Investing | Credit Card Topics

New to the Crypto Space? Store and Manage Your Coins Offline in a Beginner-Friendly Hardware Wallet

By: Mike Senecal, 12/18/2024

BitBox is old news in crypto — and that's a good thing. The first version of its elegantly simple hardware wallet hit the market in 2016, ages ago in the industry. As Bitcoin and other cryptocurrencies continue to take hold and evolve, BitBox02, introduced in 2019, still stands as the beginning crypto investor's best friend, with unmatched ease-of-use and support features coupled with advanced capabilities as you gain experience. BitBox helps new crypto participants... read more »

U.S. Immigrants Can Access Expert Insights and Educational Tools to Shorten the Road to Prosperity

By: Andrew Allen, 11/26/2024

If you consider moving to the other side of the city to be a hassle, imagine moving to a foreign country. Immigrants face many challenges when they relocate to the U.S., including building their credit profile and learning to invest their assets in a new country. Immigrant Finance supports immigrants in their efforts to settle into a new region and manage their money to build wealth. You don’t have to search too far these days to find news reports of Americans... read more »

Private Credit Funds Provide Accredited Investors With Alternative Assets to Bolster Portfolios

By: Andrew Allen, 12/26/2024

People who want to protect their portfolios against conditions that cause an asset class to plummet in value have options. Prime Meridian Capital Management offers funds that give investors access to private credit markets. The company’s size and strategy allow it to find opportunities that fly under the radar of larger investment firms. You’ve probably heard the phrase “don’t put all your eggs in one basket.” We ignore its message every time we go to the... read more »

Conversational AI Can Help Investors Learn, Plan, and Execute More Confidently

By: Mike Senecal, 12/4/2024

Generative and conversational AI evolved from theory to buzzword seemingly in a flash. If you've used ChatGPT or another AI tool, you realize its tremendous potential for research efficiency. Interestingly, Magnifi has roots before the current focus on AI. Founded in 2018, subscription-based Magnifi combines a powerful conversational investing assistant and search engine with on-demand data, interactive planning tools, and a commission-free brokerage. Magnifi can get you... read more »

Positioning Investors for Long-Term Gains with Financial Planning, Expertise, and Investment Oversight

By: Andrew Allen, 8/22/2024

If you’re among the retirees who’ve amassed wealth, you’re not alone if you feel you don’t know how to manage your money effectively. Yardley Wealth Management works directly with its clients to prepare financial plans that support their long-term goals. The firm also helps investors shield their portfolios from risk. Located in Pennsylvania, Yardley Wealth Management serves clientele in the U.S. and abroad. Most of us think that if we just had more money, we... read more »

Accredited Investors Can Access Private Markets and Invest in Startups to Diversify Their Portfolios

By: Andrew Allen, 8/6/2024

Diversified portfolios can shield investors from risk. Propel(x) provides an alternative investment platform to enable accredited investors to build diversified portfolios. The company conducts due diligence on investment opportunities and releases its findings to investors. Propel(x) employs special purpose vehicles to broaden access to startup investing. From saving for college tuition to funding retirement, we all know life can be expensive. You probably know it's... read more »

Invest Diva Helps Members at All Learning Stages Master the Markets and Build Generational Wealth

By: Mike Senecal, 5/16/2024

Kiana Danial loved investing but didn't love the culture of the financial bros she worked with. So she created Invest Diva, a supportive member-based platform where women (and men) gather to learn about investing, increase their income, and build generational wealth. Danial helps members become money managers in a free masterclass before guiding them to personalized goals of financial freedom and peace of mind. Invest Diva is a community of thousands of like-minded... read more »

Save® Offers Curated Portfolios and Higher Return Potential With an FDIC-Insured Savings Program

By: Mike Senecal, 4/25/2024

Every investment comes with risk, but the complexities of investment decisions deter many from reaping the potential rewards. Others have an affinity for investing but wish to protect a portion of their assets. Save fits both groups by innovating in the FDIC-protected world of deposit accounts. Instead of paying interest on client savings accounts, Save makes portfolio investments on their behalf. FDIC insurance protects the principal while the investments yield... read more »

Hedonova Allows Investors to Access a Diversified Set of Alternative Assets Through a Single Fund

By: Andrew Allen, 4/17/2024

Diversification allows consumers to shield their investment portfolios from market downturns impacting a particular market or asset class. Hedonova provides investors access to alternative investments through one fund. The fund features more than 10 asset classes, including equipment financing, real estate, and music royalties. Interested US parties must be accredited investors to participate in Hedonova’s fund. Newcomers to the investing world may find it... read more »

Delap Wealth Advisory Helps Families Build Intergenerational Wealth and Positive Social Impact

By: Mike Senecal, 3/27/2024

With family wealth comes complexity. Like organized noise becomes music, achieving unified family wealth management with positive social impact is possible through coordination. Delap has a multigenerational history of providing tax, audit, assurance, and business advisory services. Delap Wealth Advisory extends that legacy using a shared vision approach, precisely dedicating resources to advance the client's goals, which is why the firm has been recognized with our... read more »

Nomad Provides Access to USD, American Investment Markets, and the Global Economy in a Single App

By: Mike Senecal, 2/29/2024

The problem with global integration for many living in developing countries is that currency fluctuation, immature investment markets, and political flux dampen opportunity. In Brazil, Nomad fixes those problems by providing a global dollar account and international debit card, transparent access to international transfers and currency exchange, and access to stocks, ETFs, and REITs directly from US markets. Nomad has gained more than 1 million users since rolling out in... read more »

Diversified Provides Comprehensive Financial Services to Help Clients Meet Their Goals

By: Andrew Allen, 2/12/2024

Investing can be overwhelming to the uninitiated. Even seasoned investors lose money from time to time. Diversified engages with investors to develop financial plans and investing strategies that help them reach their goals. The firm works closely with its clients to form lasting relationships built on trust. The result is lifelong comprehensive financial planning focused on achieving what brings investors happiness. Newcomers to the world of investing may find it... read more »

Stockpile’s Learn-By-Doing Mission Positions Children to Make Real-World Investment Decisions

By: Mike Senecal, 2/27/2024

Everyone knows that learning by doing is the way to make the lesson stick. But that maxim hasn't filtered down to youth financial education, which seems frozen in the instructional dark ages of reading articles, watching videos, and answering multiple-choice questions. Stockpile changes that by inviting families to participate in an authentic investing journey, with kids building confidence by making real-world trades under the watchful eye of their parents. Stockpile... read more »

Tuttle Capital Management Offers Actively Managed ETFs Based on Forward-Looking Due Diligence

By: Mike Senecal, 1/23/2024

As exchange-traded funds (ETFs) have supplanted mutual funds as vehicles for market and asset class diversification, they have diversified to appeal to people with a wide range of investment philosophies. Marshaling decades of experience as a broker, advisor, and money manager, Matthew Tuttle, CEO and Chief Investment Officer of Tuttle Capital Management, designs ETFs for traders who want all the market can give. Tuttle Capital's forward-looking due diligence produces... read more »

MyRacehorse Blazes a Trail for Investors and Equine Enthusiasts to Own Shares of Racehorses

By: Andrew Allen, 12/14/2023

If your knowledge of investing comprises traditional stocks, bonds, and mutual funds, then you may be pleased to learn of a firm that’s combining investment opportunities with the excitement of horse racing. MyRacehorse allows investors to purchase shares of racehorses and earn money while experiencing the adventures of racehorse ownership. The company, which produced one Kentucky Derby winner in its second full year of existence, offers investors a myriad of... read more »

Plynk Offers Refreshingly Easy Investing with an Emphasis on Education and Affordability

By: Mike Senecal, 10/12/2023

Investing in stocks, funds, and crypto through apps has never been more available, which makes one wonder why so many potential investors shy away from the obvious opportunity. It could be because of the investment world's traditional reliance on jargon, which often makes investing hard to understand for the average consumer and creates uncertainty and fear of possibly making mistakes. Plynk stands out in the fintech investment app space for its simplicity and emphasis... read more »

InvestinGoal Connects Forex Traders With Expert Insights and Tools to Evaluate Brokers

By: Andrew Allen, 10/9/2023

Traders in the market for a forex broker may be overwhelmed by the plethora of online brokers offering their services. InvestinGoal understands how difficult it can be for a trader to find their best-fit broker among many options. InvestinGoal provides research and insights designed to help traders locate brokers that can help them reach their goals. Its comparison tools enable traders to view side-by-side comparisons of brokers’ services and platforms. InvestinGoal... read more »

SingleKey Offers Practical Tools to Landlords and Tenants That Mitigate the Risks of Renting

By: Andrew Allen, 9/6/2023

Owning and renting out a residential property can help diversify an investment portfolio, but it isn’t without its risks. SingleKey helps landlords navigate the risks associated with property management. Its tools help landlords vet prospective tenants and ensure rent checks are received each month. SingleKey also helps landlords build compliant and efficient application processes. It works with tenants to help them grow their credit and secure their rental... read more »

Astons Residency and Citizenship Solutions Help Sophisticated Investors Diversify and Gain Flexibility

By: Mike Senecal, 8/16/2023

The border closings of the COVID-19 pandemic quickly transformed the circumstances of personal autonomy. Investors are increasingly responding by diversifying not just in assets but in freedom. End-to-end investment immigration and relocation services by Astons help businesses and private clients add strategic flexibility, asset diversification, and measurable ROI to their wealth management strategies. Options for residency and citizenship by investment through Astons... read more »

UNest Uses Partner Rewards and Family Gifting to Accelerate Savings for Children’s Financial Futures

By: Andrew Allen, 8/8/2023

Parents seeking to invest in their children’s future have traditionally been steered toward 529 plans. But the rigidity of 529 plans isn’t suitable for many families. UNest offers investment accounts that provide parents and their children with financial flexibility. Parents, family, and friends can fund the accounts. Partner rewards can also be used to fund accounts. Debt can be difficult to pay off, and it can last a lifetime. UNest helps parents take steps today... read more »

Nia Impact Capital Offers Purposeful Investing to Advance Sustainability and Social Justice Goals

By: Mike Senecal, 7/24/2023

Americans who invest as part of their wealth-building and retirement planning strategies increasingly want to do so in ways that align with their values. Nia Impact Capital is a women-led firm offering purposeful investing that prioritizes sustainability and social justice. Nia invests in well-positioned growth companies offering a primary product or service that benefits people and the environment. With a commitment to shareholder activism, it holds its portfolio... read more »

Azibo Streamlines Portfolio, Property, and Tenant Management for Independent Real Estate Investors

By: Mike Senecal, 7/17/2023

Owning rental real estate can provide an investment hedge against inflation and steady returns. But spreadsheets and generic software aren't efficient enough to maximize the potential of a growing portfolio, and the alternative to doing it yourself is handing 8-12% of your income over to a full-service property manager. Azibo melds essential financial and property management features for folks who'd prefer to keep those dollars. The platform helps landlords with as few... read more »

Arrived Empowers Investors to Diversify Their Portfolios with Rental Homes and Vacation Rentals

By: Adam West, 6/28/2023

Financial advisors say real estate should be one component of a diversified investment portfolio, but until now, that asset class wasn’t easily accessible to average investors who lack the capital, time and expertise to purchase and manage their own rental properties. But the Seattle-based startup Arrived is changing that by enabling investors to buy shares of rental properties for as little as $100. If you’ve never believed that a modest investment portfolio... read more »

EQIBank Offers Global Banking, Custody, and Trading Services on a Digital Platform

By: Mike Senecal, 6/28/2023

Traditional banks make money by loaning and investing deposits and interact with card providers and trading platforms from inconvenient silos, putting assets at risk. EQIBank is a digital financial platform where deposits aren't a profit center that offers OTC and custodial services alongside card and loan products. EQIBank dissolves barriers around fiat and digital currencies and financial categories, offering corporate and high-net-worth customers unprecedented... read more »

Spartan Offers High-Performing Investments in Self-Storage Facilities to Accredited Investors

By: Mike Senecal, 6/28/2023

Real estate has many advantages as an investment class, but one segment — self-storage — stands as the best-performing and the most resistant to recession. Spartan Investment Group offers accredited investors a seamless approach to getting into self-storage through a Growth Fund focused on ground-up construction and an Income Fund designed to produce monthly cash flow. Vertically organized Spartan manages every aspect of the investment, from acquisition to... read more »

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