Ellen Sheng

Faced with risk averse investors and unreturned calls, here’s how founders managed the economic crisis.

While plenty of small businesses owned by baby boomers were hit hard by the pandemic, there is also a large cohort of boomer businesses that have used the pandemic, and record low interest rates, as an opportunity to expand.

When it comes to understanding what financial wellness means for women, there's work to be done.

The coronavirus pandemic has forced many companies to make changes—from switching to remote work to experimenting with new business models. Though the pandemic’s impact varies dramatically by industry, one upside to the crisis is that some companies are finding ways to be more efficient and do more with less.

In just a few short years, the cryptocurrency market has grown from a fringe curiosity to mainstream acceptance. It’s no surprise that investors—both retail and institutional—are jumping into the fray. But buying Bitcoin, Ethereum and other cryptocurrencies isn’t the only way to invest in this burgeoning market.

This is Part 1 of Financial Advisor IQ’s five-part special report on how financial advisors can help their clients manage the tax impacts of their portfolios.
Death and taxes may be inevitable, but just as people look after their health to prolong their lives, advisors can minimize the impact of taxes to maximize clients’ earnings.

Data breaches are always costly but have become even more of an issue in recent months as cybercriminals ramped up to take advantage of coronavirus confusion.

If you're looking for a lower-cost way to manage your investments and achieve your investment goals, the solution might seem rather futuristic: enter robo-advisors.

Research shows that credit unions tend to lend more than commercial banks during times of crisis.

Write, research, interview for advertorial in Delta Sky magazine. I interviewed advertisers for a story about economic growth in the region.

Stocksy
You know how to run a meeting, give a kickass presentation, and code an app that you’re developing on the side. But investing? Chances are you could do more.
For various reasons, investing continues to be dominated by men, and financial literacy tends to be lower among women, despite the fact that being a savvy investor is an important skill for anyone of any gender. According to the TIAA Institute – GFLEC Personal Finance Index, men showed higher financial literacy than women, answer...

Artificial intelligence, natural language processing and big data can better assess financial losses from climate change.

Much has been said of the expected $68 trillion wealth transfer as boomers leave their wealth to the next generation. Now it appears some of that wealth may evaporate amid the crisis.

The United States is the world’s largest and deepest market for investors, but when it comes to environmental, social and governance (ESG) investing, it lags behind Europe.