Robert has been with TD Ameritrade since 2008. As a financial consultant, he helps clients set financial goals and create an actionable plan to prepare for their future. Robert holds his Series 3, 7, and 66 securities licenses.
Does stock market volatility have you rethinking your investing strategy? In volatile markets, it’s important for investors to stay disciplined and focus on long-term goals.
Many people review their investments once a year. But many things can happen over the course of 12 months that might impact your investment portfolio, and this year it's especially important to review your financial situation as the COVID-19 crisis continues to upend markets.
Looking to pare down your debt load with a long-term plan to become debt-free? As you lay out your plan, remember that some types of debt may be healthier than others.
A trust can be a great planning tool, but it’s important to know the difference between a revocable versus an irrevocable trust.
How might interest rate increases and cuts impact long-term investing decisions? Learn strategies long-term investors might consider to help weather volatility.
Learn how starting early, setting goals, and sticking to them can help you build wealth—at a young age and for the long term.
An emergency fund isn’t just a repository of cash to dip into when the tires wear out. Emergency dollars can actually be critical to your investment strategy.
Whether you’re getting married for the first time or remarrying, it’s important to get your financial future in order first.
Looking forward to a big bonus? Here are some ways you can use that bonus to help further your financial goals.
How can you make the best financial decisions when you're suddenly single? Read this guide to managing your finances in the transition.
for thinkMoney ®
Financial Communications Society 2016
for Ticker Tape
Content Marketing Awards 2016
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.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2020 TD Ameritrade.