Investment Services Reviews Archives - The Ways To Wealth

CAZ Investments Review: Key Facts About the “Holy Grail” Fund

R.J. Weiss — Fri, 23 Feb 2024 16:27:29 +0000

I first learned about CAZ Investments due to Tony Robbins’ promotion of the firm in his new book The Holy Grail of Investing. CAZ founder Christopher Zook co-wrote the book and advocates investing in alternative asset classes through CAZ’s offerings. Curious to learn more, I took a deep dive into the firm’s investment strategies, fee structure, risks, and other considerations that potential investors should be aware of. 11 Things to Know About CAZ Investments Here are key facts to know about the firm based on my review of the CAZ SEC disclosure brochure, as well as the filings around the […]

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7 Best Empower Alternatives (Formally Personal Capital)

R.J. Weiss — Mon, 27 Feb 2023 14:00:00 +0000

This is a list of legit alternatives to Empower, formally known as Personal Capital. In this post, we’ll cover: So if Empower hasn’t worked for you, give one of the options below a try. Best Alternative For… Company Basic budgeting: Rocket Money Comprehensive budgeting: YNAB One-on-one financial planning: Facet Wealth As-needed financial planning: Betterment More customizable portfolios: M1 Finance Alternative retirement planning tool: T. Rowe Price Savings withdrawal calculator: FIRECalc #1. Best Basic Budgeting Tool: Rocket Money Most free budgeting tools generate revenue from selling ads and promoting financial products like credit card offers. This clutter makes for a bad […]

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Best Brokerage Promotions: Top New Account Bonus Offers

R.J. Weiss — Thu, 09 Feb 2023 16:32:00 +0000

Below are the best brokerage account cash sign-up bonuses available today. To compile this list, we considered the overall quality of the brokerage, the investment options offered, and the value of the bonus compared to the deposit needed to earn it. Robinhood 1 to 3% on IRA/401(k) contributions and 1% on transfers. Public $5,000 deposit for a $150 bonus. TradeStation $500 deposit for a $50 bonus. E*TRADE $1,000 deposit for a $100 bonus. M1 $10,000 deposit for a $75 bonus. SoFi $1,000 deposit for a $25 bonus Charles Schwab $25,000 deposit for a $100 bonus. Citi Self-Invest $10,000 deposit for […]

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Playbook Review: My Experience With The Tax Optimization Software

R.J. Weiss — Mon, 22 Aug 2022 18:59:25 +0000

Playbook (also referred to as Hello Playbook) is an online financial planning platform that aims to help high-income individuals optimize their tax-advantaged retirement savings. To write this Playbook review, I signed up for an account to see how it works, to learn about its pros and cons, and to identify the type of person who would benefit the most from using it. Playbook at a Glance While most people have heard of asset allocation, there’s also an important concept called asset location. Asset location refers to where you invest — e.g., within an IRA, 401(k), HSA or taxable account — […]

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Atom Finance Review: What You Get & Is It Worth It?

R.J. Weiss — Thu, 27 Jan 2022 21:17:49 +0000

Atom Finance is a subscription-based investment research platform with the goal of helping everyday investors get the same level of information as professionals. In this Atom Finance review, we’ll look at how the platform accomplishes that, what its limitations are, and whether Atom is right for you. Atom Finance Explained Founder and current CEO Eric Shoykhet launched Atom Finance in 2019 to provide a reasonably-priced online platform where everyday investors can gain insights typically available only to professional money managers. As they explain in their original press release: “Atom’s enterprise services level the playing field for investors worldwide by plugging […]

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5 Best Portfolio Tracking Apps for Managing Investments

R.J. Weiss — Wed, 03 Nov 2021 21:11:18 +0000

Being able to view your investments in one place can go a long way toward simplifying your financial life. Not to mention, seeing your balance increase over time can be very motivating. And even more importantly, knowing exactly how you’re doing allows you to make better decisions with your finances. There are many free tools for tracking your investments. In this article, we’ll list our favorite investment tracking apps and offer tips on using these tools to improve your financial decision-making. Should You Track Your Investment Portfolio? Frequently monitoring your investment portfolio has become the default behavior for most investors. […]

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