Sarah Lin
Lead Reviewer & Analyst
Series 7 & 66 Licensed, CFA Level III Candidate
Sarah Lin is a FINRA-registered financial analyst who has been reviewing trading platforms and brokerage tools since 2017. She spent five years on institutional trading desks before transitioning to financial education. Sarah tests every platform with real money and real trades, evaluating execution quality, charting tools, fee transparency, and mobile experience from a practitioner's perspective.
Articles by Sarah Lin(12)
Technical Analysis for Beginners: Chart Patterns & Indicators
Master technical analysis: chart patterns, indicators, and trading signals for smarter entry and exit points.
M1 Finance Review 2026: Best Free Robo-Advisor?
M1 Finance combines robo-advisor automation with custom control. Our 2026 review covers features, fees, and performance.
Day Trading vs Swing Trading: Which Strategy is Better?
Day trading or swing trading? We compare time commitment, capital needs, and profit potential.
Options Greeks Explained: Delta, Gamma, Theta, Vega
Options Greeks determine option prices. Learn Delta, Gamma, Theta, and Vega to make smarter trades.
Roth IRA vs Traditional IRA: Which Is Better for Your Retirement?
Roth vs Traditional IRA: Roth uses after-tax dollars for tax-free retirement withdrawals; Traditional gives a deduction now and taxes withdrawals later.
How to Transfer a Brokerage Account: ACAT Process Explained
The ACAT process transfers brokerage accounts in-kind in 5-7 days — no selling, no taxes. Learn how to initiate, what transfers, and how to earn transfer bonuses.
Crypto Exchange vs Traditional Broker: Where Should You Buy Bitcoin in 2026?
Crypto via traditional broker vs dedicated exchange: self-custody, fees, coin selection, and tax reporting compared so you can choose the right option for your goals.
Pattern Day Trader Rule: What It Is and How to Avoid Triggering It
The PDT rule requires $25,000 equity for 4+ day trades in 5 days in a margin account. Learn what triggers it and how to legally avoid the restriction.
How to Use Tax-Loss Harvesting to Reduce Your Investment Tax Bill
Tax-loss harvesting reduces your investment tax bill by using realized losses to offset gains. Learn the wash sale rule, how to stay invested, and when it matters most.
Covered Calls Explained: Generate Monthly Income from Stocks You Own
Covered calls let you generate monthly income from stocks you already own. Learn how they work, the trade-offs, how to pick strikes, and the tax implications.
Best Brokers for Beginners in 2026: No Minimums, Great Education
The best brokers for beginners in 2026 offer zero minimums, no commissions, fractional shares, and great educational resources. Top picks with honest pros and cons.
Options Trading for Beginners: Complete Guide to Calls, Puts, and Strategy
Options trading for beginners: calls, puts, the four basic positions, key terms like delta and theta, and the safest starting strategies to use.