Personal Financial Advice from a former Certified Financial Planner
Now that the economy is no longer awash in free money, financial companies, banks and brokerages are in customer acquisition mode. New customers tend to stay customers, especially when scary stories on TV or scary circumstances trigger the impulse to stay put. $50 Fee for Fidelity Youth Account You probably …
Plynk is another investment app similar to Robinhood, Wealthfront, and Webull. In our Plynk reviews we take a look with a Plynk investment app review to determine is Plynk a scam, is Plynk legit, and is Plynk worth it. As of today, Plynk offers a $20 deposit bonus and a …
Bitcoin was once a joke. Then, Bitcoin was a fad. These days, after proving some staying power beyond being the new tulips, Bitcoin gets respect. Bitcoin has become mainstream with financial publications publishing predictions and analysis without accountability, just like it does with more traditional types of investing. Articles breathlessly …
I’m writing up a comprehensive Webull review as part of my ongoing series of brokerage app reviews where I do comparisons like Webull vs Robinhood, look at is Webull legit, and my personal finance apps reviews. My hands-on Webull review includes actually depositing money and using the Webull app to …
To read financial advice magazines and websites, you might think that anyone who uses a financial advisor is either dumb, or very rich. These money publications all say that with a little research and education, everyone should be able to do all financial planning and investing themselves to achieve financial …
It is time for a mega-review session where we review Stash versus Acorns versus Robinhood versus Betterment, and Wealthfront. Why these apps? These are current front runners in a crowded space that encourages small investments from regular people as a way to invest rather than the traditional broker models of …
Fidelity announced that it too would be offering free trade commissions to its customers following earlier announcements from Schwab and TD Ameritrade. Fidelity free commission trades have some limits, but they are not onerous. While this is a newer movement among discount Wall Street brokers, it comes after many different …
Charles Schwab and TD Ameritrade have both announced that they are eliminating their usual commission for stock, option and ETF trades, to provide free trades to their customers. In the coming days, we may see other discount brokerages follow their lead, in part, or in whole. Until now, most brokerages …
When it comes to technology, the financial industry often moves slowly. Back when I was starting out as a financial planner and financial advisor, I was forbidden from having a website, or financial blog like this one for fear that it would constitute non-compliant advertising. The irony was that as …
When it comes to getting started investing, it is often that first step that becomes the biggest hold up. For many would-be investors the most formidable barrier is actually free, that of setting up an actual account. However, for those with the momentum to cross that line, the next barrier …
