Product Reviews

Fundrise Innovation Fund Review: Disrupting Venture Capital

17 Comments / Investments, Product Reviews / By

The Fundrise Innovation Fund is a new fund investing in mid-to-late-stage private tech companies. More broadly, the fund invests in companies within specific sectors that have strong macro tailwinds, such as machine learning and artificial intelligence. The goal is to invest in long-term trends that expand over the next several decades. Since 2010, Fundrise has focused …

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Fundrise eFunds: An Innovative Way To Invest In Your Future Home

27 Comments / Product Reviews, Real Estate / By

If you want to invest in real estate, consider investing in Fundrise eFunds. Fundrise eFunds are private real estate funds that provide diversified exposure across America. Washington D.C. based Fundrise is one of the most innovative real estate crowdfunding platforms today. They were the first to create the eREIT, a real estate fund that uses …

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Composer: An Investment Platform For The Future

6 Comments / Investments, Product Reviews / By

With heightened stock market volatility, more investors are looking for ways to hedge their portfolios or find some way to outperform the broader indices. Therefore, I thought it would be a good idea to interview Ananda Aisola, the co-founder of Composer, a new investment platform. For 13 years I worked in the equities department at …

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NewRetirement Updates And New Features: A Great Retirement Planner

30 Comments / Product Reviews / By

What is the one thing you can do today to ensure better financial decision making, habits, and outcomes? You can build and maintain a holistic financial plan. And one way to do that step-by-step is using the NewRetirement Planner. It’s been over 2.5 years since I did my first review of their platform. So I …

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Masterworks Performance Review And Art Market Outlook

17 Comments / Product Reviews / By

As a partner with Masterworks for the past few years, I’ve been following their growth in recent years. It’s been a while since I’ve published a deep dive on the company. So this post provides an update on their Masterworks performance, growth, track record, and explains how art could help improve your portfolio. Masterworks is …

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What’s New At CrowdStreet? Commercial Real Estate Outlook

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Investing in commercial real estate entails substantive risk. You should not invest unless you can sustain the risk of loss of capital, including the risk of total loss of capital. All investors should consider their individual factors in consultation with a professional advisor of their choosing when deciding if an investment is appropriate. An investment …

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RealtyMogul Overview 2022: Platform Improvements And New Initiatives

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Several years ago, I had lunch with Jilliene Hellman, CEO and Founder of RealtyMogul in San Francisco. Back then I was impressed with her in-depth knowledge of commercial real estate. Further, I liked her focus on building a sustainable business versus having a “growth at any cost” type of mentality. Given it’s been a while, …

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FarmTogether Review: A Sustainable Farmland Investment Manager

27 Comments / Product Reviews, Real Estate / By

My grandfather used to own a small, 8-acre fruit and plant farm on the western side of Oahu. It was a magical place nestled next to the majestic Waianae mountain range. The farm was part of his retirement income strategy as he rented out a portion of the land to his neighbors who grew green …

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How To Avoid Financial Fraud And Protect Your Investments

7 Comments / Investments, Product Reviews / By

Are you aware of the risks you take online? Nearly half the U.S. population was impacted by identity fraud and financial fraud in 2020, responsible for $56B in losses. And the truth is, you’ve never been a bigger target. Technology is woven into our lives. From remote work to shopping to banking, we can send/receive …

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Empower Review 2023: Best Personal Finance Tool

68 Comments / Investments, Product Reviews, Retirement / By

I’ve been using Empower’s free financial tools, previously know as Personal Capital, to track my net worth, manage my cash flow, and optimize my investments since 2012. Let me share with you the most thorough and honest Empower review about their free financial application. From 2013 – 2015, I was also a consultant for the …

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