David Rodeck

Investing Expert Writer

About

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major corporations like Fidelity and Prudential. Before writing full time, David was a financial advisor. That added a layer of expertise to his work that other writers cannot match.

David is a freelance financial writer with over a decade of experience. His work has been featured in national financial publications and in the marketing materials for Fortune 500 companies. Before writing, David was a financial advisor and insurance agent with New York Life. During this time, he passed the CFP and Series 6 exams, adding a layer of expertise to his work that other writers cannot match.

David specializes in making insurance, investing, and financial planning understandable. He is a member of the New York Financial Writers Association and an active Toastmaster. David also is an active traveler. He started freelancing when he moved to Taiwan in 2012 and used the remote work to live in cities around the world.

Expertise

Investing
Insurance
Retirement planning
Estate planning
Taxes

Achievements

Over a decade of experience as a financial writer
A former financial advisor and insurance agent
Passed the CFP and Series 6 exams
Member of the New York Financial Writers Association

Other Publications

Education

McGill University (B.A., Economics)

Professional Memberships

New York Financial Writers Association
Toastmasters (former club president)

5 months ago

7 Best 401(k) Plans

A 401(k) retirement savings plan is an essential benefit for employees. For businesses, picking the right plan from the countless options available can be tricky. Conventional 401(k) plans are the most well-known type of offering, but choices abound for solo...
5 months ago

Best Variable Annuities of 2025

A variable annuity is a way to get the stability of a traditional annuity product with the gains of an investment account—for a price. Unlike with a more common fixed annuity, a variable annuity lets you invest in subaccounts like...
5 months ago

Best Bitcoin Mining Software Of 2025

Bitcoin mining software lets you use computer hardware to help administer the blockchain technology that runs bitcoin (BTC). As a reward, you can earn newly created bitcoins. Most bitcoin mining software is free and runs on all of the leading...
5 months ago

Best Crypto Wallets

Crypto wallets provide a safe place to store cryptocurrency, although they work a little differently than tucking cash into a billfold. There are countless options to choose from—deciding which one fits your needs is the first step. Different wallets support...
5 months ago

9 Best Gold IRAs Of 2025

A gold IRA allows you to own physical gold bullion while also benefiting from the tax advantages of an individual retirement account. However, we would not recommend this special type of individual retirement account for most investors. For instance, you...
5 months ago

10 Best Annuity Companies

Leaving your money invested in the market could net you substantial returns, but market volatility might keep you up at night. Annuities can solve that problem, keeping your money safe and helping ensure your bills are covered. However, it can...
5 months ago

10 Best Fixed Annuity Rates Of 2025

If you’re looking for a fixed annuity, some products pay much higher guaranteed annuity rates and offer more benefits than others. To help you find the right fit, we researched 215 fixed annuities from the 75 largest companies in the...
5 months ago

Best Stock Screeners

Building a stock portfolio means sorting through mountains of data. There are thousands of publicly traded companies to compare in U.S. markets alone, not to mention the countless options available internationally. This makes a good stock screener an essential tool...
5 months ago

10 Top Materials Stocks

Materials like metal, concrete and chemicals are the foundation of the global economy—every sector requires basic materials, after all. Materials sector stocks belong to companies that manufacture, mine and produce the core materials that make production possible for every company...
5 months ago

Top Financial Stocks Of 2025

When you buy financial stocks, you’re investing in the world’s leading providers of banking services, insurance, credit cards and a wide range of other financial services. Because the financial sector forms the core of the global economy, investors should strongly...
9 months ago

Top NFT Marketplaces

Non-fungible tokens (NFTs) give you ownership of artwork, music, videos and other online collectibles. They exist on blockchains, the innovative technology that underlies cryptocurrencies like Bitcoin. According to The 2021 NFT Market Report released by blockchain data company Chainalysis, the...
10 months ago

Top 10 Energy Stocks Of 2025

The energy sector powers the global economy—literally and figuratively. The rising prices of oil and natural gas makes this a great time to take a closer look at energy stocks, as countries reopen their economies and shift consumption to carbon-free...
10 months ago

Pros And Cons To Investing In Gold: A Complete Guide

Portable and easy to trade, gold has been a popular tool for storing wealth for much of human history. Even though we have substantially better-performing investment options today, gold remains a popular choice for investors. While investing in gold offers...
11 months ago

What Is The Prime Rate Today?

The prime rate is one of the main factors banks use to determine interest rates on loans. If you’re in the market for a new variable rate mortgage or a personal loan, understanding the prime rate and how it works...
12 months ago

10 Investment Statistics Investors Need To Know

Understanding investment markets can be difficult, as there’s so much information to sort through. Fortunately, you don’t need to understand every single concept or piece of data to have success as an investor. A few important, simple and often surprising...
1 year ago

Morningstar Review For 2025

Looking for a respected source of investment data and analysis? Morningstar can be your one-stop-shopping destination. For investors seeking information, advice and analytical tools to help them plan and build a portfolio—or who just want to vet individual securities one...
1 year ago

UBS Wealth Management Review For 2025

Finding the right fit for your wealth management needs can be a daunting task. Investors interested in both advisory and asset management services might want to take a look at UBS Wealth Management, one of the largest investment management firms...
1 year ago

Top 10 Fintech Companies

Fintech—short for financial technology—is an emerging class of companies that use technology to automate and improve financial services for businesses and consumers. From apps and software to algorithms and artificial intelligence, fintech fuses two of the biggest and richest sectors...
1 year ago

Fisher Investments Review 2025

Fisher Investments offers portfolio management and financial planning for wealthy investors. When you sign up, an investment advisor designs and manages a customized portfolio for your goals based on the guidance of Ken Fisher, a famous investor and author. Fisher...
2 years ago

Should You Trade In A Roth IRA?

If you’d like to actively trade in a regular brokerage account, one drawback is that you owe taxes every time you sell an investment for a gain. On the other hand, a Roth individual retirement account (IRA) can eliminate taxes...
2 years ago

Day Trading Basics: What You Need To Know

Day traders are professional investors who make a living by trading stocks and other assets. Thanks to an intense level of discipline and deep knowledge of market trends, they aim to profit from the minute-to-minute, hour-to-hour churn of the stock...
2 years ago

What Is XRP (Ripple)?

Ripple is a money transfer network designed to serve the needs of the financial services industry. XRP is the native crypto token of the Ripple network, and it consistently lists among the top 10 cryptocurrencies by market capitalization. In late...
2 years ago

What Is Bitcoin Cash?

Bitcoin (BTC) remains the most popular cryptocurrency, but it’s not without flaws. Specifically, it allows a relatively low volume of transactions per second, limiting its utility for payments. Bitcoin Cash (BCH) came into being in 2017 to address this issue,...
2 years ago

Allianz Annuity Review 2025

Allianz is a major global insurance company based in Munich, Germany with over 125 million customers around the world. Through its subsidiary Allianz Life, it provides life insurance, annuities and asset management services in the United States out of its...
2 years ago

How Is Cryptocurrency Taxed?

If you own cryptocurrency, like bitcoin or ethereum, you need to understand how it impacts your tax liability every time you buy, sell or earn it. What Is Cryptocurrency? A cryptocurrency is a decentralized, digital store of value and medium...
2 years ago

North American Annuity Review 2025

North American is an insurance company specializing in life insurance and annuities that has been in business since 1886. They are a company with excellent financial stability, receiving an A or better rating from A.M. Best every year for over...
2 years ago

Fidelity vs. Robinhood: Which Is Best For You?

Fidelity and Robinhood are two of the most popular online brokerage platforms available in the market today, despite their pronounced differences. Originally founded in 1946, Fidelity Investments is one of the biggest global asset managers. Meanwhile, Robinhood is a young...
2 years ago

Understanding Blockchain Technology

Blockchain is the innovative database technology that’s at the heart of nearly all cryptocurrencies. By distributing identical copies of a database across an entire network, blockchain makes it very difficult to hack or cheat the system. While cryptocurrency is the...
2 years ago

What Is A Fixed Annuity?

A fixed annuity provides investors with guaranteed income payments, typically for retirement. With a fixed annuity contract, you make one or several payments to an annuity company, which in turn promises to pay you a fixed return on your contributions...
2 years ago

Oxford Life Insurance Annuity Review

Oxford Life Insurance Company first launched in 1965. Today Oxford is a wholly owned subsidiary of the U-Haul Holding Company, the parent company of U-Haul. Headquartered in Phoenix, Ariz, Oxford Life Insurance Company is licensed to sell both life insurance...