Sunrise_Ray

To say "FA" is ambiguous. Many say "FA" when they really mean "investment advisor." Others truly mean "financial advisor" ---...

Yeah, I was feeling pretty good about the many ATH's lately, including today. But then I went out for groceries and bought gas, and I...

Corning GLW is up 100% year to date, 305% over 1 year, 465% over 2 years and 522% over 3 years! I thought I was just buying an...

Stay the course! A lotta people panicked with the tariffs and the war. For the rest of us it's still working.

Fidelity is always updating their Retirement Planner. They've made quite a few changes over the past 3 years. Spend some time figuring...

I think you need to dig deeper into the Fidelity tool. Some of the issues you list are rectifiable.

Please add me.....Can you clarify: 1. Is this desktop software? 2. Will you have APIs enabled for PLAID or MX to pull in the live...

I'd like to introduce my new retirement planner that I have been working on. If you're familiar with i-orp, it uses the same linear...

I have used the Fidelity tool and many other similar tools. Each of these tools have one flaw with it. It takes things at a macro...

I am in the process of finding that advisor that does the following: 1. Organizes all of my financial accounts in one place. 2...

Just a nitpick, but some FAs use a graduated scale for their AUM-based fees. For example, a balance up to the first million is charged a...

I am with those who feel do not need advisor. But would here simply caution against advisors or any guru anywhere who likes to churn...

I would not join I was a member for multiple years. I recently decided not to renew as they sell their membership information to all...

Thank you, ecs, for the feedback. You honed on the most important issue that we anticipated early on - that is each of our users has...

I have been using RetIQ for a few days and really like it. I have not used any other retirement planning tool except FIRECalc, though I...