Resources for trading, investing, and taxes
Listed on this page are some of the best trading, investing, and tax resources that we have come across in our travels. In addition, each of these sites have given their highest endorsement to our TradeLog™ tax lot accounting software.
E-filing Solutions
TaxACT
TaxACT is the recommended software for importing your TradeLog generated schedule D data in order to e-file your federal and state returns. Whether you have a simple or complex return, TaxACT has you covered, even if you have business income, capital gains, rental income, itemized deductions and depreciation. Just answer simple questions and TaxACT will complete the correct forms for you. If you happen to get stumped, TaxACT includes free and unlimited web and e-mail support.
Stock Trading
Hard Right Edge
Alan Farley is a private trader and publisher of Hard Right Edge, a comprehensive resource for trader education, technical analysis, and short-term trading techniques. For the last decade, he’s published the well regarded “The Daily Swing Trade” advisory. He is also author of the McGraw-Hill best-sellers "The Master Swing Trader" and “The Master Swing Trader Toolkit”, and popular columnist for The Street.com.
Option Trading
Schaeffer's Investment Research
Investor education, bulletin, and alert services. Bernie Schaeffer is widely recognized as an expert on equity and index options, investor sentiment and market timing. Among more than 100 of the nation's top market timers, Bernie is rated as the #5 Bond Timer and the #9 Intermediate Market Timer for the last decade.
Investing
Kim Snider Financial Communications
We teach the proprietary Snider Investment Method™ to investors who want to make work a choice, not a necessity. The Snider Investment Method helps income investors get consistent cash flow, regardless of market conditions and helps growth investors to get a consistent yield and avoid years of dead money.
Taxes
GreenTraderTax.com
We are pleased to have been affiliated with the Green Company since July of 2001 and respect their vast knowledge and experience in dealing with the special tax needs of traders and investors.
Robert A. Green was instrumental in helping us develop the Mark to Market accounting features of our TradeLog; MTM software. Green is an expert in this accounting method and has been turning active traders on to this important and tax advantageous IRS election. For details please see: GTT Resources: MTM: Mark-to-Market Accounting
His firm can also handle cash basis accounting for securities (as reported on schedule d), futures and commodity trading, currency and FOREX trading, as well as assisting you with your complete return. And his CPA's are expert in the use of our TradeLog software.
If you need help with your taxes, Green Trader Tax is the CPA firm we recommend!
Fairmark Press Inc.
A leading independent publisher of tax guidance on the Internet. Fairmark offers a wealth of free information on their web site, including over 100 pages of guidance on tax issues facing traders and investors such as capital gains and wash sales. Kaye Thomas graduated cum laude from Harvard Law School and has over 20 years experience as a tax lawyer and consultant.
Education
TradingPub.com
The TradingPub provides educational services, via on-line classes and webinars in the field of financial education for traders and investors. Their goal is to provide free education by gathering top traders and experts who can share their experiences with others. They offer free sessions each week, plus resources through their blog and website.
Online Brokers
Fidelity
Fidelity is a 24x7 full service brokerage firm catering to the needs of both individual and professional traders. New at Fidelity is their active trader services with competitive commissions and which includes a 1-second trade execution guarantee.
Interactive Brokers
Worldwide direct access trading of stocks, options, futures, forex, and bonds in over 60 market centers in a single universal account. Barron's awarded Interactive Brokers its top star ranking and lowest cost broker in 2007.
optionsXpress
Rated Best Online Broker four out of five years (2003, 2004, 2005, and 2006) and
one of the best in 2007. The best online broker for trading options featuring
one of the most sophisticated and easy to use order management systems, low
commissions, and top notch investor education.
tradeMONSTER
tradeMONSTER is the powerful trading platform for active stock and option traders who demand innovative trading tools, unmatched customer support and competitive rates. Trade stocks $7.50 per trade and options $0.50* per contract. Named “Best for Option Traders”, 2010.