The Best Free (and ‘Free’) Tools to Evaluate Your Portfolio
My Journey to Millions
by KevinDFlynn
7M ago
Choosing the best free tools to evaluate your portfolio can be challenging, even for more experienced retail investors. New financial technology (fintech) is constantly being developed, so today’s solutions may be significantly different tomorrow. With that in mind, we’ve compiled a list of the best tools available that you can use for free to evaluate your portfolio. Self-managing your investment portfolio can be overwhelming if you don’t have the right tools and technology for the job. We’ve broken these tools down into five primary categories. Visibility of all your accounts is at the top o ..read more
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When should you change your portfolio distribution?
My Journey to Millions
by KevinDFlynn
7M ago
There are two types of investing. Passive investing is when you use a specific model to invest in buckets of stocks across a predetermined balance of stock market sectors. Passive investments are typically “buy and hold,” meaning you won’t need to rebalance as often. When should you change your portfolio distribution for a passive investment fund? Most investors do that quarterly. The second type of investing is “active.” Rebalancing an active investment portfolio happens more frequently because the investor uses fundamental analysis to track events and economic shifts that affect market movem ..read more
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Using Morningstar’s FREE Instant X-Ray Tool to Evaluate your Portfolio
My Journey to Millions
by My Journey to Millions
11M ago
Despite having my Series 6 and 63, I am not an investment expert, by any means, nor do I pretend to be. Luckily, there are free tools out there for people like me to allow me (and maybe you lol) to analyze your portfolio and investments. I personally use Morningstar’s portfolio X-ray tool. Here’s a background on Morningstar and why I use the tool. What is Morningstar? MorningStar Inc. is a global financial services firm that specializes in investment research products, management, and analysis. It is a widely recognized and respected company in the investment community, known for its independe ..read more
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Family Businesses and Succession Statistics
My Journey to Millions
by My Journey to Millions
11M ago
I recently read two amazing articles on family businesses, and more specifically family business succession planning.  Both provided amazing statistics that I felt that I had to share since I know quite a few of my readers are business owners.  The take away from both stories that it is simply irresponsible if you have a successful business and don’t at least think about using a buy-sell to plan for the future.  A buy-sell agreement or arrangement explains what would occur if a member/owner becomes disabled, decides to retire, decides to sell or the ultimate dies. The first arti ..read more
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Check Out the 10 Most Memorable Stock Tickers
My Journey to Millions
by Safwan Azeem
1y ago
Investing in stocks requires plenty of logistics, but to have FUN on your BDAY and EAT good PZZA, let’s put the returns off the chart for a while. Don’t worry, we’re not shouting acronyms, just capitalizing (on) memorable stock tickers. It’s time you do, too. Jokes apart, a study claims that choosing ticker symbols like these can actually bring home a steady profit. They’re not just quirky, they’re easy to read and remember — perfect winners for the fast-paced world of stock trading.  Interested? Here are 10 of the most memorable stock tickers on the market: 1. FUN – Cedar Fair The highli ..read more
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Free Technical Analysis Software with Buy/Sell Signals: What You Need to Know
My Journey to Millions
by Safwan Azeem
1y ago
Are you tired of feeling like you’re playing a guessing game with the stock market? Free Technical Analysis Software for Stocks can help. It’s like a crystal ball for traders. It helps them to peek into the future and identify trends, patterns, and potential buying or selling opportunities. But what in the world even is it and how does it work? More importantly, can it make you profits? Or are you still in the dark every time you need to make a stop-loss decision?  Fret not. By the end of this read, you’ll be well on your way to making informed trading decisions. So let’s get down to busi ..read more
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The Best Stock Market Memes Ever
My Journey to Millions
by admin1
1y ago
When you think about the stock market and researching investments, there sometimes isn’t much to laugh about. But when it comes to the cultural shorthand, memes, about the stock market you can’t help but laugh¾or cry. Sometimes funny memes are personal to the creator and when shared they can come across flat, but with the following stock market memes, they’ll hit home for anyone who’s dealt in some stonks. Sometimes we all just need a laugh, even in times of despair, which is something we’ve all experienced.    1. Spongebob Stock Market Meme  We’ve all been there on those d ..read more
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Best Free Stock Research Tools
My Journey to Millions
by admin1
1y ago
The best online stock research tools should find the information you need as fast as possible. If the stock analysis tool is free, you’re able to forgive some lag time, but there’s no reason to stick around the site if you’re not getting value. Choosing Free Stock Research Software and Tools With so many free stock research tools and software available to every investor to evaluate your portfolio, the choices can be overwhelming. While one site may seem like it offers the best features, it may not work the best for you. The good news is that all of the options mentioned below have free version ..read more
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What Student Loan Cancellation May Mean for You
My Journey to Millions
by My Journey To Millions
1y ago
With President Joe Biden still yet to announce his decision on the cancellation of federal student loans, millions of borrowers have grown anxious. Student debt has become somewhat of a crisis, with the ever-increasing cost of getting a college degree nowadays. The total federal student loan debt is currently sitting at around $1.6 trillion and affecting over 40 million Americans. Biden is reportedly considering canceling up to $10,000 per person would remove roughly $250 billion of debt for struggling students. This student loan cancellation may be limited based on certain income thresholds ..read more
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4 best apps to help you manage your money
My Journey to Millions
by My Journey To Millions
1y ago
Nowadays, it is essential to fully understand your income and spending habits in order to stick to a monthly budget. While manually keeping track of every expense and transaction may be taxing, budgeting apps have greatly simplified the process. Here are some of the best apps that help you manage your money. Mint Mint is one of the most popular money management apps available, and for good reason. The app helps you to monitor your personal finances by tracking your credit cards, investments, and daily spending. Mint also has a feature that sends you reminders to pay your upcoming bills. The ap ..read more
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