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.
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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 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 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.
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, 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.
TD Ameritrade has a long history in the brokerage industry. You have probably heard of TD Ameritrade due to its famous television commercials. Actor Sam Waterston or Assistant District Attorney Jack McCoy from the Law & Order franchise is the company spokesman. They are not only accessible online, but you can visit one of the […]