Official Bio

In-depth knowledge of financial technology software, from high-end accounting to personal finance.

Author of 19 detailed annual reviews of online brokers for Barron’s, analyzing 20-30 offerings at a time. The 20th edition of this survey will be published on March 9, 2015.  ConsumerSearch ranks my online broker industry analysis #1 in credibility in evaluating, testing and identifying the category’s best products and services. The 2014 edition of this review is in the March 17 issue of Barron’s.

My website, InvestorBrain.com, focuses on online brokers and investing tools. It contains a partial archive of my work in Barron’s, plus additional comments from time to time.

Specialties: Early adopter of online communication, including running discussion groups.

Author of two books on online investing published by DK in 2001.