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

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

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

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

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Savings & Investment

New investor reviewing their first brokerage account on a laptop while avoiding common investing mistakes

5 Mistakes New Investors Make With Their First Brokerage Account

Learn about new investor mistakes. Discover 5 costly errors beginners make with their first brokerage account and how to avoid them from the start.

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Savings & Investment

Side-by-side comparison of money market account and treasury bills for short-term cash storage

Money Market Account vs Treasury Bills: Where to Park Your Short-Term Cash

Learn about money market vs treasury bills. Compare yields, liquidity, and risk to find the best place to park your short-term cash and maximize returns.

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Savings & Investment

Investor reviewing DRIP investing strategy with dividend growth chart on laptop

Dividend Reinvestment Plans: How DRIP Investing Builds Wealth on Autopilot

Learn about DRIP investing strategy. Discover how dividend reinvestment plans compound your wealth automatically with little effort or extra capital.

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Shopping cart filled with bulk items in a warehouse store illustrating common buying in bulk mistakes

5 Mistakes People Make When Buying in Bulk (And How to Avoid Them)

Learn about buying in bulk mistakes. Discover the 5 most common bulk shopping errors and practical tips to save money without wasting it.

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Person using a budgeting app on smartphone alongside labeled cash envelopes for digital envelope budgeting

How to Use Cash Envelopes in a Digital World for Better Budget Control

Learn about cash envelope budgeting digital. Discover how to adapt the envelope method using apps and digital tools to take control of your spending today.

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Middle-income earner reviewing spending habits and budget to start building wealth

5 Spending Habits That Keep Middle-Income Earners From Building Wealth

Learn about spending habits that prevent wealth. Discover 5 common money mistakes middle-income earners make and how to break them to start building lasting wealth.

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