More Banking & Financial Advice

Tired of Market Rollercoasters? Private Lending Might Be the Smarter Move

Let’s be honest—if you’ve been feeling whiplash from the stock market lately, you’re not alone. One minute it’s climbing, the next it’s tanking, and even when things look stable, there’s

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Navigating ‘Subject To’ Real Estate Transactions: A Creative Financing Strategy

In today’s dynamic real estate market, creative financing strategies have become essential tools for investors and homeowners alike.  With record high prices, skyrocketing interest rates, and more rigid underwriting requirements,

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subject to
Investor Panic Is Brewing—Why I’m Still Avoiding Wall Street and You Should Too

Investor sentiment—not fundamentals—is what drives financial markets today.  If you need evidence, just look at the past decade: we’ve seen stocks climb relentlessly despite sluggish earnings, geopolitical instability, and ballooning

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investor panic
Jobs Report Beats Expectations—But Real Estate Investors Shouldn’t Celebrate Yet

The April jobs report was just released, and on the surface, it looks like good news. Nonfarm payrolls came in higher than expected, which on the surface makes the job

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jobs report
Americans Lose Confidence as Wall Street Falters—But There’s an Alternative

The latest plunge in stock market performance, largely attributed to the Trump administration’s new tariffs and an overall dip in consumer confidence, has reignited a longstanding concern for American investors:

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private lending
States Need Their Own DOGE: Experts Say It’s Time to Tackle Local Government Waste

As the U.S. economy sputters under the weight of rising inflation, ballooning federal debt, and a dangerously high reliance on government spending to prop up GDP, a growing number of

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States Need Their Own DOGE
Thomas A. Carver Offers Insight for the Average Investor Amidst a Turbulent Market

Recent market events may leave some investors questioning whether now is the right time to change their portfolios. Since stocks are falling and bonds are rising, there’s plenty of reason

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Thomas A. Carver Offers Insight for the Average Investor
3 Things You Need to Know About Business Funding in 2025

3 Things You Need to Know About Business Funding in 2025 As we head into 2025 with a clean slate and renewed optimism, it’s critical to ensure your business is

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3 Things You Need to Know About Business Funding in 2025 by Dr. David Phelps, Freedom Founders
You Don’t Need “the Next Big Thing” to Get Funding For Your Business

Last night, while speaking about getting funding to a group of entrepreneurs at a mastermind event, a young guy came up to me and I could see that he was

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You Don’t Need “the Next Big Thing” to Get Funding For Your Business by Amanda Webster, Fund&Grow
Building Your Financial Ark: How to Survive and Thrive During the Next Economic Storm

Many Americans today are worried about their financial future. This isn’t a surprise to most of us because we can all see the growing economic challenges that are hurting a

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Building Your Financial Ark: How to Survive and Thrive During the Next Economic Storm
Presidential Election and Long-term Investing

By Taylor K. Ranker II, CEO & Personal CFO, Questmont Virtual Family Office One of the most harmful, yet pervasive, myths investors face is the belief that the outcome of

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Fifth Third Bank and CRF launch $7.85M Small Business Catalyst Fund

Fifth Third Bank, in partnership with Community Reinvestment Fund, USA, has introduced the Small Business Catalyst Fund, a $7.85 million initiative designed to fund small businesses, across Fifth Third’s 11-state

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