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In this episode, Malcolm Ethridge sits down with friend of the show, Chris Hill, to discuss ways to identify and develop your own investor personality. Chris reflects on some of his best and worst investing decisions over the years. And the pair share some of their own rules for determining which stocks to buy and…

As a founder, it can be challenging to know when to make the shift from pouring every dollar you have into getting your startup off the ground to taking a few chips off the table to eventually paying yourself first. However,

For startups, investors often put a lot of emphasis on cap tables. They want to see a diluted picture of equity ownership among you as a founder, any co-founders or partners, early investors, and key employees before they’ll seriously consider handing …

Though it may seem like a very distant and high-class problem that only the super-wealthy among us will ever have to contend with, for many tech workers who have accumulated a significant sized stake in their employer,

As anyone who has ever bought and sold any sort of digital asset in the last couple years can attest, the rules and regulations around reporting those transactions to the IRS can be very fuzzy. Coupled with the lack of information made available by the…

A stock option is the right to buy a specific number of shares of either a stock or an index at a preset price. These options allow traders to speculate on the directional performance of a stock or index without owning the shares outright.

In the simplest terms, a mentor is anyone who possesses more experience and knowledge than you in a given industry. They have skills you want to master in order to thrive. And you’d rather lean on their experience and expertise and learn from their mis…

We’ve all heard the popular saying “it’s not what you know, but who you know.” But when you hear the word “networking,” how many of the feelings that start to bubble up are negative ones, such as anxiety, discomfort, and maybe even fear?

Historically, gold and other precious metals have been how we trade with one another across borders and globally. Gold bars were the original store value before there was such a thing as the US dollar. The gold standard was so consistent in its ability…

One of the biggest problems that need to be solved almost immediately after launch is making some noise to let the public know you and your product or service exist. If not, no matter how good that product or service is,

For those who have thought of an idea for a tech startup in a crowded space, it can be tempting to think that your idea must be completely brand new and inventive. Especially when you consider the seemingly ubiquitous announcements that so-and-so big n…

The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. It can be hard to keep up.  In this episode, Malcolm Ethridge speaks with Aaron Wollner,

While they may sound like the same thing to those outside of the financial services profession, there are several key differences between the terms tax planning, and tax preparation. In short, one takes place once per year and is more transactional in …