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Brokerage Account Signup Bonus Taxable Or Not?

I’m following the lead from my own post Huge Bonus Offers From Brokers: Fidelity, Schwab, TD Ameritrade, ETrade, Merrill Edge. Although I’m satisfied with the service of WellsTrade brokerage account...

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Broker Competition: Moving from TD Ameritrade to E*Trade

If you buy ETFs, you need a brokerage account. In the old days, one way discount brokers made money was by paying you less on your idle cash in the sweep account. Vanguard paid the highest rate on its...

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TD Ameritrade Commission-Free ETFs Going Much Worse

Since 2010, TD Ameritrade offered commission-free trades on a list of 101 ETFs. Because those ETFs were selected by Morningstar, they had a level of objectivity. The list included over 30 ETFs from...

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How To Use Securities-Based Lending to Manage Cash Flow

Earlier this year, ProPublica did an exposé of how the ultra-rich pay relatively little income tax. One of their techniques is that they live on borrowed money. They don’t realize capital gains when...

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