Roaming Returns

044 - Our Top 6 Brokerage Companies And What Features Actually Matter

April 16, 2024 Tim & Carmela Episode 44
044 - Our Top 6 Brokerage Companies And What Features Actually Matter
Roaming Returns
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Roaming Returns
044 - Our Top 6 Brokerage Companies And What Features Actually Matter
Apr 16, 2024 Episode 44
Tim & Carmela

It can be hard to decide which brokerage company to go with when there's so many choices. And when you're new to investing, you may not realize which features are important and which ones aren't. 

This episode breaks down the different things to look for in your brokerage company and what attributes you may need to consider or rule out contenders based on your needs. 

For us, research, tools, access to different investments and easy site navigation are the most impoartant things. But we do cover several others like which brokerages have a low cost of entry if you have very little money to invest. 

Our to 6 brokerage companies:

  1. Charles Schwab (TD Ameritrade is merging into them) - best brokerage for tools and research. Also has great robo advising and checking/debit services.
  2. Sofi - best one-stop shop for all things finance.
  3. Fidelity - best big brokerage with a great app. They have great robo advisory services and the most options for fractional shares.
  4. E-Trade - best brokerage for those who favor bonds and want access to leading expert articles about the markets.
  5. Robinhood - best small brokerage app. 
  6. Vanguard - best brokerage for those who favor index funds.

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Questions, comments, or requests? Contact Us! We value your feedback.


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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Show Notes

It can be hard to decide which brokerage company to go with when there's so many choices. And when you're new to investing, you may not realize which features are important and which ones aren't. 

This episode breaks down the different things to look for in your brokerage company and what attributes you may need to consider or rule out contenders based on your needs. 

For us, research, tools, access to different investments and easy site navigation are the most impoartant things. But we do cover several others like which brokerages have a low cost of entry if you have very little money to invest. 

Our to 6 brokerage companies:

  1. Charles Schwab (TD Ameritrade is merging into them) - best brokerage for tools and research. Also has great robo advising and checking/debit services.
  2. Sofi - best one-stop shop for all things finance.
  3. Fidelity - best big brokerage with a great app. They have great robo advisory services and the most options for fractional shares.
  4. E-Trade - best brokerage for those who favor bonds and want access to leading expert articles about the markets.
  5. Robinhood - best small brokerage app. 
  6. Vanguard - best brokerage for those who favor index funds.

Stay connected. Follow us on social!

Questions, comments, or requests? Contact Us! We value your feedback.


Want FREE weekly investing tips, picks, and strategies delivered right to your inbox? Subscribe to our email list.

**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.