Fraud continues to be a challenge for many organizations. According to the 2023 Association for Financial Professionals, 65 percent of organizations report that they continue to be targets of fraud. And as the payments landscape continues to evolve, fraudsters are evolving their tactics too. Targets...

Quarterly Market Review: Q2 2023 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager An Unsinkable Economy? A tight labor market and continued high consumer demand appear to have staved off a recession – possibly until 2024 (if even then). This resilience has meant...

The Cash Conversion Cycle (CCC) measures how much time it takes for your business to convert inventory or other resources into cash from sales. Creating efficiencies with the CCC is one way to increase working capital without generating additional revenue. There are three important factors that...

Knowing and understanding your finances is important. The system you use to manage them should be straight-forward, but without a primary checking account it can be a challenge to complete many essential financial transactions easily. A checking account is used for day-to-day banking, including...

Have you ever received a call from someone pretending to be from a business, bank, or government agency, but it turned out to be a SCAM? These are called “imposter scams”, and they are one of the fastest growing and most devastating schemes out there today. Read on to learn more about imposter scams...

There are various types of savings accounts to consider when preparing for financial stability, regardless of where you are in your personal or professional life. Consistently setting aside a portion of your income is important to prepare for the unexpected. Accumulating a nest egg enables you to...

Faced with shifting markets and mounting student loan debt, Gen Zers must be nimble. Solid money management skills can help overcome these challenges and grow personal wealth. Take a look at these three tips that can help you set up a stronger financial foundation today. Gen Zers are entering the...

Experts across the United States are increasingly worried that people’s savings and investments won’t be enough to last through retirement. Financial wellness holds the keys to a long and prosperous retirement, but you must know how to achieve it. But what is financial wellness? How easily can you...

Technology can do wonders for your business, but it can also leave you open to many types of social engineering attacks if you don’t take the necessary precautions. Is your business prepared to recognize and fend off these attacks? Let’s unpack some common social engineering scams and how to prevent...

The Federal Trade Commission (FTC) recently released a report of the top reported consumer frauds of 2022. The most frequently reported frauds involved imposter scams, with the vast majority of the fraudsters having contacted their victim by phone call or text message. Imposter scams can take many...

Most high-net-worth individuals (HNWI) aren’t just sitting on a pile of cash. They’re investing, buying, selling, and exploring ways to grow their wealth through new ventures. The best part? You might classify as an HNWI without even knowing it. Wealth is a loaded word. So, let’s unpack what ‘wealth...

Seeing your child graduate is an emotional experience, and you’ll feel some nostalgia for their younger years. The right family financial guide can help give your new grads what they need to set themselves up. Read more on how you can set them up for success. If you're a parent, a family financial...