‘I didn’t know what I didn’t know’: I thought I’d have to depend on Social Security. Then I taught myself how to invest.
“It always baffled me how some people managed to retire with significant wealth.”
“It always baffled me how some people managed to retire with significant wealth.”
As an industry, our job is to swap out the bad information for some confidence, and that starts well before a veteran ever submits an offer. That education has to happen at the very first conversation, not after a Veteran has already talked themselves out of looking. We walk clients through exactly what “zero down” means in practice, what…
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The independent wealth management landscape has changed dramatically, making the decision between an independent broker dealer (IBD) and an RIA more nuanced than ever before. Louis Diamond welcomes Diamond Consultants’ Vice President of Independent Advisor Services, Josh Tomolak, for a practical discussion of how the independent space has evolved, what truly differentiates the IBD and…
The Japanese yen remains a widely discussed currency following a coordinated, record-setting US-Japan intervention that began on 30 July. Before the intervention, USD/JPY was trading near ¥164 – a 40-year low for the yen. The initial intervention weighed on USD/JPY, triggering losses of more than 400 pips (-2.4%) in a single day, with further intervention…
Helcim, a payments company focused on Canadian small and medium-sized businesses, has raised $38 million in new funding. The Calgary startup’s Series C round will help Helcim invest in its platform at a time when many of Canada’s biggest banks are selling or outsourcing their merchant services operations, the company said in a Friday (Aug. 21)…
When I go on cruises, I tend to follow certain rules. I pack light. I’ll pass up a room for a view to save money. And I always try to make the most of my trip by catching all the shows a ship has to offer. So it caught me off guard when a recent…