Investing | Credit Card Topics

Netcapital Connects Retail Investors with Private Companies in Need of Capital

By: Adam West, 9/1/2022

In a Nutshell: Retail investors have traditionally lacked access to opportunities with early-stage companies with the greatest growth potential. And startups have traditionally had difficulty accessing capital. Netcapital solves both problems by connecting investors and firms on a common platform. Netcapital provides innovative tools and insights to manage portfolios and set up offerings that help streamline the investment marketplace. Institutional investors — a category that... read more »

MoneyMade: Research Alternative Assets and Manage Investments on 200+ Platforms

By: Adam West, 6/28/2022

In a Nutshell: Traditionally, only accredited investors and high-net-worth individuals invested in alternative assets such as real estate, farmland, and fine wine. But technological and regulatory changes have opened alternative investments to everyone. MoneyMade educates new investors about the opportunities and pitfalls of alternative investments, evaluates and connects to 200+ platforms, and provides tools for managing investments. Beyond the world of stocks and bonds, anything... read more »

Gentreo Leverages Technology and Collaboration to Simplify Financial Transitions in Estate Planning

By: Sean Roderick, 6/1/2022

In a Nutshell: While it is a subject many prefer to avoid, estate planning is an important part of financial management everyone would benefit from doing in advance. Gentreo is making the process less intimidating for clients by simplifying the procedures and offering more reasonably priced support than that of traditional methods. By making everything digitally accessible, the company aims to help families through the grieving process and reduce the many financial and legal... read more »

Alts Provides Informative Content on Unique Investment Strategies to Help Diversify Portfolios

By: Sean Roderick, 5/25/2022

In a Nutshell: In the world of alternative investments, there is a traditionally wide authority gap due to the lucrative nature of some high-end assets, like art, wine, and other collectibles. Alts is an investment newsletter group that is transitioning into offering fund opportunities and is currently shaking the old paradigm. The firm’s main focus is on lower-tier assets with higher earning potential, and it is looking to bring smaller investors into a newer, widely fractionalized... read more »

Rares Allows Consumers to Invest in Iconic Sneakers Through More Accessible Fractional Shares

By: Brandon Rossman, 5/23/2022

In a Nutshell: Rares provides investment opportunities in the collectible sneakers category. The company purchases the shoes — at prices that range from thousands to millions of dollars — and allows investors to buy fractional shares of the shoes for as low as $5. Investors either make money from selling their shares to other investors or by earning a return after the company sells the shoes. Rares owns shares of every shoe on its platform to show that the company is committed to... read more »

Eagle Investors: Fiduciary Advice and Educational Content Foster a Diverse Community of Active Traders

By: Adam West, 3/31/2022

In a Nutshell: Eagle Investors serves a community of more than 250,000 active traders on the popular Discord messaging and digital distribution platform. Members receive market analysis and insights aimed at investors of all experience levels. Eagle Investors is a federally registered investment advisory firm, meaning it puts member interests first. It accomplishes that through professionally curated daily recommendations, community features, and educational content. Financial... read more »

Revelio Labs Analyzes Public Workforce Data to Help Investors and Financial Consultants Understand Trends

By: Jon McDonald, 3/28/2022

In a Nutshell: Corporate financial metrics are relatively easy for investors and consultants to act on, but organizations are ultimately run by people. Revelio Labs helps bring the human side of the business into the equation. It analyzes publicly available workforce data to offer actionable intelligence on company composition and trends. The Revelio Labs team of economists can reveal the inner workings of companies and provide powerful predictive insights for investors. ... read more »

FINTRX Helps Startups, Fund Managers, and Investment Bankers Leverage Private Wealth Data to Close More Deals

By: Adam West, 3/3/2022

In a Nutshell: Family offices and registered investment advisors (RIAs) are important prospective clients for fund managers and corporate investors. But they have traditionally operated in a rather opaque, relationship-based space. The FINTRX platform changes that dynamic through data and research that enables investors to target the most promising private wealth prospects. As the family office/RIA space evolves, FINTRX offers actionable intelligence to help managers and firms stay... read more »

Financial Mentor Resources Offer a Transparent Approach to Wealth Building and Money Management

By: Jon McDonald, 3/3/2022

In a Nutshell: Financial Mentor is a financial education resource developed from Todd Tresidder’s lifetime of experience working in the industry and as a money coach. He created a unique approach to wealth building rooted in the mathematics behind investing. The process also acknowledges the personal and emotional sides of investing, especially when paying off debt. Financial Mentor’s materials, particularly its wealth-planning course, educate consumers on fact-based financial... read more »

Betterment’s Robo Advisor Helps Investors Build Nest Eggs and Reduce Credit Reliance

By: Adam West, 1/20/2022

In a Nutshell: Every long-term financial plan should include investing, but not everyone has the tools to get started. Betterment aims to democratize investing through its robo-powered app and educational resources. Investors can use Betterment to set goals and receive personalized guidance on investments. It also helps clients prioritize their financial needs and ensure their goals are effective and realistic. Investments are a crucial part of financial planning, and in challenging... read more »

ANote Music Lets Fans Invest in Music Royalties to Diversify their Portfolios and Reduce Credit Reliance

By: Adam West, 1/11/2022

In a Nutshell: Music has become ubiquitous in the investment market thanks to modern streaming services, and it helps investors diversify their portfolios. ANote Music puts that investment strategy in the hands of more individuals by allowing users to purchase fractional shares of music catalogs. Investors can earn a return on royalties while providing artists with the funds they need to advance their careers. The platform is currently focusing its activities toward European investors,... read more »

Just Start Investing: Tools and Resources to Help Consumers Reduce Credit Reliance and Achieve Retirement Goals

By: Adam West, 12/14/2021

In a Nutshell: People need trustworthy, straightforward information for making the best retirement planning choices and productively managing their finances. Often the biggest challenge is knowing where to begin. The team at Just Start Investing offers tools and resources for building skills and reducing guesswork around investing, banking, budgeting, and managing credit. By cutting through today's money management clutter, Just Start Investing helps more individuals and families plan... read more »

Titan’s Active Investment Management Platform Can Help Investors Reduce Credit Reliance

By: Jon McDonald, 12/7/2021

In a Nutshell: Apps and automation have helped people try their hand at investing for the first time, but algorithm-powered technology can only get them so far. Titan distinguishes itself in the tech-focused finance industry with a platform that combines the convenience of an app with the benefits of human knowledge. The experienced managers at Titan provide more tailored responses to emerging market opportunities and shifts than do their AI-powered competitors. That approach can even... read more »

IRA Financial Group: Self-Directed IRA and 401(k) Funds Fuel Investments and Hedge Against Credit Card Debt

By: Adam West, 9/16/2021

In a Nutshell: Since 1974, investors have been free to leverage retirement account assets for alternative investments. The problem is that the technology for doing so has been stuck in the ‘70s ever since. IRA Financial Group is changing that with a full-service mobile platform that makes self-directed investing of IRA and 401(k) funds in real estate and other alternative assets as easy as using any modern equity investment platform. IRA Financial uses technology to help investors... read more »

Best Credit Cards For Wealth Management in 2022

By: Eric Bank, 8/26/2021

Even the best credit cards for wealth management are not going to suddenly thrust you into the billionaire’s club. But almost anyone can profit by investing credit card bonuses and rewards. Whether you plow your cash back into an FDIC-insured savings account or invest it in options on uranium futures, these credit cards can help you as you build and manage your wealth. Cash Back Cards | Brokerage Cards | FAQs Best Cash Back Cards For... read more »

Trade Brains Teaches Consumers About Investing Wisely Which Can Help Reduce Credit Reliance

By: Matt Walker, 7/13/2021

In a Nutshell: Financial experts recommend that, for a healthy financial future, that people not only keep a savings account, but also maintain a retirement account and investment fund. Following these guidelines can help individuals have financial security and reduce the chance that they will have to turn to credit in an emergency. Trade Brains helps investors in India learn the ins and outs of the stock market and begin trading on their own. The company’s philosophy is that... read more »

Young Money, Smart Money: Parsec Financial Teaches Consumers About Responsible Credit Use

By: Adam West, 7/8/2021

In a Nutshell: Certified financial planners from Parsec Financial have helped individuals and families to solidify and grow their assets for decades. Now, Parsec is reaching out to a new generation with its Young Money, Smart Money platform. It offers a collection of tools and resources to help young people understand their finances and investment planning. Parsec believes it's never too early to learn how to manage credit and begin an investment journey. Young Money, Smart Money,... read more »

Collectable: Fractional Shares of Sports Collectibles to Help Investors Generate Cash and Lessen Credit Reliance

By: Adam West, 6/4/2021

In a Nutshell: It doesn't take a lot of money to become a sports fan, but until a few years ago there was no way for retail investors to access the lucrative and growing market for sports collectibles. By offering fractional shares of iconic sports memorabilia including cards, uniforms, and artifacts, Collectable enables fans at all income levels to show their devotion, diversify their assets, and generate additional cash they can use instead of credit. Sports fans put a lot of time... read more »

Finhabits Helps Users Learn About Healthy Money Management Techniques to Avoid Credit Reliance

By: Matt Walker, 5/12/2021

In a Nutshell: Establishing good financial habits is extremely important for a variety of reasons, including financial security, building a retirement, and having a good credit score to access products and services. Finhabits is an app designed to help the Latino community in the U.S. gain financial literacy and understand the world of investing. The easy-to-use app contains a wealth of knowledge on all things related to personal finance. The company also understands the great... read more »

GuruFocus Helps Investors Maximize Funds to Build a Nest Egg and Avoid Relying on Credit

By: Matt Walker, 4/27/2021

In a Nutshell: Investing used to be largely a rich person’s game, but thanks to advances in technology nearly anyone can invest in the stock market today. Even with these barriers to entry eliminated, knowing where to invest your money can still be challenging. GuruFocus is a website that helps eliminate this uncertainty by providing information on what the greatest investors in the world are doing with their portfolios. The company focuses on value investing by analyzing important... read more »

Vincent Search Tool Helps Users Find Alternative Investments Including Real Estate and Credit-Based Debt

By: Adam West, 4/8/2021

In a Nutshell: The fast-growing alternative investment market includes real estate, credit-based assets, and even art, but it can be difficult to navigate. That's why the free Vincent search tool allows investors to find and compare those opportunities easily. Vincent acts as a Google for alternative investments and pulls data from 60 qualified portals to increase market transparency and help investors make better decisions with more more platforms being added all the time. Investing... read more »

TradeLog Delivers Software Designed to Help Active Traders Navigate Taxes and Avoid Dipping Into Credit

By: Matt Walker, 2/22/2021

In a Nutshell: If the world of day trading, with its numerous strategies and thousands of trades per year, seems complex just imagine how challenging tax time can be. And unexpected tax bills can result in some traders having to access lines of credit when they may prefer not to. TradeLog offers software designed specifically for active traders and investors. It helps traders navigate the often opaque rules the IRS has established around trading. This means TradeLog users can prepare... read more »

Mercer Advisors: Financial Planning Services that Help Families Build for the Future and Avoid Credit Pitfalls

By: Adam West, 2/9/2021

In a Nutshell: Mercer Advisors was one of the first fee-only financial planning firms in the U.S., and it continues to differentiate itself through its insurance, trustee, tax work, and estate planning. The firm prides itself on serving clients at all stages of the wealth-building process and even works with those at the beginning of their asset-building journeys. Comprehensive management services from Mercer Advisors help clients protect against financial compromises that can threaten... read more »

Kitco on the Benefits of Investing in Precious Metals and Avoiding Credit Card Dependence

By: Matt Walker, 1/19/2021

In a Nutshell: Credit cards offer a ton of benefits, including convenience and appealing perks. But they are meant to be used wisely and should not serve as a financial safety net for consumers. Maintaining an investment portfolio is a more sound approach for building up funds for a rainy day. Kitco is a company that facilitates the purchase and sale of precious metals, a key component to a balanced and diversified portfolio, according to the company. Kitco is also an authority on the... read more »

Minafi and the FIRE Movement Show People How to Make the Most of Credit Cards and Invest Wisely

By: Adam West, 1/12/2021

In a Nutshell: Adam Fortuna did not grow up with a foundation in financial literacy, but when he inherited a sum of money after his mother passed away, he realized he needed to understand how to steward the funds. After educating himself using various online resources and learning about how to achieve financial independence, Fortuna found himself in the position of doling out financial advice himself. He launched Minafi to help others and share his philosophy of embracing minimalism,... read more »

• Our Experts »	• Editorial Process »
• In the Press »	• Media Assets »

All articles tagged Investing (67)