The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how your financial situation has evolved can help ensure you are still on track to reach your goals. The checklist below is a simple way to get...
Rising costs and high inflation are changing how much we pay for things. Federal organizations such as the Internal Revenue Service and the Social Security Administration are updating their policies to combat the squeeze on American wallets. These include an 8.7%...
Walter Todd on BFM 89.9 – The Morning Run Walter Todd was featured on Malaysia’s only independent radio station this morning as he joined Shazana Mokhtar, Wong Shou Ning, and Chong Tjen San on BFM 89.9’s morning show. Walter has emphasized his...
Walter Todd on Bloomberg Daybreak: Europe It’s Earnings Season again, and Walter Todd was back on Bloomberg Daybreak: Europe early Friday morning. He weighed the potential outcome of a strong traditional banking market against the backdrop of spiking interest...
Types of Financial Advisors In this current series we have been sharing the traditional and modern approach to wealth management, and how those approaches are met through two different types of financial advisors: the financial planner and the wealth manager. These...
