Single Point of View
Single Point of View is our way to occasionally share planning ideas relating to personal finance. Our goal is to pass along concepts that you may not be exposed to on a daily basis.
Elections and the Markets
With the U.S. presidential election approaching, many investors are asking themselves: “Should I adjust my portfolio ahead of this election?” While you may be seeing worrisome headlines from both sides of the aisle, it is important to understand the historical correlation between the U.S. stock market and our presidential elections. Our consensus is that although elections may cause short-term [...]
Inside Out
Money Isn’t Scary is a weekly podcast I host focused on supporting women in creating a healthy and empowered relationship with money. I have a huge passion for psychology and understanding the root cause of our thoughts, emotions and behaviors around money. I recently had the honor of talking with Meg Lefauve, the Oscar-nominated screenwriter for the Disney Pixar [...]
Feeling Stressed About Money?
Oftentimes as Financial Planners, we can get caught up in the numbers and deeper analysis of financial concepts for our clients. As helpful as this is, there’s another component to helping you feel comfortable and confident around your money: working through your relationship with it. Recently I was featured in an ‘Ask the Experts’ column for Womans World magazine [...]
What’s New(s) with Seth: April 2023
Seth is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun. Maura Healey released a $750MM tax reform plan for the state of Massachusetts. Among the notable proposals: Raising the estate [...]
How to Write a Letter of Appeal for Financial Aid
Spring is in the air and college acceptance letters are rolling in. In addition to acceptance letters, schools may also provide a financial aid offer letter. This letter will include details on the financial aid that the school is offering the prospective student and could be comprised of federal loans, grants, and/or scholarships. In reviewing these letters, it’s important [...]
Silicon Valley Bank (SIVB)
As you may have seen, in the last 48 hours Silicon Valley Bank was taken over by their regulator, after suffering a run on its deposits (think: It's a Wonderful Life). It had 220 Billion in assets and a market capitalization of 16 Billion less than 2 days ago. This is still unfolding and it is not yet clear [...]