Stash Review
With a well-developed educational section, Stash is an easy-to-use pick for those just getting started on their saving-and-investing journey.
Brian Baker, CFA, covered investing and retirement for Bankrate. He previously worked in equity research at Diamond Hill Capital Management and is a CFA Charterholder. His work has appeared online in various publications including MarketWatch, Fortune, the Omaha World-Herald, the Minneapolis Star Tribune, The Detroit News, MSN and Yahoo Finance. He also serves on the Investment Task Force for the Society for Advancing Business Editing and Writing.
Prior to joining Bankrate, he covered mergers and acquisitions for MLex Market Insight in Washington, D.C. Baker is passionate about helping people make sense of complicated financial topics so that they can better plan for their financial futures.
Readers can rely on his articles to learn more about a variety of investing topics such as how to start investing, investing through mutual funds, when to sell a stock and how investors can manage their emotions.
Baker’s passion for investing developed in college after reading about the success of long-term investors like Warren Buffett and Charlie Munger.
Investing can be intimidating, but following some basic principles can put you on the path to achieving your financial goals.
— Brian Baker, CFA
With a well-developed educational section, Stash is an easy-to-use pick for those just getting started on their saving-and-investing journey.
Known for its high-yield online banking accounts, Marcus is now taking its game to the robo-advisor space with Marcus Invest. It brings the core functionality – portfolio management, rebalancing – and adds some less common options such as socially responsible investing into the mix.
Personal Capital transforms the experience of a human financial advisor into the digital world, melding together some of the top features of each. The robo-advisor provides unlimited access to human advisors who can customize a portfolio to your financial needs while providing the advantages of automated tax-loss harvesting.
J.P. Morgan Automated Investing is the megabank’s robo-advisor offering and will likely appeal most to existing J.P. Morgan customers who are looking to take a hands-off approach to investing.
While Webull may not receive the fanfare of Robinhood for no-fee trading apps, the broker is at least as capable and may even make a better mobile or web-based trader than its popular rival.
Robinhood offers zero commission trades on stocks, ETFs and options — a key feature that made Robinhood a household name. Commission-free cryptocurrency trading is also available, albeit with a built-in markup.
Though investors who want to be in control may feel Vanguard falls short, hands-off investors who like the investment firm's low-cost mutual funds and ETFs will feel right at home.
How to choose between a high-yield savings account and a money market fund.
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