Goal-based investing app -- What reasons are you investing for?

Joined July 2021
1 Photos and videos
Reason retweeted
I'm teaming up with @TFDiet this Friday 11/18 to lead a session on Investing In A Scary Market for their Recession Roadmap Retreat 📈 Join me, @CultiVitae @DebtFreeGonnaBe and use code TARA for $5 off your ticket. See you there! eventbrite.com/e/the-recessi…
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29 Sep 2022
"I recommend a goal-based investing approach because it allows you to create separate portfolio ‘buckets’ for your investing goals, each of which has a unique goal amount, time horizon, and risk tolerance associated with it..." @BuildingBread @fortunerecs fortune.com/recommends/artic…

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Reason retweeted
An awesome chat about the goal-based investing solution we're builidng at @ReasonInvest 😎
26 Sep 2022
🎥NEW episode of Fintech, What the Heck? now live at YouTube.com/intrinio! This week's episode we sat down with Founder & CEO of @ReasonInvest to discuss goal-based investing, current state of retail traders, & opportunities for next wave of investing fintech! Check it out.
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22 Sep 2022
"The stock market will have its good days and bad days, and the only things in your control are your financial goals and the strategy you’re employing to reach them." #goalbasedinvesting #investing cnbc.com/select/should-i-buy…
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19 Sep 2022
Our CEO and Founder's out spreading the word to sunny San Diego! 🔥☀️
SD folks - Keep an ear out for me and @ReasonInvest on local @iHeartMedia @iHeartRadio stations this week! (ROCK 105.3 is my fave) It'll be in a quick "CEOs You Should Know Feature" between songs 🎙❤️ LMK when you hear it!
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25 Mar 2022
We strive to have a strong pulse on retail investors’ current behaviors and motivations. Fill out this survey to help us understand what drives you as an investor so we can build the best solutions for you!
LAST CHANCE to participate in @ReasonInvest's retail investor survey and enter to win a $100 gift card! Amazon, food, gas gift card... up to you! Just take 5-10 minutes to complete this form. Ends today. forms.gle/2vJSNRQgQvarwVc8A
16 Mar 2022
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Thanks, @BuildingBread, for featuring my advice for goals-driven retail investors and the new app, @ReasonInvest, that we're building for them in @BusinessInsider! "Investors should be more intentional with their investments..." 👌 businessinsider.com/personal…
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7 Mar 2022
We're inviting a few more folks into our private beta! Wish you could view all of your investments in one place and organize them by financial goal? Fill out this form for a chance to join Reason as an early adopter: forms.gle/Ym66k7pyvSJDQvM89
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27 Jan 2022
Officially launched in private beta today 🚀🚀🚀
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20 Jan 2022
Last call for beta testers! We're launching in private beta NEXT WEEK 👀 Would you like to be able to see all of your investments in one place? Define your investing goals? Organize investments by goal? We thought so 😉 Apply to be a beta tester here: reason.app/

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16 Jan 2022