For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...

The right type of investment account will accommodate your savings goals, investing style and account ownership wishes. Many, or all, of the products featured on this page are from our advertising ...

Learn which type of account will best help you achieve your financial goals.

A unified managed account, or UMA, is a single investment account that brings together multiple types of assets. This structure makes it easier for investors to view their holdings, monitor ...

If you want to invest, you’re going to need an investment account. It’s just that simple. And one of the biggest decisions you’ll need to make is whether you’re going to invest through a taxable ...

Fixed-income investments offer both regular interest payments and return of principal at maturity. This combination of features can make these assets attractive for investors looking to preserve ...