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Latin America fintech will be a market to watch in 2025

Midway through 2024, Mike Packer, a partner at fintech-focused QED Investors, predicted we’d already hit the bottom for funding to Latin American fintech startups, and that a bounce back was coming. While momentum hasn’t been a straight…

From Necessary Evil To Integrated Strategy

I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship with the notion of “business development”—or the shadier moniker by which it is also known, “sales.”…

Your Life Can’t Wait! Learn To Decumulate.

Shifting to a decumulation mindset is an essential part of a successful retirement plan.Photo by Frugal Flyer on Unsplash If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your…

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