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Where finance meets impact.

November 2, 2016

Financial Planning

Are you an over-saver?

Nearly 1/3 of Americans are over-saving, amounting to over $300B in “extra” savings sitting in banks earning nothing. So why do we do it? CNote interviewed 100+ over-savers to find out. Here’s what we learned. I know, it sounds like a funny term. Over-saver? But if you are one of the millions of Americans that…

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August 20, 2016

Community Banking

The Good Guys of Finance. (Yes, they exist)

Having worked in both venture capital and financial services, I have seen some of the best and worst faces of finance. But there is one financial segment that is largely ignored and vastly under-celebrated. I call them “the good guys of finance” for many reasons, but also because it’s easier than their name: CDFI.CDFIs, or…

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