• 25 Common Investing Terms and Definitions
    25 Common Investing Terms and Definitions
  • 7 Truths About Investing You Might Not Know
    7 Truths About Investing You Might Not Know
  • FutureAdvisor Review – Easily Manage Investments
    FutureAdvisor Review – Easily Manage Investments
  • Rise of the Robo Advisors – Should You Use One?
    Rise of the Robo Advisors – Should You Use One?
  • Motif Investing Review – $150 Signup Bonus
    Motif Investing Review – $150 Signup Bonus
  • How Retiring Early Can Affect Your Family
    How Retiring Early Can Affect Your Family
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Latest Articles

Top 5 Investing Tactics of Millionaires

millionaire traits

One of the most influential books I read, while on my journey to financial independence and becoming a millionaire was, The Millionaire Next Door by Dr. Thomas Stanley. This book was particularly enjoyable for me, as an aspiring wealth builder, because it refutes a commonly held perception of what millionaires look like. There are two […]

Charles Schwab Promotions – 2014

CharlesSchwab

Charles Schwab is currently offering three valid promotions. Charles Schwab was rated by Barron’s as one of the top brokers for “Best For Long-Term Investing”, “Best For Novices”, and “Best For In-Person Service”. Like Scottrade, they have over 300 branch offices.

ExitPoint Review – Determining the Right Time to Sell

exitpoint logo

ExitPoint is a sophisticated investment trading platform that may very well be the most comprehensive platform available. The platform also provides certain features and services that are virtually unique in the industry. See how it stacks up to other buy-and-sell platforms out there.

How to Convert a Roth IRA Without Losing Money or Paying Taxes

not lose money

Just about anyone who understands the benefits of a Roth IRA, will want to convert their traditional IRA money to a Roth IRA if they can, but the income tax consequences of the conversion can be significant. Thankfully, there are a couple of ways to work the conversion that will prevent you from losing money […]

25 Most Common Investing Terms and Definitions

investing terms and definitions

You don’t have to know everything to start investing. In fact, if you wait until you know everything before you get started, you’ll probably never start investing at all! But there are some basic terms you might want to have in your investing arsenal.

YCharts Review – Alternative to Bloomberg Terminal?

YCharts

YCharts is an investment research data service that could be called the web based version of a Bloomberg Terminal. In essence, YCharts is making a prettier, more data metrics, and user-friendly Yahoo or Google Finance while delivering hard-to-calculate data in a quick and easy format. We have updated this YCharts review for 2014.

Recent Reviews

YCharts Review – Alternative to Bloomberg Terminal?

YCharts

YCharts is an investment research data service that could be called the web based version of a Bloomberg Terminal. In essence, YCharts is making a prettier, more data metrics, and user-friendly Yahoo or Google Finance while delivering hard-to-calculate data in a quick and easy format. We have updated this YCharts review for 2014.

Quicken 2015 for Windows Review – Analyze Your Investment Portfolio

Quicken 2015 for Windows

I’ve been a long-time user of Intuit’s Quicken since 1992 — now over 20 years. My family and I track 60+ accounts within Quicken. So to say I’m a power-user of their product would be an understatement. We have every bank account, credit card, asset, retirement, investment, and liability linked within the software. For this […]

LOYAL3 Review – Stock Market Investing for Beginners

LOYAL3

LOYAL3 Securities is a new entry into the discount stock broker niche, but much different than the other brokerage firms we’ve reviewed previously. With traditional stock brokers, you pay a commission every time you make a trade. You buy a stock, you pay a commission. You sell a stock, you pay a commission — you […]

Financial Engines Review – Employer Sponsored Retirement Plans

financial engines review

Financial Engines bills itself as your very own financial team, and they do this by providing customers with assistance in retirement planning through an unlikely source: employer sponsored defined contribution retirement plans. If you’re thinking about trying out Financial Engines, read our review first.

Quicken 2015 for Mac Review – Should I Switch?

Quicken 2015 for Mac

One of the biggest pieces of news in the world of personal finance is the fact that Intuit finally released a new version of Quicken for Mac. The last time there was a true update for Quicken for Mac was in 2007. Quicken Essentials for Mac was released after that, but no one really takes […]

Mvelopes Review – Manage Your Budget with Digital Envelopes

mvelopes review

There are many different budgeting systems out there, but one of the more popular methods for getting your finances back on track is the envelope budgeting system. The envelope budgeting system, made popular by Dave Ramsey, uses a cash-based budget that is divided into several different categories.

TradeKing Advisors Review: Interview with CEO Rich Hagen

Rich Hagen TradeKing Advisors

For years, TradeKing has been recognized as one of the best discount brokerages out there. TradeKing is inexpensive, and offers a number of tools aimed at helping investors make the most of their money. However, these tools are largely best for those who have time to utilize them and do the legwork of building an investment […]

Folio Investing Review – Build Your Own Folios

folio investing

Folio Investing, also known as FOLIOfn, is an investment platform that provides investing and portfolio management which allows customization as well as tax and cost management benefits. It combines investing in mutual funds and exchange-traded funds, with individual stocks, in what it calls folios.

More Reviews