Articles & Insights
When faced with an underperforming portfolio, long-term investors can be tempted to radically shift their approach to investing. But there are many things they should stop and consider, including whether the grass is really greener on the other side.
It can seem easy—a click or two to make a trade—but there’s a lot of thought and decision-making that should go into the process. That’s why it’s important to avoid these seven common trading mistakes.
Workers rarely have one or two jobs in their lifetime anymore. That’s why it’s important to keep track of old 401(k)s when changing jobs and evaluate whether rolling over to an IRA is right for you.
Surprise events like a market downturn or job loss can quickly derail even the best-laid retirement plans. Preparing for the unexpected with an emergency fund, smart investments, and regular financial checkups can help mitigate the potential negative impact.
Got a big purchase on your wish list? Not sure how to make it happen? For starters, think small—as in small steps. Add this to a realistic timeline, and you’ll put yourself in a better position to be successful.
We interviewed a handful of successful traders and market thought leaders to learn more about their habits and routines on any given day. Their answers were intriguing and offered a rare
glimpse into the life of a trader.
The opening bell means many things to many people. If you’re a trader, you need to decide if it makes sense for you to be active as soon as the opening bell rings, or if the first hour should be on your avoid list.
It’s almost here: retirement. No matter how you plan to spend the next chapter in your life, it’s important to make sure your i’s are dotted and t’s crossed to ensure you live the best version of retirement possible.
Whether you’re planning for today or a few years down the road, it’s best to remember the acronym SMART to help ensure you pursue actionable and realistic goals.
While different people take different paths to building their wealth, one thing stays constant: They all share a propensity to practice these six habits.
Cycles and stages are important indicators in the movement of stocks. The key is understanding them—and recognizing when they’re happening—to help you identify potential trading and investment opportunities.
Estate planning isn’t something reserved for the wealthy. It’s a smart financial strategy to help protect your years of hard work and ensure your loved ones are taken care of according to your wishes.
As returns on different parts of your portfolio diverge, rebalancing your portfolio can be instrumental in helping you achieve long-term goals.
As you review investments in your portfolio, it might be important to remember that gainers might be underperforming, and a security that’s lost value might be attractive.
Taxes can have a big impact on investments, so making the right moves can mean the difference between significant gains or losses.
If your portfolio has taken a hit from the constant up and down of the markets, you may want to check out an alternative trading strategy.
Leverage can help boost potential profits and diversify your portfolio. But it comes with significant risks that you should be aware of.
Are you losing sleep over how to protect trading profits and minimize trading losses? A variety of order types and options strategies might help.
Options can be used not just by active traders, but also by long-term investors looking to gain additional income or protect against loss.
Financial gifts can have a more long-lasting and more important impact than almost any other gift.
If you’ve fallen behind on your retirement savings, don’t sweat it. There are steps you can take to get on track.
When inheriting an IRA, it’s important to make the right moves to avoid unnecessary taxes and penalties.
There are several ways to generate retirement income. Diversifying among them could be one consideration.
How many investment accounts do you need? That’s a trick question. It depends largely on your financial goals.
Keeping your retirement goals top of mind is key to keeping your strategy on track, regardless of your age.
Portfolio management can be challenging between determining risk tolerance, financial goals and length of time needed.
The Elliott Wave Principle is a tool that can help explain the effects of human behavior on the stock market.
As you consider your long-term financial goals, don’t forget to consider the impact of even small purchases you make today.
Determining the best time to begin taking retirement assets can help set you up for a comfortable financial future.
Before you can achieve success in your financial portfolio, you should consider setting clearly defined investing goals.
What should you keep in mind when considering dividend-paying stocks? Focusing on yield alone could be a problem.
Dow Theory looks at the trends of key financial indexes to provide an overall direction of where the markets and economy are heading.
Saving for retirement while funding a child’s higher education can be a delicate balance. Here’s what to keep in mind.
Compounding offers the opportunity to help you build wealth, or, if you’re not careful, can lead to significant financial problems.
Candlestick charts can help to determine the emotion of traders and can be a valuable tool in your trading arsenal.
Bonds are considered lower risk than stocks. But they come in many varieties, making them a core holding in many portfolios.
You certainly can’t avoid taxes, but you can develop strategies that may minimize their impact on your investment returns.
Life changes as you grow older. That’s why you should be prepared to adjust your financial planning for retirement.
Bollinger Bands® are often combined with other indicators to provide more clarity to a potential trade set-up.
Derivatives can be used by traders for low-cost access to a variety of securities; but they also come with a variety of risks.
Social media can help you connect to millions of people with trading ideas and insights on stock you follow. But you also need to be cautious.
The efficient market hypothesis suggests that it is nearly impossible to beat the average movement of stocks and bonds over the long term.
Applying a few tactics could help you build a long-term investment portfolio that’s just right for you.
Organizing your savings plan to reach short-, mid- and long-term goals can help you cover everyday expenses and prepare for big milestones.
So, you’re feeling behind on saving for retirement. The good news is that you can do a lot whether you’re in your 40s, 50s or even 60s.
The Fed’s effect on interest rates isn’t the only way it can impact the markets and your portfolio. What should you be watching for?
Learn about the latest trading tools available at Scottrade to help you follow and react to market activity.
Planning your Social Security withdrawals as part of a larger effort to manage your nest egg can be crucial to meeting your retirement goals.
Whether you’re a long-term investor or active trader, every financial plan needs rules to help you recognize and avoid foolish decisions.
American Depositary Receipts (ADRs) can provide you with exposure to foreign companies and help diversify your investing portfolio.
Learn how chart patterns and market indicators can potentially help traders find an edge in technical analysis.
Investing fees can affect your returns. Learn about some common fees associated with mutual funds.
While you’re thinking about if and how new stock IPOs fit into your portfolio, here are a few things you may want to consider.
You can mitigate your reliance on luck in the market by improving your knowledge of a few trading tools and skills.
Maybe the right question to ask about active vs. passive investing is whether it might make sense to do both at the same time?
Life as a couple means twice as many financial considerations. Even non-married couples should consider the financial impact to their relationship.
When should you retire? Check out some of the financial milestones to help you determine your ideal retirement scenario.
Deciding what type of IRA fits your needs is an important step in retirement planning. Check out the differences between Roth and Traditional IRAs.
Learn how the economic cycle can help you evaluate when to rotate market sectors in your trading strategy.
If you want to apply your ethical beliefs to your financial goals, there are tools and tactics that can help.
Kick off the new year with some guidelines for a tighter budget in 2017.
One thing is striking about 2016: The market showed resilience. Despite more than a few surprises, the market couldn’t be killed off.
The Relative Strength Index (RSI) can be useful in deciding when to enter or exit a position in a security.
With the Fed announcing a small increase in interest rates, we look at what the impact could be on you and your portfolio.
Selling securities during a market downturns can be more risky than staying invested.
Asset allocation and diversification offer a long-term strategy for helping you reach your investing goals and manage your risk.
Watching what the Fed does with interest rates makes sense given the potential economic impact. But what is the impact of interest rates on you and your portfolio?
Planning and regular monitoring are important in successful margin trading and avoiding its downsides.
Following the election, it likely makes sense to focus on your investing plan because that’s the only thing you can control.
Investors, beware! Your mind could be playing tricks on you. Learn how to avoid some common behavioral traps.
Budgeting can help keep you out of financial holes and help ensure your money is spent in ways worthwhile to you.
Covered calls provide a potential income opportunity from trading options, but they involve risk and might not be suitable for all investors.
An emergency fund can help you weather life’s unexpected costs while maintaining your financial health.
A key to weathering – and potentially profiting from – a market correction is planning and implementation.
There are almost an endless variety of election-related actions that can move the markets quickly. The worst reaction is to panic.
A reasoned trading plan can help you overcome your emotions and add discipline to your buy and sell decisions.
Buying puts can be an effective strategy to help protect your financial assets in a market downturn, however there are risks.
Learn about extended hours trading at Scottrade and how trading differs outside normal market hours.
To help increase your market knowledge, learn some common slang, jargon and terminology used by active traders.
Self-employed individuals have access to tax-advantaged retirement plans designed specifically for them.
What happens after you place an order online? Learn where your order travels on its way to execution.
There are a variety of education savings accounts available to help defray the cost of higher education, each with distinct advantages.
Using long calls as an option trading strategy can help you turn a larger profit if a stock price increases. However, it may result in the loss of the premium.
Keeping a portfolio with a healthy mix of assets that are properly diversified may allow you to weather market shocks more easily.
Quarterly earnings reports can be long and dense, but several key indicators can help decipher a company’s financial health and trajectory.
How might the U.K. leaving the EU affect your investment portfolio? Review your investments now.
Scottrade Brokerage President Peter deSilva was drawn to the firm by its client-first approach. This approach was demonstrated with the company named “Highest in Investor Satisfaction with Self-Directed Services” by J.D. Power.
Millennials invest money more regularly than older generations, according to Scottrade’s 2016 American Investor Report.
Selling a cash-secured put is an options strategy that some traders utilize to help generate income, but it involves certain risks.
The mid-year point is a good opportunity to examine your portfolio to determine if it’s on track to help meet your financial goals.
With Scottrade’s Flexible Reinvestment Program, you can invest dividends commission-free into just about any kind of equity.
A wide variety of tools can help you make better trading decisions.
Don’t let life changes negatively affect your plans for retirement. Be prepared to adjust your retirement savings when changes happen.
Financial literacy can be crucial to keep your money situation stable and to build wealth.
While many people use their tax refunds for a vacation or a big screen TV, you may want to consider more long-term financial priorities.
Investors across different age groups want similar retirements, but younger generations believe they’ll have to work part-time in retirement to achieve it.
IRAs can be a critical component of an individual’s retirement strategy.
Are you looking to reduce the stress from routine investing tasks? Consider several ways to help automate your investing plan.
If your investment portfolio isn’t managed correctly, you’re more likely to miss your financial goals. A portfolio management tool can help.
If you’ve decided to integrate finances with your significant other, consider asking some key questions to avoid future problems.
How much should you be saving for retirement? Scottrade presents some general concepts that may be worth looking into.
The markets had a rough first week, in part due to declines in China’s market. What does that mean for your investment portfolio?
Saving money at every stage of life can help you prepare for retirement and financial security.
When it comes to saving for your golden years, the earlier the start, the more money – and security – you’ll likely have when you’re ready to retire.
Learn about rolling over a 401k or IRA to a Traditional or Roth IRA with Scottrade.
Deciding what type of IRA fits your needs is an important step in retirement planning..
International investments can be a nice addition to a portfolio, but you should consider a wide range of factors.
If you’ve made a New Year’s resolution to save more money in 2016, Scottrade offers a variety of avenues to help you get started.
2015 was like driving a car around the block on a bumpy road: lots of drama, but not a lot of payoff. We’ll review key market events from the year.
Figuring out what to sell and what to hold during tax loss harvesting can be tricky, but several factors can help lead you to make more informed choices..
As you’re building your portfolio, you’ll probably rely on a number of tools to manage your investments. We outline a few popular ones.
There may be reasons that stocks generally perform a little better during the holiday season, but it’s important to not read too much into past rallies.
By monitoring trend and momentum in the market you can potentially build a portfolio around a momentum investing strategy.
Tax loss harvesting, which involves strategically selling underperforming assets, may help you when it’s time to pay your taxes.
Investors’ ability to tolerate market volatility is part of understanding market risk. Portfolio diversification can help investors protect their investments.
They’re not sexy, but there are practical reasons why you would consider making mutual funds a core part of your retirement savings plan.
Throughout your life, you will experience financial setbacks as well as opportunities. Make sure to remain focused on saving and planning for retirement.
As your financial goals get more complicated, you should consider whether you need portfolio management help.
Exchange-traded funds continue to evolve beyond their plain vanilla roots. We compare actively managed and passively managed ETFs.
You can consider a range of solutions to help you save for retirement and other financial goals.
Visualize the lifestyle you want in retirement to help shape your current financial strategy.
October has seen more than its share of market volatility. What does that mean for your investment portfolio, both short-term and long-term?
Learn about 5 ways to help diversify your portfolio with asset allocation models.
Investors who understand what happened in the past in the markets might be better prepared to handle market volatility and hiccups in the future.
As you build your investment portfolio, it might make sense to understand what fees you’re paying and how they might affect returns.
One of the crucial components for long-term investing is deciding how to divvy up investments in broad categories like stocks, bonds and cash.
What do young people need to learn most about handling their finances? A survey of Scottrade investors says it starts with budgeting.
Stock splits don’t change the market value of a company. But there are a few reasons why they might have an impact on investors.
Exchange-traded funds and mutual funds can offer instant diversification and professional management for your portfolio. We help you compare these two investment types.
Earnings reports tell stories that can provide crucial insights. You just have to know where to look to find numbers that might affect stock price.
Understanding the trend of a stock or security can be a building block for technical analysis. You can use tools to help spot trends.
If you’ve set up an investment portfolio that aligns with your financial goals, you might want to consider monitoring it periodically.
Watching what the Fed does with interest rates makes sense, given the potential economic impact. But what is the impact of interest rates on you and your portfolio?
Finding solid trading opportunities can be a daunting task. At Scottrade, we offer quite a few tools that can help.
Saving for education, for children, yourself or others, can seem pretty daunting. But there are a few types of accounts that can help.
Even though you might have a pretty good idea how much risk you’re willing to take in your portfolio, do you know how to measure it?
Performance among sectors can vary greatly. With a sector rotation strategy, your goal is to invest in sectors that typically perform well under existing economic conditions.
If it’s been a while since you reviewed your portfolio, it might be time to look at whether you’re still on track to meet your financial goals. Here are five action items that might help.
Opening a new investment account is a major financial decision. We’re here to help with five answers to frequently asked questions during the process.
It can be difficult to keep your portfolio aligned with your financial goals. Understanding a few tactics might help.
Whether you’re four years from retirement or 40, there are steps you can take to help get control over your retirement goals and planning.
When earnings expectations deviate from expectations, it can have a large impact on a stock’s price. A few tactics can help prepare you for surprises.
As you’re planning for retirement, it can be easy to become distracted for unforeseen events. Try, instead, to focus on what you can control.
You might spend more than 30 years building up retirement savings. But you can take some steps in 2015 to help your plans along.
If your investing strategy is based around income generation, you may tend to favor companies that issue dividends. And why wouldn’t you like a little extra payout now and then? But, before you pick your investments, it’s important to understand how dividends fit into your portfolio and why they matter to the market.
Spotting a market trend and finding the right time to get in and out of it are both part of an active trading strategy. Successfully achieving those goals requires you to find a trade setup that conforms to your rules, determine an entry point, know the right amount of funds to apply to your trade, and exit without taking a loss you’re unprepared for.
Earnings season is a busy time in the markets because of how earnings results impact stock prices. Analysts, investors and traders all look for bits of information that might assist them in making informed decisions about the companies they follow.
Ticker Tape articles provided by TD Ameritrade, Inc., Member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank.