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.
One of the biggest news items last year in the personal finance space was Intuit finally releasing 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 it seriously. For many Mac users who like using Quicken, it has been necessary to run VMware Fusion and use the Windows version. For the most part, Intuit was ignoring the Mac platform, and that’s resulted in problems for Mac users who want to use Quicken.
I’m a long-time user of Intuit’s Quicken since 1992 — now over 23 years. I’ve tracked every one of my 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 review of Quicken Premier 2016 for Windows, I bought a copy from Amazon and converted from my previous version of Quicken 2015.
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 portfolio.
We’ve done a number of reviews of the different types of robo-advisors that are up-and-coming in the tech space. Now that we’ve done the research we’re listing out a detailed side-by-side comparison so you can determine which automated investment advisor is right for you. You’ll find the links to detailed reviews we’ve published, along with the promotions that each robo-advisor offers. To view all robo-advisors please scroll to the right in the table.
Crowdfunding is popping up all over the web. And now with sites like RealtyShares, crowdfunding has come to real estate investing. In fact, RealtyShares has been referred to as the “Lending Club of real estate”.
Updated to now include Vanguard’s Personal Advisor service. Thanks to the rise of robo-advisors investing for the future is now more accessible than ever. You don’t have to spend a lot of time, or money, hiring a portfolio manager to create a complicated asset allocation to receive the best returns possible. Robo-advisors now have the technology and computer software that does this for you — all at a lower annual fee.
Commercial real estate investing can be an excellent way to grow your nest egg, although it’s not without risks. The big risk is that commercial real estate requires large amounts of up-front capital to purchase a property. In order to properly diversify your portfolio you should own multiple properties, various types of properties (i.e. apartment complexes, strip malls, office space, etc.), and in multiple locations.
Personal finance software has been around for several decades. Since the Internet was invented, we’ve looked for ways to manage our household and investment accounts in a non-complicated way. Thanks to advanced technology, and security, you can link your bank account to finance software that will aggregate your transactions into manageable spending reports, graphs, and budgets.
Which finance software should you use? Mint or Personal Capital? This question is one that’s asked often because both are very popular online tools. At a casual glance they might seem the same — both are personal finance apps, allow you to sync your financial accounts in one location, and are completely free to use. But there are distinct features that make each one different too.
Thanks to the rise of robo-advisors, investing for the future is now more accessible than ever. You don’t have to be wealthy, have a lot of investment knowledge, or even hire an expensive financial advisor to create a complicated asset allocation. Why? Because robo-advisors now have the technology to do all of this for you — and at an affordable price.