Author: Alan Bone - Page 2

Alan Bone 6 November 2025 4
Speech Analytics in Call Centers: How AI Ensures Compliance and Improves Coaching

Speech Analytics in Call Centers: How AI Ensures Compliance and Improves Coaching

Speech analytics uses AI to analyze every call in a contact center, catching compliance risks and guiding agent coaching with precision. Learn how it cuts fines, saves time, and turns monitoring into meaningful improvement.

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Alan Bone 5 November 2025 5
Super Apps in Finance: From Wallets to Full-Service Platforms

Super Apps in Finance: From Wallets to Full-Service Platforms

Financial super apps combine banking, payments, investing, and lifestyle services into one platform, transforming how people manage money. Learn how they work, why they're growing fast, and whether they're right for you.

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Alan Bone 3 November 2025 4
Retirement Planning Basics: When and How Much to Save

Retirement Planning Basics: When and How Much to Save

Learn when to start saving for retirement and how much you really need to put away each year. Discover proven strategies to build a secure retirement even if you're starting late.

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Alan Bone 2 November 2025 5
Callable Bonds and Putable Bonds: How Embedded Options Change Your Returns

Callable Bonds and Putable Bonds: How Embedded Options Change Your Returns

Callable bonds let issuers pay you back early; putable bonds let you force them to. Understand how these embedded options affect your yield, risk, and returns in today's fixed income market.

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Alan Bone 2 November 2025 4
Forward P/E vs Trailing P/E: Which One Actually Tells You More About a Stock

Forward P/E vs Trailing P/E: Which One Actually Tells You More About a Stock

Trailing P/E shows real past earnings; forward P/E guesses future profits. Learn when to use each, how analysts skew forecasts, and how top investors combine both to avoid costly mistakes.

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Alan Bone 2 November 2025 3
Tax Reporting from Brokers: Understanding 1099 Forms and Cost Basis

Tax Reporting from Brokers: Understanding 1099 Forms and Cost Basis

Understand how 1099-B forms from brokers report your stock sales and cost basis to the IRS. Learn what’s on the form, why it often gets wrong, and how to avoid costly tax mistakes.

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Alan Bone 19 August 2025 0
RAG for Financial Knowledge Bases: How Grounded AI Answers Prevent Fraud and Ensure Compliance

RAG for Financial Knowledge Bases: How Grounded AI Answers Prevent Fraud and Ensure Compliance

RAG for financial knowledge bases uses real documents to give accurate, traceable AI answers-preventing fraud, speeding compliance, and cutting manual work. Learn how GraphRAG connects financial dots and why it's becoming essential in finance.

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Alan Bone 5 August 2025 4
Market Cap: How to Understand Company Size and Valuation

Market Cap: How to Understand Company Size and Valuation

Market cap tells you the total value of a company based on its stock price and shares outstanding. Learn how it classifies companies, why it matters for investing, and what it doesn’t reveal about true value.

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Alan Bone 28 June 2025 4
Ex-Dividend Date: When You Must Own Stock to Receive Dividends in 2025

Ex-Dividend Date: When You Must Own Stock to Receive Dividends in 2025

Learn the exact date you must own a stock to receive dividends in 2025, how the T+1 settlement rule changed everything, and how to avoid missing payouts. Essential for dividend investors.

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