2
votes
1answer
115 views

Online stock screener to find stocks that are negatively correlated to another stock/index?

Is there a free online resource that I can use to find pairs of stocks that are always negatively correlated? For example, I want to find stocks that are negatively correlated w.r.t SPY. On Google ...
4
votes
1answer
74 views

Where can I buy bonds and other securities other than stocks?

I keep hearing that I can only buy bonds and other securities such as Treasury Bills from a broker...the thing is, I don't want to pay a broker (yet). I know I can buy stocks online through a trader ...
3
votes
2answers
100 views

H&R Block tax preparation software made arithmetic mistakes. How should I proceed?

I used the free e-file software at hrblock.com for my federal return and paid for my state return. After paying but before finalizing and filing I checked the PDF version of my return and immediately ...
1
vote
2answers
3k views

How can I correct a Free Fillable Forms reported error?

I attempted to file my U.S. Federal taxes via Free Fillable Forms, and got a rejection for the following reasons: Field/Xpath: ...
1
vote
1answer
286 views

What is the average cost of a portfolio on a trading site?

I will like to know the average cost of trading services for a portfolio of my size. Currently I am using Folio Financial and they have provided great service. However every year I end up paying ...
2
votes
2answers
462 views

Is H&R Block's calculator estimating the tax incorrectly (too high)?

I used H&R Block's tax calculator just to guesstimate (play around) with taxes and such. I put $25000 in self-employed income, $7200 in expenses, $11000 in student-loan interest. I came up with ...
1
vote
3answers
114 views

Restricting a check from being deposited via cell phone

Call me paranoid but I really don't like the idea of someone depositing a check I gave them via a snapshot on their cell phone. I would prefer the check to go to a bank and not be stuffed in some ...
3
votes
1answer
193 views

How will Hello Wallet benefit me? Is it worth the cost?

I am considering using Hello Wallet as a 9.95/month online personal finance and financial guidance tool. I like the concept and the Board of Directors and the fact that it does NOT push financial ...
2
votes
1answer
118 views

U.S. banks with their own financial aggregator online tool?

What banks in the U.S. have their own financial aggregator? I know two banks in Canada have them: RBC’s myFinanceTracker and BMO’s MoneyLogic. I don't expect a better product than Mint.com, but at ...
4
votes
3answers
115 views

Which bank(s) allow you to open AND close CDs online?

Most banks allow you to transfer money into a Certificate of Deposit (CD) using their website. However, once you open a CD you usually have to call to close or otherwise modify the CD account when it ...
11
votes
5answers
1k views

Which investment companies offer great online service and low cost index funds? I want to do everything online

I currently use Vanguard. I tried to move my wife's Roth to Vanguard but the process is absolutely terrible. The PDF form they generate for the rollover could not be printed (tried multiple browsers ...
5
votes
2answers
350 views

Where can I get a list of ticker symbols that have stock options?

I would like to examine the option chains of almost every stock that has options. Is there some sort of stock screener or application that can give me a list of the ticker symbols that have options?
8
votes
2answers
174 views

What is Alternative Minimum Tax (AMT) and how does AMT get calculated? [U.S.]

What is Alternative Minimum Tax (AMT) in the U.S.? How does Alternative Minimum Tax get calculated? What conditions are likely to trigger an AMT assessment versus a regular tax assessment? Are ...