Category: Brokerages

Blooom is an online wealth management company that helps everyday-people manage their employer-sponsored retirement accounts. Since its founding in 2013, it has acquired 23,000 clients and over $3 billion in assets. The company came about when the founders recognized a large gap in the investment management industry. At the time, they managed the portfolios of […]

Investing in the stock market can feel like trying to play a game of chess without being taught the rules. You know the general goal of the game, but you need someone to explain the position and legal movements of the pieces. Then you can learn how to combine them into a coherent strategy. If […]

If you feel like investing is a game that is rigged to favor the wealthy, you’re right. Some of the most lucrative investments opportunities, such as hedge funds and private equity funds, are only open to people who already have a $1 million in liquid assets or an annual income of more than $200,000. In […]

Once upon a time, the word ‘retire’ was associated with becoming inactive and getting old. Today, retiring no longer carries those connotations. Instead, having the drive and discipline to save enough to retire early is seen as a sign of success. We explored the lives of 10 people who were retired before 40 and are […]

Saving for retirement is like exercising, healthy eating, and not smoking. Noble goals we don’t always get round to. This article will give you 9 ways you can start saving for your retirement today (or the next business day). We will also see how low-cost wealth management companies and brokerages can help you diversify your […]

Providing a relatively painless way to save for retirement, employer sponsored 401(k) plans continue to be one of the most popular ways to stash cash for our later years in life. According to the Investment Company Institute’s 2014 annual report, as of last June, 401(k) plans held an estimated $4.4 trillion in assets. If you […]

Making smart investment choices is the key to achieving your financial goals. The trick is knowing what a smart investment looks like. There are so many books, magazines and television programs dedicated to the subject, it’s easy to get confused and overwhelmed by the information glut, especially when so called experts provide conflicting advice. When […]

If you always work through lunch, maybe it’s time to rethink that strategy. You’ll benefit both mentally and physically from the break in your routine, which may make it easier to stay awake during late afternoon conference calls and meetings. But if you hate feeling unproductive at all during the workday, any of the 10 […]

With colder temperatures across the nation, and the holidays finally behind us, many financially savvy individuals and households have already began to turn their thoughts to taxes; specifically, the changes made by Congress and the IRS for 2015 that impact Individual Retirement Accounts and 401 (k) retirement plans. Several significant changes in store for this […]