Tag: finance

September 29, 2023

Apple (AAPL) witnessed the third straight quarter of falling sales amid an industry-wide slump that has dampened demand for its products, and it predicted another drop in sales in the September quarter. But the recent release of its iPhone 15 […]

September 29, 2023

Retirement. Everybody wants it. Many people work hard to achieve it. But once you get there, it can be hard to know what to do with it. Leaders can have a particularly troublesome time transitioning out of the workforce. If […]

September 26, 2023

Anyone who spends any time thinking about investing has at least fantasized about enjoying oversized investment returns a time or two. It’s a concept that’s captured the imagination of investors for generations. It’s the “thing” that allows people to write […]

September 22, 2023

It’s easier than ever to spend money today. You can get caught up in the spending vortex with online shopping, subscription services, and shiny gadgets. If you want to get rich, you must understand the modern money traps that can […]

September 18, 2023

Raising capital can be a challenge for anyone, but particularly for small businesses. Oftentimes, investors are looking to put their money into something with multinational growth potential rather than something more local. In many cases, you may need to raise […]

September 15, 2023

According to data from Teten Advisors, the median investor in private companies reviews over 80 opportunities in order to make a single investment. As someone who has been working in private equity and investing for over three decades, I can […]

September 14, 2023

Digital transformation is a term that has moved beyond just being a buzzword. It’s a real, palpable shift that several industries are currently undergoing, fundamentally altering how they operate and deliver value to their customers. Let’s delve into four sectors […]

September 5, 2023

After a three-year hiatus, repayments on federal student loans begin again this October. If you already have a student loan that’s previously been suspended because of the Covid-19 pandemic, you will be required to resume paying both the principal and […]

September 1, 2023

When first starting a business, many entrepreneurs begin using a personal credit card for expenses. It’s the path of least resistance. However, once the business starts to thrive, you will garner tangible benefits from using a good business credit card […]

August 25, 2023

With sustained demand and rapid digital transformation, the financial services industry is poised for significant growth and expansion. Moreover, industry players usually benefit in a high-interest rate environment. Thus, robust financial stocks First American Financial (FAF), Everi Holdings (EVRI), and […]

August 21, 2023

The insurance industry is known to thrive in a rising interest rate environment. Although inflation has eased significantly, it remains well above the Fed’s 2% target, making room for more rate hikes. Hence, smart insurance stocks Berkshire Hathaway (BRK.B), Fairfax […]

August 2, 2023

I was recently introduced to Tim DeBone, a finance and accounting expert with The Bagchi Group in Morrisville, NC. We were comparing notes on how best to staff a company’s finance department as it scales. Here were our takeaways from […]

July 19, 2023

The emergence of decentralized finance (DeFi) has ushered in an exciting wave of financial innovation, and it could revolutionize the way consumers engage with traditional banking systems. DeFi provides a seamless process for lending and borrowing, trading digital assets, making […]

July 13, 2023

Aperson’s health becomes increasingly important as they age. We not only suffer from it in terms of our quality of life but also in terms of financial hardship. The reason? It is not uncommon for health problems to result in […]

June 26, 2023

The U.S. Small Business Administration (SBA) has announced it will be hosting the second annual Small Business Cyber Summit in October 2023. The summit, a free cybersecurity series, is aimed at providing America’s 33 million small businesses with the necessary […]

June 13, 2023

Employer matching contributions to retirement plans are often seen as costly commitments by business owners. As it stands, 48% of private sector workers in the United States don’t have access to a 401(k) or pension plan, according to an AARP […]

June 2, 2023

In small businesses, the role of a Chief Financial Officer (CFO) is crucial in ensuring sound financial management and strategic decision-making. This article provides insights into the responsibilities, skills, and qualifications required for a CFO in a small business setting. […]

May 26, 2023

As the world becomes more interconnected, borderless finance is becoming increasingly important. Today, individuals can live and work in different locations thanks to the rise of remote work. And borderless finance allows remote workers to manage their finances—to save, pay […]

May 25, 2023

Successfully started and are running a small business? That is no small feat in today’s economy, but as with any project, passion or otherwise there are some features and actions that are essential to maintaining health. The financial health of […]

May 23, 2023

Many franchise founders (and even multi-unit franchisees) hope to one day sell their businesses to private equity. PE’s significant interest in the franchise sector is undeniable. Sellers have benefitted from the activity of these well-capitalized buyers through added deal competition […]