Category: Financial Planning


  • Where Can I Get Financial Advice?

    Where Can I Get Financial Advice?

    Financial advice: Is it only for the 1%? While the topic often invokes images of offshore tax havens and the management of large family estates, it is an outdated misconception that only those with a significant stockpile of cash can get access to top-tier financial advice.

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  • 7 Financial Pitfalls and How They Can Negatively Impact Your Health

    Does Money Matter? People often think they can compartmentalize various parts of their life. We may think that the way we eat doesn’t impact the way we feel, or that our financial situation won’t have an impact on our health or relationships. While for some it’s possible to keep everything separate, oftentimes challenges in one…

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  • What the recent Bitcoin crash teaches us about risk and volatility

    At CNote, we want our members to be informed, empowered investors. That means addressing some core ideas and misconceptions involving personal finance. One of those fundamental misconceptions that plague even experienced investors, is the difference between risk and volatility.

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  • Are you an over-saver?

    Are you an over-saver?

    Nearly 1/3 of Americans are over-saving, amounting to over $300B in “extra” savings sitting in banks earning nothing. So why do we do it? CNote interviewed 100+ over-savers to find out. Here’s what we learned. I know, it sounds like a funny term. Over-saver? But if you are one of the millions of Americans that…

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  • The world that we co-create

    The world that we co-create

    What if… We lived in a world where we could vote with our dollars – in everything we do. Not just by buying a cup of coffee from the local shop we love, but by actually investing in that shop’s growth and success. And what if we benefited too? Not only by feeling great about…

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