ProjectionLab Review 2023
ProjectionLab is a financial planning tool that allows you to simulate future financial scenarios. Find out how it works in this ProjectionLab review.
How To Use Plaid Portal To Track Your Linked Accounts
Plaid Portal is a fintech company that enables fintech apps and financial institutions to connect to each other. Find out how to use Plaid Portal.
Vyzer Review: Investment Tracking for Any Type of Investment
Vyzer allows you to track all of your investments, no matter what. They offer online connections for traditional investments and document upload for alternative investments, such as real estate or private equity. Learn more with this Vyzer review.
Snowball Analytics Review: Portfolio Analytics For Stock Investors
Snowball Analytics is a portfolio analytics platform designed for individual stock investors. Find out how it works in this Snowball Analytics review.
What Is A Boglehead And What Investing Lessons Can You Learn?
A look at what a Boglehead is, and how they follow the investing philosophies and lessons of Jack Bogle the founder of Vanguard.
Portfolio Visualizer Review: Free Portfolio Analysis Tools
Portfolio Visualizer is a software application that lets you test different investment strategies. Find out how it works in this Portfolio Visualizer review.
Playbook Review: Financial Planning for High-Income Earners
Playbook is a fintech app combining automated investing and tax planning advice for high-income earners. But is it worth it? Find out in this Playbook Review.
StockMarketEye Review: Portfolio Tracking And Analysis
StockMarketEye is a portfolio tracking tool that allows investors to track their investments across multiple brokerages. Learn more in this StockMarketEye review.
What Type of Investment Account Do I Open?
Understand the different type of investment accounts. From brokerage and retirement accounts to education savings and managed accounts, this guide helps you understand and choose the best investment account for your financial goals.
Magnifi Investing Assistant Review: An AI-Driven Investment Platform
Magnifi Personal is an AI-driven investment platform that offers customized recommendations based on your search behavior.
UGMA vs UTMA Accounts: Pros, Cons, Rules
Uniform Gift to Minors Act (UGMA) Accounts and Uniform Transfers to Minors Act (UTMA) Accounts provide an investment account for children.