Latest Articles by David

SoFi Automated Investing Review
If you’re looking for a low-cost, easy way to invest, SoFi, offers a robo-advisory product. With SoFi Automated Investing, you pick your investment goal and the program creates your portfolio and manages it for you. There’s no annual management fee, and you can start investing for just $1. However, the ... Continue Reading
August 30, 2022
Mariner Wealth Advisors Review 2022
Mariner Wealth Advisors is an investment advisor that also offers financial planning, business consulting, tax preparation and other services. The firm is headquartered in Overland Park, Kan., but has a number of additional locations throughout the country. The firm caters largely to non-high net worth individuals, and offers customized portfolios ... Continue Reading
June 1, 2022
Creative Planning Review 2022
Creative Planning is a wealth management firm that also offers a range of other services, such as financial planning and business owner services, as well as tax and retirement services. While its headquarters is in the Kansas City metro area, the firm has over 70 additional locations throughout the country ... Continue Reading
April 15, 2022