Jordan Smith,

Jordan Smith is an investment strategist, CFA® charterholder, and holds an MBA from NYU Stern. Passionate about long-term wealth building, Jordan focuses on index funds, dividend investing, and real estate. With a background in tech finance and a decade advising high-earners, Jordan breaks down market trends, Roth conversions, and passive income streams into actionable steps. A self-proclaimed "boring investor," Jordan believes consistency beats speculation. Outside writing, Jordan trains for marathons and volunteers with financial literacy programs for immigrant families.

Author Archive: Jordan Smith

What Is a Roth IRA and Who Should Open One?

Learn about what is a Roth IRA. Discover how it works, its tax advantages, contribution limits, and whether it’s the right retirement account for you.

Full-Year Car Maintenance Budget: Month-by-Month Cost Guide

Winter time driving brings on all the elements, including cold temperatures, snowy roads, and black ice, which make driving demanding.

Winter Car Costs: Insurance, Maintenance & Auto Loan Strategies

Winter driving brings on all the elements, including cold temperatures, snowy roads, and black ice, which make driving demanding.

What Rising Auto Sales Mean for Car Buyers & Loan Rates in 2026

Reports from Autodata Corporation show that the motor vehicle sales increased dramatically in November.

Student Loan Default: Consequences, Recovery & Fresh Start Options

It is easier than ever to consider defaulting on your student loans.

Federal vs. Private Student Loans: Which Is Right for You?

Government student loans are the best type of student loan program to get into in almost every situation.

How to Get a Car Loan with Bad Credit: Options Beyond the Dealership

Bad credit can prevent you from getting that car loan that you need. However, there are ways to get auto financing with bad credit.

How Your Credit Score Affects Your Car Loan Rate (And How to Fix It)

Your credit score has a major impact on whether you can get a car loan and what the terms will be. Learn more here.

Can You Buy a Car with a Credit Card? When It Makes Sense

Auto Loans, Credit Cards

By now, most people know you can buy almost anything on a credit card. Including a car.

Western College Costs: Tuition, Aid & ROI at Top Regional Schools

Using the Camry College Cost Comparison, we will be comparing the cost of the prominent private and public Western Universities.

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Savings & Investment

Person in their 40s reviewing alternative investment options on a laptop with financial charts and documents on a desk

Beyond the Stock Market: Alternative Investments Worth Considering in Your 40s

Learn about alternative investments in 40s. Discover real estate, REITs, private equity & more to diversify your portfolio and grow wealth before retirement.

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Savings & Investment

New graduate reviewing investment portfolio options on laptop with $5000 savings plan

How a New Grad With $5,000 Can Build a Real Investment Portfolio From Scratch

Learn about invest 5000 new grad. Discover smart, beginner-friendly steps to build a real investment portfolio with just $5,000 after graduation.

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Savings & Investment

Side-by-side comparison of micro-investing apps and brokerage account platforms on a smartphone and laptop screen

Micro-Investing Apps vs Brokerage Accounts: Which Actually Grows Your Money Faster?

Learn about micro-investing apps comparison. Discover which platform builds wealth faster — micro-investing apps or brokerage accounts — with real growth data.

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Investor reviewing tax-loss harvesting strategies on a financial dashboard

Tax-Loss Harvesting Strategies Most Investors Overlook

Learn about tax-loss harvesting strategies. Discover overlooked techniques to offset gains, reduce your tax bill, and grow your portfolio smarter every year.

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Self-employed parent reviewing child-related tax breaks and deductions at a home office desk

How a Self-Employed Parent Can Maximize Child-Related Tax Breaks

Learn about self-employed parent tax breaks. Discover how to maximize child-related deductions and credits to lower your tax bill and keep more money.

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Homeowner reviewing tax documents and calculator at desk to avoid tax deduction mistakes

The Biggest Tax Deduction Mistakes Homeowners Make Every Year

Learn about homeowner tax deduction mistakes. Discover the most costly errors homeowners make on their taxes and how to fix them before filing.

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