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Latest Articles
Morningstar Investor Review And 2025 User’s Guide
Morningstar is best known for its stock, bond, etf and mutual fund research. Recently it launched Morningstar Investor, a paid service for retail investors. It replaces Morningstar Premium, a service I used for years. In this Morningstar review, I’ll take a deep dive into the Investor product and provide some tips on how best to…
10 Alternatives to Morningstar to Track Your Portfolio for Free
I’ve used Morningstar to track and analyze various investment portfolios for over 20 years. Recently, they launched what is called Morningstar Investor. It’s an updated and refreshed version of the company’s old portfolio tracker. Unfortunately, the new Morningstar Investor is expensive ($34.95/month or $249/year). As a result, many have reached out to me asking what…
Personal Capital (Empower) vs Mint: My Ratings After Using Both for Years
Personal Capital and Mint are two of the most popular personal finance apps today. I’ve used both for many years. In this article we’ll compare Mint vs Personal Capital to see which one is best. As is often the case, both Personal Capital and Mint have pros and cons. In some cases Personal Capital is…
Best Round-Up Apps for Saving and Investing in 2025
Saving and investing money is a lot like eating broccoli. We know we should do it, but it’s not so easy. One easy way to save money is with an automatic savings app. To help you get started, here are the best round-up apps for both savings and investing. Best Overall Round-Up App for Investing–Acorns…
ProjectionLab Review – Financial Planning Software
ProjectionLab is a financial simulator that will help you work out the mechanics of financial planning. It enables you to enter your current financial profile and future projections, then determine when you’ll reach your goals. But it does more than that. It allows you to change inputs and assumptions to account for contingencies and changes…
A List of Low Cost Financial Advisors (Say NO to 1% Advisors)
Investment advisors charging one percent of the investments they manage for you is the industry norm. Many charge more than that. Not sure how fees may affect your wealth over time, then check out this report. In an effort keep more of your money in your pocket, I’ve created this list of low cost financial…
