ProjectionLab is a financial planning tool that allows you to simulate future financial scenarios. Find out how it works in this ProjectionLab review.
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 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 is a portfolio analytics platform designed for individual stock investors. Find out how it works in this Snowball Analytics review.
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 is a software application that lets you test different investment strategies. Find out how it works in this Portfolio Visualizer review.
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 is a portfolio tracking tool that allows investors to track their investments across multiple brokerages. Learn more in this StockMarketEye review.
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 Personal is an AI-driven investment platform that offers customized recommendations based on your search behavior.
Uniform Gift to Minors Act (UGMA) Accounts and Uniform Transfers to Minors Act (UTMA) Accounts provide an investment account for children.