Investment Reviews

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How to Get Started With Mint.com

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.com

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 […]

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 […]

Personal Capital Review – Investment Centric Version of Mint.com

Personal Capital

As I’ve discussed in my Mint.com review, I think Mint is great as budgeting tool but poor for investment planning. Mint is targeting people who are just starting out with their finances (Generation Y and Z). As I mentioned previously, I wished for a web 2.0 app that focused more on the investing side of […]

MONEY Master the Game by Tony Robbins: Book Review

MONEY Master the Game: 7 Simple Steps to Financial Freedom by Tony Robbins

I just finished reading the latest book from Tony Robbins, Money Master the Game: 7 Simple Steps to Financial Freedom. It’s a long title for a book, but it’s also a large book (almost 700 pages in length). This is the first book from Tony Robbins in over 20 years, so I was excited to […]

Acorns App Review – Using Your Spare Change to Invest

Acorns app

Investing is usually very complicated, but Acorns intends to simplify this process through their revolutionary mobile app. The father-son team are based in California. They created Acorns with the intention of removing any mental roadblocks, intimidation, or anxiety about becoming a regular investor. With help from the father of Modern Portfolio Theory, Dr. Harry Markowitz, […]