Investment Reviews

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Schwab Intelligent Portfolios Review – Is Their Service Really Free?

Charles Schwab

Charles Schwab, the creator of the popular discount stock broker, originally rocked the investment world by offering stock trades at a fraction from what traditional brokers were charging. Competition is good. Robo advisors, or as Schwab likes to call it — automated investing — has become really popular in the past few years. Firms like […]

Motif Investing Review – $150 Signup Bonus

Motif Investing

There are a number of online brokers out there that provide you with the chance to invest on your own at a reasonable price. One of the more novel brokerages is Motif Investing, a discount brokerage that helps you invest based on themes. It’s like building your own mini-ETF. Recently Motif ranked number four of […]

FeeX Review – An Investment Fee Reducer

FeeX review

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. […]

Why I’ve Switched from Using Quicken to Personal Capital

switched from 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 […]

How to Get Started With

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 […]