Browsing Tag
Self-Directed Brokerage Account (SDBA)
33 posts
Tesla Tops Apple as Most-Searched Stock of 2021
Electric vehicle maker elicits more than twice as many global stock-specific Google searches as second-place Apple according to new research
This 401(k) Investment Option is Up 22% Year-Over-Year
The average self-directed brokerage account balance within 401(k)s and other retirement plans is up 22% from one year…
2020 Year-End Self-Directed 401(k) Balances Soar
The stock market’s strong fourth quarter provided a nice year-end boost for retirement plan participants with self-directed brokerage…
TAPO TV: Self-Directed Brokerage Accounts in 401(k) plans—Yea or Nay?
Should participants invest in, and trade, individual securities within their 401k through self-directed brokerage accounts (SBDA)? Does it…
SDBAs Among 2021 Benefits Trends: Fidelity
More employers are adding an SDBA to their workplace savings plan. Fidelity predicts the benefits employers are prioritizing for 2021.
How Self-Directed 401(k)s Performed in Q3
The third quarter was a solid one for self-directed 401(k) accounts according to Charles Schwab’s latest SDBA Indicators…
Self-Directed 401(k) Balances Jump in Q2 2020
A 3.3% year-over-year increase and a 13% increase from the end of the first quarter of 2020? Not…
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 401(k) 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…