Investing

How to Invest Money That You'll Need in a Year Learn about the different investments that you can consider if you think that you will need the money within the next year - accounting for risk and returns. Kevin Mercadante Lance Cothern What Happens If You Need an Early Withdrawal from a 529 Plan? You know college is expensive. That means you’ll need to save quite a bit of... Ben Luthi How to Pick a Brokerage When You're New to Investing Learn how to pick a brokerage when you're new to investing and want to put money in stocks, mutual funds, ETFs, and more. U.S. Bank Automated Investor 2024 Review: Best for Your Investment Portfolio? Learn how the U.S. Bank Automated Investor program helps you manage a portfolio automatically based on your risk tolerance and investing style. Ben Luthi How to Make the Most of Your Inheritance, No Matter the Size Receiving an inheritance can be a liberating and true turning point in one‘s life, but instant or sudden wealth can also present unique challenges. Peter Bennett Jeff Yoncich 3 Rules to Keep Your Finances Stable So You Avoid Going Broke Financially successful people have a number of good money habits in... Peter Bennett 6 Ways To Maximize Money Before Interest Rates Rise What to do when rates rise? Even in our years'-running, low-rate environment,... 4 Mistakes to Avoid When Investing as a New Parent When you start a family, a good investment plan is more important than ever. Fix these new parent mistakes to start your family‘s future on the right foot. David Rodeck J.P. Morgan Brokerage 2024 Review: Self-Direct & Automated Investing Find out whether the Chase You Invest self-directed brokerage is a good choice if you want to invest in stocks, bonds, mutual funds, and more. Rebecca Lake Kevin Mercadante How to Build Diversified Portfolios With Low-Cost Vanguard Funds Paid non-client promotion: MyBankTracker receives compensation when a reader clicks... John Csiszar 4 Simple, Low-Cost Fidelity Investment Portfolios You might find investing to be difficult. It doesn't have to be. There are... Vanguard Personal Advisor Services 2024 Review Learn all about the Vanguard Personal Advisor Service, a robo-advisor service that helps manage an investor's portfolio automatically. Kevin Mercadante How to Use Schwab Index Funds to Build Simple, Diversified Investment Portfolios Here are examples of 3 different investment portfolios (made up of low cost Schwab index funds) that a typical investor and retirement saver can use. Lance Cothern Simon Zhen Guide to Maximizing Returns on Series I Savings Bonds You're looking to boost your savings by investing in a low-risk vehicle such as... John Csiszar Young Adults Who Want to Invest in Real Estate: Are You Ready for It? Investing in real estate can be a huge step towards securing an asset that will be... Should You Make Extra Payments Toward Mortgage or Invest the Money? Compare the pros and cons of using extra cash towards your mortgage or your investment portfolio to determine which option is better for your finances. Krista Baum How to Adjust Your Investment Portfolio for a Recession Although it is not normally advised for the average investor to try to time the stock market, see what you can set up your investment portfolio for a recession. John Csiszar Paul Sisolak Why You Need to Rebalance Your Investment Portfolio Anyone serious about growing their finances can’t deny the benefits of investing... Rebecca Lake Ally Invest Managed Portfolios 2024 Review: No Advisory Fees Robo-advisor platforms make investing automatic and more or less hassle-free. Another... What to Know When Investing via Peer to Peer Lending Thinking about investing in loans through peer-to-peer (P2P) lending platforms? Find out everything you need to know before you include them in your portfolio. Lance Cothern Should You Sell Off Investments to Pay Credit Card Debt? If you're thinking about selling your investments to pay off high-interest credit card debt, learn about the pros and cons of this strategy first. John Csiszar Krista Baum TD Ameritrade Essential Portfolios Robo-Advisor 2024 Review Robo-advisors have been around for over a decade so it’s no wonder that larger... Simon Zhen How & Where to Buy Your First Investment Stock Deciding to invest money in the stock market can be a scary proposition. After... Does It Make Sense to Start a 529 Plan Before Having Children? As a wise financial planner, you may consider starting a 529 plan for a child that isn‘t born yet. Learn if it is a good idea and what you should look out for. John Csiszar SigFig Robo-Advisor 2024 Review Learn about the robo-advisory services provided by SigFig. Find out what it costs and how it build your investment portfolio. Krista Baum Krista Baum Fidelity Go Robo Advisor 2024 Review Having your money managed by a professional is no longer reserved for the... Thomas (TJ) Porter 8 Investment Scams That Millennials Should Beware Of One of the many things that young adults have to start thinking about is saving... Where Should You Invest Money You'll Need in 5 Years or Less? Learn about the best places to invest your money when you expect to need these funds within the next 5 years or less. John Csiszar How to Invest for a Newborn Child's Future Learn about the different ways that you can start saving and investing to pay for the many expenses that are in the future for your newborn child. Paul Sisolak