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.
Robot trading programs are so popular, it’s easy for investors who utilize them to just stop checking. But really, you should periodically review your investments to see if your objectives are still being met.
Mutual funds are one of the most popular investment choices some people use when seeking to build a diversified portfolio. Find out why and how to pick mutual funds that align with your savings goals.
When deciding whether to invest in ETFs or mutual funds, it may help to know whether you're an active or buy-and-hold investor.
Some investors like to self-direct their portfolios, but for others, working with a professional money manager might make more sense. Which is for you?
Many people enjoy managing their investments, but they also want professional advice to create a portfolio that aligns with their goals. Learn how you can get guidance tailored to your situation with Personalized Portfolios.
Target date funds can help you match your portfolio needs to different investment horizons, but it can be a one-size-fits-all strategy. Some investors choose a managed investment strategy as an alternative. Find out more here.
Have a personal goal in mind? Make sure it’s in sync with your financial goals.
Harness the power of a managed portfolio to help pursue your financial goals.
Most long-term investors have plugged their investments into one of those online retirement calculators to see if they’re on track. What's the next step?
Why investors may need to step back and reexamine their portfolios and investment plans to ensure they remain appropriate for new circumstances.
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