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16 articles

How to Evaluate ESG ETFs: A Practical Checklist
InvestingReviewed
Updated Jul 22, 20269 min read

How to Evaluate ESG ETFs: A Practical Checklist

Step-by-step checklist to compare ESG ETFs across the US, UK, Canada and Australia. Covers fees, index methodology, holdings, engagement vs exclusion, liquidity, tax and red flags.

Best for: Beginner investors
JL
Jordan Lee
Investing and Retirement Writer
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Automate Investing When Your Income Varies
InvestingReviewed
Updated Jul 7, 20269 min read

Automate Investing When Your Income Varies

A practical guide for freelancers, contractors and gig workers to automate investing on variable pay: simple percentage plans, tiered cash buffers, pause triggers, and sample bank, broker and app setups.

Best for: Beginner investors
JL
Jordan Lee
Investing and Retirement Writer
Read Guide →
Low-Fee International Brokerage: Practical Checklist
InvestingReviewed
Updated Jul 7, 20269 min read

Low-Fee International Brokerage: Practical Checklist

Country-by-country guide for US, UK, Canada and Australia to compare total international broker costs—commissions, FX spreads, custody and tax/reporting—plus a simple fee template to test your own trades.

Best for: Beginner investors
JL
Jordan Lee
Investing and Retirement Writer
Read Guide →
How to Rebalance a Small Investment Portfolio
InvestingReviewed
Updated Jul 7, 20267 min read

How to Rebalance a Small Investment Portfolio

A hands-on, low-cost guide to rebalancing small portfolios (under ~$25K). Use new contributions, tolerance bands, and minimal trades to stay diversified and tax-aware.

Best for: Beginner investors
JL
Jordan Lee
Investing and Retirement Writer
Read Guide →
How to Determine Your Investment Risk Tolerance
InvestingReviewed
Updated Jul 7, 20269 min read

How to Determine Your Investment Risk Tolerance

A short questionnaire and step-by-step method that turns your comfort with risk into clear asset allocations, contribution cadence, and rebalancing rules for variable-income beginner investors.

Best for: Beginner investors
JL
Jordan Lee
Investing and Retirement Writer
Read Guide →