I discuss my experience of opening up an IRA with TD Ameritrade and transferring my IRA to that brokerage from Edward Jones. I also cover my experience opening up a Trust account with E*Trade and transferring my assets from my other accounts at Edward Jones into my new account at E*Trade. I compare the new account promotions and the platforms.
Lessons learned from using a Financial Advisor. Discussion of the downside to using a Guided Solutions account with Edward Jones – high fees!
Investment strategy I developed for investing $1000 for the Grow Your Dough Challenge using the Robinhood App. Also get a free stock when opening a new Robinhood account if you use my Refer a Friend link.
Investing $1000 in the Lending Club platform as part of the Grow Your Dough Challenge. Brief explanation of the platform for beginners.
Investing $1000 with Fundrise as part of the Grow Your Dough Challenge. Brief explanation of the crowdfunded real estate platform.
Depositing $1000 over the course of a year with Acorns as part of the Grow Your Dough Challenge. Brief explanation of the deposit scheme I planned, how Round-Ups work, and other benefits of the Acorns platform. Includes link to my YouTube video where I show a walkthrough of the Acorns app. Use my Refer a Friend link to get $5 when you open a new Acorns account.
Investing $1000 in an E*Trade account as part of the Grow Your Dough Challenge. Brief explanation of my investment strategy and my choices.