Latest perspectives
and insights.

Rebuilding After the Fires: Seven Steps to Stabilize Your Finances
The devastating impact of the recent LA fires has left tens of thousands of people…
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Saving Private Practice
Over the past decade, private practice in healthcare has been rapidly declining. Between 2012 to…
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The Unsung Hero: Why Financial Security Matters More Than You Think
Whenever I drive, I listen to whatever podcast my wife, Karin, was listening to (because…
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The 6 Levels of Autonomous Finance
Yesterday I unlocked my phone, requested a Waymo, waited three minutes for it to arrive,…
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The New Reality: Everything is More Expensive
As we approach the end of 2023, the U.S. economy remains unsettled, with next year’s…
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Pioneering Fintech Firm Core VC Announces New Partners
Los Angeles, CA, August 2, 2023 — Core Innovation Capital, a fintech venture capital firm…
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Fintech gets SaaSy
At Core Innovation Capital, we focus on aligning profit margins with customer impact as we…
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Rates up, fintech down. Is it actually that simple?
After spending the start of my career as an interest rates trader at Morgan Stanley…
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DeFi in Traditional Finance is Essential, not an Oxymoron (Part II)
Author: David Roos We are at a turning point in finance. High engagement and technological…
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DeFi in Traditional Finance is Essential, not an Oxymoron
When my grandma started asking me how to buy bitcoin and my little cousin showed…
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Time to Retire Defined Contributions?
By 2035, for the first time in American history, the number of older adults will…
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Cracking CAC
“The CIP section of the KYC policy was criticized by the FDIC as inconsistent with…
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Christmas in February
When it comes to Christmas, our daughter creates a Google Sheet with over a hundred…
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Make America (Financially) Healthy Again
Is Affirm ground zero of financial health? After all, they take pains to align with…
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Consumers Bite Back: How Data Can Benefit The Rest of Us, Not Just FAANG
We believe the American playbook for wealth creation — go to college, work hard, buy…
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Externalities Matter, a Lot
In the midst of the social reckoning of the racist roots of our nation, and…
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The Next PPP: Public-Private Partnership
by Gregg Schoenberg and Arjan Schütte In the fog of pandemic war, with everyone an…
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