Clients: Anthony & Bri, Teachers, Chicago, Illinois Service Used: Phoenix Investment Starter Pack + Performance Tracking Background & Challenge Anthony and Bri were newly married and looking for smarter ways to grow their joint savings. While they had savings accounts, they were frustrated with near-zero interest rates and wanted to try digital investing in a […]

 Client: Jason T., Software Engineer, Austin, Texas Service Used: Phoenix Automated Trading & Risk-Adjusted Portfolio Background & Challenge Jason was earning well in the tech industry but had limited time to manage his finances. With student loans behind him, he was now focused on growing his disposable income through smart investing. However, between the unpredictable […]