Investment Platforms

It is almost impossible to get rich just by saving your money. Eventually, we had to learn how to break through the fear of investing. I’m glad we did, otherwise, our money would be collecting dust in the bank.

Here the investment platforms I recommend.

This page may contain affiliate links, which means I may receive commissions if you choose to purchase through links I provide (at no extra cost to you). Please see my disclosure for details.


This is my go to brokerage for buying and holding individual stocks. What I like about it most is that M1Finance allows you to essentially create your index funds in the form of what they call “pies.” You can adjust the weight of each position and each deposit will be automatically distributed to buy partial shares in order to meet your target allocation. Also, rebalancing can be done with the push of a button!


Founded by John C. Bogle (May 8, 1929 – January 16, 2019), who also created the popular index funds we know today. It is now the world’s largest no-load mutual fund company.
This company is known for its low-cost index funds, but they also offer a variety of low-cost, actively managed mutual funds and exchange-traded funds (ETFs). Like many other asset managers, they provide variable and fixed annuities, educational account services, financial planning, asset management, and trust services.


Acorns allows you to invest the spare change you spend. This was my first investment account. It made it easy to begin investing automatically in a portfolio that matches your goals based on the questionnaire you open it.


Lively is one of the best HSA companies with a modern and easy to navigate user interface with greater customer service to ensure all of your HSA claims filed and reimbursed to you in a timely manner. They also help you transfer your HSA funds from other custodians for free!