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Latest Articles
Don’t Panic During Down Markets, Take These 5 Steps Instead
The financial markets have been moving in predictable patterns of late, so it can be hard to imagine the panic that sets in when they start behaving more erratically. Panic is a common human emotion, and can easily take hold when we face the prospect of losing money.
Last-Minute Tax Tips: 7 Ways to Reduce Your Tax Bill Today
Today is the last day to get your taxes filed to the IRS, or file a tax extension, without incurring a penalty that is. You can also receive an extra tax deduction if you open certain retirement accounts. We list out the important details you don’t want to miss, and how you can reduce your […]
WiseBanyan Review: The First Free Financial Advisor?
Are you sick and tired of hearing about free financial advice that turns out to not really be free? Well a new startup named WiseBanyan could be the solution you’re looking for. WiseBanyan claims to be the world’s first free financial advisor, and offers a new approach to investing. But is it really free? We […]
Investment and Tax Mistakes That Can Cost Thousands: An Interview with David Richmond
We all make mistakes. Sometimes, these mistakes are small, so it’s easier to recover from them and move on, determined to avoid the same mistakes in the future. Other mistakes can be costly and harder to recover from. When you invest, it’s important to avoid some of the big tax mistakes that can add up […]
Minimize Your Tax Bill: Top Legal and Illegal Methods to Paying Less Taxes
We all want to pay less less, but what’s legal and what’s illegal? There are three basic strategies to pay less taxes and keep more of your money — tax avoidance, tax deferral, and tax evasion. Two are perfectly legal, but practicing one of them could lead to some serious jail time.
When Should You Hire an Accountant Versus Doing Your Own Taxes?
This is a very common question that a lot of us face each tax season. Tax software packages can make income tax preparation seem easy. And most of the time it really is. But is there a point where you should lay off the tax software packages and hire an accountant?
Recent Reviews
Morningstar Review – Is The Premium Membership Worth It?
I’ve been a Morningstar premium member for about ten years now. They are a great resource to help assist you in your investment decisions. Their ratings system is universally known throughout the investment community. Originally they only reviewed mutual funds, but a few years ago added stocks to their reviews. Personally I look at services like Morningstar […]
Quicken Alternatives – Is There Anything Better?
While Quicken is one of the most popular personal finance software options out there, as well as a favorite here at Investor Junkie, it isn’t the only option. For those who are looking for something different, here are some other desktop alternatives to consider.
ShareBuilder Review
ShareBuilder is one of the oldest online brokerage firms. One could say that ShareBuilder and I go way back. In fact, it was the first equity trading account that I ever opened in my investment career. I have since opened accounts for two of my three children. Since I have had a good bit of […]
FutureAdvisor Review – Automatically Manage Investments
FutureAdvisor is an online investment advisor that automatically manages your investments. It helps you to do this in an advantageous way by using modern portfolio theory (or MPT), to build and maintain a portfolio to maximize your return based on certain levels of risk indicated by your investor profile.
LikeFolio Review – Where Investing Meets Social Media
People rarely invest for the sole reason of it being fun and interesting. They invest to build wealth, and set up systems that allow them to set it and forget it when it comes to their portfolios. But what if there was a company that combined investing with the average millennial’s favorite thing — social […]
Finovera Review — Manage Your Statements in One Place
“I was trying to manage my own financial documents and bills, and everything else, and the paperwork was overwhelming,” says Purna Pareek, the founder and CEO of the web application Finovera. “I decided it was time to go digital.”
TD Bank Review – Smart and Convenient Banking for Investors
Are you tired of working with banks that keep are never open when you have a question, or they don’t cater to your investment needs? If so, you may want to look into TD Bank. It is open on evenings and weekends -– including Sundays -– as well as most holidays. And it’s a sister […]
Consumer Reports Money Adviser Review
One of the most trusted names in reviews and advice is Consumer Reports. My husband receives it each month, and never makes a purchase without first checking to see what Consumer Reports has to say on the subject. A few years ago, Consumer Reports introduced a smaller publication devoted to finances, called Consumer Reports Money […]