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Author: Chloe Mathison

I am Chloe Mathison, a financial advisor fueled by a passion for empowering others with the knowledge to achieve financial independence. Growing up in a small town, surrounded by the rare financial literatures in my parents' bookstore, I developed a love for numbers and strategy that has shaped my journey. I believe that everyone deserves access to financial literacy, and I'm here to break down complex concepts with an expert touch, a dash of humor, and an unwavering optimism. Whether it's through insightful articles or a quick chat, my mission is to make finance not just understandable, but an exciting part of your life.

Data Vaults: Financing First-party Data Clean Room Monopolies


Posted on May 26, 2026 | Posted on Chloe Mathison | Leave a Comment on Data Vaults: Financing First-party Data Clean Room Monopolies
Financing First-Party Data Clean Room Monopolies.

Ever feel like the tech giants are playing a high-stakes game of chess where they’ve already captured your queen before you’ve even sat down? It’s incredibly frustrating how the industry…

Posted in Finance

Multi-generational Flow: Family Office Capital Deployment


Posted on May 1, 2026 | Posted on Chloe Mathison | Leave a Comment on Multi-generational Flow: Family Office Capital Deployment
Family Office Capital Deployment multi-generational flow.

I remember sitting in my parents' dusty bookstore back in our small town, watching them pore over leather-bound ledgers, while I sat in the corner trying to master the Sicilian…

Posted in Finance

An Explainer: What Is Capital Gains Tax?


Posted on April 21, 2026 | Posted on Chloe Mathison | Leave a Comment on An Explainer: What Is Capital Gains Tax?
What is capital gains tax explained

I still remember the day I decided to invest in my first stock, and my parents, who owned a small bookstore, sat me down to explain what is capital gains…

Posted in Finance

A Simple Guide to Filing Your Own Taxes for the First Time


Posted on April 19, 2026 | Posted on Chloe Mathison | Leave a Comment on A Simple Guide to Filing Your Own Taxes for the First Time
a simple guide to filing your own taxes

I still remember the first time I had to file my own taxes - it was like staring down a complex chess board, not knowing my next move. But, as…

Posted in Finance

No Expiry, No Middleman: Mastering Decentralized Perpetual Futures


Posted on April 15, 2026 | Posted on Chloe Mathison | Leave a Comment on No Expiry, No Middleman: Mastering Decentralized Perpetual Futures
Mastering Perpetual futures (Decentralized) without middlemen.

Ever felt like the finance world is just a giant, smoke-filled room designed to keep you on the outside looking in? I remember sitting in my parents' bookstore, surrounded by…

Posted in Finance

An Explainer: What Is the Difference Between Tax Credits and Tax Deductions?


Posted on March 10, 2026 | Posted on Chloe Mathison | Leave a Comment on An Explainer: What Is the Difference Between Tax Credits and Tax Deductions?
Tax credits vs deductions explained

I still remember the frustration I felt when I first tried to understand what is the difference between tax credits and tax deductions. It seemed like every financial expert was…

Posted in Finance

A Guide to Understanding Tax Brackets in the U.s.


Posted on March 2, 2026 | Posted on Chloe Mathison | Leave a Comment on A Guide to Understanding Tax Brackets in the U.s.
a guide to understanding tax brackets

I still remember the countless nights I spent in my parents' bookstore, surrounded by dusty tomes on finance and economics, trying to make sense of a guide to understanding tax…

Posted in Finance

A Guide on How to Get Your First Credit Card Responsibly


Posted on March 1, 2026 | Posted on Chloe Mathison | Leave a Comment on A Guide on How to Get Your First Credit Card Responsibly
how to get your first credit card

I still remember the excitement and nervousness I felt when I applied for my first credit card. It was like making my first move in a chess game - I…

Posted in Finance

An Explainer: What Is a Good Credit Score and Why It Matters


Posted on February 17, 2026 | Posted on Chloe Mathison | Leave a Comment on An Explainer: What Is a Good Credit Score and Why It Matters
what is a good credit score

I still remember the countless hours I spent in my parents' bookstore, surrounded by shelves of financial literature, wondering what is a good credit score and how it could make…

Posted in Finance

A Guide to Reading Your Credit Report and Understanding It


Posted on February 6, 2026 | Posted on Chloe Mathison | Leave a Comment on A Guide to Reading Your Credit Report and Understanding It
a guide to reading your credit

I still remember the first time I tried to decipher my own credit report - it was like attempting to solve a complex chess puzzle without knowing the rules. The…

Posted in Finance

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Recent Posts

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