Category: Community Banking


  • How to Get Started Investing With Self-Directed IRAs

    The Complete Guide to Self-Directed Individual Retirement Accounts (IRAs) Individual Retirement Accounts aren’t sexy. What is sexy, however, is retiring with enough money to live your best life after decades of hard work. Today, we’re going to cover how you can leverage self-directed IRAs to invest in non-standard assets that may help diversify away some…

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  • The Pig & The Penny

    Did you grow up with a piggy bank? You know, the pink kind that smiles end to end as you proudly plop each copper penny into its thin slat? Plunk. Plink, plink. Yep, me too. But, what I’ve come to realize is the psychology behind that little pig is much broader than I thought. To…

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  • The Good Guys of Finance. (Yes, they exist)

    The Good Guys of Finance. (Yes, they exist)

    Having worked in both venture capital and financial services, I have seen some of the best and worst faces of finance. But there is one financial segment that is largely ignored and vastly under-celebrated. I call them “the good guys of finance” for many reasons, but also because it’s easier than their name: CDFI.CDFIs, or…

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