Investment Reviews

Find out if an investment product or service is right for you. We've done the research for you, and give you insightful and honest reviews.

Questrade Review – Low Cost Investing For Canadians

Questrade

There’s good news in the online investment brokerage front for Canadian citizens with Questrade. The company offers low cost investing in virtually every type of investment security.

Capital One 360 Review – Get A $50 Signup Bonus

Capital One 360

Last year, Capital One announced its intention to acquire ING Direct. ING is still a company, but its consumer banking operations in the United States are now owned by Capital One. As part of the re-branding effort, ING Direct is now Capital One 360.

Jemstep Review – Portfolio Manager Tool For Retail Investors

Jemstep

Jemstep is a web based service to help the do-it-yourself investor plan for retirement. With the recent move by many to dump their financial advisor, Jemstep targets a well needed niche. But the question is: Can Jemstep’s automated guidance replace a financial advisor?

YCharts Review – Alternative to Bloomberg Terminal?

YCharts

YCharts is an up and coming data service that allows investors the opportunity to see key metrics for any stock with a variety of extremely attractive charts. In essence, YCharts is making a prettier, more user-friendly Yahoo or Google Finance while delivering hard-to-calculate data in a quick and easy format.

SigFig Review – Free Investment Advice

SigFig

SigFig was developed by the same group who developed Wikinvest, and the company is a registered investment advisor. The service is similar to Personal Capital, but SigFig focuses only on investing while Personal Capital aggregates all financial institutions and not just brokerage accounts.

iBank Review – Is iBank 4 The Best Mac Personal Finance App?

iBank 4

What options are available for an Apple Macintosh user who wants to manage their personal finances? iBank 4 by IGG Software might be a possible solution.

ShareBuilder Review

ShareBuilder

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 [...]

Pound Foolish Review – Exposing A Very One Sided Book

Pound Foolish - Helaine Olen

I just finished reading “Pound Foolish: Exposing the Dark Side of the Personal Finance Industry” by Helaine Olen. It’s supposed to be an exposé about the follies in the personal finance industry. Perhaps the real exposé is the author’s bias.

Betterment Review – Asset Allocation Made Simple

betterment

In this low interest rate environment most investors know parking your money in a bank CD is almost a surefire way to lose money against inflation. But what is someone to do? For the average individual, investing in the stock market can be complicated.

Adaptu Is Shutting Down Its Service

Adaptu

StanCorp, the owner of Adaptu, decided to end the service effective February 20th, 2013. As we mentioned in the review of Adaptu, we were unclear the method they used to generate revenue. From this news, it became clear – they weren’t.