Context Wealth Blog

PSA: Do you know where your cash is? Considering the steady climb in interest rates, there are a few options available to take advantage of earning a better yield on your excess cash.

In my internship with Context Wealth this summer, I learned about the different financial objectives included in college planning and the benefits of 529 accounts. Education is a big expense, so timing is key, and it is important to start saving early.

Housing affordability fell off a cliff in 2022. Why? This article helps make sense of it.

I am suffering from "market" whiplash. Here's what I'm doing about it.

My "why" story, circa 2010, the story of my decision to become a financial advisor.