Image by Karolina Grabowska of Unsplash For a concept that’s supposed to be helpful, budgeting sure comes with a lot of emotional baggage. Many people associate the word with sacrifice, stress, and failure. It’s no wonder that, despite countless apps and expert advice, sticking to a budget often feels like punishment rather than power. The … Read more
Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Seth Scott. Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client … Read more
March 23, 1937 – April 11, 2025 C. Peter Paul, 88, of Sturgeon Bay passed away at Cardinal Ridge on April 11, 2025. He was born March 23, 1937, in Sturgeon Bay to Francis and Edna (Kohls) Paul. After attending grade school at Sts. Peter and Paul in Institute, he graduated from St. Norbert High … Read more
In my presentations these days are five key themes: the fintech revolution; cryptocurrency creation; distributed ledger technology; the AI world; and quantum disruption. I could add to the list – the metaverse, 6G+, robots, etc – but these are the top five in the financial world I live in. Then, when you sit back and … Read more
Donald Trump signalled that smartphones and other consumer electronics imported to the US from China would face tariffs, dealing a blow to hopes of a reprieve for Big Tech companies such as Apple, Nvidia and Microsoft. “NOBODY is getting “off the hook” for the unfair Trade Balances, and Non Monetary Tariff Barriers, that other Countries … Read more