Founded out of Carnegie Mellon University’s Swartz Center in 2019. Troutwood designs and develops financial planning and investment education applications and web based tools for individuals and institutions.
External link for Troutwood
Pittsburgh, Pennsylvania 15213, US
Troutwood reposted this
Awesome overview Rachel Brumbaugh ! Ask Finn is also my favorite feature of the app, especially that it links to your plan and information and provides answers that are customized to YOUR specific financial information. You want to make it even better? Ask us about Troutwood Pro!
Troutwood in the classroom - thank you Joey Running 🙂. #greatstudents
2024 National Business Educator of the Year * 2022 WBEA Outstanding High School Business Educator * 2021 OCEE and 2019 OBEA Teacher of the Year * Accounting/Finance Educator * CTE * College Now Liaison * NGPF Fellow
Big, big thanks to Gene Natali, CFA for taking time out of his busy day to join my students across the United States via technology to talk all things Troutwood and active learning. Student takeaways... *Open a Roth IRA while you are undertaxed *If you do nothing, you will have nothing. You are responsible for your future self, retirement *Underperforming your whole life *Save as little as $1/day, and do something with it...microinvesting *Troutwood app tools--Buy, Sell, Hold; S&P 500 Map; and more! Thank you Gene!!! We played a round of STAX following your guest speaking appearance...they were fired up! #PersonalFinance #WAHSAccountingFinanceEconomics #LearnByDoing #ActiveLearning
Financial stress isn’t just personal—it’s a workplace issue. At any given time, up to 1 in 3 employees may be struggling with financial stress. The impact? Reduced productivity, higher turnover, and an often-overlooked cost—potentially $1M annually for a 100-person company. That’s why financial wellness benefits are among the most in-demand offerings today. Supporting your employees' financial well-being doesn’t just help them—it strengthens your business. Is your company addressing this? Let’s talk. #FinancialWellness #EmployeeBenefits #WorkplaceWellness #PersonalFinance
✅ On Friday, Troutwood had the honor of building financial plans with the graduating class from Citizens School of Nursing! Great questions and engagement from these now nurses. 🎉 Congrats to all!!
Before you decide how to spend your tax refund, ask yourself: What if you invested part of it instead? Our Tax Refund Calculator makes it easy to see the potential long-term impact of putting even a small portion of your refund to work. 💡 A smart decision today could mean a huge difference for your future. Try the calculator now and see what’s possible! 🔗 Use it here: https://lnkd.in/edjeJE9Q #TaxSeason #WealthBuilding #FinancialPlanning #TaxRefund
💰 Tax season is here! Whether you're expecting a refund or just trying to file on time, your tax return can be more than just a yearly chore—it’s an opportunity. Before you splurge on that dream vacation or upgrade your phone, consider investing a portion of your refund for your future. Even 5% can make a difference! 📈 Check out our latest blog to see how you can turn your tax refund into a financial win. 🚀 🔗 Also available on our website: https://lnkd.in/eraG2nKs #TaxSeason #SmartMoneyMoves #InvestYourRefund
👏👏👏 WVU John Chambers College of Business and Economics and Ann Marie H.! It’s fun to see students so enthusiastic and engaged!!
🏀🏈⚽🎾The Center for Financial Literacy at WVU John Chambers College of Business and Economics recently hosted the first in our annual 3-part financial seminar series tailored for our student-athletes, and the energy in the room was off the chart! Special thanks to our guest speaker, Gene Natali, CFA of Troutwood, who shared valuable insights on how athletes can take control of their financial future by creating a financial plan. He emphasized the importance of early planning, smart decision-making, and avoiding common financial pitfalls—critical skills for anyone, but especially for those navigating the unique financial landscape of athletics. What made this event truly special was the level of engagement from our students. They asked excellent questions, demonstrating a real curiosity about financial planning. Even after the session ended, many stayed behind to continue the conversation—proof of the impact this knowledge had on them. A huge thank you to our sponsor, Robinhood for supporting our efforts to empower our student-athletes with the tools to build financial security and success! 💪📈 #WVU #Finance #FinancialLiteracy #StudentAthletes #FinancialPlanning #InvestInYourFuture
Can Gene build a financial plan for a 25-year-old software engineer in Chicago in just 1 minute? ⏳ This is Part 1 of our #onetakeoneplan challenge—Rachel takes her shot next week! 📌 What’s Covered? ✅ Budgeting & saving ✅ Investing & retirement ✅ Cost of living expenses Who will make the better plan? Drop your vote in the comments! 👇 🔥 Ready to build your own financial plan? Get started today! www.troutwood.com #FinancialPlanning #SoftwareEngineer #OneTakeOnePlan #Chicago #InvestSmart
See financial planning in action—built in real time! 🚀💸 In this episode, we create a financial plan from scratch, using a firefighter as our example. Watch as we break down budgeting, goal-setting, and key financial decisions—proving just how simple planning for the future can be with Troutwood! 🔥 Ready to build your own financial plan? Get started today! #FinancialPlanning #Troutwood #Budgeting #Investing #MoneyManagement #PersonalFinance #firefighters #firefighter
Troutwood reposted this
🌎 Investing with Understanding, One Company at a Time 🔍💡 At Troutwood, we believe investing should be about knowledge, not noise. That’s why we built Company Spotlight, a powerful new feature within our Map of the Markets. 📊 With a single click, Company Spotlight drops you into a random company, encouraging a discovery journey of businesses across the world. 🌍 Whether you're an investor, educator, or just curious about the global economy, this tool helps you explore who’s shaping the market and how. 🚀 🎥 Watch our CEO, Gene Natali, CFA, walk through the feature here: YouTube Video 💬 What’s the most surprising company you’ve ever come across while researching investments? Drop it in the comments! ⬇️ (map link in the first comment) #Fintech #Investing #Markets #Troutwood #FinancialEducation #StockMarket #DiscoverMore