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.
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.
What is a smart-beta ETF? Explore what qualifies as a smart-beta fund and what systems define this type of ETF.
Two strategies of investing—self-directed investing and using a money manager—have benefits and downsides. Investors may want to consider these and other factors to determine which way is best for their own financial situations.
Broker-dealers and advisors are both obliged to work in your best interest but in different ways. Learn about the regulatory differences between the two, as well as several key terms.
If you’re considering fixed-income investments as a way to diversify your portfolio and target a steady stream of income, you might want to give fixed-income mutual funds a look. Here’s what you need to know.
As you progress through your retirement investing journey, consider adjusting your asset allocation as your time horizon, investment goals, and risk tolerance change.
Mutual funds and exchange-traded funds incur expenses, which can be passed on to the fund’s investors. The expense ratio, expressed as a percentage, represents the annual fee a fund charges its investors or shareholders.
Looking to target income in a portfolio, but you'd also like to participate in any growth potential and aim for diversification? You might consider dividend ETFs. Here's why.
Financial advisors can do more than help you establish a portfolio. You can turn to a professional for help with a number of financial challenges in life.
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