SoFi Invest® Review

SoFi Invest® Product Name: SoFi Invest® Product Description: SoFi Invest® is an online platform offering commission-free stock trading and automated investing. Summary SoFi Invest is an online platform offering commission-free stock trading and automated investing. You can also trade options with no contract fees.  Pros Commission-free trading of stocks, mutual funds, and ETFs No account … Read more

How to Increase Your Credit Score

When did you realize your credit score was critical to practically everything you did as an adult? For me, it was when I learned how the credit card options for people with great credit were significantly better than for people who had average or below credit scores. If you have good to great credit, you … Read more

Personal Finance is a Loser’s Game

My happy hour conversations rarely go into personal finance but on some rare occasions, people do like talking about investing. And when that happens, inevitably someone shares a story about how they made a bundle on some stock pick. It’s like trips to Vegas. People love hearing about some crazy streak you went on (good … Read more

M1 Finance Review: Commission Free Investing Platform

M1 Finance Product Name: M1 Finance Product Description: M1 Finance is a micro-investing app offering fractional stock and ETF shares, model portfolios, automatic rebalancing, and several non-investing perks.  Summary M1 Finance provides commission-free trading and fractional investing of stocks and ETFs. Model portfolios for various passive and active investment strategies are available.  Brokerage, retirement, and … Read more

Seeking Alpha Picks Review: Two Stock Picks Per Month

Seeking Alpha Product Description: Alpha Picks is a stock newsletter that suggests two monthly stock picks based on Seeking Alpha’s Quant Ratings that will potentially outperform the stock market. Summary Alpha Picks from Seeking Alpha is a twice-monthly stock-picking service that builds a model portfolio of growth and value stocks with a “Strong Buy” quant … Read more

National Consumer Panel Review: More Money for Surveys

National Consumer Panel Product Name: National Consumer Panel Product Description: National Consumer Panel pays users for completing surveys and information about their shopping habits. Summary National Consumer Panel requires users to meet a selective set of criteria to join, but they pay more than many of their competitors for surveys and consumer behavior information. You … Read more

What is the correct retirement drawdown strategy?

When you are preparing for retirement, one of the biggest questions you will face is how should you be handling your retirement assets? In a simpler world, you’d have just a couple of options. For decades, it was simple – pension and Social Security. No decisions necessary, you just get monthly payments. Now, with 401(k)s, … Read more

Upright Review: Real Estate Crowdfunding for Accredited Investors

Upright Product Name: Upright Product Description: Upright offers investing in short-term real estate notes with fixed interest rates and short loan terms. Summary Upright is a real estate crowdfunding platform offering investors an opportunity to earn passive income. That means you don’t need to invest directly in individual properties, nor do you need to participate … Read more