Keith is Director, Investment Products and Guidance for TD Ameritrade, where he has worked since 2014. Keith and his team provide financial solutions that help investors who are looking for professional guidance in creating and managing a diversified portfolio. Through TD Ameritrade Investment Management, LLC, he and his team have created a suite of managed portfolios, including Essential Portfolios and Selective Portfolios, to help investors pursue their financial goals as they grow and change. Keith holds the Series 7, 24, and 66 securities licenses.
Like most financial advisors, robo-advisors recommend portfolios based on investors’ long-term financial goals, time horizon, and risk tolerance. Because robo-advisors generally use algorithms to make investment decisions, they avoid emotions and generally charge lower fees.
Beyond the world of stocks and bonds lies another category of assets: alternative investments. Learn about commodities and other alternative types that may be available to retail investors.
Are you an investor who follows the daily or weekly ebb and flow of your retirement accounts? If so, market downturns might be a bit unsettling at times. But what if instead of focusing on today’s bottom line you focused instead on outcomes—your progress toward your goals? Here’s how.
Here are five simple ways to build a roadmap that strives to help guard and grow your assets for the future.
Target date funds, also sometimes called life cycle funds, offer some simplicity, but it’s important to be aware of the drawbacks before investing.
Markets, as well as economies, run in cycles—sometimes up, sometimes down, sometimes sideways—each for an uncertain amount of time. Cycles present risks and opportunities for investors. Here are a few things investors should know about cycles, recessions, and recoveries.
Mutual funds are one of the most popular investment choices some people make when seeking to build a diversified portfolio. Find out why and learn how to choose mutual funds that align with your savings goals.
Money market funds typically invest in higher-yield, short-term debt securities. Are they right for you? Learn more here.
New investors often see the initial account funding as a barrier to entry. But Essential Portfolios, an automated investment product from TD Ameritrade Investment Management, LLC, has just dropped its investment minimum to $500.
Learn how an investment philosophy that incorporates dynamics, diversification, and discipline can help you manage the complexity and volatility of the markets.
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Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
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