Are you like many investors today who want to both do good and invest? A lot of investors — especially of the Millennial generation — would answer “yes.” The growing trend of “putting your money where your heart is” is called socially responsible investing (SRI), and the robo-investing firm Swell Investing wants to help. Swell was founded in Los Angeles in 2015. The company aims to democratize what it calls Sustainable, Responsible and Impact investing, which has traditionally been limited to large investors or dedicated exchange-traded funds (ETFs). You can join Swell and invest with as little as $50.
Bank of America’s Merrill Edge currently has one promotion. If you qualify, it’s possible to get up to $600 in cash with this offer. For more information about Merrill Edge, check out our review.
Ellevest is a robo-investing platform designed by women for women. It was founded in 2016 by Sallie Krawcheck, a former Wall Street executive who felt investment firms don’t customize their services enough for women. Women still earn less than men and are more likely to leave the workforce to raise children. In addition, women live longer and tend to have different investing philosophies than men.
YCharts is a financial research service that delivers data on stocks and mutual funds. It’s cheaper than a Bloomberg terminal and yet provides much of the same information. This is not a product for beginner investors. If you’re a serious investor and looking for fundamental and technical charts, analysis and robust tools to manage your portfolio, YCharts is a solid choice. Its stock screener is one of the best and allows you to screen for advanced ratios and fundamental data that you cannot get on free alternatives. Its graphing functionality is the gold standard on the web, and easily beats out any of the free or commercial competitors.
Firstrade is one of the oldest online brokerage firms out there. It’s different than others because of its international nature. For example, it’s the only brokerage translated into Chinese. Also, investors from over 20 countries can open a Firstrade account and invest in the US financial markets. Most brokerages allow US investors only to open accounts.
Personal Capital is offering a promotion through its refer-a-friend program. You get a $20 Amazon gift card upon joining the service. (And since this is a referral program, I’ll also get $20 when you join.)
Acorns is one of the most popular microsavings platforms. It literally lets you turn your spare change into investments. For every purchase you make with a linked credit or debit card, it “rounds up” to the nearest dollar or other selected amount and micro-invests the difference.
As 2018 progresses, now is a great time to get in on an IRA bonus. If you currently don’t have one, you might want to consider opening a new account to take advantage of the tax benefits. Whether you are doing a rollover IRA or creating a new IRA account, the money can be used to supplement other retirement options. We’ve done the research and gathered the best IRA investment promotions for you. Most of the offers apply to IRA transfers or when opening a new IRA.
Rize, a donation-based microsavings service, wants to give you $5 for signing up. The company has been around since April of 2017 and is quickly gaining popularity because it’s one of the few microsavings services that actually pays interest on your savings. Do you know what the interest rate is on your current savings account? Probably close to zero. Rize will pay you 1.16%.
Quicken is currently the most comprehensive personal finance software on the market. Look no further for a comprehensive and up-to-date list of Quicken coupons to save when purchasing this software.