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Kevin Mercadante

TurboTax Online Review – What’s New for 2014 Return?

Published or updated April 27, 2015 by Kevin Mercadante

TurboTax Online Tax Prep Review

The nation’s most popular tax-preparation software continues to evolve and improve, providing even more reasons for the do-it-yourself tax preparer to select this product.

TurboTax has made several changes in its program, both to improve its service, and also to adjust to changes in the tax code.

Read on for our review of TurboTax and see what’s new for those filing their 2014 tax returns.

[Read more…] about TurboTax Online Review – What’s New for 2014 Return?

Filed Under: Review, Taxes Tagged With: TurboTax Online

OptionsHouse – It’s Not Just About Options

Published or updated January 6, 2015 by Kevin Mercadante

As the bull market marches relentlessly on, investors are spreading their investment wings, expanding in to different and often uncharted asset vehicles as they gain confidence in the strength of the markets and in their own ability to trade.

One of the fastest growing investment niches is options trading.  And one of the best platforms available to trade in them is OptionsHouse.

And even if you don’t want to trade options, OptionsHouse it a pretty solid platform to trade more conventional assets, like stocks and mutual funds.

Keep reading and find out what OptionsHouse is all about and if it’s good for you.

OptionsHouse Review – Great for Options and More

[Read more…] about OptionsHouse – It’s Not Just About Options

Filed Under: Featured, Investing, Review

FutureAdvisor Review – Investment Management and Advice With Low Fees (Even Free)

Published or updated October 20, 2014 by Kevin Mercadante

FutureAdvisor

FutureAdvisor is a web-based investment platform that automatically manages your portfolio.

The site offers comprehensive investment management and does so with one of the lowest fee structures in the industry.

Read on as we review FutureAdvisor and you’ll see whether they are a great investing platform for you.

FutureAdvisor – Get Professional-Grade Investment Management at a Low Price

Who Is FutureAdvisor?

FutureAdvisor
FutureAdvisor gives you automatic investment management as well as free tracking.

Based in San Francisco, FutureAdvisor began in 2012.  The founders and management team of the platform are made up of finance gurus, data scientists and software engineers, who are backed by the same venture capital team that started PayPal and Google.

The service is available for the management of traditional taxable investment accounts, as well as both traditional and Roth IRAs, Roth rollover accounts, and SEP IRAs. [Read more…] about FutureAdvisor Review – Investment Management and Advice With Low Fees (Even Free)

Filed Under: Investing, Review

tradeMONSTER Review – Low Commissions With Professional Quality Tools

Published or updated January 6, 2015 by Kevin Mercadante

tradeMONSTER Review

tradeMONSTER is a real time investment trading platform that features some of the lowest trading fees in the industry.

Though it has only been around a few years, it has grown steadily in to one of the most popular trading platforms for active, self-directed investors.  If this describes you then read on see if tradeMONSTER is for you!

Who Is tradeMONSTER?

tradeMONSTERtradeMONSTER was co-founded by Jon and Pete Najarian and Dirk Mueller-Ingrand.  All are professional traders and respected investment industry experts.  When founded, the company was a subsidiary of tradeMONSTER Group Inc.

The founders initially created optionMONSTER.com, a provider of financial market intelligence and analytical commentary.  The site was created in 2006 to help make their investment approach available to the general investing public, in an attempt to close the gap between self-directed investors and institutional investing.

tradeMONSTER began operations in 2008 as a real-time trading platform, and immediately won a four star rating from Barron’s.

The platform has continued to grow and to earn industry accolades since.  In fact, last March, Barron’s named tradeMONSTER “Best For Options Traders” in its Best for Online Brokers of 2014 survey for the fifth consecutive year.

In May of 2014, the company announced a merger with OptionsHouse, a subsidiary of PEAK6 Investments.  Under the agreement, both companies will be acquired by General Atlantic, who will be the majority shareholder in the combined company.  The combination was completed in early September, but the two companies will continue to operate as separate entities for the time being. [Read more…] about tradeMONSTER Review – Low Commissions With Professional Quality Tools

Filed Under: Featured, Investing, Review

ShareBuilder Review – Easy to Use and Low Commissions, Great For the New Investor

Published or updated January 6, 2015 by Kevin Mercadante

Cool Stock Picks

ShareBuilder isn’t the lowest cost investment platform around, but it’s the complete package for the individual investor.

Is it one of the best platforms you can get?  That will depend on what’s important to you, and what features interest you most.

Who is ShareBuilder?

Capital One ShareBuilderShareBuilder is part of Capital One which is one of the largest financial institutions in the US.  Capital One started in 1988 and has grown from a small bank to becoming a Fortune 500 company, with over 45 million customers nationwide.

ShareBuilder is the individual investment platform of Capital One, that offers “online investing, without clutter”.  It has become one of the most popular investment platforms available, as well as one of the longest running platforms in the industry.

ShareBuilder seeks to offer low-cost trading through a dynamic website that offers all of the tools that investors will need in order to be successful.  The platform has innovative tools and applications, some of which are unique to the industry. [Read more…] about ShareBuilder Review – Easy to Use and Low Commissions, Great For the New Investor

Filed Under: Featured, Investing, Review

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A Little About Me

Glen CraigI'm Glen Craig - I used to live paycheck-to-paycheck, drowning in credit card debt. I turned that all around and now I build wealth rather than debt.

My goal is to make personal finance easy for you.

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