The financial crisis of 2008 changed the playing field for financial services and FinTech. This traumatic time taught us a lot but also added new challenges by piling on the regulatory compliance to minimize future crises. Financial compliance has evolved in many ways, changing how we work and pushing innovation to develop the technology and […]

“I’m a great believer in luck, and I find the harder I work the more I have of it.” -Thomas Jefferson Why yes I did scour through my list of quotes to find one from a founding father for the 4th of July, thanks for noticing! I think we often get caught up in the […]

Small business can sometimes feel swallowed by much larger companies, especially on a local level. How can a local diner compete with a chain restaurant that moves in across the street? How can small boutiques lure customers away from the convenience of purchasing an item online and having it delivered a couple of days later? […]

“Empty pockets never held anyone back. Only empty heads and empty hearts can do that.” -Norman Vincent Peale While it may feel like our empty pockets are holding us back, that’s not typically the case. My brother has a funny saying when we’re at the Apple Store, he says “just ask” because the worst anyone […]

You may be the savviest businessperson on the planet, but that doesn’t mean you’re an ace accountant. In fact, many entrepreneurs hire accountants and bookkeepers as soon as they’re able to afford it. Until then, they use cloud-based software and outsourced tax preparers to handle their business finances. Unfortunately, errors are usually unavoidable. Even professional […]

“He who loses money, loses much; He who loses a friend, loses much more; He who loses faith, loses all.” -Eleanor Roosevelt Losing money can be a definite downer to your day, but it’s something you can easily bounce back from (let’s hope it wasn’t millions of dollars!). Friends are a much greater loss because […]

“It’s not the employer who pays the wages. Employers only handle the money. It’s the customer who pays the wages” -Henry Ford We’ve all heard the saying “the customer is always right” and when you’ve been on the service side of it like I have, it can be pretty difficult to assume that they’re right. But […]

“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.” – Warren Buffet Warren Buffet is pretty consistent in his philosophies, similarly quoted saying, “If you aren’t willing to own a stock for ten […]

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