Since the dawn of time (or at least the early 2000s), Quicken has treated Mac users as second class citizens. As a result, MacHeads everywhere lacked access to the best personal finance software on the market. Enter Banktivity (or at that time iBanks). Banktivity works exclusively with Macs and Apple products. For the last 18 years, […]
Clarity Money has the story right. Managing checking and credit accounts, bills and more is time consuming. Inconsistent incomes and lumpy bills turns financial management turns into a nightmare. And many people are struggling with it. The Clarity Money App wants to be the technological advocate that streamlines your finances. Their platform offers big savings opportunities. However, […]
TD Ameritrade has gotten the online trading platform down to a science. Their services offer a powerful range of options that appeal to a large and varied customer base. Their top selling points include their $0 minimum balance, their huge selection of exchange-traded funds that are commission-free, and mutual funds with no transaction fees. These […]
In 2010, Merrill Lynch catapulted into the 21st century. In that year, they launched the low cost internet brokerage, Merrill Edge. Just a few months ago, they proved that traditional advisors are embracing technology as fast as the “Robo-Advisors.” In 2017, Merrill Edge launched Guided Investing. Guided investing merges the world of technology with traditional portfolio management. But […]
When it comes to investing, Fidelity simplifies the endeavor with low rates and a very easy-to-use platform. Along with the extensive stock research they make available at your fingertips, getting the latest educational support could not be easier. A longtime leader of excellence in the industry, their name is trusted and synonymous with offering great […]
Each quarter, I review debt and credit numbers from the Federal Reserve Bank of New York. I also watch the annual income and spending figures from the Bureau of Labor Statistics. I study this data because I want to understand financial health. I don’t want to show horror stories. I want to see the truth. […]
Charles Schwab is one of the most well-known investment companies in the world. See what this brokerage has to offer in our review.
New to investing? Sick of high account minimums? Tired of paying trading, management, and rebalancing fees? WiseBanyan could be the solution to all of your investing frustrations. After witnessing firsthand the often misaligned values of financial advisors and their clients, combined with too high minimum investment amounts, and unreasonable fees the idea for WiseBanyan was born. […]
If you don’t know whether you have the right insurance products, I recommend Policygenius as an independent insurance broker. Here’s why.
Is investing hard? Not really. At The College Investor, we believe that lazy investors grow rich. Investors rarely need to learn about anything beyond basic asset allocation. Once you figure out some jargon and automate a habit of sensible investing, you’re set. It’s easier than ever to start investing in publicly traded stocks and bonds. […]
Investment fees are one of the biggest culprits in reducing investment returns. Beyond the performance of your stocks and bonds, if you’re paying out a bunch of fees every year – you’re just losing money. While some investment fees are transparent, many fees are hard to spot, and harder to calculate how much they cost […]
The single most popular trend in investing today is passive investing. Most people associate passive investing with low cost, broad based index funds like those you can purchase at Vanguard. But can you be a passive investor with a more complex strategy? M1 Finance thinks you can. Their innovative investing platform brings together the best of “behavioral […]
Low cost brokerages changed the world of finance. You no longer have to be a Warren Buffett, Benjamin Graham or Peter Lynch to invest like them. This is a cause for celebration among the small investor community. Motif Investing is one brokerage committed to this change. They offer an intuitive, easy to use investment platform. […]
From talking babies to Kevin Spacy, Etrade’s prominent marketing campaigns have made it one of the most well-known online trading platforms on the market but do they have more to offer than catchy slogans and celebrity endorsements? E-Trade offers tools and platforms aimed at both experienced and novice investors because of this, most investors can […]
To say that women are becoming more involved in the financial world is an understatement. While income inequality is still an issue, females are earning higher salaries and taking more agency with their finances than ever. So why aren’t they investing? Research shows that men are five times more likely than women to prioritize investing. […]
Every new investor faces two challenges: The barrier to entry is too high Not having the slightest idea of what to actually invest in It’s no secret that investing jargon can sound like a foreign language. This can deter many people from ever taking the time to learn what they actually need to know. On […]
Robinhood has become a dominant force in the investing industry – offering commission free trades to its users, the ability to trade options and even crypto currency, and now it even has checking and savings accounts with a high yield! It bills itself as the future of money (both investing and now banking) – with $0 […]
Do you have a “free” checking or savings account at one of the big banks? If you’re a financial boy scout or girl scout, the account is truly free to you. But someone who is a financial wreck is subsidizing you. If you’ve ever overdrafted on your account, the $35 per day overdraft charge proves […]
U-fi offers interesting features like good grade discounts, cash back rewards, and co-signer release options. Find out more in our U-fi student loan review.
First Republic Bank Student Loan Refinancing has some of the lowest fixed rate student loan options available to qualified borrowers.
Scottrade is an online brokerage that offers $7 trades and great mobile trading features. We rate it 4 out of 5 stars and highly recommend them.