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Travis Hall
Travis has more than a decade of private banking experience in Boston. As a Certified Trust Financial Advisor, and former investment advisor, he…
Tripti Das
Tripti Das has spent over 20 years in the Banking industry helping clients with their businesses. She specializes in building relationships based…
Types of Startup Funding: Pre-Seed, VC Financing, and More
Wondering how financing your startup works? There are a variety of funding sources available to startups, from generous…
Understanding 1031 Exchange Rules for Real Estate Investors
If you're a savvy real estate investor looking to take advantage of the benefits of a 1031 Exchange to defer paying capital gains tax on a…
Understanding Refinancing
As the mortgage interest rate landscape changes, make sure you are up to date about your options around Refinancing.
Understanding the NAR August 2024 Settlement
Learn the facts about the new requirements for paying buyer s agent commission during the sale of a property.
What has changed?
…
Using CDs for Retirement Planning
If you're thinking about planning ahead for retirement, you may be wondering what the best retirement savings strategies…
