Product Reviews

Composer: An Investment Platform For The Future

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, which leverages artificial intelligence. For 13 years I worked in

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Boldin (NewRetirement) Updates And New Features: A Great Retirement Planner

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 Boldin Planner. As of September 2024, NewRetirement has also been rebranded as Boldin, to appeal to a wider

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Masterworks Performance Review And Art Market Outlook

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 Crowd Street? Commercial Real Estate Outlook

During times of uncertainty, I prefer owning real assets. Roughly 50% of my passive income comes from physical rental properties and investments in private commercial real estate. Therefore, I thought it would be an opportune time to reach out to Crowd Street for an update on how they closed out 2021 and their views on

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RealtyMogul Overview 2025: Platform Improvements And New Initiatives

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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How To Avoid Financial Fraud And Protect Your Investments

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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Titan Review: A Modern Way To Invest Your Money

Looking ahead, the investing landscape seems more difficult, especially after three robust years of equity returns. More capital preservation strategies should be considered. At the same time, corporate earnings are still growing. Further, the long-term trend for stocks is up and to the right. What is a person who doesn’t want to actively manage their

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RealtyMogul Overview 2025: Investing In Gateway Cities

Before the pandemic, I had the opportunity to have lunch with Jilliene Helman, CEO and co-founder of RealtyMogul in San Francisco. During the lunch, I was impressed with Jilliene’s focus on long-term profitability. Instead of chasing the most number of deals to boost revenue, Jilliene said she and her team focused on quality over quantity.

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