Fin Tools

If  You can Dream it,

You can Do it.

Walt Disney

Fin Tools

What are You Passionate About?

Fin Tools

Your Passion Project = Side Hustle

A Favorite Hobby can be Your Side Hustle to Make Additional Monthly Income.

Rising Side Hustle Lifestyle

45% of Americans have a Side Hustle Gig outside their Primary Job.

43% of American Households earning $80,000+ per year, (little wealthier and more educated) tend to consider accumulating wealth through more streams of income and have more to offer from their higher level of education.

Fin ToolsWomen (53%) more than Men have side hustle gigs

Fin Tools Millennials, ages 23 – 38, (48% ) are more likely to have a side hustle gig than Generation X (39%) or Baby Boomers (28%)

Fin ToolsAverage American spends about 12 hours per week on side hustle

Fin ToolsAverage Income from Side Hustle is $1,122 per month/ $13,000+ per year

Fin Tools Purpose of Side Hustle Income is for Extra Spending Income (34%) and Living Expenses (30%)

Fin Tools  Most Popular Side Hustle are Online Business (Podcast, Youtube), Blog

Fin Tools Challenge for many with a Side Hustle is Growth and Marketing of the Side Business

Stats: 2019 articles from Bankrate, SideHustleNation, Dollarsprout

Ways to Make Money ONLINE

Fin Tools

Social Media Influencers

Fin Tools
For Instagrammers, You Tubers, and those on other Social Media Platforms,
The Power in Numbers of Followers Gives You Access to a Very Large Market and Potentially Very Profitable.

Fin Tools

YouTube

In order to be monetized on You Tube, you must become a member of the YouTube Partner Program and then sign up for Google Adsense to set your preferences.

To be eligible for the You Tube Partner Program you channel must have at least 4,000 watch hours in the past 12 months and at least 1,000 subscribers.

You choose what kinds of commercial, ad banners or an ad above suggested videos on the right. Ads revenue can be from per view, but most are from pay per click.

Success of the amount of money you make depends on:

  1. Nature of ads
  2. Viewership you have
  3. The advertiser’s bid
  4. Type of content
  5. Length of video- more time gives your viewer to click on an ad as well as time for Google to display relevant ads.
  6. Engagement of viewers- the more interactions with your ads, the more money you will make.

Fin Tools

Instagram

You will need 3,000 followers before your Instagram profile becomes profitable. You can make money on Instagram through sponsored posts, selling your photographs and products, and affiliate marketing.

Tips:

  1. Pick your Niche– something unique that you have experience, so to provide valuable content and entertaining as well.
  2. Trending topics and Catchy captions to get attention. It is good to pay attention to some details. First impressions can make a difference.
  3. Be genuine and honest about your post and experiences you wish to share.
  4. Persuasive personality– An Influencer suggests products or services to inspire your followers to take action. So many companies are willing to offer you sponsorships.
  5. Engage your followers – constant contact through messaging and likes sparks interest among your followers to help attract brands and other profiles that could make you a profit.
  6. Build relationships in your niche with other social media influencers can bring more attention to your account.

Fin Tools

Who are the Highest Earners on YouTube?

According to the 2020 You Tube League (March 6,2020)

  1. Dude Perfect total estimated earnings $68M Subscribers 49.2M make per video $301,300 USD
  2. Vlad and Nikita total estimated earnings $64M Subscribers 34.5M make per video $312,300 USD
  3. Like Nastya total estimated earnings $97M Subscribers 48.1M make per video $258,500 USD

Who are the Highest Earners on Instagram 2019?Fin Tools

(Source: Chart from Statista) Christiano Ronaldo, Portuguese Soccer Star, makes an average income from Fin ToolsInstagram $47.8M, with about 187M followers. For each Paid-Posts on his account from various companies, he takes on average $975,000USD.

  1. Travel – estimated $818B (source: salecycle.com)
  2. BeautyFin ToolsFin Tools
  3. Fashion
  4. Health & FitnessFin ToolsFin Tools
  • According to (Emarsys, 2019), there are 5 billion social media users globally.fin tools, Fin Tools
  • Smartphones with its mobile friendly interfaces makes up the majority -about 91% of social media users– spending time on mobile platforms (Lyfemarketing, 2018).
  • Results by generation according to Emarketer, 2019Millennials (90.4%), Generation X (77.5%) and Baby Boomers (48.2%) are active social media users.
  • Facebook, with over 2.32 billion active monthly users (Pewinternet, 2018) is the most widely used platform.
  • Data by Globalwebindex, 2019, an average of 3 hours per day, a person spends on social networks scrolling through feeds and postingcommenting and messaging.

Bloggers’ Life

Fin Tools

Fin Tools

  • How is the Appearance of Your Blog?
    • Do you have engaging Titles, Content and Graphics?
    • Do you have a Niche with focused, honest and quality articles written?
  • Do You Have Engaged Page Viewers?
    • Is there a Newsletter Subscription on your site?
    • Is there a way to communicate through comments and feedback on your Blog?
    • Do you use social media platforms to promote your Blog and engage your audience?
  • Do You Monetize Your Blog Effectively?
    • Are you Self-Hosted?
    • Ads?
    • Affiliate Marketing?
    • Promoting Your own Merchandise?
    • Sponsored Posts?

Fin Tools

It is important to remember that it is NOT the amount of PageViews that matters, but rather what you do with those numbers.

On Average, if you can achieve more than 100,000 PageViews per month on your Blog, than you should be earning about $3,500 per month and can possibly consider to be a Full-Time Blogger.

Join a premier Ad Network – Adthrive for Bloggers with Pageviews Over 100,000 per month, Mediavine 25,000 – 100,000 Pageviews per month

Fin Tools

  • Blogs: 600 million on the internet in 2020
  • Bloggers in USA: estimated 31.7 million in 2020, according to Statista 2020 . Also, 69% of bloggers were 25-44 age range mostly from US, Canada, UK and Australia with some education past high school, according to convertkit.com.
  • Content Management System since 1 October 2019: WordPress (34%), Joomla (2.7%), Shopify (1.7%), Drupal (1.7%) Squarespace (1.6%). Data from W3Tech.com
  • The Blog Post:from an article by orbitmedia.com.
    1. Writing Time: It takes about 3 hours 57 minutes (up 65% since 2014) to write a post .
    2. Length of Average Post: 1,236 Words, range 500-1500 words (increased 53% since 2014)
  • Publishing Frequency– :67% posts strong results for posting daily rather than monthly (23%). However, posting several times in a day showed less returns (46%).
  • Writing Style: Practical, how-to articles (77% of Bloggers surveyed), Opinions, Guides, E-Books, News and Trends (44-49%).
  • Gated Content: 32% of Bloggers gate content, which means requiring an email prior to getting access. Of those who gate content, 88% of Bloggers report some or strong results.
  • Visuals: Images (93% of Bloggers) and Videos (26% of Bloggers use videos).
  • Collaborative Content: Through Interviews, Round ups and Contributor quotes, most Bloggers (67%) include this form of posts, at least 10% of their posts.
  • Use of Editors: 41% of Bloggers edit their own work compared to 31% who use a formal editor. All seemed to be doing well with both informal and informal editing of their content.
  • Traffic to Your Site: In 2019, Blogger use Social Media (97%), SEO (69%), Email Marketing (66%), Influencer Outreach (18%), Paid Services (17%) to drive traffic to their site.
  • Updating Content: Increasing trend in 2019 to update content (68% of Bloggers) and 35% of Bloggers who update content show strong results.

Fin Tools

  • Invest more time per Blog Post writing valuable content
  • Stronger correlation for higher rank in Google Search with long-form content, with emphasis on QUALITY CONTENT
  • Publish daily rather than monthly
  • Blog Post Titles with 6-13 words attract the highest and consistent traffic to your Blog.
  • Content Style to be visual, in-depth collaborative content in the form of guide, ebooks and original research are likely to succeed. In contrast Bloggers who publish news and opinions did not report strong results (less than 30%).
  • Visual Content is very important. Blog content that includes a video had strong results, a well as highly visual content of 10+ images per article had strong results.
  • Successful Trend to consider with your blog content is to include collaboration with Influencers
  • Drive traffic to Your site with Influencer Outreach and Paid Promotions.
  • Research Key Words and use SEOs report to check Analytics to check if content and key words had an impact on their Pageviews.
  • Improve SEO Tactics by updating old content to improve rankings and traffic search.
  • Compounding Blog Posts can increase further traffic on your site as you publish quality content consistently.

Investment Fin Tools

Fin Tools

Ready to Start Investing?

Begin with some do- it- yourself analysis using research tools and guides from the best investors in the world.

Take into Consideration:

  • These investing tools are not ranked in any order.

  • Each have their own niche in the investing world to provide what they think you need to become a successful investor.

Updated April 12, 2020

Fin Tools

Founded 2012 Analyze and formulate an average consensus/ price target for a stock based on financial data and news. Suggest similar stocks according to your stock search. Also, measure the ability of financial analysts to make profitable stock recommendations. Data from Wall Street analysts, hedge fund managers, Financial bloggers, Corporate Insiders and Individual Investors.

Benefits:

Plans and Pricing

  • Basic Free Membership $0
    • Limited access to stock analysis, smart portfolio, research tools, daily insights, top experts
  • Premium $29.95/month, billed annually
    • Full access to Stock Analysis, Research Tools,
    • Advanced Access to Investment Ideas, Smart Portfolio, Daily Insights, Top Experts
    • Limited Access to Email Alerts
    • Priority Support, Export Data PDF
  • Ultimate $49.95/ month, billed monthly
    • Full Access
    • Top Priority support, Export Data Excel + PDF
  • 100% money back guarantee, if canceled within 30 days

Fin Tools

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Fin Tools

Analyze data, rank and organize lists of dividend paying stocks, DRIP returns calculator, top yielding ETFs, link to ETF channel

Benefits:

  • Free Weekly Dividend newsletter

Fin Tools

Check it out

Fin Tools

Founded in 2004
Tracks stock picks and portfolios of the top investors, articles, value investing screeners, research tools, global markets

Benefits:

  • Free trial for 7-Days
    • Money Back Guarantee, within 30 days
  • Premium Membership
    • US Markets $449/ year
    • Asia Markets $399/ year
    • EU Markets $399/ year
    • Premium Data Coverage- add a region for a discount $100/ year
    • Guru Data, Valuation Tools, Real- Time Guru Trades, Follow Insiders
  • Premium Plus Membership
    • $849/ year
    • All Access – US Institutional 13 D/G/F Data, Guru Focus Excel Add-in, Guru Focus API, All institutional investors’ stock picks with alerts
  • Free Newsletter

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Fin Tools

Launched site in 2004
Editors for all financial community provide articles, opinions, discussions researching stock market news, portfolio management, earnings reports and investment strategies

Benefits:

  • Free Newsletter
  • Contribute your own finance related articles
  • Promote your own investment related books, blog or website

Plan:

  • Join Investing Community, 50,000+ investors in the world
  • Free 2 Industrial Reports
  • Free Trial 14-days
  • Premium Yearly $19.99/ month ($239/ year)
  • Premium Monthly $29.99/ month

Fin Tools

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Fin Tools

Founded in 2008
Social network for finance and stock market investing, real time chat with investors and traders, watchlist for your favorite stocks, ticker for trending stocks

Benefits:

  • Invest Commission-free brokerage with Trade App  to buy full or fractional shares and share trades with friends and family
  • Free signup to see what the community of investors and traders are saying in real-time
  • Monthly subscriptions to Premium finance rooms Marketplace Analysis from leading minds in business and finance. Subscription Prices vary from $7.99/month to $100+/ month.

Fin Tools

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Fin Tools

Founded in 1993
With the individual investor on mind to simplify financial terminology and concepts, build on basic personal finance and investing knowledge

Benefits:

  • Offers also Premium Services for stock picking, options trading, portfolio management
    • Stock Advisor $199/ year
    • Rule Breakers $299/ year
    • Rule Your Retirement $149/ year

Fin Tools

Check it out

Fin Tools

Founded in 2007
Visual research tools, news and blog feed from different sources, stock screener with visualization through colored maps /bubbles, S&P 500 World Stocks, Industry/Sectors and ETFs, Forex, Futures, Cryptocurrency

Benefits:

  • Offers Free Services Delayed time for quotes, charts, and screening
    • Maps, Groups delay 3-5 minutes
    • Screener Rows per Page (table/charts/snapshots) 20/36/10
  • Registered Services
    • Delayed time for quotes, charts and screening
    • Maps, Groups delay 3-5 minutes
    • Screener Rows per Page (table/charts/snapshots) 20/36/10
    • Portfolios per user 50, Tickers per portfolio 50, Screen Presets 50
  • Elite Services for real time stock quotes, advertisement free from $24.96/month
    • Ad-Free
    • Quotes, charts and screening in real-time
    • All Access, Email Alerts
    • Screener Rows per Page (table/charts/snapshots) 100/120/50
    • Portfolios per user 100, Tickers per portfolio 100, Screen Presets 100

Fin Tools

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Fin Tools

Fintel – Financial Intelligence tracks institutional investors and security traded worldwide, 13F filings, Hedge fund holdings, headline news.

Fintel tracks 9,500 funds and 63,000 securities traded worldwide. It provides research tools for the data-driven investor. Investor tools include Combined Portfolio Builder (combining positions of leading funds), Advanced stock screener, and hedge fund holder tracker.

Plan offers Ad-free, deep analysis of institutional holding and sentiment,  insider trade performance, short interest – put/call ratio metrics, SEC filing comparison tool, Email alerts

  • $ 24.75/ month (billed quarterly)
  • $21.75/ month (billed annually)

Fin Tools

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Fin Tools

Simply Wall St App is a Sydney Australia based Startup for Portfolio Management. Through hundreds of thousands of easy to understand infographics on companies and Portfolios from successful investors, this app helps retail investors to make profitable decisions, rather than buying stocks based on news hype and hunches.

Plans available:

  • Learner Free plan
    • Institutional quality data and Global markets
    • Company reports per month 10
    • Companies analysed in a portfolio 6
    • Total Portfolio 1
  • Investor Plan $115 USD, billed yearly
    • Institutional quality data and Global markets
    • Company reports per month unlimited
    • Companies analysed in a portfolio unlimited
    • Total portfolios 3
  • Pro Plan $340 USD, billed yearly
    • Total portfolios 12
    • Company reports per month unlimited
    • Companies analysed in a portfolio unlimited
    • All access as well as export to PDF, Data audit

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Fin Tools

Founded in 2014

Based out of Dublin, Ireland provides a comprehensive platform for learning about investing in the stock market (advice and expert opinions), monthly stock picks, buy and hold philosophy, progress wheel, able to link your brokerage account, on hand to anwer questions, stock club podcast.

Benefits:

Horizon Reveal Package (for an inside look as Emmet build a portfolio $1.2M) 12 month subscription offered for $799 per year which is $2.25 per day.

Fin Tools

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Fin Tools

2017 Benzinga Fintech Award Winner for Analysis

2019 Benzinga Fintech Award Winner for Empowering The Consumer With New Tools

Founded in 2011

Based in Ohio, to provide stock market chart visualization, in-depth market technical analysis, ability to communicate with other investors from all over the world, alert notifications (via pop-up, audio signals, text, email), stock screener and simulated trading. Once you are ready, you can link this platform with supported brokerages.

Benefits:

  • Mobile App from Google Play Store
  • The plans offer variety of Charts, Indicators and drawing tools, alerts, algorithms for custom indicators and strategies, screener, data from all major stock exchanges, global currencies and in real-time, social/ communicate with traders in real-time around the world
  • Free Simulated Trading Account with fake money to practice trades or place live order with supported brokerages
  • Other data tools such as economic calendar, enhanced watchlists, customer support
  • 4 Plans available:
    • Free 30-day trial
    • Basic $0
      • With Ads
    • Pro ($14.95/month)
      • Ad-free
    • Pro+ ($29.95/month)
      • Ad-free
    • Premium ($59.95/month)
      • Ad-free

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Investing Terminology

Fin Tools

Micro Saving and Micro Investing allows you to invest your spare change and with time add up to a considerable amount of savings!

Fin Tools

RoboAdvisor is an automated portfolio management that uses computer generated technology to build, manage and balance assets/ investment portfolio based on your goals and tolerance risk, rather than a human financial advisor.

Fin Tools

DRIP Dividend Reinvestment Plan allows investors the option to buy additional fractional shares with cash dividends of the company- automatic reinvestment into the same company.

Brokerages 2020

Investment Management Platforms to Suit Your Needs

Fin Tools

A Penny SAVED

is

A Penny EARNED

Benjamin Franklin

Fin Tools

Fin Tools

Micro Investing Apps enables you to:

  • invest small amounts with low fees, low minimum account balances and letting it grow
  • little investing knowledge needed since the apps are simplified using roboadvisors
  • offers automated investments
  • encourages good habit of long term future investing with dollar-cost averaging method
  • portfolio can be varied by building your own while others invest in ETFs, broad stock market indexes and mutual funds

Fin Tools

Micro Saving and Micro Investing is for anyone who is interested in saving and wants to begin today!

However, some financial gurus, such as Dave Ramsey does not recommend this investment strategy because he believes that Micro Investing produces Micro Results. And if you want to bring your retirement dreams to life, you need a nest egg. And not a micro-nest egg.

But, in all actuality Rome was not built in a day. The great investor of our time, Warren Buffet, did not become a Billionaire until his 50s and he started investing in his first stock at the age 11.

Micro Saving and Micro Investing are really helpful:

  • Children, Teenagers and College Students to set financial goals and begin saving. Basically, those that are new to investing and like their savings to be automated
  • Recent graduates, starting out with entry level salary with high debt and student loans
  • Anyone who wants to put aside some money to inspire good habits monthly. This is best done after you have begun to contribute towards your employer sponsored retirement plans at work and have set up an easily accessible emergency saving fund with at least 3-6 months of expenses.

Fin Tools

  1. These apps make some money by charging small annual fees depending on the size of your portfolio, monthly fees and/ or  commission fees for buying and selling fractional shares of stocks and EFTs.
  2. Other apps are middle-men or third parties, not an investing institution. So, they receive a small commission for the transactions from your bank account into investment or saving account (round up spare change) from their innovative tech,  simplified platform.

Updated April 28, 2020

Brokerages on that Change our Concept of Investing

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Brokerages on the Rise that Innovate Financial Management

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Classic Full-Service Brokerages that Continue to Prevail

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Investing Services are also Offered with Banks

Investing at your Bank has its benefits.

It allows you to consolidate all your finances within one place

which is really convenient during tax time.

Fin Tools

Updated April 21, 2020

Fin Tools

Promotion: Get up to $625 when you open and fund A YOU Invest Trade account with qualifying new money by May 7, 2020. Your funds should be added within 45 days of opening your account.

  • Deposit $25,000 – $99,000 Cash Bonus $200
  • Deposit $100,000 – $249,999 Cash Bonus $300
  • Deposit $250,000+ Cash Bonus $625

Benefits:

  • Types of Accounts offered: Brokerage (Individual and Joint), Traditional IRA, Roth IRA
  • Invest in Stocks, ETFs, Options, Mutual Funds and Fixed income investments

Plans and Pricing:

  • YouInvest Trade Account
    • Invest on your own or get smart portfolios managed for you
    • Unlimited commission-free online stock, ETF and option trades
    • Minimum to invest $0
    • Options contract fees $0.65 per contract fee
  • JP Morgan Private Client Advisor
    • tailored investments and planning for you and your family’s future financial goals
    • Services include: Priority Banking with lower fees, access exclusive credit and borrowing programs, investing with personalized assistance
    • No Chase fees on most everyday banking transactions, wire transfers and debit cards purchase abroad, adjustable spending and withdrawal limits on debit cards for family members
    • Discounted loan rates home lending, auto purchase, refinance loans
    • Unlimited commission-free online stock, ETF and option trades
    • Minimum $250K in Chase investments and accounts
    • Options contract fees $0.65 per contract fee

Fin Tools

Learn more/ Open account

Fin Tools

2020 Award #1 Overall Client Experience (StockBrokers.com Annual Review)

Best for: Research and investment tools, Customer support

Promotion: Get up to $600 Bonus Cash when you enroll, open and fund a new Merrill Edge Account or IRA. Make a qualifying deposit to your new account within 45 days and maintain your balance for at least 90 days.

  • Deposit $20K   Bonus Cash $100
  • Deposit $50K   Bonus Cash $150
  • Deposit $100K Bonus Cash $250
  • Deposit $200+K  Bonus Cash $600

Exclusive Offer for Preferred Rewards Members: Get up to $900 Bonus Cash when you invest in a new Merrill Edge Self-Directed Account. Make a qualifying deposit to your new account within 45 days and maintain your balance for at least 90 days.  Offer valid for new and existing individual Merrill Edge IRAs or Cash Management Accounts opened before July 15, 2020.

  • Deposit $20K   Bonus Cash $150
  • Deposit $50K   Bonus Cash $225
  • Deposit $100K Bonus Cash $375
  • Deposit $200+K  Bonus Cash $900

Bonus Offer: Preferred Rewards offers benefits and rewards on your Merrill Edge investment and Bank of America banking account balances. As your balance grow, so do the benefits.

Benefits:

  • Portfolio Style: Self-directed or Managed Portfolio
  • Available Investing options: Stocks, Options, ETFs, Mutual Funds, Fixed Income and Bonds, Margin Lending
  • Investment Tools Mobile investing, Market Pro Research, Investor Education
  • Customer service call 24/7
  • Accounts: Brokerage, Retirement IRAs, College Savings Plans, Small Business Solutions- 401(k), SEP IRA, SIMPLE IRA

Plans and Pricing:

  • Merrill Edge Self Directed  (Hands-on investor)
    • Unlimited $0 online trades for stock and ETF trades and Options and Brokered CDs
    • $0 per transaction Mutual Funds – Load-waived funds and No load, no transaction fee funds (NTF)
    • $0 Annual Fee
    • $0 Minimum initial investment
    • Mutual Fund fee $19.95 for No load, transaction fee funds (TF)
    • Mutual Fund fee – see prospectus for fund’s sales charge on Load Funds
    • No trade minimums
    • No Minimum Balances
    • Representative Assisted trades $29.95
    • Options contract fee $0.65 per contract
    • Margin Rates Base Lending Rate is 5.25%
      • Loan Amount $100+K call 855-332-5920
      • Loan Amount $25K- $99,999 margin rate base + 2.250%    (7.50%)
      • Loan Amount $24,999 and less margin rate base + 3.375%  (8.625%)
  •  Merrill Guided Investing (Managed Portfolios)
    • Minimum to invest $5,000
    • Annual program fee 0.45% , Bank of America Preferred Rewards member qualify for reduced program fee as low as 0.30%
  • Invest with an Advisor
    • Minimum to invest $20,000
    • Annual program fee 0.85% , Bank of America Preferred Rewards member qualify for reduced program fee as low as 0.70%
  • College Investing
    • 529 NextGen Select annual account fee $0
    • Minimum to invest $25

Fin Tools Fin Tools

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Fin Tools

Press Release

Charles Schwab bought USAA assets in $1.8B cash deal to acquire assets of USAA’s Investment Management Co. (IMCO) including brokerage and managed portfolio accounts. Close deal in 2020.

Victory Capital will acquire USAA Asset Management Company (AMCO), which included the USAA Mutual Fund and ETF businesses as well as the USAA 529 College Savings Plan. Close deal July 1, 2019 and takes 12 to 18 months for full technology systems conversion and transition of USAA Mutual Fund accounts to Victory Capital.

Check it out

Fin Tools

Best for: Low trading commission fees, Active traders looking for lower fees

Promotion: Get up to $3,500 Bonus Cash when you open an Ally Invest Self-Directed account. Accounts will be reviewed 60 days after account opening to determine the total qualifying deposit.

  • Deposit $10K – $24.9K  Bonus Cash $50
  • Deposit $25K – $99.9K Bonus Cash $200
  • Deposit $100K – $249.9K Bonus Cash $300
  • Deposit $250K – $499.9K Bonus Cash $600
  • Deposit $500K – $999.9K Bonus Cash $1,200
  • Deposit $1M – $1.99M Bonus Cash $2,500
  • Deposit $2M+ Bonus Cash $3,500

Bonus Offer: Transfer your Brokerage account to Ally Invest and Ally Invest will credit the transfer fees up to $150 when you complete a first-time account transfer for $2,500+

Benefits:

  • Portfolio Style: choose Self-directed Trading or Managed Portfolio
  • Portfolio with streaming quotes, technical analysis with charting tools, market news
  • Customer service 24/7 chat, email
  • Ally Mobile App provides all company’s banking products and brokerage services all-in-one
  • Available Investing options: Stocks, ETFs, bonds, mutual funds, options, forex, Margin Account
  • Minimum Balance $0
  • IRA Annual Fee None, IRA transfer fee $50 IRA closing fee $25
  • Service Fees: ACAT Transfer Out $50 Outgoing domestic wire transfer $30 Phone Assisted Orders $20 + regular commission

Plans and Pricing:

  • Self Directed Trading (Hands-on investor)
    • No commission fee Stocks and ETFs
    • No commission on Options trade
    • Options Contract fee $0.50 per contract
    • In-depth research and market analysis tools
  • Managed Portfolios (Robo Advisor)
    • Minimum to invest $100
    • No advisory fees, annual charges or rebalancing fees
    • Cash Buffer  30% of portfolio set aside as interest-earning “buffer”
    • portfolio designed based on your personal goals, timeframe and risk tolerance
    • automatic rebalancing
    • Invest in mix low cost, diversified ETFs
    • Portfolios: Socially Responsible, Tax Optimized, Core, Income

Fin Tools

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Focused Investing

Fin Tools

Updated April 21, 2020

  • Ellevest | Redefining Investing for Women

    • Investing platform designed by women for women
    • Portfolio Style and Fees:
      • Ellevest Digital (Managed for you),  Fees: 0.25% annually, Minimum to Invest: $0
      • Ellevest Premium (Digital + Coaching), Fees: 0.50% annually, Minimum to invest $50K
      • Wealth Management (Advisor Team), Fees based on assets, Minimum to invest $1M
  • Tiger 21 

    • Exclusive premier membership organization of high-net-worth entrepreneurs, investors and executives
    • Peer network to navigate through challenges in investments, life and family as well as opportunities in philanthropy, wealth and legacy preservation
    • Membership requirement include monthly meetings, lifelong learning commitment, minimum $10M investable assets
  • The White Coat Investor

    • Informative Website, Podcasts and Resources by a Emergency Physician, Dr. Dahle, for Medical Professionals
    • Topics: Personal Finance and Investing, Student Loans and Insurances as it relates to the “White Coat Community”
    • Paying it Forward  – White Coat Investor Scholarship ($60+K cash and prizes) for professional full-time students studying towards a medically-related degree

Compare Tech Giant Stocks 

fin tools, Fin Tools You will find more infographics at Statista

Amid the Global Economic Turmoil After-Effects from COVID-19 Pandemic in 2020, the Resilient Tech Giants namely Amazon, Apple, Alphabet (Google), Microsoft and Facebook show a positive revenue growth in Q1 2020.

© All Rights Reserved FinancialTechnology. Data provided by Yahoo Finance. Intraday Data delayed at least 15 minutes or per exchange requirements. Quotes are in Local Exchange Time.

The Stock Market

Considerations when Investing

  1. Know the business you wish to buy stocks (advice from Warren Buffet)
  2. Understand the Balance Sheet of the Company
  3. Diversify among various markets to counteract down years
    Callan LLC Periodic Table of Investments (1999-2018)

We are buying businesses and should expect up and downs in the economy day to day.

In an interview with Becky CNBC Ask Warren (February 24, 2020), Warren Buffet said he has been buying stocks since he was 11 years old and now 89 years old.

Fin Tools – Stock Market Investing Books

Fin Tools