Data & Finance for Work & Life
Product reviews and analysis that help you make smart financial decisions.
Before the ChatGPT explosion, AI trading was just called “algorithmic,” and big banks owned it. Three AI-enhanced exchange traded funds (ETFs) hit the market as early as 2018. Now, the banking monopoly is fading as retail investors get their hands on AI software. But there’s a lot of uncertainty. Does AI trading work? How profitable […]
AI Trading: Success Rates & Profitability Read More »
AI trading software encompass everything from hands-off robo advisors to news aggregation, and everyone’s doing it. These tools fall into 4 categories: (1) robo advisors (via broker), (2) research automation, (3) alert assistance, and (4) alert execution. Beginners only need the first; everyone else needs one of each. To choose the right one, you must
14 Best AI Trading Software & Bots Reviewed [Free & Paid] 2024 Read More »
There’s a blurred line between “personal” and “business” financial management software (FMS). Understanding this will help you make a good choice. Most entrepreneurs run sole proprietorships or disregarded LLCs, so business and personal expenses like gas and phone get mixed together. You could use two apps, but shouldn’t your financial management software support the way
Top 27 Financial Management Software (List for 2023) Read More »
Choosing a Portfolio Management Software (PMS) requires you answer a question: are you an active or passive investor? If you’re here, it’s because you’re a self-directed investor. Hats off to you, but self-directed does not always mean active. >> If you’re an asset manager or RIA, check out our OTHER ARTICLE (opens in new tab).
18 Best Portfolio Management Software for Individuals (2023) Read More »
Factoring is a way of life in trucking. There’s too much money on the line to wait 45 days on average1 to get paid, regardless if you’re an owner-operator or established logistics company. Competition for on-time delivery and damage-free freight is growing, and many companies are niching down to dedicated truck-loading with reliable shippers. Heck,
Top 10 Factoring Companies for Trucking (& 4 Worst) (2023) Read More »
Credit is like friendship. Nurture it, and it flourishes; ignore it, and it fades away. When you’ve never used credit at all, it’s shocking to see how limited your choices are. It’s hard to get a credit card, car loan, and sometimes even tough to get a job. What’s worse, the bank tells you that
Starter Loans: Definition, Eligibility & 9 Best Options Read More »
The trouble with credit builder loans is they (usually) lock up your money until you repay the loan in full. These are called “payment-secured” credit-builders and they’re great for credit, but not when you need cash. The good news is some lenders provide a special kind of credit-builder that pays upfront. In this article I
10 Best Credit Builder Loans with Money Upfront (2023) Read More »
Choosing the right app for mutual funds is important for your investment strategy. Mutual funds have active managers who make informed decisions and build diversified portfolios on your behalf. These funds, however, are hard to purchase because they don’t trade on exchanges like ETFs — which means few apps are able to offer them. There
6 Best Mutual Fund Apps (2023) Read More »
Choosing the right app is crucial for making small investments. From placing your money with professionals to managing a portfolio of individual securities yourself, the best app will help you grow your investments so what starts small ends up big. In this guide, I ranked and reviewed the 18 best small investment apps, along with
18 Best Small Investment Apps (2023) Read More »
Credit builder loans are designed to help consumers do one thing: quickly improve (or start) their credit score at reasonable interest rates. In most cases these loans last a minimum of 12 months. But what if you want to run the gantlet of a 6-month credit building spree? You can, in 5 ways: (1) use
13 Best 6-Month Credit Builder Loans & Alternatives (2023) Read More »
