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.
ETFs may be used to produce a stream of income, and offer potential benefits of portfolio diversification.
Interest in environmental, social, governance investing (ESG) is rising. Learn how you can invest in an ESG managed portfolio.
A well-diversified strategy with wider exposure across the market might seem less thrilling than chasing leaders, but might give investors a better chance to meet goals.
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.
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?
What’s the difference: ETF vs mutual funds? Exchange-traded funds and mutual funds are two avenues chosen by some investors to pursue diversification. Learn more here.
To make progress toward your financial goals in 2018, it’s important to understand these six steps to potentially help you reach your financial resolutions.
Learn how to develop good financial habits, which can have a positive psychological impact and can potentially help you save and invest wisely for the future.
The decision to downsize can be either personal or financial. Consider the pros and cons of downsizing to see what's the best option for your situation.
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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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