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Digital Currency in Portfolio

Digital Currency in Your Portfolio

Is now the right time for digital currency investment? Here’s what you should consider before allocating money towards Bitcoin.


digital estate planning, digital assets

Digital Assets Estate Planning

What happens to your digital assets at death? Recent law changes let you design and control a digital estate plan for your online property.


Artificial Intelligence

Artificial Intelligence Is on its Way

It seems that every company attempts to implement AI in one way or another. It only works when actual value in the technology exists—and not just flashy verbiage.


trademark intellectual property uber

A Trademark Is a Terrible Thing to Waste

Your business’ trademark is a valuable asset. Protecting that asset is a practice in which every business owner should invest—the security of your business, its intellectual property rights and its reputation are at stake.


Auto Investment Analysis 2017: Some Experts Are Dead Wrong

My take: This may be right in the short-term, but it’s dead wrong in the medium-term and beyond. Let me explain why.   1. Rising Default Rates On Auto Subprime Loans   First, a bit of context: the quote above comes from an article about rising default rates on auto subprime loans. If you are […]


Protect Your Passwords Cyber Security

How to Protect Your Passwords: 4 Tips

Having your identity stolen can ruin your business or your life, so learn these Life Hack tips to help you protect your passwords and keep your identity safe:


One-on-One With Lex Sokolin of Autonomous Research

Autonomous Research is the leading independent research firm covering the financial services industry globally.


Financial Poise Radio

Episode 89 – Albert Periu – co-head of Capital Markets at Funding Circle

Episode 89 brings us Albert Periu, co-head of Capital Markets at Funding Circle, which provides secured loans to small businesses that Banks do not typically serve, while offering speed and transparency fostered by digital technology. The show looks at the borrower and the investor (in effect, the lender) perspective.


Understanding WeChat, the App That’s Taken China by Storm

WeChat is a jack-of-all-trades app that can send messages, let you play games, pay your utility bills and schedule doctor’s appointments. But it can also flood your phones with updates that will leave you feeling overwhelmed.


How to Identify A Scam: 5 Tips

Follow these five Life Hack tips on how to identify a scam before you walk into one. Some scams are harder to discern from others, so use these five tips to protect yourself–and your money–from scammers.


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