Essential Tools & Technologies

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Still Not Originating with a Roth IRA? Now May Be the Time.

Essential Tools & Technologies

When it comes to options for long-term retirement investing, the secret appears to be out: The alternative assets you know and trust can...

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Winning as a California Mortgage Loan Officer in 2018

Essential Tools & Technologies

When people ask you, “Why become  a loan officer?”, you might respond, “It’s the money!” True, most mortgage loan officers have the potential...

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Private Lending & Technology: Are We Ready for Peer-to-Peer Lending?

Essential Tools & Technologies

The private lending market has been around for as long as there have been unforeseeable circumstances in our lives. It is natural for...

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The First Line of Defense Against Cybercrime: Employees

Essential Tools & Technologies

Organizations lose approximately $445 billion per year to cybercrime and more than 70 percent of those companies are small and medium-sized businesses (SMBs)....

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The Financial Risks of Building and Managing IT Yourself

Essential Tools & Technologies

It’s natural to weigh your costs and options before you purchase any major IT equipment or service. If you expect to extract value...