Is SoFi Invest the Right Investment Platform for You?

Is SoFi Invest the Right Investment Platform for You?

July 26, 2021July 26, 2021

SoFi Invest has become a leader among low-cost investment platforms. With no account minimums, no commissions, and no trading fees, platforms like this have transformed the way people invest. Demand h..

Which Robo-Advisor is Right For You? Here’s How to Decide

Which Robo-Advisor is Right For You? Here’s How to Decide

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 are incredibly popula..

M1 Plus Review: Is This M1 Finance Upgrade Worth It?

M1 Plus Review: Is This M1 Finance Upgrade Worth It?

July 12, 2021July 12, 2021

M1 Finance is one of the best investment platforms out there. With M1 Finance, you can trade stocks, bonds, and ETFs commission-free. Plus, you can access lines of credit, and even open an M1 Spend ch..

How to Invest in an IPO with SoFi Invest

How to Invest in an IPO with SoFi Invest

July 12, 2021July 12, 2021

Finding that next great investment is what every investor dreams of. An Initial Public Offering (IPO) is a company’s introduction to the stock market. It represents the first opportunity investors h..

M1 Borrow Review: What to Know about the M1 Finance Margin Program

M1 Borrow Review: What to Know about the M1 Finance Margin Program

July 12, 2021July 12, 2021

M1 Finance is well-known as a no-fee, no-commission online broker. Many newer investors ask, “How does M1 make money?” The answer is through its selection of additional products. One such product ..

M1 Finance Pies: Portfolio Automation Made Easy

M1 Finance Pies: Portfolio Automation Made Easy

July 12, 2021July 12, 2021

In our M1 Finance review, we briefly touched upon one of the platform’s most powerful features: M1 Finance pies. For novice investors, M1 investing can be relatively confusing. There are 60 pre-bui..

Robo-Advisor Fees: What is The True Cost?

Robo-Advisor Fees: What is The True Cost?

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, and people want to..

Betterment vs. Mutual Funds: A Comparison

Betterment vs. Mutual Funds: A Comparison

January 15, 2021January 15, 2021

Sticking to a checking account or a savings account isn’t always the best option. If you want to optimize your finances, there are other things to consider. Indeed, you must find an investment a..

10 Best Robo-Advisors for 2024

10 Best Robo-Advisors for 2024

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 no time poring over y..

Do Robo-Advisors Beat the Market?

Do Robo-Advisors Beat the Market?

November 16, 2020November 16, 2020

Ever since robo-advisors first appeared on the scene in 2008, they have been hugely popular. However, you may be wondering if they are as good as the hype. Perhaps more importantly: do robo-advisors b..

Being ‘Human’ Won’t Beat Robo Advisors

Being ‘Human’ Won’t Beat Robo Advisors

October 23, 2017October 23, 2017

By David Miller, founder & CEO of PeachCap Are robo advisors here to stay? Yes – absolutely. Not only are they here to stay, but they are gaining value and are likely to continue winning over co..

5 Things to Beware About Betterment

5 Things to Beware About Betterment

October 15, 2016October 15, 2016

If you’ve read anything we’ve written on the subject of Betterment, you know that we generally have glowing things to say about this service. You can read our complete thoughts in our long form ..

Betterment: An Ideal Platform for the First-Time Investor

Betterment: An Ideal Platform for the First-Time Investor

August 25, 2016August 25, 2016

The online world has has made it easier for people to invest, and they don’t need a lot to get started. The market is more accessible for first-time investors thanks to online platforms like Better..

Vanguard vs Betterment, Different Services for Two Kinds of Investors

Vanguard vs Betterment, Different Services for Two Kinds of Investors

August 11, 2016August 11, 2016

Vanguard and Betterment are two of the industry’s leading brokerage solutions specifically designed for long term retirement investing. Vanguard has been around a lot longer, founded with the pu..

Why a Betterment Portfolio Beats Your Portfolio

Why a Betterment Portfolio Beats Your Portfolio

August 4, 2016August 4, 2016

Betterment is pretty cool. We’ve covered this retirement savings robo-broker many times, and we’ve talked about its strengths and weaknesses. For people who are looking for a more in-depth analysi..

Betterment IRA: Everything You Need to Know

Betterment IRA: Everything You Need to Know

July 21, 2016July 21, 2016

Regardless of your age, it’s important to plan for your retirement, and the sooner you get started the less of a chance you will have of outliving your income. But in this day and age, it can seem l..

Betterment Investing: How it Works in 2024

Betterment Investing: How it Works in 2024

June 9, 2016June 9, 2016

We all know that online investing isn’t a new thing, and many well-known trading companies use very clever (and sometimes humorous) marketing techniques to make people believe that they have a simpl..

Is Betterment Good for the Hands-On Investor?

Is Betterment Good for the Hands-On Investor?

April 14, 2016April 14, 2016

Based in San Francisco, Betterment has everything built for the first-time investor. More than that, it caters to people who don’t have a lot to put into the market – at least, not in the beginnin..

Top 5 Reasons to Invest with Betterment

Top 5 Reasons to Invest with Betterment

February 4, 2016February 4, 2016

Based in New York City, Betterment is a fairly new company that seems to cater to new investors. Their tools are not only designed for ease of use, but they can also help newbies to get a leg up in th..

Betterment: A Better Way to Manage a Trust Fund

Betterment: A Better Way to Manage a Trust Fund

July 17, 2015July 17, 2015

Generally, when I think of people with trust funds, I think of elderly gentlemen smoking cigars and drinking chardonnay behind a desk made of mahogany in an office the size of a small apartment. Bette..

Betterment Continues to Revolutionize the Way Real People Invest

Betterment Continues to Revolutionize the Way Real People Invest

June 19, 2015June 19, 2015

With more than half of Americans not investing in the stock market at all, it is little wonder that investment needs a revolution. People have a lot of reasons for not investing. Some people don’t u..

Investing with Betterment Makes Investing Easy

Investing with Betterment Makes Investing Easy

December 26, 2014December 26, 2014

Who is Betterment? Betterment is a company that makes it easy and affordable to invest in stocks and bonds while making good returns and minimizing fees. They give you diversity by giving you access t..

Exclusive Interview with Betterment CEO Jon Stein

Exclusive Interview with Betterment CEO Jon Stein

August 12, 2014August 12, 2014

Last year at FinCon, I was lucky enough to meet up with the great folks from Betterment. Some other finance bloggers and I had a good chat with the CEO Jon Stein. He had some interesting insight into..

I’m Going To Start A Betterment Account

I’m Going To Start A Betterment Account

August 19, 2013August 19, 2013

Hey everyone, thanks for joining me for another Monday Money. I talk about a lot here, most of it tips and tricks on saving money, spending wisely and churning rewards credit cards. But, today, I̵..