Author: Barbara Friedberg

Barbara A. Friedberg, MBA, MS is a former portfolio manager, published author of Invest and Beat the Pros and 2 more books, and an investing expert. She's the owner of internationally acclaimed, Barbara Friedberg Personal Finance.

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What Is SoFi Relay Financial Insights? SoFi, short for “social finance,” was created in 2011 by four college students looking to fund their tuition payments. SoFi’s original goal was to offer cheaper loans than the federal student ...
Top Robo Advisors by AUM In the financial advisory world, assets under management, or AUM, is a key metric. Most financial advisors, both traditional and robo-advisors, earn their income as a percentage of AUM. The largest robo advisors by aum, in m ...
Both Fundrise and REITs or real estate investment trusts enable small investors to capture the income and capital gains of investing in real property. Each of these investment choices are suitable for small investors, but are quite distinct. Histori ...
Best Places to Park Cash Are you wondering, “What is a good alternative to cash? Are you sick of meager interest payments on your savings? Finally, interest rates are increasing. You can get a good return on your cash today, and set yours ...
Betterment is one of the oldest robo-advisors. The Betterment Socially Responsible Investing options are ideal for those who want low fee professional investment management and three SRI investing choices. Betterment has two tiers of portfolio manag ...
M1 Finance vs SoFi – Expert Review of Robo and DIY Features Both SoFi and M1 Finance are dominating the robo advisory automated and self-directed investing worlds. Each platform is easy to navigate and offers free investment management. For DI ...
The primary purpose to hold cash in your savings account is to bolster against emergencies and unexpected expenses. In other words, a cash storage acts as an emergency fund. However, holding too much of your portfolio as cash – as opposed to i ...
The Betterment robo-advisor checks all the boxes. I was a podcast guest several years ago and asked the host if she used a robo-advisor to manage her investing. She disclosed that she invested with Betterment. Curious, I looked into Betterment, and ...
Schwab Robo-Advisor Review – Intelligent Portfolios Offers Higher Yields on Cash Allocations We like the Schwab Intelligent Portfolios, find out why in this comprehensive expert review. Digital robo-advisors are popping up everywhere, from independe ...
Do Good and Build Wealth with ESG Investing Robo-Advisors “80% of the 200 studies reviewed showed that stock price performance is positively correlated with good sustainability practices” ~Study by the University of Oxford Socially respo ...
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