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Category: investing

Assets Shifting to Gen X and Gen Y: Is Your Financial Advisor Shifting Too?

Assets Shifting to Gen X and Gen Y: Is Your Financial Advisor Shifting Too?

Key Takeaways Younger generations want transparency, cutting-edge technology, and full accessibility Financial planning should cover all life stages, not just retirement As baby boomers pass on their wealth and Generations X and Y accumulate assets, the financial advice and tools available to younger investors are changing. According to Robert Siuty, a senior financial consultant for […]

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Ways to Automate Cash Management for Long-Term Investing

Ways to Automate Cash Management for Long-Term Investing

Key Takeaways Automation may help investors maintain discipline during market volatility  Cash management features can allow investors to automate regular transfers between investments and cash TD Ameritrade clients can consider using a new feature linked to a suite of automated and managed portfolio products As you plan for long-term savings, identifying your goals and creating an […]

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Is a Portfolio Focused on U.S. Assets Right for You?

Is a Portfolio Focused on U.S. Assets Right for You?

Key Takeaways Economic pundits often talk about globally diversifying a portfolio Some investors may benefit from a portfolio with a bias toward U.S. assets Consider your risk tolerance and investing timeline in deciding between U.S.-focused portfolio and a globally diverse portfolio Looking to create diversity in your portfolio? One question is whether to include global […]

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