Finance

Innovation in Point-of-Sale Finance

Fintech entrepreneurs should take a hard look at the opportunities present in the large point-of-sale financing market

The reports of Financial Technology’s death have been greatly exaggerated. Despite weakness in public valuations and a…

U.S.: Volatile data, steady growth

Being an economist these days is both exciting and frustrating. The world we live in has gotten…

Discussing Friendship and Madness with my Wall Street Week co-host, Gary Kaminsky

Prime Harvesting during accumulation

The Prime Harvesting methodology in Living Off Your Money is for use during retirement when you are decumulating assets. But it is pretty natural to wonder, since it outperforms Annual Rebalancing during decumulation…would it (or a variant of it) outperform Annual…

Oops, I Need to Buy a Mattress

Sleep soundly for the right price

Momo — The Rising Star of Vietnam Fintech in Online Payments

Why is this IT different from all other ITs?

(An earlier version appeared in July 2016)

4 Key ingredients for Systemic Risk

Markets fluctuate all the time and even face significant declines without causing systemic problems.

However, from time to time, there are big collapses, the most recent of which occurred in 2008.

Finance at your fingertips — a case study in good digital design

When it comes to finance, gone are…

Behind the Scenes

The past few months has been filled with intense testing, iteration and development work. Here are the top 3 things we have been working on:

1) Growing the Seedly family

Swisscom Announces 10 (Fintech) Finalists of StartUp Challenge 2016; 4 of them are Fintechs

5 Pillars of Financial Discipline to Lead a Healthy Financial Life

All of us want to be successful. Although individuals define success in a different way…

Analytics Best Practice: Order-to-Cash Performance & more KPI’s

I am often asked as to what are the relevant reports or metrics we need to track while integrating between Order-to-Cash process. Here is a list of reports that you will find useful while thinking through your business integration needs — mainly between CRM or…

Installment Loans, Expansion, and Searching for Money Through Crowdfunder: The Story of ExtraFunds

We understand that people looking for a small-dollar loan are often coming to us because they’ve…

The Advantages of Real Retirement Planning.

I do financial seminars, hundreds of them a year and I meet a lot of people. These people do a lot of foolish things with their money, they get really bad advice and are really stubborn.

Does Grammie Prefer Hot Wings to Filet Mignon?

The Social Security Administration recently announced…

10 marketing trends changing the game in the finance industry

Once upon a time financial institutions used to favour brochures, print ads and perhaps some POS materials. With the growth of technology and…

8 Critical “Exit Options” Every Small Business Owner Must Know

Criminally overlooked blog posts: a grab bag

During this holiday-shortened week rather than bringing you fresh links I wanted to highlight what I call “criminally overlooked blog posts.” Every blogger will tell you that the correlation between what they think is a good blog post and what gains…

Senator Sherrod Brown calls for public to comment on the rule to rein in payday lenders

WARREN, OH — Senator Sherrod Brown (D-OH) met with community members, local service organizations, and former borrowers on June 27th to advocate for public action to help…

Content marketing for financial services

Content marketing should be a key strategic consideration for…

4 Insider Tips to Budget for Your Dream Home

It’s been nearly 9 years since the “housing bubble” burst and sent the US real estate market into a tailspin. Americans are more cautious than ever to make the leap to homeownership, especially millennials who have been choosing to rent a home or…

It’s Time To Get Your Financial House in Order

Lendio Raises $20.5M

Lendio has become the go-to hub for small business owners to obtain the financing they need to grow and thrive.

I think I need a book-keeper- what is it?

You probably know you need to keep your books — records of what you spend and what you earn. Numbers are quite possibly not your thing and time is not on your side. You’ve heard the terms book-keeper and CPA and Chartered Accountant and Tax Agent bandied…

IBM has Announced the Opening of an IBM Bluemix Garage in NYC

International Business Machines Corporation (IBM), an American multinational technology and consulting corporation, has announced the opening of an IBM Bluemix Garage in New York City. This new development will help to hearten NYC’s growing concentration of…

Annuity Warning!

If you have an annuity you’re not using, you’re building up a HUGE TAX BURDEN for your heirs.

Annuities are designed to be used but over 80% of people never use theirs, leaving the government huge windfall.

Financing for Buying Cars

At a point of our life, we probably will all dream of buying cars. Our needs to buy a car can vary. While buying a car is important, it’s also crucial to enter into the right Finance agreement. It is important to look at the big picture and not just at factors that include which…

IOSCO issues: Final statement on non-GAAP financial measures

The International Organization of Securities Commissions (IOSCO) has finalised its guidance setting out IOSCO’s expectations for issuers with respect to the presentation of financial measures other than those prescribed by…

Allied health services

Selling their outstanding invoices to a funding company provides the necessary capital for allied health staffing agencies to grow and compete in the marketplace. With that said, there are many funding companies who can factor allied health staffing invoices, so choosing one may seem like…

MyFundBucket — Loans on your fingertips