual compound interest rate and seeing how many years it will take… read more…

May 28, 2024A 529-qualified expense is a government-approved reason to take money out of a 529 college savings plan – meaning you won’t have to pay a tax penalty. While tuition is the main qualified expense you think of when you get… read more…

August 11, 2025Amid rising college costs and mounting student debt, parents are looking for more ways to lessen the financial burden of higher education. Luckily, 529 college savings plans can help. These unique savings vehicles offer several tax breaks for parents as… read more…

August 11, 2025Unlike with 401(k) plans and other retirement savings accounts, the IRS does not set annual contribution limits for 529 college savings plans. Instead, the states that sponsor individual 529 plans set parameters for the life of the plan. It’s imperative… read more…

May 30, 2023529 college savings plans offer several tax benefits and the potential to build your child’s college fund over time. Unlike with several investment accounts, the federal government allows your 529 plan earnings to grow tax-free. Your withdrawals will be tax-free… read more…

February 7, 2023When you’re getting started with investing, it’s important to research the options available to you. One such option, known as socially responsible investing (SRI), enables you to grow your money while doing good. It allows you to invest in social… read more…

November 26, 2024Inheritance is receiving assets from someone who has passed away. Many people are not prepared to pass on assets or receive them. As it turns out, the passing of property and assets doesn’t always go as expected or planned. Plus, though it may seem like a windfall, getting an inheritance is rarely as easy as… read more…

July 10, 2025Making an investment plan involves more than just choosing a few stocks. You must also consider your current financial situation, as well as your goals for the future. It’s also important to define your timeline and determine how much risk you are willing to assume in order to determine your optimal asset allocation. These considerations… read more…

August 8, 2024When creating an investment plan, understanding how to diversify your portfolio is one of the most important aspects. Diversification essentially means spreading your assets among a variety of investments. Doing this helps to mitigate risk and provides the potential to improve returns. A financial advisor can help you optimize an investment strategy for your financial… read more…

August 24, 2023If you need help making investment decisions and managing your portfolio, you may want to seek the advice of an investment advisor. Investment advisors are basically financial advisors that, for a fee, provide guidance and management for your investment portfolio. These individuals… read more…

February 21, 2025If you’re looking for a financial advisor, the Form ADV is an essential point of reference. In fact, this publicly available paperwork must be filed with the U.S. Securities and Exchange Commission (SEC) by all financial advisor firms with more than… read more…

January 25, 2023Whether you’re new to investing or have been doing it for years, mutual funds offer a great way to invest your money. It allows you to invest in multiple stocks and bonds without the hassle of choosing and buying each… read more…