Author: Tamsin Overholt - Page 2

Nov 12, 2025

DRIP Enrollment: Broker vs Company Plans Compared

Compare broker vs company DRIP plans to see which is better for reinvesting dividends in 2025. Learn how fees, timing, diversification, and discounts impact your long-term returns.

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Nov 8, 2025

Defensive Investing: How to Choose Stable Stocks During Market Downturns

Defensive investing protects your portfolio during market downturns by focusing on stable stocks in consumer staples, healthcare, and utilities, along with high-quality bonds. Learn how to build a resilient portfolio that survives recessions without sacrificing long-term growth.

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Nov 7, 2025

Target-Date Fund Glide Paths: How Risk Declines Over Time

Target-date fund glide paths automatically reduce risk over time by shifting from stocks to bonds as retirement nears. Learn how different providers design these paths, why some are too conservative, and how to pick the right one for your retirement goals.

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Nov 3, 2025

Cash Management Accounts at Brokers: How to Maximize Yield and Stay Safe

Cash management accounts at brokers offer up to 4.8% APY on idle cash with FDIC insurance - far better than traditional savings accounts. Learn how they work, who they're best for, and how to stay safe while maximizing yield.

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Nov 1, 2025

Roth Conversion and Backdoor Roth IRA Strategies for High Earners in 2025

High earners can't contribute directly to Roth IRAs, but the backdoor Roth IRA lets them bypass income limits legally. Learn how it works, how to avoid the pro-rata trap, and why 2025 might be your last chance.