Financial Products & Services Directory

Direct ownership in publicly traded companies, bought and sold one share at a time.

Job: Find a specific company to own a slice of and decide whether the price and fundamentals make it worth holding.

Baskets of securities that trade on a stock exchange like a single share.

Job: Buy a single ticker that diversifies across many holdings at a low expense ratio.

Loans you make to a government or company in exchange for scheduled interest payments.

Job: Lock in a predictable interest stream with less day-to-day volatility than equities.

Pooled investment vehicles, most often actively managed, that price once a day at NAV.

Job: Pick a professionally managed pooled fund — usually inside a 401(k) or IRA — and automate contributions.

Companies that own income-producing real estate and pay out most of their profits as dividends.

Job: Get real-estate cash-flow exposure without buying a property directly.

Short-term debt issued by the US Treasury, maturing in one year or less.

Job: Park cash for under a year in a government-backed, state-tax-exempt instrument.

Funds designed to mirror a market index rather than try to beat it.

Job: Track a broad market index at the lowest possible cost and let compounding do the work.

Digital assets recorded on a blockchain, ranging from Bitcoin to stablecoins to platform tokens.

Job: Buy and custody a specific digital asset and understand its volatility profile before sizing the position.

Regulated firms that execute trades and custody your investment accounts.

Job: Open an account that can hold your investments cheaply, settle trades reliably, and survive a market panic.

Desktop, web and mobile software designed for active trading and charting.

Job: Get the tools, order types and data feeds an active trader needs without overpaying on commissions.

Robo-advisors and managed portfolios that pick and rebalance investments for you.

Job: Hand most of the investing decisions to an automated platform so contributions keep happening.

Centralized and decentralized venues for buying, selling and storing crypto assets.

Job: Convert dollars to crypto (and back) on a venue that's regulated, liquid and not going to disappear with your funds.

Apps that track spending, categorize transactions, and help you stick to a plan.

Job: See where the money actually goes each month and put guardrails on the categories that blow up the plan.

Federally insured checking and savings accounts from traditional banks and digital-only challengers.

Job: Hold day-to-day cash somewhere with sensible fees, fast transfers and federal deposit insurance.