Education

Being a smart consumer of wealth management starts with understanding how investing works—and what to watch out for.

Concept of annuities generating income in retirement with protection and growth
Concept of annuities generating income in retirement with protection and growth
Concept of annuities generating income in retirement with protection and growth

Annuities decoded: what they are, how they grow, and who actually benefits from them (and why they’re making a comeback)

Annuities decoded: what they are, how they grow, and who actually benefits from them (and why they’re making a comeback)

Jul 14, 2025

Registered investment advisor explaining portfolio strategy to client
Registered investment advisor explaining portfolio strategy to client
Registered investment advisor explaining portfolio strategy to client

RIA decoded: what it means, how it works, and why smart investors are paying attention

RIA decoded: what it means, how it works, and why smart investors are paying attention

Jul 7, 2025

A symphony conductor organizing musicians
A symphony conductor organizing musicians
A symphony conductor organizing musicians

Are your financial firms working together—or just working?

Are your financial firms working together—or just working?

Jun 30, 2025

Financial advisor
Financial advisor
Financial advisor

How financial advice is structured (and why it matters for your money)

How financial advice is structured (and why it matters for your money)

Jun 23, 2025

Investor reviewing bond strategy
Investor reviewing bond strategy
Investor reviewing bond strategy

Think you understand bonds? Most investors get this wrong—here’s how to fix it

Think you understand bonds? Most investors get this wrong—here’s how to fix it

Jun 16, 2025

Illustration of a person walking through an orchard of income-generating investments, symbolizing dividend income, interest, and rental returns
Illustration of a person walking through an orchard of income-generating investments, symbolizing dividend income, interest, and rental returns
Illustration of a person walking through an orchard of income-generating investments, symbolizing dividend income, interest, and rental returns

Stop chasing growth: how income-generating investments can unlock real financial control

Stop chasing growth: how income-generating investments can unlock real financial control

Jun 2, 2025

A foggy mirror being wiped clean to reveal clear investment information—symbolizing financial clarity emerging from hidden complexity.
A foggy mirror being wiped clean to reveal clear investment information—symbolizing financial clarity emerging from hidden complexity.
A foggy mirror being wiped clean to reveal clear investment information—symbolizing financial clarity emerging from hidden complexity.

It’s not you—it’s your statement

It’s not you—it’s your statement

May 26, 2025

Magnifying glass revealing hidden financial details on investment statement to symbolize transparency in investing.
Magnifying glass revealing hidden financial details on investment statement to symbolize transparency in investing.
Magnifying glass revealing hidden financial details on investment statement to symbolize transparency in investing.

Transparency is the new alpha

Transparency is the new alpha

May 19, 2025

Woman at fork in road
Woman at fork in road
Woman at fork in road

Is your portfolio aligned with your real goals—or just your past decisions?

Is your portfolio aligned with your real goals—or just your past decisions?

May 12, 2025

iceberg-fees
iceberg-fees
iceberg-fees

How to spot hidden investment fees—and take back control of your money

How to spot hidden investment fees—and take back control of your money

May 5, 2025

Hidden tiger and trap
Hidden tiger and trap
Hidden tiger and trap

3 hidden portfolio risks that most investors miss—until it's too late

3 hidden portfolio risks that most investors miss—until it's too late

Apr 25, 2025

5 biases
5 biases
5 biases

Your brain is built to sabotage your portfolio—here’s how to outsmart it

Your brain is built to sabotage your portfolio—here’s how to outsmart it

Apr 18, 2025

Truthifi screens
Truthifi screens
Truthifi screens

How to track your investments like a pro (without losing your mind)

How to track your investments like a pro (without losing your mind)

Apr 11, 2025

Nervous and calm investors
Nervous and calm investors
Nervous and calm investors

How to stay rational during market volatility: behavioral finance tips

How to stay rational during market volatility: behavioral finance tips

Apr 8, 2025

Man taking stress test
Man taking stress test
Man taking stress test

Stress-test your portfolio: A no-panic guide to planning for the unexpected

Stress-test your portfolio: A no-panic guide to planning for the unexpected

Apr 1, 2025

Out-of-balance pie chart
Out-of-balance pie chart
Out-of-balance pie chart

Think you’re diversified? These hidden portfolio risks might prove otherwise

Think you’re diversified? These hidden portfolio risks might prove otherwise

Mar 30, 2025

Truthifi Score
Truthifi Score
Truthifi Score

Is your portfolio really working? How to evaluate risk, fees, and performance like a pro

Is your portfolio really working? How to evaluate risk, fees, and performance like a pro

Mar 1, 2025

Two pie charts
Two pie charts
Two pie charts

The brutal truth about rebalancing: why it feels wrong—and why you need to do it anyway

The brutal truth about rebalancing: why it feels wrong—and why you need to do it anyway

Feb 21, 2025

Undersea rocks and monsters
Undersea rocks and monsters
Undersea rocks and monsters

The hidden pitfalls of managed accounts: What investors need to watch for

The hidden pitfalls of managed accounts: What investors need to watch for

Feb 15, 2025

People surrounding desk
People surrounding desk
People surrounding desk

Think everyone pays the same for investments? Think again.

Think everyone pays the same for investments? Think again.

Feb 10, 2025

Man in front of leaking dam
Man in front of leaking dam
Man in front of leaking dam

Is your investment portfolio leaking money? Here’s how to fix it

Is your investment portfolio leaking money? Here’s how to fix it

Feb 7, 2025

Radar
Radar
Radar

Uncovering hidden financial pitfalls with Truthifi

Uncovering hidden financial pitfalls with Truthifi

Jan 27, 2025

Getting everything in one place = wealth management secret weapon!

Getting everything in one place = wealth management secret weapon!

Jan 24, 2025

The true story of how fees compromise performance

The true story of how fees compromise performance

Jan 13, 2025

From chaos to control
From chaos to control
From chaos to control

Is your financial setup working? Here’s how to know for sure

Is your financial setup working? Here’s how to know for sure

Jan 10, 2025

Financial screens
Financial screens
Financial screens

Want to keep an eye on your investments? These powerful tools have you covered!

Want to keep an eye on your investments? These powerful tools have you covered!

Jan 6, 2025

Sankey chart
Sankey chart
Sankey chart

The true cost of investing: how much are you really paying in wealth management fees?

The true cost of investing: how much are you really paying in wealth management fees?

Dec 27, 2024

Pre-retiree
Pre-retiree
Pre-retiree

Near retirement? Here’s how to keep your investments safe and growing

Near retirement? Here’s how to keep your investments safe and growing

Dec 20, 2024

Gambler
Gambler
Gambler

The hidden forces sabotaging your investments (and how to beat them)

The hidden forces sabotaging your investments (and how to beat them)

Dec 16, 2024

Crowd on Wall Street
Crowd on Wall Street
Crowd on Wall Street

The billion-dollar boom: How wealth & asset managers dominate the financial world

The billion-dollar boom: How wealth & asset managers dominate the financial world

Dec 9, 2024

Climber at summit
Climber at summit
Climber at summit

The ultimate outcomes of wealth and asset management (and why they matter more than ever!)

The ultimate outcomes of wealth and asset management (and why they matter more than ever!)

Dec 2, 2024

Chart in the red
Chart in the red
Chart in the red

The shocking cost of bad financial advice (and how to avoid it)

The shocking cost of bad financial advice (and how to avoid it)

Nov 25, 2024

Score card
Score card
Score card

Unlocking the power of the Truthifi Score: is your financial health at risk?

Unlocking the power of the Truthifi Score: is your financial health at risk?

Nov 21, 2024

Advisors splitting check
Advisors splitting check
Advisors splitting check

Revenue sharing: how it works and why it matters for your money

Revenue sharing: how it works and why it matters for your money

Nov 18, 2024

Bank
Bank
Bank

Spread revenue: the hidden profit booster

Spread revenue: the hidden profit booster

Nov 11, 2024

Money maze
Money maze
Money maze

Where does the money flow in wealth and asset management?

Where does the money flow in wealth and asset management?

Nov 4, 2024

Discussion with advisor
Discussion with advisor
Discussion with advisor

How to discuss fees with your financial advisor (and strengthen your relationship along the way!)

How to discuss fees with your financial advisor (and strengthen your relationship along the way!)

Nov 1, 2024

One happy, 9 sad people
One happy, 9 sad people
One happy, 9 sad people

The hidden reasons investors lose money—and the fix that works

The hidden reasons investors lose money—and the fix that works

Oct 28, 2024

Advisor with report card
Advisor with report card
Advisor with report card

Is your financial advisor really working for you? Here’s how to find out

Is your financial advisor really working for you? Here’s how to find out

Oct 21, 2024

Network of folders
Network of folders
Network of folders

How your financial setup shapes your wealth management success

How your financial setup shapes your wealth management success

Oct 14, 2024

Maginfying glass
Maginfying glass
Maginfying glass

The transparency revolution: which financial providers are leading the way?

The transparency revolution: which financial providers are leading the way?

Oct 10, 2024

Clouded magnifying glass
Clouded magnifying glass
Clouded magnifying glass

Why some financial institutions still don’t support aggregation—and what you can do about it

Why some financial institutions still don’t support aggregation—and what you can do about it

Oct 10, 2024

Stock Chart
Stock Chart
Stock Chart

Monitoring your crypto, ETFs, Bitcoin, SMAs, and payments with Truthifi

Monitoring your crypto, ETFs, Bitcoin, SMAs, and payments with Truthifi

Oct 7, 2024

Wealth logos
Wealth logos
Wealth logos

Investment monitoring for clients of top US wealth managers and their advisors

Investment monitoring for clients of top US wealth managers and their advisors

Sep 30, 2024

Robot advisor
Robot advisor
Robot advisor

Is your robo-advisor doing what it’s supposed to be doing?

Is your robo-advisor doing what it’s supposed to be doing?

Sep 26, 2024

High-tech map
High-tech map
High-tech map

Using the Truthifi Wealth Map to manage your investments

Using the Truthifi Wealth Map to manage your investments

Sep 23, 2024

The Truthifi Map
The Truthifi Map
The Truthifi Map

Groundbreaking Wealth Map feature launched!

Groundbreaking Wealth Map feature launched!

Sep 16, 2024

Mutual Fund Share Classes
Mutual Fund Share Classes
Mutual Fund Share Classes

Learn how mutual fund share classes actually work

Learn how mutual fund share classes actually work

Sep 9, 2024

Client, computer, investments
Client, computer, investments
Client, computer, investments

Your Financial Control System: 5 easy steps to managing your wealth

Your Financial Control System: 5 easy steps to managing your wealth

Sep 2, 2024

Advisor and clients
Advisor and clients
Advisor and clients

How wealth and asset management serve clients

How wealth and asset management serve clients

Aug 27, 2024

Advisor and client
Advisor and client
Advisor and client

Wealth and asset management, (finally!) explained

Wealth and asset management, (finally!) explained

Aug 13, 2024

Financial tablet and cloud
Financial tablet and cloud
Financial tablet and cloud

From chaos to clarity: how financial data aggregation is revolutionizing money management

From chaos to clarity: how financial data aggregation is revolutionizing money management

Aug 6, 2024

Bank borrowing and lending
Bank borrowing and lending
Bank borrowing and lending

Net interest margin (NIM): the secret weapon of financial institutions

Net interest margin (NIM): the secret weapon of financial institutions

Jul 29, 2024

Different kinds of investors
Different kinds of investors
Different kinds of investors

U.S. wealth breakdown: who holds the trillions and why should I care?

U.S. wealth breakdown: who holds the trillions and why should I care?

Jul 22, 2024

A few bad apples
A few bad apples
A few bad apples

How investors lose billions every year—and how you can avoid it

How investors lose billions every year—and how you can avoid it

Jul 15, 2024

Traders in kitchen
Traders in kitchen
Traders in kitchen

Managed accounts: the smart investor’s secret weapon?

Managed accounts: the smart investor’s secret weapon?

Jul 8, 2024

Split screen: DIY vs. Consumer
Split screen: DIY vs. Consumer
Split screen: DIY vs. Consumer

The modern consumer of wealth management: Are you in control or just going along for the ride?

The modern consumer of wealth management: Are you in control or just going along for the ride?

Jul 1, 2024

Doctor checking money
Doctor checking money
Doctor checking money

The Annual Money Checkup: 4 steps to keep your wealth growing and protected

The Annual Money Checkup: 4 steps to keep your wealth growing and protected

Jun 24, 2024

Car race finish line
Car race finish line
Car race finish line

Crack the investment code: maximize returns with smart performance tracking

Crack the investment code: maximize returns with smart performance tracking

Jun 17, 2024

Looking away in pain
Looking away in pain
Looking away in pain

Why you avoid checking your investments (and how to fix it)

Why you avoid checking your investments (and how to fix it)

Jun 13, 2024

Data transparency
Data transparency
Data transparency

Provider transparency and financial data aggregation: unlocking access for investors

Provider transparency and financial data aggregation: unlocking access for investors

Jun 10, 2024

Frightened crowd
Frightened crowd
Frightened crowd

The fear of linking accounts: what’s behind it & how to fix it

The fear of linking accounts: what’s behind it & how to fix it

Jun 3, 2024

Woman reading reviews
Woman reading reviews
Woman reading reviews

Advisor reviews aren’t enough: How to really know if your financial plan is working

Advisor reviews aren’t enough: How to really know if your financial plan is working

May 14, 2024

Woman with folders
Woman with folders
Woman with folders

How do you organize your financial life? (And is it working?)

How do you organize your financial life? (And is it working?)

May 7, 2024

Vault
Vault
Vault

Your financial data is your hidden superpower (and most people waste it)

Your financial data is your hidden superpower (and most people waste it)

May 1, 2024

Interview lineup
Interview lineup
Interview lineup

Want to hire a financial advisor? Read this before you choose

Want to hire a financial advisor? Read this before you choose

Apr 1, 2024

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

© 2025 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

© 2025 Truthifi, Inc. All Rights Reserved.

Truthifi™ is the world’s first investment monitoring app. We're for investors who want clarity, advisors who want distinction, and an industry that needs trust.

© 2025 Truthifi, Inc. All Rights Reserved.