Americans are getting better at paying off their $1.25 trillion credit-card debt burden

Private market secondaries have moved firmly into the spotlight. As private markets open to individual investors, the strategy that buys existing assets, often below their most recent net asset value, has moved from a niche corner of institutional portfolios to a central pillar of the wealth channel. With that attention comes scrutiny. And much of…

A proposed exemption could reshape institutional deals – and the four-month wait may be next

Do all these savings account interest rate increases have your head spinning about where to stash your cash? It’s great that we’re finally earning interest on our money again. But rates are changing quickly. It’s hard to know where to save. That’s where the revolutionary savings platform Raisin (formerly SaveBetter), comes in. They offer access…

Initially, when my wife introduced me to Stan Store, I wasn’t impressed. It seemed illogical to pay $30 a month for software that just offered a basic sales page, especially without any integrated email service provider. This was a stark contrast to my experience with platforms like ConvertKit, where I started with a free account…

The following is from Taking Stock by Jordan Grumet with permission from Ulysses Press. Copyright © 2022 by Jordan Grumet. This passage has been edited to be more readable on the web. I used to have a patient who was an undertaker. We had many conversations about philosophy and practicality, and it didn’t take long…