GRID 202 Partners Blog • 22nd October 2020

Reality Smites: Gen X Women & Personal Finances

Gen X women are worried. When it comes to the financial future, research shows retirement is our biggest concern. But managing monthly cash flow, paying down debt, and setting aside funds to pay children’s college costs — while often also taking care of aging parents — are on our minds too. The worries are real. And, as Ada Calhoun covers in her book, Why We Can’t Sleep, they’re keeping many of us in the “sandwich generation” up at night. But they don’t have to. Taking control of your personal

GRID 202 Partners Blog • 6th October 2020

Four Things The New York Times Gets Wrong About Impact Investing

By Keith Beverly, CFA, CFP(R), MBA, Managing Partner and CIO, and Deborah Adeyanju, CFA, Associate Planner and Impact Strategist Having been in the impact investing space for a while now, when we see headlines like this recent one in The New York Times, “Investing in Social Good Is Finally Becoming Profitable,” we are beyond frustrated. Not only does the article get several points wrong, its biggest error, one shared by many, is that there is a tradeoff between investing for impact and achievin

GRID 202 Partners Blog • 6th September 2020

The Fiduciary Standard: Clear As Mud?

As more and more clients and prospects ask about GRID’s fiduciary status, one thing that’s become clear to us is confusion around what the term means, why it’s important, and which advisors are fiduciaries. There is good reason for that confusion. Muddying the waters regarding financial advisors’ responsibility to clients has long been a feature, not a bug, of some parts of the financial industry. But why exactly is conflict-free advice still up for debate? A fiduciary is someone who acts on s

Live With Plum • 3rd April 2020

Plum Homeowner: @debtalkswine (Oakland, CA)

I live in a 713 square foot one bedroom condo in the Rockridge neighborhood of Oakland, CA. You at the time of purchase I bought my home in 2013. At the time, I worked in the wine industry and wasn’t making much. I assumed that the odds of finding anything in my price range were slim. Why did you choose to purchase when you did? I wanted to start building equity. The Bay Area was booming, and renting was stressful. There were lots of packed open houses for subpar places. The rental search wa

Financial Women of San Francisco • 29th February 2020

Building A Financial Future: Women & Wealth

Financial Women of San Francisco Contributed by Deborah Adeyanju, CFA, Founder, Creative Financial Writing What’s the single most important thing to do to build a successful financial future? That was one of the questions asked, and answered, at the Financial Women of San Francisco’s (FWSF) Women & Wealth Panel on Tuesday, February 11. The powerhouse panel featured Elaine Martyn, Vice President, Relationship Management for the Private Donor Group at Fidelity Charitable®, Susan Mazzetti, Vice President and

7th January 2020

Marketplace Loans And Institutional Investors: A Match Made in Heaven? - LendingClub Blog

In this issue of Marketplace Insights, we focus on the dynamics driving institutional investors to marketplace loans. As the marketplace lending industry continues to develop, institutional investors are increasing their allocations to it, putting billions of dollars to work in the sector. Why are institutional investors interested in marketplace loans and how are they accessing them? The marketplace loan industry has experienced rapid growth since its inception 12 years ago, powering the emer

Work + Money • 30th July 2018

14 Things to Do Now if You Want to Retire Early

Want to retire early? Whether you have dreams of volunteering, lazing on a beach or enjoying your retirement overseas, getting there can seem tricky.

Work + Money • 29th May 2018

A Guide to Socially Responsible Investing

No matter which name it goes by, socially responsible investing describes an approach that emphasizes your ethical, social/community, political, and/or religious goals when choosing where to invest.

Work + Money • 22nd April 2018

Risky Investment Ideas That Could Lead You Astray

We all think we know what "investing" means. Merriam-Webster defines it as “to commit money in order to earn a financial return.” On the other hand, "speculating" is: “to form a theory or conjecture about a subject without firm evidence.” But if the difference is so clear, why do so many people go so far astray?

Exchange-Traded Fund Report • 4th January 2011

TIPS of the Iceberg | ETF.com / by Deborah Adeyanju, CFA

An overview of Treasury Inflation-Protected Securities: mechanics of investing in TIPS versus TIPS ETFs.

Bits, Bytes, And The Blockchain • 18th June 2015

Bits, Bytes, And The Blockchain: An Overview of Bitcoin

What you need to know about Bitcoin including key regulatory and technological hurdles plus insights on accounting treatment and tax compliance.

Justworks • 17th August 2015

Build A Startup Pitch Deck That Will Get You Funded / by Deborah Adeyanju, CFA

How do you put together a pitch deck that impresses investors? What goes in one anyway? Here is Early Growth Financial Service's slide-by-slide take of the highlights.

Early Growth Financial Services Blog • 7th August 2014

Fundraising Tips for Female Founders / by Deborah Adeyanju, CFA

This might be a hard pill to swallow, but less than 1% of entrepreneurs succeed in raising funding. Female founders fare even worse. Want to know how to set yourself up to beat the odds?

Square 1 Bank Insights • 26th February 2015

Lean Cash Flow: Your Ticket to Better Startup Cash Management / by Deborah Adeyanju, CFA

What is “lean cash flow”? Think of the concept of lean cash flow as an offshoot of Eric Ries’ Lean Startup principles. It’s an unfortunate fact that most startups fail. A lot of the time, this is due to a misunderstanding of what customers need.

Financial Women of San Francisco • 30th April 2014

CEO and Author Michaela Rodeno Speaks to a Sold-Out Crowd / by Deborah Adeyanju, CFA

As part of Financial Women of San Francisco’s Industry Leadership series, author and retired wine industry executive Michaela Rodeno traced the arc of her career from its unlikely beginnings in early 1970s Napa, to helping launch Domaine Chandon in the U.S., to her role as CEO of St. Supery Winery.