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

Bike, Car, or Public Transit: The True Cost of Your Daily Commute

Auto Loans

There is a common dilemma when living in or near a major city: whether to own a car, bicycle to work, or take public transportation. In many major cities,...

5 Tips If You Can’t Make Your Car Loan Payments

Auto Loans

If you have encountered financial difficulties and have a problem making your car lease or loan payments, understand that time is of the essence.

5 Tips If You Can’t Make Your Car Loan Payments

Auto Loans

If you have encountered financial difficulties have a problem making your car lease or loan payments, understand that time is of the essence.

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.

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.

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.

Tax Planning

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.

Tax Planning

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.

Tax Planning

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.

Jordan Smith,

Author Archive: Jordan Smith

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