Our Favorite Resources & Toolkits

Number 1 Recommendation: The Motley Fool

The Motley Fool has been providing investing insights and financial advice to millions of people for over 25 years. Their flagship service Stock Advisor is perfect for beginners and experienced investors alike. Every week, you get hand-picked stock recommendations plus access to articles, videos, and tools to build your portfolio. Access market-beating stocks and join the world’s greatest community of investors to help you invest - better. Join Stock Advisor.

Leading Alternative Investments: Yieldstreet

Building Alternative Portfolio: Investables

Investables is a platform for alternative investments in physical assets. By purchasing shares of collections, you invest and own a piece of the underlying asset of exclusive collectibles such as watches, fine art, jewelry, classic cars, wines & liquors. Estimated returns of 8 to 20% per year. Prices start from $10 per share. Explore their collection.

Easiest for Gold Investment: Vaulted

Top for Fine Wine Investing: Vinovest

Vaulted is a mobile platform for investing in allocated and deliverable physical gold. Through their app, you can invest in 99.99% pure gold kilo bars manufactured by the Royal Canadian Mint and certified conflict-free. Vaulted gives you full autonomy in planning your investment. Get started with $10.

Outstanding Banking Solutions: CIT Bank

Superior Banking App: Revolut

Awarded Best Customer Experience Institution by American Banker, CIT Bank is a company you can trust for your financial journey. Now a division of First Citizens Bank, they offer competitive interest rates, for both short-term and long-term savings and CD accounts. CIT helps you stay on target for your savings goals. Learn more today.

Having been a Revolut customer since 2019, it makes day-to-day spending a breeze with all things money in one place. Cashback, automated savings, currency exchange, travel perks, stocks, crypto, and commodities investments, Revolut has it all! Open your account in a flash and get Revolut Premium free for 3 months with this link.

Finest Planners: Day Designer

Best Budgeting App: Mint

Day Designer creates beautifully functional planners and diaries that enable you to live a more organized, productive, and stylish life. Crafted with a sleek, minimal aesthetic and meticulous attention to detail, Day Designer's products are easy to use and guaranteed to last. See their flagship Daily Planner and get 10% off with promo code DDAFFILIATE10

Simplify Business Spending: Ramp

Popular Business Card: Revenued

Ramp is a finance automation platform designed to help businesses save time and money. They offer a corporate card with unlimited 1.5% cashback, expense management, bill payments, accounting automation, and real-time reporting - all in one easy-to-use solution with no annual fee. Get started with Ramp with no personal credit checks or founder guarantee. Read our Ramp review.

Financial Comparison Shopping: SuperMoney

Easy Tax Filing: TaxSlayer

You wouldn’t book a flight without comparing options, would you? Why should shopping for financial services be any different? SuperMoney makes financial comparison easy. Compare rates, terms, and features on thousands of financial products and services. Insurance, loans, and credit cards: get your personalized rate.

Credit Report & Credit Score Canada: Borrowell

Credit Report & Credit Score USA: The Credit Pros

Get your credit report and credit score for free with Borrowell, plus personalized tips, tools, and offers that fit your profile and help you meet your financial goals. No credit card, SIN number, or bank account is required. It takes less than 3 minutes to check your credit. Join two million members and access your free credit score today.

Dominant Social Trading Network: eToro

Favorite Trading Platform for Beginners: Trading 212

I have been investing with eToro* since 2020, a multi-asset platform with 30M users. Practice with a demo account or copy top-performing traders automatically. eToro differentiates itself by being both a trading platform and a social investing network. Join Now. Your capital is at risk. Other fees may apply. For more information, visit etoro.com/trading/fees or read our eToro review.

Perfect to Invest for Your Kids: Acorns

First Class Wealth Management: Personal Capital

Acorns has multiple investing solutions, investment, and retirement accounts. Acorns Early is an investment account for kids that can come with potential tax benefits. Start with $5 and give your children an easy, automated head start. Invest for the kids in your life and claim your $20 bonus investment with this link or read our Acorns review.

Everything You Need to Pick Stocks: The Motley Fool

Top Read: Why Does The Stock Market Go Up?

Having been a Motley Fool member since 2020, I cannot praise their services enough! When it comes to choosing stocks, if you are a new investor, you have two options: spending hours online finding (often questionable) advice, or getting 10 hand-picked recommendations each month from experienced investors. Check Stock Advisor.

Have you ever heard the news say "the Dow rose 300 points today" and had no clue what it meant? If the answer is yes, you're not alone! Most people are taught nothing about investing or the stock market while they are in school. This book was designed to arm ordinary people with the knowledge they need to build extraordinary wealth.

Modern Real Estate Investing: Equity Multiple

Real Estate Winners: The Motley Fool

Equity Multiple blends crowdfunding with a more traditional real estate investing approach that can lead to high returns. They provide a range of flexible options to fit your objectives and three complementary strategies to support the evolution of your portfolio. You can start with $5k. Sign up in minutes.

Real Estate Winners is a service offered by The Motley Fool. Members get one real estate investing recommendation monthly, and access to educational materials and content to make them better real estate investors. The Team will also unveil their 10 best ideas, updated quarterly. Sign-up today.

401(k) Rollovers Made Easy: Capitalize

Personal and Workplace Pensions: Penfold (UK)

Capitalize makes it easy for you to compare and choose an IRA based on what you care about. From finding your old 401(k)s to helping you pick an IRA from top providers, you'll save time, money, and hassle. The best part? It’s free! See how it works.

Digital pensions are made easy with Penfold, a workplace auto-enrolment and private pension provider. With their intuitive interface, powerful tools, and friendly customer service, you get total visibility of your savings and take control of your pension. Learn more today.

The Smart Way to Manage Money: Hiatus

Family Saving Made Easy: Unest

Hiatus organizes your finances and monitors your largest expenses. It's unrealistic to think you will routinely analyze the rates on your mortgage, student debt, insurance, savings, and utilities. That's where Hiatus steps in and help prevent you from paying uncompetitive rates. Start saving.

UNest is a custodial investment account for your kids, helping you build a nest egg for any of life’s goals. The UNest app allows you to build a modern diversified portfolio for your children, including cryptocurrencies. UNest is a leader in family savings done right. Save for your kids, and earn rewards.

Banking for College Students: Firstcard

Elite Learning: Varsity Tutors

College is tough. Banking services should be easy and rewarding. Firstcard is a Mastercard debit card that earns you up to 15% cash back at campus businesses, every time you shop. Firstcard is not your parents’ debit card! No sign-up fees, no annual fees, and no overdraft fees. Check it out.

Varsity Tutors offers private and group tutoring, classes, test prep, and virtual learning for all students and professionals. From Algebra to Python, and phonics to ACT prep, membership includes 1-on-1 tutoring in the subjects you need, with adaptive assessments. Explore their learning membership.