The SoFi Guide to
Investing Intelligently
Everything you need to know to make your money work harder for you.
What You'll Find
Inside the Guide
How to Set Smart Investing Goals
The first step to smart investing is getting specific about your goals.
Investing 101
These three basic investing concepts will help you determine the best strategy to reach your financial goals.
Kick Off Your Investment Strategy
Create strategic timelines for each of your goals with tools to help you stay on track.
Review Various Investment Types
Decode the different types of investments that the pros have access to.
Get Started
Put your money to work.
Start with as little as $100.
Invest Confidently
Adjust your goals, savings rate, and portfolio. Add money or take it out—no charge. Talk to an advisor at any time.
Learn with Us
Whether you get advice from mom and dad or Janet Yellen, our advisors take a no-judgment approach to get you investing intelligently.
Protect What You’ve Earned
Your career has gotten you this far. We'll recommend a plan to help you hit your goals without taking unnecessary risk.
Defeat Procrastination
Doing nothing is easy. But so is doing something right now. Invest in just five minutes.
Things You Might Like
Political Risks Driving the Market – Week of April 27, 2017
Last week we changed our portfolio allocations, increasing exposure to emerging markets and foreign exchange as well as taking broader fixed income… More
4 Financial Strategies for Beating the Millennial Wealth Gap
For young professionals today, there’s been a “good news, bad news” financial scenario developing for a while now. Good news first: The unemployment rate for … More
Save for Retirement or Pay Down Student Loans: Where Should You Focus?
Money talks. And student debt proves you’ve made a massive investment in your career. While most people want to pay student loans off as quickly as … More
Have questions?
Call us for a free consultation
855-525-7634 (SOFI)
Stay In The Know
Get the latest advice and guidance by adding your email below.