Favorites
Here’s a collection of my favorite investing resources. It’s the tools I use almost every day to manage money and monitor my stock portfolio. Enjoy!
Investing Tools 📈
Fidelity Investments - My recommended stock brokerage. Easy, dependable, and great features like portfolio baskets 🧺 to automate your investing habit.
Simply Safe Dividends - Monitor your portfolio and track dividend income over time. (Connects with Fidelity)
FAST Graphs - My go-to tool for evaluating stocks and finding 🔍 the best values in the market!
Quartr - Listen in to the earnings call of all your favorite stocks.
Money Tools 💸
Ally Bank - My favorite online bank! Great for high-yield savings account with Saving Buckets 🪣 to reach your goals.
Capital One Venture - My go-to card 💳 for travel rewards. Rewards have completely paid for our family vacation 5 years and counting! 🏖️
Books 📚
The Psychology of Money by Morgan Housel - Learn how your past informs your view of money and how it fits into your life today. 🤯
One Up on Wall Street by Peter Lynch - Learn how to use what you already know to make money in the stock market. 🤑
The Good Enough Job by Simone Stolzoff - Learn what it’s like to have a “good enough” job and reclaim your work/life balance. 🥳
Podcasts 🎧
Wall Street Breakfast - Daily dose of key financial news. 🗞️
Dividend Talk - Two dudes talking about dividend growth stocks with a European flair.
We Study Billionaires - Get inside the minds and strategies of legendary investors.
Disclaimer
This site is for informational and educational purposes only. I am not a financial advisor, broker, or tax professional. The information provided reflects my personal opinions and experiences as an individual investor and may not be accurate or current. All investment strategies and investments involve risk of loss. Any ideas presented may not be suitable for all investors and may not take into account your specific investment objectives, financial situation, or needs. Past performance is not indicative of future results. Always conduct your own due diligence and consult with qualified financial professionals before making any investment decisions.