Investing Archives - Page 2 of 3

Betterment: A 2020 Comprehensive Guide to This Revolutionary Robo-Investing Platform

Investing, Recommendations / By Traceview Finance

Founded in 2008 and with over $16.4 billion in assets under management as of April 2019, Betterment provides an online robo-advisor platform that invests in a portfolio of low-cost, exchange-traded funds (ETFs). By answering a series of questions regarding your investing purpose and tolerance for risk, Betterment automatically compiles a portfolio of low-cost ETFs to …

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5 Money Matters Your CPA Wish You Knew in 2019

Budgeting, Investing, Wealth / By Traceview Finance

As CPAs, we understand that most of us think differently about money and finances. Perhaps, our schooling and daily work gives us a different perspective about the power of compounding interest. Maybe, our natural inclination that led us to the accounting profession leads us to be conservative in our lives. Often, accountants look to “game …

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Investing with M1 Finance in 2020

Investing, Wealth / By Traceview Finance

Looking for a simple platform to begin investing? One of the best places to start on your investing journey is M1 Finance. What is M1 Finance? M1 Finance offers a free, easy-to-use investment platform where you can automatically invest into a diversified set of stocks and ETFs without paying trade commissions. Since trading fees can …

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Is Real Estate Investing Through Fundrise a Good Investment in 2020?

Investing / By Traceview Finance

Are you looking to diversify your investment portfolio into real estate but do not want the hassle factor of dealing with tenants? Maybe, you do not have the capital required to purchase an entire rental property or want to assume a ton of debt to purchase your first investment property. If you are looking for …

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9 Reasons Personal Capital is the Best Budgeting App for 2020

Budgeting, Investing, Recommendations / By Traceview Finance

Have you ever wondered where all of your money is going every month? Before I started budging, I felt stuck in an endless cycle of collecting a paycheck and paying bills. If you are like me, even if you do manage to clear a few hundred (or thousand) dollars after expenses each month, you may …

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4 Reasons That Accountants Can Be Good Investors

Investing / By Traceview Finance

As a CPA myself, I often wonder if your occupation and career should be considered when setting an investing strategy. While many people expect CPAs to be financial experts, we all too many times make the same mistakes as those less financially savvy. Whether our nature causes us to be too conservative with our investments …

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3 Ways to Get Over Your Fear of Investing

Investing / By Traceview Finance

We have all been there before. On this particular day, all of the media and especially the financial TV stations are blasting headlines and alerts that the DOW and S&P 500 are down a record amount, and billions of dollars in value has been wiped from investors’ portfolios. Perhaps, specials will air on CNBC outlining …

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My Roth IRA Portfolio: June 30, 2019

Investing, Wealth / By Traceview Finance

Even though I started investing in my Roth IRA when I began my first “real job” in 2015, I just recently started tracking my performance. While index funds comprise my Roth 401(k)s, HSAs, and other accounts, my Roth IRA portfolio consists of individual stocks. As I have gotten more serious about my financial journey over …

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3 Ways to Identify Stock Market Bubbles in 2023

Investing / By Traceview Finance

Let’s face it – even if you are a seasoned investor, you probably look over your shoulder and wonder when the next market plunge will be and how you can be prepared. If you have not invested through a tumultuous market, you may not yet know the sinking feeling of losing a large percentage of …

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Individual Stocks vs. Funds: Which Are Best in 2023?

Investing / By Traceview Finance

Deciding to take the leap and invest for your long-term future is one of the best decisions to make to build a life of financial independence. However, with so many options and methods to invest, deciding how to put your money to work becomes a difficult decision to make. Whether you are a fan of …

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