Barron’s magazine, a leader in journalism for everything business and finance, recently released their annual broker survey. This survey, now in it’s 20th year, looks at the best online brokers and evaluates them on a variety of measurements: technology, usability, offerings, amenities, portfolio analysis, customer service, and cost.
When someone mentions millennials, we often think of spoiled kids who have no idea what the “real world” is like. While that’s the stereotype of millennials, the reality is that the rising generation has a lot to teach the rest of us about investing. Before you write-off millennials, here are 4 things that they might be […]
Over time, investors find that their portfolios become increasingly complicated and cluttered. I was surprised a few months ago when I looked at my situation and discovered I had several accounts with various discount brokerages. Not only that, but I had been trying a few investments here and there, resulting in overlap. I also had […]
Technology has made it easy to spend all day checking our iPhones, tablets, and laptops. In fact, it’s become so accessible many of us are guilty of following stock tickers and other related streams of financial information for hours every day. How do you get anything else done, like work — or even keep a […]
“People come to the end of the year and the beginning of a new year, with ambitious goals,” says Lauren Brouhard, Senior Vice President at Fidelity Investments. “Unfortunately, a lot of times life gets in the way.” It’s not uncommon to set New Year’s goals related to money, but we easily get derailed and lose […]
Inflation presents special challenges to investors. Even if your investments are growing in value, inflation is still reducing that value on the backend. The only way to deal with it successfully, is to be sure that your money’s in investments that are likely to benefit from inflation, while avoiding those that tend to be especially […]
We often think of investment goals in terms of a single investment strategy, but in truth they really require several strategies, each tailored based on the specific goal. Not all financial goals can be met with a single investment strategy. And with the New Year upon us, the one size fits all often becomes one […]