Platform Enhancements: Multiple Funding Sources Available in Account Opening
Users can now include multiple funding sources when opening an account, whether account transfers, checks, ACH or wires. This simplifies the process and reduces the need for additional funding submissions.
Listen Any Time: Q1 2024 Review and Market Update
See the latest Q1 Review and Outlook from Chief Investment Officer Jonathan Shiffer and Chief Investment Strategist Ben Lavine.
Did You Know? You Can Tag Favorite Models in the Model Center
With 600 models to choose from, the first column "Favorites" very conveniently allows you to one-click filter for your favorite models. Maybe this is for your own models or pre-built models that you use often or are tracking.
A (High Quality) Bird in Hand...
Those considering increased allocations to dividend-paying stocks should be mindful to not sacrifice quality in pursuit of higher yields and lower valuations.
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