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. Keith holds the Series 7, 24, and 66 securities licenses.
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.
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.
Everyone has a different financial situation, and they may want to consult a financial advisor for different reasons. Learning about financial advisors can help you determine which financial professional may be right for you.
Robo-advisors are growing in popularity throughout the investment sector of the financial industry. Find out if a robo-advisor is right for you.
Trading with your emotions during times of market volatility? Explore whether a robo-advisor may be able to help.
Understanding the basics of a mutual fund. This is a brief mutual fund 101 defining what is a mutual fund.
If you’re looking for diversification in your portfolio, mutual funds can help you toward your goals. But the array of choices can be dizzying.
Do you have the right financial advisor? Learn some of the key traits of a great financial advisor and some of the warning signs that may suggest you choose a different financial advisor.
Now is the time to have a money check-in and set financial goals. Meet with a consultant who can help you set investment goals for the coming year.
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Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
Market volatility, volume, and system availability may delay account access and trade executions.
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