Articles & Insights

Saving for college with an education savings account.

Saving for College: How to Get Started

There are a variety of education savings accounts available to help defray the cost of higher education, each with distinct advantages.

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Investing with the Trend

Trend Investing: Trading on the Market’s Direction

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.

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Inherited IRAs

Inheriting an IRA: The Rules Matter

When inheriting an IRA, it’s important to make the right moves to avoid unnecessary taxes and penalties.

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Long calls in options trading

Long Calls: A Way to Leverage Your Investment

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.  

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Diversification and Asset Allocation in Volatile Markets

Brexit: A Lesson in Diversification and Asset Allocation

Keeping a portfolio with a healthy mix of assets that are properly diversified may allow you to weather market shocks more easily.

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Consider focusing on these key figures in a company’s quarterly earnings to measure performance.

7 Keys to Reviewing an Earnings Report

Quarterly earnings reports can be long and dense, but several key indicators can help decipher a company’s financial health and trajectory.

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Brexit: What It Could Mean for Your Portfolio

Brexit: What Does it Mean?

How might the U.K. leaving the EU affect your investment portfolio? Review your investments now.

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Here are important steps to consider when setting investing goals.

4 Steps to Setting Smart Investing Goals

Before you can achieve success in your financial portfolio, you should consider setting clearly defined investing goals. 

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Client-first approach to financial services

Clients First: It’s Our Mission at Scottrade

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.

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It’s important to know the right time to begin taking retirement benefits.

6 Things to Consider Before Drawing from Your Retirement Funds

Determining the best time to begin taking retirement assets can help set you up for a comfortable financial future.

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Investing and Saving by Millennials

Scottrade Survey: Millennials Make Investing a Regular Thing

Millennials invest money more regularly than older generations, according to Scottrade’s 2016 American Investor Report.

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Selling a cash-secured put is an options strategy that some traders utilize to help generate income, but it involves certain risks.

Using Cash-Secured Puts to Help Generate Income

Selling a cash-secured put is an options strategy that some traders utilize to help generate income, but it involves certain risks. 

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It’s important to periodically look at your portfolio and keep it on track.

Mid-Year Portfolio Review: Are You Staying on Track?

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.

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3 Option Strategies for the Long-term Investor

Options can be used not just by active traders, but also by long-term investors looking to gain additional income or protect against loss.

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You can reinvest dividends into just about any kind of equity with FRIP.

Getting Flexible with Dividend Reinvestment

With Scottrade’s Flexible Reinvestment Program, you can invest dividends commission-free into just about any kind of equity.

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Saving for retirement and college education can be an investment challenge.

Balancing Act: Saving for Retirement and Higher Education

Saving for retirement while funding a child’s higher education can be a delicate balance. Here’s what to keep in mind.

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Consider objectives, time horizon and risk tolerance when building your portfolio.

3 Questions to Ask in Building Your Portfolio

Portfolio management can be challenging between determining risk tolerance, financial goals and length of time needed.

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Check out some of the trading and investing tools offered by Scottrade.

7 Tools to Help Make Trading and Investing Easier

A wide variety of tools can help you make better trading decisions. 

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Here’s what to consider when something throws your retirement plans off track.

Retirement Course Change: What’s Next?

Don’t let life changes negatively affect your plans for retirement. Be prepared to adjust your retirement savings when changes happen.  

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Compounding can benefit your portfolio.

Compounding: How Savings and Time Can Add Up

Compounding offers the opportunity to help you build wealth, or, if you’re not careful, can lead to significant financial problems.

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The importance of financial literacy cannot be overstated.

Financial Literacy: Take Control of Your Money

Financial literacy can be crucial to keep your money situation stable and to build wealth.  

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What to do with your tax refund.

You Got Your Tax Refund; Now What?

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.  

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The Elliott Wave Principle can help traders understand human behavior in the markets.

Understanding the Psychology of Stock Traders

The Elliott Wave Principle is a tool that can help explain the effects of human behavior on the stock market.

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Small changes to buying habits can reap long-term rewards.

7 Small Tweaks That Can Help Bring Big Savings

As you consider your long-term financial goals, don’t forget to consider the impact of even small purchases you make today.

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Scottrade looks at investors and their plans for retirement.

Generation Gap Hits Retirement Expectations

Investors across different age groups want similar retirements, but younger generations believe they’ll have to work part-time in retirement to achieve it. 

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IRAs can help you save for retirement. Learn more about them.

IRA ABCs: What You Need to Know

IRAs can be a critical component of an individual’s retirement strategy.

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Candlestick charts can be a valuable source of information in your trading strategy.

Candlesticks Can Shed Light on Market Emotion

Candlestick charts can help to determine the emotion of traders and can be a valuable tool in your trading arsenal.

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Consider several ways to help automate your investing plan.

How to Automate Your Investing Plan

Are you looking to reduce the stress from routine investing tasks? Consider several ways to help automate your investing plan.

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A portfolio management tool can help keep your investments aligned to your financial goals.

Is Your Portfolio in a Good Spot? This Tool Can Help

If your investment portfolio isn’t managed correctly, you’re more likely to miss your financial goals. A portfolio management tool can help.

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4 questions couples can ask about planning their financial lives.

Couples Financial Planning: 4 Questions to Ask

If you’ve decided to integrate finances with your significant other, consider asking some key questions to avoid future problems.

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Many use Dow Theory to help determine the direction of the economy.

How Dow Theory Might Help Improve Trading

Dow Theory looks at the trends of key financial indexes to provide an overall direction of where the markets and economy are heading.

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Learn some ways to determine how much to save for retirement.

How Much Should I Save for Retirement?

How much should you be saving for retirement? Scottrade presents some general concepts that may be worth looking into.  

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How should you react to the recent market volatility?

What to Make of Recent Market Volatility?

The markets had a rough first week, in part due to declines in China’s market. What does that mean for your investment portfolio?

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Review the strategies for financial planning at each stage of life

How to Save Throughout Your Life

Saving money at every stage of life can help you prepare for retirement and financial security.  

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Starting your retirement savings plan early could yield big benefits.

Retirement: The Importance of Starting to Save Early

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.

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Learn about the steps to rolling over a 401k or IRA.

4 Steps to Rolling Over an IRA or 401(k)

Learn about rolling over a 401k or IRA to a Traditional or Roth IRA with Scottrade.  

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Roth vs. Traditional IRA

Roth vs. Traditional IRA: Your Choice

Deciding what type of IRA fits your needs is an important step in retirement planning..

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Scottrade offers a variety of ways to invest in international stocks and bonds.

Investing Overseas? Consider the Pros, Cons

International investments can be a nice addition to a portfolio, but you should consider a wide range of factors.   

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Saving money in 2016: From IRAs to emergency funds.

Saving Money in 2016: Where to Start

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.   

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Several factors can help you determine what investments to trade during tax loss harvesting.

2015 Market Year in Review: Oil, China and Interest Rates – Oh My

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.

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Key components of rebalancing your portfolio

Rebalancing: Keeping Your Portfolio in Check

As returns on different parts of your portfolio diverge, rebalancing your portfolio can be instrumental in helping you achieve long-term goals.

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Several factors can help you determine what investments to trade during tax loss harvesting.

Tax Loss Harvesting: What to Consider Dumping?

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.

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From stock screeners to technical analysis, Scottrade offers a wide variety of tools.

8 Tools to Help Get Your Portfolio on Track

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. 

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Santa Claus Rally: Reality or Myth?

Santa Claus Rally: Reality or Myth?

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.

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Identify market momentum and seize your moment

Can Momentum Shift Your Portfolio Decisions?

By monitoring trend and momentum in the market you can potentially build a portfolio around a momentum investing strategy.

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Tax loss harvesting may help you lower your tax bill.

Can Tax Loss Harvesting Help Offset Gains?

Tax loss harvesting, which involves strategically selling underperforming assets, may help you when it’s time to pay your taxes.

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Rather than worrying about stock market swings, consider taking some steps to prepare yourself for them.

Don’t Fear Market Volatility, Prepare for It

Investors’ ability to tolerate market volatility is part of understanding market risk. Portfolio diversification can help investors protect their investments.

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Old-fashioned? Maybe, but mutual funds can help you meet your retirement goals.

How Mutual Funds Can Work for Your Retirement

They’re not sexy, but there are practical reasons why you would consider making mutual funds a core part of your retirement savings plan.

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The path to retirement will come with its setbacks as well as opportunities.

Navigating the Road to Retirement

Throughout your life, you will experience financial setbacks as well as opportunities. Make sure to remain focused on saving and planning for retirement.

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What to consider with IPOs.

When IPOs Hit What Should You Consider?

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.

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Is it time to consider whether you need to bring in an investment advisor?

Do You Need a Financial Professional? 4 Questions to Ask

As your financial goals get more complicated, you should consider whether you need portfolio management help.

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ETFs are no longer associated just with passive investing.

Active vs. Passive ETFs: What to Look For

Exchange-traded funds continue to evolve beyond their plain vanilla roots. We compare actively managed and passively managed ETFs.

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You can consider a range of solutions to help you save for retirement and other financial goals.

Pay Yourself Today and Start Planning for Tomorrow

You can consider a range of solutions to help you save for retirement and other financial goals.

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How Do You Imagine Retirement?

How Do You Imagine Retirement?

Visualize the lifestyle you want in retirement to help shape your current financial strategy.

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Should market volatility scare you away from investing in stocks?

October Fright: What Volatility Might Mean to You

October has seen more than its share of market volatility. What does that mean for your investment portfolio, both short-term and long-term?

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As you’re looking to generate retirement income, you might want to consider combining strategies.

3 Ways to Help Earn Potential Retirement Income

There are several ways to generate retirement income. Diversifying among them could be one consideration.

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Learn about 5 ways to help diversify your portfolio using asset allocation models.

5 Models to Help Diversify Your Portfolio

Learn about 5 ways to help diversify your portfolio with asset allocation models.

 

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You should be careful before investing in stocks with the highest dividend yields.

Don't Be Faked Out by High Dividend Yield

What should you keep in mind when considering dividend-paying stocks? Focusing on yield alone could be a problem

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How the Past Can Help Inform Your Investing Future

Investors who understand what happened in the past in the markets might be better prepared to handle market volatility and hiccups in the future.

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Investment fees could have an impact on your portfolio

As You Build a Portfolio, Keep an Eye on Fees

As you build your investment portfolio, it might make sense to understand what fees you’re paying and how they might affect returns.

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Bonds come in many varieties, making them a core asset allocation component in many portfolios.

Does Your Portfolio Have Room for Bonds?

Bonds are considered lower risk than stocks. But they come in many varieties, making them a core holding in many portfolios.

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5 Variables to Consider in Asset Management

One of the crucial components for long-term investing is deciding how to divvy up investments in broad categories like stocks, bonds and cash.

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Investors to Young People: ‘Learn to Budget’

What do young people need to learn most about handling their finances? A survey of Scottrade investors says it starts with budgeting.

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You can use order types and option strategies to help protect profits and minimize losses.

6 Ways to Help Protect Profits and Minimize Losses

Are you losing sleep over how to protect trading profits and minimize trading losses? A variety of order types and options strategies might help.

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Consolidating accounts might help make it easier to manage your portfolio.

How Many Investment Accounts? Let Your Plan Be Your Guide

How many investment accounts do you need? That’s a trick question. It depends largely on your financial goals.

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There are a few reasons why you should pay attention when a company splits its stock.

What a Stock Split Really Means to You

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.

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ETFs and mutual funds can both offer instant diversification.

8 Ways to Compare Mutual Funds and ETFs

Exchange-traded funds and mutual funds can offer instant diversification and professional management for your portfolio. We help you compare these two investment types.

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Earnings reports are oftentimes the only way you can look inside a company.

3 Ways an Earnings Report Can Tell a Company’s Story

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.

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Analyzing the trend of a security or sector can help your technical analysis.

Spotting the Trend Can Keep Your Trading on Track

Understanding the trend of a stock or security can be a building block for technical analysis. You can use tools to help spot trends.

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A gainer in your investment portfolio could actually be a loser, and vice versa.

Evaluating Winning and Losing Investments: It’s All Relative

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.

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After you’ve set up your investment strategy, periodically monitoring your portfolio might make sense.

You've Got an Investment Plan, But Are You Monitoring It?

If you’ve set up an investment portfolio that aligns with your financial goals, you might want to consider monitoring it periodically.

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Interest rates can have a profound impact on the economy, but what about your portfolio?

How Interest Rates Can Impact Your Portfolio

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?

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Scottrade offers a number of tools on the ScottradeELITE® platform that can help you find trading opportunities.

Tools You Can Use to Help Find Your Next Trade

Finding solid trading opportunities can be a daunting task. At Scottrade, we offer quite a few tools that can help.

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A few types of accounts can help you save for education.

3 Ways to Get Started Saving for Education

Saving for education, for children, yourself or others, can seem pretty daunting. But there are a few types of accounts that can help.

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You can understand how much risk you have in your portfolio by learning more about the beta and standard deviation of your investments.

You Know Risk and Volatility, But Can You Measure Them?

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?

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Using leverage can help your trading risk management.

A Leveraged Approach to Managing Risk and Reward

Leverage can help boost potential profits and diversify your portfolio. But it comes with significant risks that you should be aware of.

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A sector rotation strategy involves determining which sectors might outperform others.

Rotating Sectors: Diversification With a Tilt

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.

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Is your portfolio still on track to meet your financial goals? It might be time to make sure.

5 Action Items to Consider for Your Portfolio Review

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.

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5 Questions You May Have When Opening an Investment Account

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.

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Keep your portfolio aligned with your goals

Is Your Portfolio Working For You?

It can be difficult to keep your portfolio aligned with your financial goals. Understanding a few tactics might help.

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An IRA rollover or transfer could help you take control of your retirement goals.

IRA Rollover: Help Take Control Over Your Retirement

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.

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Even a small deviation from earnings expectations can have a large impact on a stock’s share price.

Are You Ready for Earnings Suprises?

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.

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As you plan for retirement, focus on what you can control.

7 Retirement Philosophies for Today's Investor

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.

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Here are steps you can take in 2015 to plan for retirement

8 Steps Today to Help Plan for Your Retirement Tomorrow

You might spend more than 30 years building up retirement savings. But you can take some steps in 2015 to help your plans along.

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How Dividends Affect Stock Price

How Dividends Affect Stock Price

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.

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Find the Right Moment

Market Timing Strategies

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.

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How earnings affect stock prices

5 Ways Earning Affect Stock Prices

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.

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