Browsing Tag
Self-Directed Brokerage Account (SDBA)
26 posts
Self-Directed 401k Balances Drop 14% in Q1 2020
The average self-directed brokerage account balance finished Q1 2020 at $252,675, down 6% year-over-year and down 14% from…
Strong finish to 2019 for Self-Directed 401k Investors
According to Charles Schwab’s SDBA Indicators Report, an industry-leading benchmark on retirement plan participant investment activity within self-directed…
Assets in Advised SDBAs Nearly Double that of Non-Advised Accounts
Retirement plan participants with self-directed brokerage accounts (SDBAs) who work with a financial advisor had an average plan…
Strong Market Helps Self-Directed 401ks Rebound
The markets bouncing back from the sharp losses experienced at the end of 2018 helped the average self-directed…
Surprise (Not)! Self-Directed 401(k)s Took Fourth Quarter Hit
It’s not exactly a shock that self-directed DC accounts struggled in the fourth quarter correction, but a new…
Young 401(k) Investors Jumping On ETF Bandwagon
Apparently GTL, OMG and LOL are out. A new (and far more valuable) acronym has surfaced on Millennials’…