Author: Alan Bone

Alan Bone 6 December 2025 3
Data Archival and Retention: Compliance-Ready Storage Solutions for 2025

Data Archival and Retention: Compliance-Ready Storage Solutions for 2025

Compliance-ready data archival storage ensures legal retention of critical records with immutable, encrypted, and auditable systems. Learn how AWS, Oracle, and on-prem solutions meet GDPR, HIPAA, and SEC rules in 2025.

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Alan Bone 4 December 2025 4
How Interest Rates Affect Dividend Stock Valuations

How Interest Rates Affect Dividend Stock Valuations

Interest rates don't simply crush dividend stocks-they reshape them. Understanding how discount rates, dividend growth, and economic context interact is key to building a portfolio that thrives in any rate environment.

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Alan Bone 2 December 2025 3
Travel Expense Management: How to Streamline Business Travel in 2025

Travel Expense Management: How to Streamline Business Travel in 2025

Modern travel expense management tools cut costs, save time, and prevent policy violations. Discover how Navan, SAP Concur, and Brex are transforming business travel in 2025 with AI, automation, and real-time controls.

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Alan Bone 2 December 2025 3
Diversification in Taxable Accounts: How to Maximize After-Tax Returns

Diversification in Taxable Accounts: How to Maximize After-Tax Returns

Learn how to maximize after-tax returns by strategically placing assets in taxable accounts. Discover which investments to hold where, how tax-loss harvesting works, and why tax diversification can add tens of thousands to your retirement savings.

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Alan Bone 26 November 2025 5
Risk Assessment Quiz: Find Out Your True Risk Tolerance for Investing

Risk Assessment Quiz: Find Out Your True Risk Tolerance for Investing

Take a scientifically-backed risk assessment quiz to discover your true risk tolerance for investing. Learn how your emotional response to losses shapes your portfolio-and how to build one that lets you sleep at night.

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Alan Bone 22 November 2025 5
First-Time Investor Toolkit: Best Calculators, Screeners, and Alerts for Beginners

First-Time Investor Toolkit: Best Calculators, Screeners, and Alerts for Beginners

Learn how first-time investors can use free and paid calculators, screeners, and alerts to make smarter investment decisions without guesswork. Start simple, avoid common mistakes, and build confidence with the right tools.

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Alan Bone 21 November 2025 5
P/E vs PEG Ratio: How to Value Growth Stocks Without Getting Fooled

P/E vs PEG Ratio: How to Value Growth Stocks Without Getting Fooled

Learn how to use the P/E and PEG ratios together to avoid overpaying for growth stocks. Understand when high multiples are justified - and when they’re dangerous.

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Alan Bone 12 November 2025 3
Gamification in Financial Education: Making Learning Fun and Effective

Gamification in Financial Education: Making Learning Fun and Effective

Gamification turns financial learning into a game, boosting engagement and real-world behavior. Discover how points, leaderboards, and challenges help people save, budget, and build confidence with money.

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Alan Bone 11 November 2025 4
Open Banking for PFM Apps: How Categorization Drives Financial Insights

Open Banking for PFM Apps: How Categorization Drives Financial Insights

Open banking transforms PFM apps by automatically categorizing transactions and delivering real financial insights. Learn how this technology helps users save more, spend smarter, and stay in control of their money.

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Alan Bone 11 November 2025 5
How APIs Power Fintech: The Hidden Engine Behind Digital Finance

How APIs Power Fintech: The Hidden Engine Behind Digital Finance

APIs are the invisible force behind modern fintech, enabling apps to connect with banks, process payments, and verify identities. Learn how they work, who leads the market, and what pitfalls to avoid.

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Alan Bone 9 November 2025 4
MACD Indicator: How to Use the Trend-Following Tool for Better Trading Signals

MACD Indicator: How to Use the Trend-Following Tool for Better Trading Signals

Learn how the MACD indicator works as a trend-following tool to spot momentum shifts in financial markets. Understand its signals, common mistakes, and how to combine it with price action for better trading results.

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Alan Bone 8 November 2025 3
Vendor Payment Automation: How SMBs Can Slash AP Costs and Speed Up Payments

Vendor Payment Automation: How SMBs Can Slash AP Costs and Speed Up Payments

Vendor payment automation cuts AP costs by up to 75%, reduces payment cycles from weeks to days, and unlocks early payment discounts. Learn how SMBs are using AI and digital workflows to transform accounts payable from a cost center to a strategic advantage.

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