Trade wars and your portfolio
Take a look at what’s happened in the US-China trade war so far, how it has impacted the US economy and stock market, and how it might affect investors’ portfolios in the future.
Financial Industry
Learn what's new in the financial industry and read our perspective on some of the latest trends and news.
Intrigued by IPOs? Read this before you invest
Buying the stock of newly listed companies can be rewarding – and exciting. Before getting lost in the hype, understand how IPOs work and how they might fit into your investing strategy.
9 myths about brokerage account transfers
Transferring your money to a new brokerage may sound like a hassle, but it doesn’t have to be. Find out why upgrading to a no-fee platform may be easier than you feared.
A brief history of low-fee investing
Once upon a time, individuals who wanted to invest in the stock market had to pay expensive fees to do so. Even if you had your own ideas about what you wanted […]
The history of brokerages
Prior to 1601, fortunes were made and lost on the uncertainty of new business ventures. With very few individuals in a position to put their life savings on the line, big ideas […]
What you can learn from some of the biggest bubbles in history
What constitutes a speculative bubble? According to a top Wall Street strategist, there are five identifying traits, and Bitcoin fits them all[1]. Investing icons like Warren Buffet and Jamie Dimon refuse to […]
Guest Post: The Cash Cow Couple
We recently sat down with Jacob Lumby of the Cash Cow Couple. Jacob and his wife Vanessa have a passion for personal finance and try to help others achieve financial independence with their […]