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Latest Articles
Lending Club and Prosper Update (February 2015)
My first update of my Lending Club and Prosper investments for 2015. Many things have happened since my last update, but have kept a steady pace of investing in P2P.
The Best Free Services to Monitor Your Credit Report
Believe it or not, your credit report can affect your investment portfolio in either a positive or negative way. Which makes it an important factor for building wealth and reaching future financial goals. Here’s why your credit profile is so important and what services you can use to monitor it.
Fidelity Promotions
Fidelity Investments is currently offering nine promotions, all of which have been updated for 2014. See our review for more information about Fidelity.
7 Most Popular Employer Sponsored Retirement Plans
We sometimes think of employer-sponsored retirement plans as something almost generic. But there are actually several different types of plans, many of which are low cost and can help you save for retirement much faster. Which one you should choose depends on the type and size of your employer, as well as the economic sector […]
FeeX Review – An Investment Fee Reducer
FeeX is a service that deals with an often overlooked aspect of investing, which is the fees you pay on the accounts you invest with. There are all kinds of fees associated with maintaining an investment account, and the job of FeeX is to reveal them to you, and then make suggestions as to alternatives. […]
Changes With Jemstep – Will Robo Advisors Make It?
Robo advisors have been the latest hot trend to take over the financial landscape. From Wealthfront, to Betterment, SigFig and more, there’s no shortage of companies to work with who can manage your money.
Recent Reviews
Changes With Jemstep – Will Robo Advisors Make It?
Robo advisors have been the latest hot trend to take over the financial landscape. From Wealthfront, to Betterment, SigFig and more, there’s no shortage of companies to work with who can manage your money.
OptionsHouse Review – Unparalleled Trading Tools
You may have heard by now that OptionsHouse and tradeMONSTER have merged. Since 2005, when the company was founded, OptionsHouse has risen up among the ranks to become one of today’s top rated and most powerful online discount brokerages. But what does this merger mean for your account?
Why I’ve Switched from Using Quicken to Personal Capital
I’ve been a long time user of Intuit’s Quicken, as I’ve mentioned in my Quicken reviews over the years. In fact, I’ve been using Quicken since it was a Microsoft MSDOS product (over 20 years). But due to the lack of new features, functionality, the software’s quirkiness, constant upgrades and bugs, it’s unfortunately time for […]
SigFig Review – Your Portfolio at a Glance
SigFig was developed by the same group who developed Wikinvest, and the company is a registered investment advisor. They recently updated their offerings from just the free investment advice and accoung aggregation, to offer 3 different types of services: asset management, diversified income, and portfolio tracking.
Robinhood App Review – Free Trades Without a Catch?
Formally known as Robinhood Financial, LLC, the Robinhood app takes from the rich and gives to the poor. Well actually, no it doesn’t do that, it just allows you to make stock trades for free. This service is a no-frills stock broker with no minimum deposit.
How to Get Started With Mint.com
Like many people this time of year, I’m thinking about my financial goals and resolutions for the New Year. Last year was the first year I diligently tracked each and every expense, using a trusty excel spreadsheet. While I’ve been pretty good at using my system, it’s not a perfect system by any means. So […]
Mint.com Review – Should I Use Mint?
Mint is a FREE online personal finance (web 2.0) service similar to Quicken. Over the past several years I’ve taken mint.com for a test spin with my personal finances. With Mint you have no local software to install, and it’s a service you can access with any browser or mobile device. This review of Mint.com has been […]
YNAB (You Need A Budget) Review – How Does it Compare to Mint?
When it comes to financial planning, we all have our own styles. Mint has been dominant in recent years, but there has also been a great deal of interest in You Need A Budget (or YNAB for short). One of the reasons that YNAB has received so much attention is due to its proactive approach […]