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Article | 5 min |
Person texting on their phone, with a red chat window open, outlining a heart in the window.
Questioning the authenticity of your new online relationship? Are the stars aligning or is there something more to the story? If you have doubts about your newfound romance, it could be a warning sign of a potential romance scam. Every year, countless Americans become targets of romance scams, where skilled social engineers use various tactics to deceive their victims. The consequences can be devastating. These scams not only cause severe financial and emotional harm but also emphasize the importance of recognizing and understanding the strategies used by these scammers. Romance scams have had...
Article | 5 min |
Welder working on piece of equipment
The potentially transformative capabilities of advanced AI, automation, and robotics technology are ushering in a new era for manufacturing. Yet, at the same time, extracting value from the digital transformation is more complicated than it might seem. Case in point—an overwhelming 88% of companies report difficulties measuring value from technological investments . The same report found that 85% of companies struggle to simultaneously update operating models to accommodate their new visions and cover the upfront investment costs for new technology. These challenges are further compounded for...
Article | 3 min |
Business owner holding up his credit card
Between costs like rent, inventory, and payroll, it can be hard for businesses to cover expenses. Even if you have enough cash on hand to fulfill your obligations, an unexpected cost could derail your operation. Could a business credit card help? High interest rates might make you hesitant to open up a credit card for your business; however, obtaining a business card can be advantageous in certain circumstances. But before determining if this financial tool is right for your business, you first need to know its ins and outs. Why Should a Small Business Have a Credit Card? The idea of charging...
Article | 5 min |
Quarterly Market Review: Q4 2023 By: Paul Dickson, Director of Research and Giri Krishnan, Senior Portfolio Manager The “Soft-Landing” Has Become the Default Scenario The Federal Reserve signaled that it is likely done with rate hikes. The markets responded favorably, nearly doubling the annual return on the S&P 500. This signaling also moved the U.S. Aggregate Bond market from being in the red to having a decisively positive year. The pivot in policymakers’ outlook was somewhat of a surprise given that the data-informed policy has not improved nearly as much as their stance has changed. While...
Article | 5 min |
Wondering what your aging accounts receivable report can reveal? Uncover five pivotal insights to gain a deeper understanding of your financial landscape. Before we dive into how you can use your aging AR report, let’s establish what it is and what it can tell you about your company. An aging accounts receivable report is a business report that shows customer payment status against current invoices. As a management tool, it’ll tell you when specific customers become credit risks and if your company should continue the relationship. The typical AR report has columns broken into 30-day segments...