For many, funding a 401(k), IRA or other retirement account is the first order of business as they save for long-term goals, and for good reason: These accounts offer significant tax benefits. But tax ...

There’s a saying in the world of investing not to let the tax tail wag the investing dog. The idea behind it is that investors shouldn’t base their investment decisions on the potential tax ...

Your bank account balances are insured by the FDIC. Assets in your brokerage are also protected, but by a different entity — the nonprofit Securities Investor Protection Corporation, or SIPC. In the ...

January is a great time to start working toward your financial goals. If you’re looking to start investing, the first step is to open an investment account. But which kind of account is right for you?

Brokerage accounts trade assets like stocks and ETFs; taxes apply on gains and dividends annually. Choose between self-service, automated, or full-service accounts based on your investment needs.

Cash accounts are a good option for beginners or risk-averse investors. Learn all the details of these accounts so you can learn if it's right for you.

A taxable brokerage account is like a classic white sneaker–you can style it however you want to meet your needs, from casual and low-key to dressed up and fancy. While taxable brokerage accounts ...

There’s no limit to how many brokerage accounts you can have, but having more can complicate your finances. Managing your investments could cost less, through lower fees and reduced margin loan rates, ...

Chris Davis is a Managing Editor on the Investing team. As a writer, he covered the stock market, investing strategies and investment accounts, and as a spokesperson, he appeared on NBC Bay Area and ...