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Business Development

    Business Development

    Are Consumers Financially Complacent?

    by Surge Business Consulting October 25, 2017
    written by Surge Business Consulting

    “Success breeds a disregard of the possibility of failure” – Hyman Minsky.

    Complacency causes one to believe the end is further out than may be, and when the curtain closes the pain can endure quite some time.  Current financial times seem to be no different.  With markets remaining at all-time highs, presented employment and housing numbers strong, and interest rates low, for many the last call seems distant.  This has caused planning, and more-importantly execution, complacency with many investors.

    We are in extraordinarily complex times.  National, geopolitical, trade, and market conditions lead many forecasters to believe the end to this bull market and manageable financial times are soon over.  With U.S. and global debt on a juggernaut track and sovereign promises becoming harder to fulfill; planning is more essential today than ever before for households regardless of age, income or net-worth. 

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    October 25, 2017
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  • Business Development

    5 Simple Tips to Operate in Our Regulated Industry

    by Mark Stewart October 13, 2017
    by Mark Stewart October 13, 2017

    It can seem too much. Maybe sometimes you feel like you need a full-time employee to comply to every regulation. The stranglehold can be daunting. We get it. That grey cloud that …

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  • Business Development

    Fintech Security Tips to Stay Secure

    by Laura Furner October 10, 2017
    by Laura Furner October 10, 2017

    Updated September 5, 2023, at 4:10 PM Fintech is the ever-growing slang term for technology in the financial industry. As technology has been growing at a fast pace for decades now, the …

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