Using a special order type will make your ETF order behave like a mutual fund order. This minimizes the price fluctuation when you harvest tax losses.
If you have large accounts with Fidelity, Schwab, TD Ameritrade, E*Trade, or Merrill Edge, you may be able to borrow at a very low interest rate.
If your kids work, seize the opportunity to open a custodial Roth IRA for them. See how to do it at Vanguard, Fidelity, and Charles Schwab.
Interactive Brokers (IBKR) offers attractive margin loan rates but it isn’t obvious how to open an account in the name of a trust. Here’s how.
In light of $0 commissions, you get the best of both worlds when you choose who manages your investments and who manages your accounts separately.
Even though you may have signed a broad Durable Power of Attorney, financial institutions often have their own process to give access to another person.
ETF providers will continue to pay brokers for preferential treatment. Other brokers will still want to keep assets away from Vanguard.
Beyond fee-only, advice-only is the best model of obtaining financial advice.
Fidelity, Schwab, E*Trade, and Vanguard all offer 2-factor authentication tokens for online security. Use these tokens to protect your account from unauthorized access.
Vanguard and Fidelity offer premium customer service and perks to investors with larger accounts.
Which state has the largest 529 plan in the country? What does that tell us about the power of distribution by brokers and advisors?
Not all brokers are able to automatically deposit dividends to your bank account. See how to do it at one broker.