Bob Haegele

About Bob Haegele

Bob Haegele is a personal finance writer, entrepreneur, and dog walker. He's a money management expert and investing connoisseur. Bob has been writing about personal finance for three years and now manages several personal finance sites, including The Frugal Fellow and Modest Money. You can also find him contributing to popular websites such as GOBankingRates, Bankrate, and Insurance.com. You can see more of his work on Muck Rack and Contently, or connect with him on LinkedIn.

Is M1 Finance Safe? Here’s t

October 27, 2021October 27, 2021

Table Of Contents Why is Cybersecurity More Important than Ever?Is M1 Finance SIPC and FDIC Insured?Does M1 Finance Encrypt Your Data?Can You Use Multi-Factor Authentication with M..

Is Fundrise Legit? Read This B

October 27, 2021October 27, 2021

Table Of Contents What is Fundrise?Can You Make Legit Returns with Fundrise?How Strong is a Fundrise Investment?Is Your Money Safe with Fundrise?The Bottom Line: Should You Invest ..

Is Motley Fool Worth it? Here

October 24, 2021October 24, 2021

The Motley Fool is a financial services firm based in Alexandria, Virginia. The company was founded in 1993 by brothers Tom and David Gardner.  The company first gained n..

SoFi Stock Trading: A Simpler

October 20, 2021October 20, 2021

Trading and investing can be complicated. Experienced traders know their way around a stock chart, but for the average buy-and-hold investor, it can all seem a bit foggy. Fortunate..

M1 Finance Free Stock Promo

October 20, 2021October 20, 2021

Table Of Contents How Does the M1 Finance Promo Work?Easy as Pie – M1 InvestWhat Can I Do with My M1 Referral Bonus?Get Your M1 Finance Free Promo Now Everyone loves an opportuni..

M1 Finance App Review: Best Mo

October 20, 2021October 20, 2021

Table Of Contents Pros and Cons of the M1 Finance AppM1 Finance Mobile App Review IntroductionWhat is the M1 Finance Mobile App?M1 Mobile App FAQM1 Finance Mobile App: Is it Right ..

Is Betterment Safe? A Closer L

October 19, 2021October 19, 2021

Table Of Contents What is Betterment?Direct OwnershipKeeping Investor Funds SeparateSecurities Investor Protection Corporation (SIPC)Betterment 2FAAre All Robo-advisors Safe Ways t..

Betterment App Review: Best Ap

October 19, 2021October 19, 2021

Table Of Contents Pros and Cons of the Betterment Mobile AppBetterment Mobile App Review IntroductionWhat is the Betterment Mobile App?Betterment Mobile App FeaturesInvesting and M..

Goldman Sachs Smart Beta: What

October 16, 2021October 16, 2021

Investing can be complicated enough as it is; it only gets more complicated if you get into the weeds of trying to improve your returns. Luckily, it's not necessary to do it on you..

SoFi Roth IRA Review: Best Inv

October 16, 2021October 16, 2021

Table Of Contents Pros and Cons of SoFi Roth IRASoFi Invest Roth IRA Review IntroductionWhat is a SoFi Roth IRA?SoFi Roth IRA FeaturesFractional Share TradingFree Access to Financi..

Betterment Roth IRA Review: Be

October 16, 2021October 16, 2021

Table Of Contents Pros and ConsBetterment Roth IRA Review IntroductionWhat is a Betterment Roth IRA?Betterment Roth IRA FeaturesBetterment Roth IRA FeesBetterment Roth IRA FAQsBett..

6 Tips and Tricks for Getting

October 15, 2021October 15, 2021

Table Of Contents 1. Never Try to Use Short-Term Trading Strategies2. Take Advantage of Fractional Shares3. Don’t Be Afraid to Create a Lot of Pies4. Educate Yourself on Investin..

Automatic Rebalancing: What’

October 10, 2021October 10, 2021

Automatic rebalancing is a feature many robo-advisors have today that is designed to keep your portfolio as close to your target allocation as possible. If you invest in several ty..

M1 Finance vs. Vanguard: How T

October 9, 2021October 9, 2021

No fees or commissions No account minimums Simple investing with M1 Pies get started Human/robo-advisors available Large number of investment optionsLots of supported account types..

Benzinga Pro vs. Trade Ideas:

October 9, 2021October 9, 2021

Exclusive news storiesReal-time news distribution Customizable workspaces get started Incredible selection of stock scans AI-powered platformAutomated trading get started When it c..

Betterment Index Funds: Which

October 9, 2021October 9, 2021

Betterment is the oldest robo-advisor around, but it continues to be one of the best options for newer investors. But even if you are new to investing, you might want to know the i..

M1 Finance vs. Fidelity

September 23, 2021September 23, 2021

No account minimums No trading fees M1 Pie investing get started No management fees on less than $10,000 No expense ratios chargedHuman portfolio monitoring get started M1 Finance ..

Betterment vs. SoFi Invest

September 13, 2021September 13, 2021

Industry low fees Automatic rebalancing Tax-loss harvesting get started Free Access to Financial Planners 529 PlansAutomatically Invest Extra Cash get started Betterment and SoFi I..

Betterment vs. Fidelity

September 13, 2021September 13, 2021

Low Management Fees Tax-loss harvesting available Automatic portfolio re-balancing get started Low management fees Tax-loss harvesting availableAutomatic portfolio re-balancing get..

3 Best Fundrise Investment Str

September 4, 2021September 4, 2021

Table Of Contents How Do I Know Which Strategy is Right for Me?Fundrise Investment Strategy #1 – Build a Supplemental IncomeFundrise Investment Strategy #2 – Long-Term GrowthFu..

How to Buy Individual Stocks

September 2, 2021September 2, 2021

Table Of Contents Stock Trading vs. Stock Investing1. Determine Your Trading (or Investing) Strategy2. Choose Your Platform3. Determine Your Trading/Investing Budget4. Research You..

Robo-Advisors vs. Target Date

September 1, 2021September 1, 2021

Table Of Contents What is a Robo-Advisor?What is a Target-Date Fund?Management FeesAccount TypesPortfolio StrategyRobo-advisor StrategyTarget-date Fund StrategyWhich is Right For Y..

Stash Investing – Your Guide

August 25, 2021August 25, 2021

Table Of Contents What is Stash Stock-Back Card?Earning Stock-Back When You Make a PurchaseEarning Bonus Stock-BackFeatures of Your Stash Bank AccountStash Stock-Back Card FeesWho ..

How to Put Your Money to Work

August 25, 2021August 25, 2021

Table Of Contents What is Stash?Earn by SavingLearn About Your InvestmentsBuy Fractional SharesPlan for the FutureHow Does it Compare to Other Popular Investing Apps?The Bottom Lin..

Is SoFi Invest the Ideal Inves

August 22, 2021August 22, 2021

Table Of Contents What Pain Points Does SoFi Invest Overcome?1. Low-Cost Investing2. No Advanced Investment Features3. Automated Portfolios4. Access to Certified Financial Planners..

M1 Spend Guide – Everything

August 22, 2021August 22, 2021

Table Of Contents What is M1 Spend?M1 Finance Spend FeaturesWho Can Open an M1 Spend Account?How to Open Your M1 Checking AccountHow to Deposit Your Money on M1 SpendThe Bottom Lin..

SoFi Money Guide – What You

August 22, 2021August 22, 2021

Table Of Contents What is SoFi Money?What You Need to ConsiderBenefits of SoFi MoneyDisadvantages of SoFi MoneyCan I Pair SoFi Money with SoFi Invest?The Bottom Line SoFi Invest ha..

5 Tips to Optimize Your Better

August 14, 2021August 14, 2021

As one of the oldest robo-advisors around, Betterment has redefined investing. Those who couldn't fathom investing before are now doing so without thinking twice. As a result, Bett..

AcreTrader Investing – How M

August 9, 2021August 9, 2021

Table Of Contents What You Need to Know About Being an Accredited InvestorWhy AcreTrader Charges FeesAcreTrader Fees ExplainedHow Much Money Will I Make with AcreTrader?The Bottom ..

6 Tips for Getting the Most fr

August 9, 2021August 9, 2021

Table Of Contents Connect Your PortfolioCarry Out In-Depth Stock ResearchCreate a Watch List for StocksHome in with Document X-RayCompare and Contrast StocksMonitor Analyst Consens..

Atom Finance – App Review an

August 4, 2021August 4, 2021

Table Of Contents Atom Finance – A New StandardTradingView – Web-Based ChartingYahoo! Finance – Worth the Price?Conclusion “Big data” is a trendy phrase used in practical..

How M1 Finance Automatic Rebal

August 4, 2021August 4, 2021

Table Of Contents What is Automatic Re-balancing?What’s the Best Way to Allocate Your Investment Assets?M1 One-Click Re-balancingAre There Any Tax Implications with M1 Re-balanci..

How Taxes Work with M1 Finance

August 4, 2021August 4, 2021

Table Of Contents Does M1 Finance Offer Tax-Loss Harvesting?Short-Term Capital Gains vs. Long-Term Capital GainsHow Do Taxes Work with M1 Finance?M1 Finance Tax MinimizationM1 Fina..

What Stocks Can I Buy with M1

July 28, 2021July 28, 2021

Table Of Contents What Stocks Can You Buy with M1 Finance?Does M1 Finance Offer Fractional Shares?Why Fractional Share Investing is So PowerfulAuto-Invest – The Best Way to Buy M..

5 Tips for Maximizing Your Pro

July 28, 2021July 28, 2021

Table Of Contents 1. Diversify Your Motley Fool Stock2. Focus on the Long-Term3. Sprinkle in Some Rule Breakers Recommendations4. Be Wary of the Motley Fool Chat Room5. Avoid Check..

Firstrade Fees and Broker-Assi

July 28, 2021July 28, 2021

Firstrade is a low-cost broker and trading platform that compares favorably to Robinhood. Aimed at the investor looking for a no-frills solution, Firstrade is noted for having zero..

How Do Motley Fool Stock Advis

July 26, 2021July 26, 2021

Table Of Contents The Right Investing Style for the Motley FoolProbability of Positive ReturnsProfit Value SimulatorLong Term Investing is the Key to SuccessWhich Motley Fool Recom..

Is SoFi Invest the Right Inves

July 26, 2021July 26, 2021

Table Of Contents Beginner InvestorsInvestors Who Lack FundsLong-Term InvestorsInvestors Who Want to Buy CryptocurrenciesIs SoFi Invest Ideal for Advanced Investors?The Bottom Line..

How to Build a Balanced Crypto

July 26, 2021July 26, 2021

Table Of Contents Understanding SoFi CryptocurrencyHow Much of My Portfolio Should Be Invested in Crypto?How Do I Trade Cryptocurrency with SoFi Invest?Does SoFi Invest Offer Cold ..

5 Reasons to Invest in Farmlan

July 16, 2021July 16, 2021

Table Of Contents 1.  Hedge Against Inflation2.  True Diversity in Your Portfolio3.  Equity and Dividend Earning Opportunities4.  Add Stability to Your Por..

Benzinga Pro Guide – How to

July 16, 2021July 16, 2021

Table Of Contents What is a Squawk Box?How to Use the Benzinga Pro Squawk BoxThe Bottom Line Investors looking to succeed must incorporate fundamental analysis into their strategie..

Mindful Trader – 5 Reasons t

July 16, 2021July 16, 2021

Table Of Contents 1. Backtested Strategies2. Long-Lasting Stock Alerts3. Critical Statistical Tests4. Transparent Results5. Low Management ThresholdIs the Mindful Trader Foolproof?..

TradingView Charts and Screene

July 16, 2021July 16, 2021

TradingView’s charts and analysis software suite gives us the tools to make better, more informed stock picks. A web-based package offering a wide variety of charting options, st..

Which Robo-Advisor is Right Fo

July 15, 2021July 15, 2021

Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links.Robo-advisors ar..

Betterment Cash Reserve Review

July 14, 2021July 14, 2021

Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links. 4.7/5★★★..

M1 Plus Review: Is This M1 Fin

July 12, 2021July 12, 2021

Table Of Contents What Do You Get with M1 Plus?Smart TransfersLower Interest Rates with M1 BorrowM1 Spend Cash RewardsHow Much Does M1 Plus Cost?Is M1 Plus Worth it for Investors?T..

How to Invest in an IPO with S

July 12, 2021July 12, 2021

Table Of Contents Is Investing in an IPO with SoFi Invest a Good Idea?Step-by-Step Guide for Investing in IPOs with SoFi InvestAre There Any Special Rules for IPO Shares?Pros and C..

Is Webull Safe? – A Conclusi

July 12, 2021July 12, 2021

Table Of Contents Registered Broker Dealer – Defining the LegitSIPC – Securities Investor Protection CorporationSEC – Insurance Against Market ManipulationFINRA – Regulatin..

Webull and Day Trading – A P

July 12, 2021July 12, 2021

Table Of Contents Off-Hours Trading – A Main Component of SuccessMargin Trading – Get In the MixCharts and Graphs – Intelligence That MattersThe Perfect Match Day trading rev..

M1 Borrow Review: Everything Y

July 12, 2021July 12, 2021

Table Of Contents What is M1 Borrow?How Much Does it Cost to Use M1 Borrow?Is Taking a Margin Loan with M1 Borrow a Good Idea?M1 Borrow in ActionPros and Cons of M1 BorrowFinal Tho..

M1 Finance Pies: Portfolio Aut

July 12, 2021July 12, 2021

Table Of Contents What Are M1 Finance Pies?What Does it Cost to Invest in M1 Finance Pies?Step-by-Step Guide for Creating Your First PieExpert Pies on M1 FinanceBalancing Your Port..

Motley Fool Rule Breakers Revi

July 12, 2021July 12, 2021

Table Of Contents What is Motley Fool Rule Breakers?Do these Motley Fool Stocks Beat the Market?How Much Does Motley Fool Rule Breakers Cost?Pros and Cons of Motley Fool Rule Break..

How Should You Invest with the

July 12, 2021July 12, 2021

Table Of Contents Lesson #1 – Most Investors Should Stick to Regular, Monthly InvestingLesson #2 – Take Your Risk Tolerance into AccountLesson #3 – Avoid Short Term TradingLe..

Betterment Checking Account Re

July 8, 2021July 8, 2021

Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links. 4.8/5★★★..

Asset Allocation by Age: Is Yo

July 5, 2021July 5, 2021

Table Of Contents Asset Allocation at a GlanceWhat is Asset Allocation?Why is Asset Allocation Important?Asset Allocation by AgeAsset Allocation and Risk ToleranceExamples of Asset..

The Complete Retirement Guide:

June 28, 2021June 28, 2021

Table Of Contents Why is Retirement Savings So Important?Employer-Sponsored Retirement Plans401(k) Plan403(b) Plan457(b) PlanDefined-Benefit PlansEmployee Stock Ownership PlansProf..

6 Best Automatic Saving Apps f

June 4, 2021June 4, 2021

Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links. Automating..

9 Best Investment Newsletters

May 27, 2021May 27, 2021

Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links. If you thi..

9 Best Stock Picking Services

May 18, 2021May 18, 2021

Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links.Picking stocks o..

10 Best Stock Chat Rooms to Ga

May 15, 2021May 15, 2021

Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links. Trading st..

Acorns vs. Stash

April 11, 2021April 11, 2021

$5 to start investing No commissions ETFs in seven asset classes get started $5 to start investing Useful guidance for new investors60 ETFs and 150 individual stocks get started In..

M1 Finance vs. Robinhood

April 2, 2021April 2, 2021

Pie-based investing One-click rebalancing No cost for a basic account Learn More No account minimums Easy to UseCryptocurrency trading Learn More When comparing M1 Finance vs. Robi..

Best Online Trading Platforms

March 11, 2021March 11, 2021

Online trading is all the rage these days, and it's not likely to go away anytime soon. That's why we decided to take a look at the best online trading platforms.Keep in mind that ..

Betterment vs. Wealthfront

February 26, 2021February 26, 2021

Low Management Fees Tax-Coordinated Portfolio Automatic Investing get started Free Access to Financial Planners 529 PlansAutomatically Invest Extra Cash get started Betterment and ..

Robo-Advisor Fees: What is The

February 23, 2021February 23, 2021

Robo-advisors have made investing access to just about everyone. Not only are fees very low; they also often have no minimums and fractional shares. Nevertheless, fees still matter..

Net Worth by Age: Are You Savi

February 17, 2021February 17, 2021

Table Of Contents Net Worth by Age: A Closer LookWhat is Net Worth?What Should My Net Worth Be By 30?What Should My Net Worth Be By 40?What Should My Net Worth Be By 50?What Should..

41 Interesting Personal Financ

February 11, 2021February 11, 2021

Table of Contents InvestingNet WorthCredit Card DebtBudgetingStudent Loan DebtMortgagesPersonal LoansAuto LoansFinancial LiteracyRetirement SavingsEmergency FundsWhy Do Personal Fi..

Motley Fool Stock Picks and Re

February 5, 2021February 5, 2021

The Motley Fool recommends two stocks picks each month through its Stock Advisor program. Therefore, we'd like to assess the performance of Motley Fool stock picks from last quarte..

Modern Portfolio Theory: How i

January 22, 2021January 22, 2021

Modern portfolio theory (MPT) is an investing strategy that looks to maximize returns. After all, we like making money, but we dislike losing money even more. Generally speaking, o..

Betterment vs. Mutual Funds: A

January 15, 2021January 15, 2021

Table Of Contents A Typical Mutual FundThe Betterment AdvantageBetterment in More DetailRetirement Accounts Advice at BettermentTax-Efficient Investing With BettermentResponsible I..

11 Best Robo-Advisors for 2021

January 7, 2021January 7, 2021

Robo-advisors manage your investments for you by using a combination of investing algorithms and artificial intelligence. As a result, they give you the option to spend little to n..

What is an IRA?

January 2, 2021January 2, 2021

If you have ever researched retirement savings, you have likely heard of an individual retirement account (IRA). These accounts are retirement accounts individuals and couples can ..

What Is a Brokerage Account an

January 1, 2021January 1, 2021

A brokerage account is a type of account many investors use to buy and sell securities. You can think of them as a bank account used exclusively for trading.In fact, many banks off..

What Are Mutual Funds?

December 24, 2020December 24, 2020

If you don’t know a whole lot about mutual funds, you may have heard of them because of your employer-sponsored retirement plan. But, beyond that, you might wonder what these fun..

What Are Expense Ratios?

December 23, 2020December 23, 2020

These days, there is no shortage of low-cost investing tools and platforms. That’s great news for investors, but it doesn’t mean there aren’t still costs.In addition to mutua..

How Tax-Loss Harvesting Can He

December 21, 2020December 21, 2020

Tax-loss harvesting allows investors to minimize capital gains taxes on investments. It can also offset some of your ordinary income.This strategy has gained popularity in recent y..

Betterment vs. Acorns

December 1, 2020December 1, 2020

Low Management Fees Tax-Coordinated Portfolio Automatic Investing get started $5 to start investing No Trading commissions automatic round-ups get started Investing is a critical p..

How to Buy Stocks for Beginner

November 27, 2020November 27, 2020

Table Of Contents Choose Your StrategyOpen an AccountResearch InvestmentsDecide How Much to InvestBuy Your SharesSet it Up for the Long HaulStart Early - And Stay Committed Investi..

Betterment vs. Vanguard

November 26, 2020November 26, 2020

Betterment and Vanguard are two popular investment platforms. Vanguard has been around since 1975, while Betterment is much newer on the scene. If Vanguard has been around that lon..

Is Timing the Market a Good Id

November 23, 2020November 23, 2020

   You hear it regularly online: “I have money to invest. Should I wait for the market to drop a bit before I buy?” While this question is understandable - we al..

5 Easiest Ways to Start Passiv

November 20, 2020November 20, 2020

  Investing is an important part of building wealth. The problem? It can also be a lot of work.  That’s why this post is going to focus on passive investing.&..

Do Robo-Advisors Beat the Mark

November 16, 2020November 16, 2020

Table Of Contents What is a Robo-Advisor?How Do Robo-Advisors Work?Do Robo-Advisors Beat the Market?Real-World ReturnsHow Much Do Robo-Advisors Charge?Can Robo-Advisors Make You Mo..

How Socially Responsible Inves

November 13, 2020November 13, 2020

The economy changes rapidly; so, too, does the way people invest. And in recent years, socially responsible investing (SRI) has seen increasing popularity.  There are man..

M1 Finance vs. Betterment

November 10, 2020November 10, 2020

Pie-based investing Low fees Easy rebalancing get started Tax-loss harvesting Passive investingAutomatic rebalancing get started Both M1 Finance and Betterment are leaders in the g..

Roofstock vs. Fundrise vs. Rea

November 7, 2020November 7, 2020

There is no doubt that real estate continues to be a strong investment. That is likely the reason we have seen new platforms, such as Roofstock, Fundrise, and RealtyMogul.Each plat..

Do I Need a Financial Advisor?

November 6, 2020November 6, 2020

Financial decisions can be complicated, and that might make you wonder if you need a financial advisor. In many cases, that may very well be true - but not always.  In th..

Real Estate Investing for Begi

October 31, 2020October 31, 2020

Real estate investing is one of the most effective and dependable ways for investors to generate income. Better yet, it’s possible to invest in real estate while spending far les..

8 Best Ways to Invest in Real

October 19, 2020October 19, 2020

The more you learn about real estate, the more you realize there are more ways to invest in real estate than just buying a house or two in the neighborhood and turning them into re..

How to Buy Fractional Shares a

April 4, 2020April 4, 2020

Investing is one of the best ways to grow your wealth, everyone should consider investing if possible. One great way to do that is to buy fractional shares.See, some of the best co..