Newsletter

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Good Investing Tools

The M1 Finance super app is a complete personal finance platform for investing commission-free (and borrowing). The portfolio pie functionality of picking a group of stocks you like and having all cash-flows rebalanced automatically is a great automation feature.

Empower offers free tools to keep track of all your accounts. An innovative way to use the tool is to sign up your senior citizen parents if they have been scammed in the past so you can have a second set of eyes on their accounts.

For advanced traders who want direct access to exchanges without “payment for order flow” shenanigans a la Robinhood, choose Interactive Brokers.

I use Axos Bank for its no-fee business account with free bill pay.

When it comes to crypto trading, Phemex is king (read why here).

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