How we got here
During the last 5 years, markets have handed us a variety of challenging situations, and in each case, we have taken a thoughtful, deliberate approach to handling them.
This has included a market selloff resulting from a federal government shutdown (18-‘19), a global pandemic (‘20), and 40-year peak in the inflation rate (‘21), and a bear…
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Much to the surprise of homebuyers, falling interest rates may be a mixed bag.
Yes, you heard that correctly. How come?
The price of all financial assets and interest rates are closely related.
Excluding other factors, they tend to move in opposite directions.
That’s why I recently spoke to Yaël Bizouati-Kennedy at GOBankingRates about what falling interest rates may mean…
Analysis leads to paralysis, and this holds true for homebuying.
It’s the biggest expense you’ll ever encounter, aside from retirement.
That’s why it’s so important to get it right.
And right now, many people are getting this wrong. Very wrong, actually.
But there’s still time to fix this.
So, what are people doing?
Many people assume with financial conditions that…
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The recent IPO of Klaviyo, a star in the e-commerce marketing space, has sent ripples of excitement throughout the tech startup community. How come? It’s not just because Klaviyo has done so well and gathered a great level of attention along the way (they’re really good at marketing!) Of course, there are other startups doing quite well, in Boston or…
Year after year, most people ‘leave money on the table’ by neglecting small actions they can take to reduce their tax bill.
This happens in spite of the fact that most actions require very little effort, and people hate paying taxes.
That’s why we created the Tax Cut Challenge.
It’s a list of 7 easily implemented actions you can take…
