CIT Bank Review: Does Online Banking Mean You’ll Earn More?

plant in piggy bank

Gone are the days of little-to-no interest banking. Your money should earn for you, even the cash in your checking account. One way to do this is with CIT Bank. We’ll take a look at account offerings and interest potential in this CIT Bank review to determine whether it’s the right choice for you.

The Permanent Portfolio: Built to Profit Under Any Economic Condition?

reading book with coffee

I used to worry about losing money in the stock market. I didn’t believe I was smart enough to manage it myself. Turns out, you don’t need to be a stock analyst to invest. You only need to understand a few simple principles and you’ll do better than most.

Factor Investing: What Is It and Does It Produce Superior Returns?

math on chalkboard

Nobody likes losing money in the stock market. There’s no way of predicting it, and your earnings can swing wildly from year to year. But what if you could tilt your portfolio in a way to enhance returns? That’s what factor investing attempts to do. But what is it, should it be a part of your financial planning toolkit, and which robo-advisors are best?

Passive Investing: Why It’s the Easiest Way to Build Wealth

books and blocks

Ready to start investing but not sure you have the time or knowledge? Passive investing is the answer. We’ll explain how to invest the hands-off way.

The Larry Portfolio: How Does Going Bond-Heavy Beat Stocks?

plant growing through concrete

Finding the perfect portfolio is debatable. Everybody has an opinion. There is no single portfolio that rules all. There is only the one that lets you accomplish your financial goals with minimal anxiety.

Robo-Advisor Fees: 11 Investment Services and How They Stack Up

robot on wheels

Robo-advisors are a digital, low-cost alternative to a traditional financial advisor. As with any investment platform, fees can make all the difference. This post examines robo-advisor costs, including management fees and expense ratios, and how they vary based on your needs.

Should You Use a Robo-Advisor to Manage Your Investments This Year?

Robo-advisors are a digital platform that uses algorithms to act as an automated low-cost alternative to traditional financial advisors. The best robo-advisors offer help with asset allocation, rebalancing, portfolio management, and even tax-loss harvesting. They’re the darling of the investing world, but are they right for you?

The Robo-Advisor: What They Are and How Investing Got Easier

wooden robot

Before creating robo-advisors, your investment options were either to hire a financial advisor for a “small” fee or to research and pick the funds yourself. Now there’s another way. Robo-advisors have become increasingly popular. But why should you consider using one?

Interest Rates During a Recession, What Happens, and What Not to Do

stock prices

Worried we’re heading towards a recession? We have something to help you through it. Read our dos and don’ts during a recession before you make any moves.

CrowdStreet Review: Accessible Commercial Real Estate Investing

city buildings

Real estate has always provided investors with an added layer of diversification. It’s typically uncorrelated with the stock market, generates steady income, while potentially producing higher returns. Go in-depth with us as we uncover the details of investing in commercial real estate with Crowdstreet. Review: Investing App Meets The Social Network

people watching sunset

How does a brokerage measure up to its competitors with so many now offering fractional shares and commission-free trades? You put a new spin on an old design. In this review, I examine its unique business model, features, and how its trading platform works.

QuickBooks Online Review: Ultimate Accounting Software Solution


If you’re a small business owner, finding the right accounting software is worth its weight in gold. You need something offering a user-friendly experience while satisfying your essential needs. Perhaps you require time-tracking or invoicing and accepting payments. Whatever the case, if you’re looking to potentially save money while enhancing your business operations, read this QuickBooks Online review.

SoFi Invest Review: Will It Empower Your New Financial Life?

Are you a beginner investor? Don’t know where to start? Our detailed SoFi Invest review highlights its fees, account minimums, and more. Discover how SoFi Invest makes its platform so accessible.

FreshBooks Review: The Best Cloud-Based Accounting Software?

old calculator

While 82% of small business owners fail to manage their cash flow, FreshBooks boasts its software will help you do it better while saving you 192 hours every year. This review details its invoicing, time tracking, and accounting features that have been helping self-employed professionals since 2003. In short, if you’re looking for a solution to potentially help you accomplish more in less time, read this post.

The Best Robo-Advisor: 13 Distinguished Picks for You This Year

code on monitor

Assets under management topped $1 trillion in the global robo-advisory market. Thanks to fintech, lower costs, total automation, and tax-optimized investment strategies are becoming the norm. Simply put, if you’re considering which robo-advisor is best for you, read this post.

Chase Transfer Partners: Optimize Your Rewards Points This Year


The ability to access a wide array of transfer partners is what sets Chase Ultimate Rewards apart. But not everyone takes advantage. In this guide, we’ll show you how to leverage your points, optimize your card usage, and what you absolutely shouldn’t do. If you want to get the most out of your transfer partners, read on.

16 Safe Investments to Guide You in the Storm

sailboat heading into storm

If you’ve been paying attention to the outside world, it’s a scary time for everyone. The stock market seems to jump all over the place daily. Some people have a high-risk tolerance, but a lot of us just want to know how we can ride out this storm with some low-risk investments.

Recession-Proof Stocks: Surviving Market Crashes and Global Pandemics

Record plunges in the stock market, the NYSE hitting the kill switch, record unemployment numbers. It’s a scary time to be an investor; it’s a frightening time to be a person! But it can also be a great time to be an investor if you know what to invest in during a recession.

Chase Sapphire Preferred Travel Insurance: How Covered are You?

traveler at train tracks

Heading out on a well-earned vacation is one of life’s great joys. Unfortunately, sometimes things go wrong and you’re left scrambling to see what travel insurance you have. If you’ve got a Chase Sapphire Preferred card, you’re probably in good shape. Let’s zoom in to see exactly what they cover.

Chase QuickPay: A Superior Alternative to PayPal and Venmo?

Chase Quickpay with Zelle is a simple person-to-person payment service that lets you split checks, send money to friends, and request cash (even if your friends don’t have a Chase bank account). It’s a fast and secure way to both send and receive money. While similar to Venmo and PayPal, Chase Quickpay has things the others don’t.

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