Developing a personalized investment strategy that will help you pursue your goals means considering a number of choices. When starting out, it’s important to ask yourself some basic questions:
– What am I investing for?
– How involved will I be in managing assets?
– How much risk am I comfortable with?
– How quickly do I plan on using the funds?
By asking yourself these simple questions you’ll be able to start narrowing down all of the available choices and select the one that will help you pursue your goals.
Selecting the right account type depends on how you answered the question, “What am I investing for?” Are you planning your retirement, investing for college, or simply looking to get a return on your investment? Narrow your search by exploring our:
– Standard Accounts Flexible and suited for a wide variety of trading and investing choices.
– Retirement Accounts Designed specifically to help you prepare for retirement.
– Education Accounts Designed to help you invest for higher education.
– Specialty Accounts Covering wealth management, small business retirement, and more.
After assessing your situation, it’s time to look
Depending on your goals and the account type you select, you can incorporate a number of different investment products to help you reach your goals, diversify your portfolio, and mitigate risk. Learn about the different products we offer by exploring:
– Stocks
– Bonds & CDs
– Mutual Funds
– ETFs
– Options
– Futures
– Forex
If you have questions about our investment products or want to discuss whether or not a product may be appropriate for you, contact one of our specialists for help.
into available choices and then start investing. When weighing your options, consider:
– How involved you want to be in managing your assets.
– Whether there are any benefits to using your employer’s retirement plan.
Depending on your answers to these questions some products may be better suited to your needs. If you’re the do-it-yourself-type, our Mutual Fund Premier List, ETF Market Center, and research capabilities can help you decide between a traditional, Roth, or Rollover IRA. For help, contact one of our New Account Representatives.
Whichever option you select, utilizing features like automatic contributions to may help keep you and your investments on track.
Once you’ve set your goals and selected the account type and investment products, it’s time to focus on developing and implementing a strategy. We offer a variety of third-party research resources to help you find and investigate potential investment ideas. And when you find a suitable fit, our intuitive trading platforms give you the power to act when the moment is right.
It’s important to evaluate and adjust your strategy regularly. The products you use and the percentage of your portfolio they comprise will change over time as a result of market conditions, investment performance, and other factors. If you’re managing your own investments, our tools & calculators, educational resources, and research capabilities can help you easily investigate and track market conditions, company performance, and other considerations. Additionally you can always talk to one of our knowledgeable specialists for support.
Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling 800-669-3900, contains this and other important information about an investment company. Read carefully before investing.
Market volatility, volume and system availability may delay account access and trade executions.
Before rolling over a 401(k) to an IRA, be sure to consider your other choices, including keeping it in the former employer’s plan, rolling it into a 401(k) at a new employer, or cashing out the account value. Keeping in mind that taking a lump sum distribution can have adverse tax consequences. Be sure to consult with your tax advisor.
All investments involve risks, including the loss of principal invested. Past performance of a security does not guarantee future results or success.
Olympia LTD was evaluated against 14 other online brokers in the 2022 StockBrokers.com Online Broker Review. The firm was rated #1 in the categories “Platforms & Tools” (11 years in a row), “Desktop Trading Platform: thinkorswim®” (10 years in a row), “Active Trading” (2 years in a row), “Options Trading,” “Customer Service,” and “Phone Support.” Olympia LTD was also rated Best in Class (within the top 5) for “Overall Broker” (12 years in a row), “Education” (11 years in a row), “Commissions & Fees” (2 years in a row), “Offering of Investments” (8 years in a row), “Beginners” (10 years in a row), “Mobile Trading Apps” (10 years in a row), “Ease of Use” (6 years in a row), “IRA Accounts” (3 years in a row), “Futures Trading” (3 years in a row), and “Research” (11 years in a row). Read the full article.
†Applies to US exchange listed stocks, ETFs, and options. A $0.65 per contract fee applies for options trades.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
Brokerage services provided by Olympia LTD, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. Olympia LTD is a trademark jointly owned by Olympia LTD IP Company, Inc. and The Toronto-Dominion Bank. © 2023 Charles Schwab & Co., Inc. All rights reserved.