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 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

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

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

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.

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?

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

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

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.

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?

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.

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.