The ideal investment tracking app makes managing investments a breeze. Investment apps can track not only the portfolio’s performance, but also its fees, asset allocation and projected future growth. What follows are some of the best investment tracking apps based on numerous factors, including cost, features and ease of use. Note that I have used…
Quicken was once the go-to budgeting tool. I used it when it was first released in the 1980s. Today, it’s been eclipsed by apps that enable you to manage every aspect of your finances, often for free. I’ve tested dozens of apps, and here are the best Quicken alternatives in 2025. My Top Picks Of…
Like many other businesses, investment brokers sometimes offer bonuses to encourage investors to sign up with their services. Not all brokers offer a sign-up bonus, but a surprising number do. In this article, we’ll look at the 10 best investment broker bonus offers available in 2025. Be aware that each of these bonus offers has…
Morningstar recently released its annual report on the state of retirement income. It’s the fourth such annual report. In each, Morningstar uses assumptions about future market returns and inflation to estimate the safe withdrawal rate (SWR). In this year’s report, Morningstar estimates that the SWR is 3.7%. This means that one could spend 3.7% of…
When it comes to saving for retirement, there are four account types to consider: The different account types raise an important question about saving for retirement–Does the order in which we fund these accounts matter? In many cases, it does. In this article, we’ll walk through an optimal order of funding retirement accounts. We’ll also…
The cost of financial advice and how that cost is calculated are hotly debated topics among financial professionals and the clients they serve. The most common fee structure is based on Assets Under Management (AUM). An advisor charges a client an annual fee equal to a percentage of the amount of investments they manage for…