With technology increasingly seeping into every aspect of our day-to-day lives, it should come as no surprise that it is also playing an increasingly greater role in how we experience financial services. More and more, people desire to consume information in a different way—namely, through technology and one another, whether there is, or not, a […]

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A well-designed managed portfolio aims to be like a skillfully crafted piece of music: It sets forth a unifying theme that commands progression from beginning to end; its instruments, well balanced and diversified; its various parts, moving in counterpoint; its whole, converging toward a unison of goal and purpose; and at the center of it […]

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Key Takeaways Rebalance your portfolio, as necessary, so your asset allocation doesn’t shift significantly over time Think about trimming or increasing exposure to a particular security depending on the results of your investment review Consider a managed portfolio solution if you don’t want to manage your investments on your own To many people, investment management […]

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Young employees come in a variety of shapes and sizes, but they tend to have something in common: their financial situation. Most young people are just beginning to build their savings and have decades before retirement. They also tend to have minimal investment knowledge. That’s why many employers often include target date mutual funds in […]

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What’s your investment style? Are you a do-it-yourself person who thrives on researching securities and managing your portfolio? A do-it-for-me investor who prefers to leave investment management to the professionals? Or perhaps you fall somewhere in between— an investor who seeks out an investment portfolio that aligns with your goals? If that last description sounds […]

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Key Takeaways Personalized investment management is more accessible to everyday investors than ever before If you don’t have the time or resources to commit to researching and managing your portfolio, professional help may make sense Personalized investment management used to be reserved for only the wealthiest. But that’s no longer the case. Today, there are […]

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Key Takeaways Automated investment solutions, or robo advisors, take some of the pressure off individual investors Automated investing doesn’t mean you set it and forget it forever Changing life circumstances, changing goals, or changing risk tolerance are occasions to recalibrate your investment autopilot Digital advice solutions (sometimes referred to as “automated investment solutions” or “robo […]

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Key Takeaways Environmental, social, governance (ESG) investing is on the rise and spans all generations It’s possible to build a diversified portfolio that aligns with your social causes Consider an ESG-managed portfolio offered by TD Ameritrade Investment Management LLC Do you have a cause that you’re passionate about, such as the environment or human rights? […]

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Key Takeaways Separately managed accounts, or SMAs, are portfolios of individual securities managed by an asset management firm Some of the key advantages of an SMA include transparency, cost, control, and customization One potential disadvantage of an SMA is high cost of entry As your investments grow, you may find that you’re looking for more […]

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Key Takeaways Sometimes there’s a disconnect between the financial profile answers provided by investors and how they react in real life On questionnaires and in advisor meetings, be honest with yourself in terms of objectives and risk tolerance  Keep your advisor apprised of changes to your financial situation  When building a portfolio, “know thyself” is […]

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