Exchange-Traded Funds

Strategies & Rules for Capital Gains Tax on Investments March 1, 2022 11:32 AM   |  

Learn about basic capital gains tax on investment rules and tax-loss harvesting strategies to help maximize after-tax returns and potentially reduce the amount you owe.

3 min read  |  Tax Strategy
What Is Cryptocurrency? Basics of Bitcoin & Blockchain Technology January 19, 2022 1:17 PM   |  

How do you buy and sell bitcoin or any other cryptocurrency? Learn the basics of bitcoin, blockchain technology, and any risks before jumping in to the cryptocurrency pool.

4 min read  |  Forex
Using your Health Savings Account (HSA) in Retirement Planning December 7, 2021 10:15 AM   |  

Your Health Savings Account (HSA) can be used during retirement. Learn about contribution limits, withdrawal rules, and tax implications to help you be strategic in retirement planning.

5 min read  |  Retirement Planning
Wash Sale Rules: Confusing Investors for 100 Years. But Not You. Not This Year. November 24, 2021 10:30 AM   |  

Wash sale tax rules have been recently reported by brokers as wash sale adjustments as part of covered cost-basis reporting. The TD Ameritrade tax team breaks it down.

3 min read  |  Tax Forms
Want Diversification? Don’t Overlook Mutual Funds, but Choose Carefully September 9, 2021 10:15 AM   |  

If you want more diversification in your portfolio, don’t forget about the humble mutual fund, which can help provide exposure to many parts of the market.

4 min read  |  ETFs & Mutual Funds
Rethinking Risk: Comparing Investment Returns with the Sharpe Ratio August 17, 2021 10:15 AM   |  

Sharpe ratio is a metric that can help you compare investments from a risk-adjusted return perspective. Learn about calculating Sharpe ratios here.

3 min read  |  Trading
Growth vs. Value Stocks: What’s the Outlook Post Pandemic? August 11, 2021 10:15 AM   |  

A case can be made for both growth stocks and value stocks. But which way should an investor’s portfolio lean as the economy emerges from COVID-19?

7 min read  |  Stocks & Stock Sectors
Bond Duration: As Time Passes, What You Need to Know About Interest Rate Risk July 8, 2021 10:15 AM   |  

In today’s investing climate, having a deeper understanding of bond duration can be vital as interest rates have declined significantly.

3 min read  |  Bonds & Fixed Income
What Are Equity Securities and Debt Securities? Common Types of Investment Securities July 6, 2021 10:15 AM   |  

Stocks and bonds are both securities. Learn about these investment securities and understand the difference between equity securities and debt securities.

5 min read  |  Investing Basics
The Total Return Approach: Investing in a Low-Interest, Low-Dividend Yield Environment June 30, 2021 10:15 AM   |  

When bonds and dividend yields can’t keep pace with inflation, how should investors plan for retirement? One idea is to take a total return approach.

3 min read  |  Retirement Planning
Hitch a Ride to the ETF Galaxy June 28, 2021 10:30 AM   |  

Know about the most popular exchange-traded fund categories you are likely to come across so you can do your top-down analysis before deciding which ETFs to trade.

5 min read  |  thinkMoney Magazine
Big Purchase Ahead? Think of Potential Short-Term Investment Strategies June 14, 2021 2:14 PM   |  

If a big expense is staring you down, here are some important things to keep in mind when deciding how to invest for that shorter-term goal.

5 min read  |  Savings Goals
LEAPS® for Long-Term Leverage? May 13, 2021 10:15 AM   |  

Investors caught between whether to buy a stock or a short-term options contract might consider LEAPS®—Long-Term Equity AnticiPation Securities.

5 min read  |  Trading Strategies
How to Read Stock Market Ticker Symbols May 11, 2021 10:15 AM   |  

How do you read the market ticker? If you watch financial news or read stock charts, you’ve seen tickers or stock symbols. Here’s a primer.

4 min read  |  Investing Basics
Financial Literacy Month: April Is the Real Time for Resolutions April 1, 2021 3:16 PM   |  

Financial Literacy Month is a good time to think about your financial wellness. Have you set goals, and are you on track to get there?

6 min read  |  Household Finances
Where Does My Order Get Filled? Taking Stock of the U.S. Market March 24, 2021 10:15 AM   |  

At 54.5% of global market capitalization, the U.S. stock market is by far the world’s largest. Learn about the exchanges and order-fill platforms that make up this trading ecosystem.

3 min read  |  Trading Basics
Thinking Big? You Might Look Small. How to Balance a Portfolio with Small-Cap Stocks March 12, 2021 10:15 AM   |  

In a post-pandemic economy, small cap stocks may be emerging as an early beneficiary. Should you add them to your portfolio? Here’s what investors should know.

5 min read  |  Economic Trends
ESG Investor? How Do You Allocate Between E, S, and G? February 9, 2021 10:30 AM   |  

ESG investing has gained traction in recent years, but not all funds are the same. How do you know if your investments are aligned with your personal ESG hierarchy?

5 min read  |  Investment Strategies
Looking to Protect Your Portfolio from Dollar Fluctuations? 4 Things to Consider February 3, 2021 10:30 AM   |  

The value of an investment is impacted not just by returns in its local market, but also by the value of the currency in which it's denominated. How might dollar fluctuation impact your portfolio and what can you do about it?

5 min read  |  Portfolio Strategy
Inaugurating a New Era for Your Portfolio January 20, 2021 3:30 PM   |  

Now that the elections are settled, some new certainty can help guide investment choices. Contemplate long-term fundamentals and portfolio diversification.

5 min read  |  Stocks & Stock Sectors
New Year, New You: Hitting the Reset Button January 4, 2021 10:30 AM   |  

Starting the new year fresh can be a great idea. Despite the drop and pop we saw last year, it may still be a good time to think about resetting your trading strategies and get a fresh start.

5 min read  |  thinkMoney Magazine
Trading Futures and Hedging Your Appetite January 4, 2021 10:30 AM   |  

Whether you're buying groceries, filling your tank with gas, or shopping for your next home, understand how different types of futures contracts could have influenced their prices.

5 min read  |  thinkMoney Magazine
It's Shopping Season: Ideas to Help You Choose ETFs November 19, 2020 11:02 AM   |  

Considering exchange-traded funds (ETFs)? Understand fit, style, and value before you shop.

5 min read  |  ETFs & Mutual Funds
Index Funds 101: Tracking Indices, Sectors, and Industries September 29, 2020 10:30 AM   |  

Index funds—those typically low-expense-ratio, passively managed funds that attempt to mirror the performance of stock indices—are a common choice among long-term investors. Here’s a quick primer.

5 min read  |  Investment Strategies
The Birds and the Bees of Stocks and CDs: 4 Investing Lessons for Teens August 17, 2020 10:30 AM   |  

Got kids? Learn how to teach them about money, especially during their teenage years. Here’s what you need to know about investing for teens.

3 min read  |  Household Finances
How Commodities and Other Alternative Investments Can Help Diversify Portfolios July 30, 2020 10:30 AM   |  

Beyond the world of stocks and bonds lies another category of assets: alternative investments. Learn about commodities and other alternative types that may be available to retail investors.

5 min read  |  Portfolio Strategy
thinkorswim® Trading Tools, Tips, & Tricks: Secrets from the Pros July 23, 2020 10:30 AM   |  

Hey, trader! Do you know all the trading tools in the thinkorswim® platform from TD Ameritrade? Some of our trader pros share their favorite features and how to use them.

5 min read  |  thinkorswim Platform
Contango or Backwardation: Looking to the Future in the Futures Markets July 2, 2020 10:30 AM   |  

What are contango and backwardation? It’s all about the future: whether deferred-month futures contracts are priced higher than the front months. Learn why a market might be in contango or backwardation.

5 min read  |  Futures
thinkTank: Exchange-Traded Funds Analysis, SMA Stock Chart, and Stock Symbol Lookup June 29, 2020 9:30 AM   |  

Use thinkorswim to analyze exchange-traded funds, find stocks that are trading above a 200-, 100-, or 50-day simple moving average, and look up stock symbols quickly.

5 min read  |  thinkMoney Magazine
Business Cycling: The Role of Economic Cycles in Sector Investing June 26, 2020 10:30 AM   |  

Markets—and the economy in general—tend to run in cycles, and each phase tends to favor certain sectors. Learn how sector investing can help investors seek specific objectives.

5 min read  |  Stocks & Stock Sectors
Market Stress Throwing a Wrench in Diversification? There Are Alternatives June 25, 2020 10:30 AM   |  

When market volatility throws a wrench into diversification strategy, some investors consider alternative investments. Here’s a look at the world beyond stocks and bonds.

5 min read  |  Alternative Investing
Putting Up a Good Defense: Defensive Sectors & Stocks Strategy for Investors June 22, 2020 10:30 AM   |  

A good defense is the best offense, right? It’s sometimes true for investing as well. Here’s what investors should know about defensive investing and defensive sectors.

5 min read  |  ETFs & Mutual Funds
Not Just Fun and Games: How Esports Could Offer Potential Investment Opportunities April 30, 2020 10:30 AM   |  

Gaming isn’t just for fun; it’s becoming a big business as well. If you’re looking for ways to approach potential esports investing opportunities, here are some things to consider.

5 min read  |  Stocks & Stock Sectors
Learn to Invest: Your Goals, Objectives, and Investment Products March 26, 2020 3:54 PM   |  

Learning to invest can be like learning your way around a new city. Familiarize yourself with things close to home, then branch out.

5 min read  |  Investing Basics
Ways to Invest in High-Priced Stocks March 24, 2020 10:30 AM   |  

If you want to invest in a high-priced stock and can only afford to buy a few shares, you may want to consider other investment choices that give you similar exposure without paying the high price tag.

5 min read  |  Trading Strategies
Could Silver Shine in Your Portfolio? March 20, 2020 12:01 PM   |  

Investing in silver can be a defensive strategy, especially when equity markets are trending lower or when interest rates are low.

4 min read  |  Commodities
Want to Channel Your Inner Investor Activist? Cast Your Proxy Vote March 13, 2020 10:30 AM   |  

Are you a shareholder and want to have some say in a company’s decisions? Vote your proxy.

5 min read  |  Investment Guidance
Look Both Ways: What Are Leveraged and Inverse ETFs? February 21, 2020 10:30 AM   |  

When ETFs lose (or make) more than the market they’re tracking, you might be holding an inverse or leveraged ETF.

7 min read  |  ETFs & Mutual Funds
How to Invest in Gold? Let Us Count the Ways: ETFs, Stocks, Physical, Futures, & Options January 31, 2020 11:15 AM   |  

Are you looking to include gold in your portfolio? Learn about the different alternatives and their pros and cons.

4 min read  |  Commodities
Focus on Small Caps: What Is the Russell 2000 Index? January 30, 2020 10:30 AM   |  

Large caps might get a lot of attention, but small-cap stocks are still a popular investment subset. And it’s important to track them separately from their larger siblings. Learn about small-cap stocks and the Russell 2000 Index.

5 min read  |  Investing Basics
Index Fund vs. Mutual Fund Showdown: Is There Room for Both at the Top? January 22, 2020 10:30 AM   |  

Index funds, mutual funds, exchange-traded funds (ETFs). Actively managed funds versus passive management. What do all these terms mean? Here’s a breakdown for investors.

5 min read  |  ETFs & Mutual Funds
Smart-Beta ETFs: Alternative Portfolio Allocation Beyond Market Cap September 24, 2019 10:15 AM   |  

What is a smart-beta ETF? Explore what qualifies as a smart-beta fund and what systems define this type of ETF.

5 min read  |  ETFs & Mutual Funds
Reaching for Yield: “Vanilla” Investments Can Be Risky, So Know What to Watch August 27, 2019 11:35 AM   |  

In these times of stock market volatility, many investors are looking for yield in fixed income and dividend stocks. However, there’s risk in these investments, too, so know what you’re getting into.

5 min read  |  Portfolio Strategy
Fakes and Facts: Protecting Your Portfolio Against the Impact of Fake News August 7, 2019 10:15 AM   |  

Fake news and misinformation about a company can negatively impact share prices, and even if it’s a temporary price move, investors can get caught flat-footed. Here’s how you can help protect yourself and your portfolio.

5 min read  |  Portfolio Strategy
Fund Expense Ratios: A Slice to Cover Operating Costs August 6, 2019 10:15 AM   |  

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.

5 min read  |  ETFs & Mutual Funds
Required Investor Reading: What to Look for in a Prospectus July 26, 2019 10:15 AM   |  

When your broker or financial advisor recommends that you read an investment or fund prospectus, it’s for a good reason. A prospectus can offer clues to help you assess an investment’s risks.

5 min read  |  Fundamental Analysis
How to Use Dividend ETFs for Income or Reinvesting July 16, 2019 10:15 AM   |  

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.

5 min read  |  ETFs & Mutual Funds
Stocks, Bonds, and Multi-Asset: Exploring Three Styles of Income Investing July 12, 2019 11:54 AM   |  

New to income investing? Learn about three approaches: dividends from equity holdings, interest from bonds and fixed-income securities, and income from a multi-asset portfolio. Each comes with its own potential benefits and risks.

5 min read  |  Bonds & Fixed Income
Explore Choices in Socially Conscious Investing July 9, 2019 10:15 AM   |  

What positive practices in environmental friendliness, corporate governance, and positive employee relations make different companies qualified to be called “socially responsible”?

5 min read  |  Portfolio Strategy
React to Real-Time Tariff News with Expanded List of Overnight ETF Products from TD Ameritrade June 21, 2019 10:15 AM   |  

With TD Ameritrade offering an expanded list of ETFs available for overnight trading, investors can react to tariff-related and other overseas news as it happens.

5 min read  |  thinkorswim Platform
Want to Trade War-Proof Stocks? Ways to Aim for Tariff Protection June 17, 2019 11:28 AM   |  

As trade war fears heat up between the U.S. and some of its major trading partners, some investors may be looking for tariff protection. Here are some things to consider as you aim for a “trade-war-proof” portfolio.

5 min read  |  Investment Strategies
Exploring a New Road: The Basics of Futures Margin & Strategies April 19, 2019 4:00 AM   |  

Thinking of futures as just another asset class, let's start with the basics: how to use capital efficiently, speculate, and hedge with futures.

7 min read  |  Futures
Surf’s Up? 3 Ways to Catch a Wave with VIX and Volatility Products April 9, 2019 4:00 AM   |  

Looking for volatility exposure? Learn about volatility products including VIX options.

6 min read  |  Advanced Options Strategies
Tax Tips for Traders: Form 8949 & Section 1256 Contracts December 21, 2018 4:00 AM   |  

Traders have special considerations at tax time, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.

4 min read  |  Tax Forms
Eyeing the Downside: Three Ways to Short the Market December 20, 2018 4:00 AM   |  

Investors seeking to profit from a market downturn or looking for portfolio protection have several shorting alternatives. Here are three of them.

5 min read  |  Margin
Looking for a Potential Income Stream? Consider ETFs October 17, 2018 4:00 AM   |  

ETFs may be used to produce a stream of income, and offer potential benefits of portfolio diversification.

5 min read  |  ETFs & Mutual Funds
Investing Socially: Aligning Your Portfolio and Your Values June 29, 2018 4:00 AM   |  

Socially responsible investing, which lets you align your portfolio with your values, has grown in popularity in recent years, bolstered by product innovation. Learn more here.

5 min read  |  Portfolio Strategy
ETFs vs. Mutual Funds: A Side-By-Side Comparison June 19, 2018 4:00 AM   |  

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.

5 min read  |  ETFs & Mutual Funds
Crafting Your Portfolio? Consider Exchange-Traded Funds (ETFs) February 27, 2018 11:00 PM   |  

Learn how retail investors, even those with limited funds, can pursue a diversified portfolio mix using exchange-traded funds (ETFs). Investing in ETFs can provide exposure to a wide variety of markets, sectors, and asset classes.

5 min read  |  Web Platform
What’s My Potential Income? The New Dividend Income Estimator January 2, 2018 11:00 PM   |  

Use the Income Estimator on tdameritrade.com to learn about stocks that have historically paid dividends.

3 min read  |  Web Platform
Pursuing Portfolio Balance? A Look at Exchange-Traded Funds December 3, 2017 11:00 PM   |  

Want to find a balance in your portfolio between stocks and funds? Learn why exchange-traded funds could be worth a look.

3 min read  |  ETFs & Mutual Funds
Junk Bonds: High Returns, But Are They Worth the Risk? November 26, 2017 11:00 PM   |  

Junk bonds—or high-yield bonds—can be quite risky, but may still have a place in a portfolio.

3 min read  |  Bonds & Fixed Income
Volanthology: A Tour of VIX and Other Volatility Indexes September 15, 2017 12:00 AM   |  

Learn about the VIX and other volatility indexes and how some investors use them to assess potential risk.

4 min read  |  Options Trading Basics
Here’s Another Anchor for Diversification: ETFs September 7, 2017 12:00 AM   |  

Diversification is your safe harbor for investments, and exchange-traded funds might be one port to drop anchor.

4 min read  |  ETFs & Mutual Funds
Caution to the Wind…and Solar, Hydro and Geothermal? March 7, 2017 11:00 PM   |  

Investment in alternative energy companies and ETFs may offer rewards, but also come with risks. Here are some considerations.

4 min read  |  ETFs & Mutual Funds
Your Forecast: Cloudy with a Chance of Diversification? January 25, 2017 11:00 PM   |  

The world’s information, and the infrastructure that supports it, is shifting to cloud-based computing and the companies that provide it.

4 min read  |  Stocks & Stock Sectors
Income Investing with Exchange-Traded Funds: Can It Be Done? March 8, 2016 11:00 PM   |  

ETFs have matured but they’re not done evolving. Morningstar’s Scott Burns urges income-seeking investors to expand their minds and their research.

5 min read  |  ETFs & Mutual Funds
Small World with ETFs: Access Emerging and Frontier Markets March 6, 2016 11:00 PM   |  

Exchange-traded funds (ETFs) allow individual investors a shot in the big world of emerging and frontier markets. Risks apply.

6 min read  |  ETFs & Mutual Funds
Passive vs. Active: Smart Beta Blend Intensifies Investing Debate July 19, 2015 8:00 PM   |  

Ask yourself if your investing goals and personality traits favor active or passive strategies—or combining the best of both in a smart beta approach.

4 min read  |  Investment Guidance
Party With The Fed: Explore Ways to Trade Interest Rates July 1, 2015 5:43 PM   |  

Only pros care about interest-rate trading, and bonds are boring, right? Not so fast. There’s more to them than meets the eye. Pros don't have all the fun.

6 min read  |  Bonds & Fixed Income
Will Active Mutual Fund Managers Go With the Dinosaurs? March 2, 2015 7:40 AM   |  

The rising costs and spotty track record of actively managed funds leads some investors straight to indexing. Others are looking for their stock market savior.

3 min read  |  Investment Guidance
Floor Trader Pearls: Burned by Oil Rolls July 31, 2014 8:00 PM   |  

2 min read  |  Futures
Bump up the B Team: Trade on the All-Stars’ Support System February 12, 2014 9:36 PM   |  

A winning well -thought- out investment plan requires you need to dig deeper to get an edge on the crowd. Here’s a few secondary ways to play big themes.

4 min read  |  Portfolio Strategy
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