A financial plan is not only a comprehensive evaluation of a person’s current finances, but is also a strategy that takes into account a person’s future financial position. It can be used to predict future cash flows, asset values as well as determine the best withdrawal strategy for getting the highest return on investments. If… Read more »
Today, Charleston Capital, Inc., the parent company of South Carolina based alternative asset manager, Charleston Capital Management, LLC announced that it has acquired 100% of the equity crowdfunding portal EquityBender, LLC. The companies entered into a definitive agreement on May 15th, 2018 and was approved by FINRA on August 7th. The terms of the transaction… Read more »
Market Technologies, the developer of VantagePoint and the first company in the world to bring artificial intelligence (AI) forecasting capabilities to the retail trader and investor, has been included on the Business Observer 2018 Top 500 list. The Top 500 is a one-of-a-kind, statewide list compiled of the highest-ranking companies in terms of total revenue… Read more »
UNPay, the global one-stop financial technology platform and Mr. Beaver (referred to therein as Haier Laundry), a subsidiary of the Haier Group that focuses on the washing machine business, jointly announced today that the two companies have signed a strategic cooperation agreement. Under the terms of the agreement, UNPay will provide Haier Laundry with access… Read more »
The IRS has made many recent changes, and the focus seems to be around securing sensitive information. Hackers and fraudsters have also recently made changes to their frequent scams by targeting tax professionals instead of taxpayers directly. In reaction to this, the IRS has updated the security requirements for Electronic Filing Identification Numbers (EFIN). Cybercriminals… Read more »
