Financial Product Reviews
CategoryAspiration
It’s been a while since I did a product review, but Aspiration leaped out at me this week. We started to discuss them in the Forum to see if they
How FutureAdvisor made one key decision that has left WealthFront and Betterment lagging behind.
Robo Advisors are on the rise, and FutureAdvisor is leading the pack. They offer low cost asset allocation recommendations, portfolio rebalancing, and tax loss harvesting beyond..
Intra Family Mortgage Lending
Intra-family lending is something that can be a real win/win for family members, it can also, be a complete nightmare, since mixing money and family can be a recipe for
Loyal3 Review
Loyal3 is a stock purchase platform that was founded in 2008. The thing that makes this company worth taking note of is net positive transaction fees for stock acquisition, I
Upromise from Sallie Mae
Upromise is an excellent savings program owned by Sallie Mae. At its core it is designed to create cash back savings that are targeted towards college expenses – either in
Personal Capital Powerful Free Tool To Examine Your Investment Accounts
Personal Capital is a website that collates your Investment Accounts, from Taxable Brokerages, SEP IRA’s, Keogh’s and 401(k) and provides you with a very clear picture of your cu..
Following Up with My Prosper.com Investment
It has been about 4 months since I signed up for Social Lending Site Prosper.com, I began with an initial investment of $1,000 that I loaned out to 20 different people in
$5,000 Brokerage Account Challenge – Building a portfolio using Cash Back and some savings from household expenses
The $5,000 Brokerage Account Challenge – I’m going to build a Brokerage Account for free using Cash Back, and savings made from reducing costs when I got rid of Cable
Motif Investing – An introduction and analysis
Motif Investing is fast becoming one of the most interesting and powerful tools for savvy investors in the market today. Founded in 2010 by former Microsoft Executive Hardeep Wa..
My Experience opening up a Vanguard ROTH IRA
Today I pulled the trigger and opened a Vanguard ROTH IRA. The contribution deadline for 2013 is April 15th 2014, so if you move quickly you can open one up
Betterment
I recently came across a company called Betterment that is seeking to offer an alternative structure for your investments. On first glance I didn’t like what they were appearing..