A couple earning $500,000 a year should feel rich, right? That’s top 2% territory in America—plenty of cash to save, invest, and splurge on the finer things in life. Or so you’d think. But when I dive into the financial lives of high-income households, the reality often doesn’t match the perception. Take, for example, this […]
From Struggling To Living Well On $500K A Year: Escaping the Rat Race Faster Read More »
I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first writing about Boldin (formerly NewRetirement) in 2020, I’ve seen how much the platform has evolved and expanded its offerings. It is one of the most powerful financial planning tools today.
Boldin Financial Planner Review: Financial Freedom Made Easier Read More »
Fundrise launched its Innovation Fund, a venture capital product at the end of 2022, investing in mid-to-late-stage private tech companies. More broadly, the product invests in companies within specific sectors that have strong macro tailwinds, such as machine learning and artificial intelligence. The goal is to invest in long-term trends that expand over the next
Fundrise Innovation Fund Review: Disrupting Venture Capital Read More »
I’ve been using Empower’s free financial tools, previously know as Personal Capital, to track my net worth, manage my cash flow, and optimize my investments since 2012. Let me share with you the most thorough and honest Empower review about their free financial application. From 2013 – 2015, I was also a consultant for the
Empower Review 2025: Best Personal Finance Tool Read More »
If you want to invest in real estate, consider investing in Fundrise eFunds. Fundrise eFunds are private real estate funds that provide diversified exposure across America. Washington D.C. based Fundrise is one of the most innovative real estate crowdfunding platforms today. They were the first to create the eREIT, a real estate fund that uses
Fundrise eFunds: An Innovative Way To Invest In Your Future Home Read More »
With heightened stock market volatility, more investors are looking for ways to hedge their portfolios or find some way to outperform the broader indices. Therefore, I thought it would be a good idea to interview Ananda Aisola, the co-founder of Composer, a new investment platform, which leverages artificial intelligence. For 13 years I worked in
Composer: An Investment Platform For The Future Read More »
What is the one thing you can do today to ensure better financial decision making, habits, and outcomes? You can build and maintain a holistic financial plan. And one way to do that step-by-step is using the Boldin Planner. As of September 2024, NewRetirement has also been rebranded as Boldin, to appeal to a wider
Boldin (NewRetirement) Updates And New Features: A Great Retirement Planner Read More »
As a partner with Masterworks for the past few years, I’ve been following their growth in recent years. It’s been a while since I’ve published a deep dive on the company. So this post provides an update on their Masterworks performance, growth, track record, and explains how art could help improve your portfolio. Masterworks is
Masterworks Performance Review And Art Market Outlook Read More »
During times of uncertainty, I prefer owning real assets. Roughly 50% of my passive income comes from physical rental properties and investments in private commercial real estate. Therefore, I thought it would be an opportune time to reach out to CrowdStreet for an update on how they closed out 2021 and their views on the
What’s New At CrowdStreet? Commercial Real Estate Outlook Read More »
Several years ago, I had lunch with Jilliene Hellman, CEO and Founder of RealtyMogul in San Francisco. Back then I was impressed with her in-depth knowledge of commercial real estate. Further, I liked her focus on building a sustainable business versus having a “growth at any cost” type of mentality. Given it’s been a while,
RealtyMogul Overview 2024: Platform Improvements And New Initiatives Read More »
