How To Create A Monthly Budget- Budget Planning

January 23, 2020

Do you know where your money is going each month? Do you know where it went yesterday? It is really important to keep track of your expenses. It is useful to make a budget for your future planning. Tracking your spending helps you to identify the expenses and you can control it. If you know the reason for expanding your money, where you spend you can utilize your money in a good way.

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Estes Financial Services, Inc.

Estes Financial Services Inc. is a Registered Investment Advisor firm serving clients retirement planning and wealth management needs. Estes Financial offers fee-based investment advisory services for client accounts, including high net worth individuals, company retirement plans and trusts. Not only does Estes Financial provide their clients with an investment program based on Nobel Prize winning economics using a broadly diversified asset allocation approach but they also work with you to develop an individualized asset allocation strategy that balances your return objectives with your tolerance for investment risk.

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State of the Fintech Industry

Infographic | December 24, 2019

Tech firms have enjoyed a deluge of funding in the last few years. As discussed in our State of Venture Capital report, 2018, in particular, was a bumper year, with a total of $254 billion invested globally into ~18,000 startups through venture capital funds—a sharp increase of 46% from 2017’s total. Figures for 2019 are not yet completely finalized, but initial reports point to a slowdown in funding levels in the first half of the year and a mild rebound in Q3.

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Make Big Data Your Big Advantage in Financial Services

Infographic | December 1, 2021

But what is Big Data? In a nutshell, it is the ability to retain, process, and understand data like never before (Zikopoulos, 2015). Big Data is when you have challenges that cannot be handled by traditional database systems. Challenges in the context of Volume, Variety, Velocity, Veracity. These can be found in Financial Services. In fact, technology is so integral to banking that financial institutions are now almost indistinguishable from IT companies. This article looks at the Financial Services industry to examine Big Data and the technologies employed. It further covers ROI, Big Data analytics, regulation, governance, security, and storage as well as obstacles and challenges that have made the industry what it is today.

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Banking Frauds: What the FTC Data Says

Infographic | August 17, 2022

There was an increase of 70% in losses due to banking fraud in 2021. Over 2.8 million consumers reported banking fraud to the FTC.

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Banking Trends: The Shift Towards Digital Banking

Infographic | November 30, 2021

A banking infographic helps to communicate complex or dry banking and financial information in a way that's engaging and memorable. Banking infographic templates can be used as a starting point to create your own, versus starting from scratch by yourself or spending thousands of dollars to get one designed. Banking infographics are a great way to tell a story and engage visitors visually. Banking infographics will help you better communicate the features and benefits of the different types of accounts that your bank offers. This will ultimately increase conversion rates because your potential clients will have a better understanding of all the features that they receive when opening an account with your bank.

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How To Track Your Expenses- Finance Tracking

Infographic | January 23, 2020

Today, everything is money. It is an asset for both individual people and business firms. But, expenses are killing it. A wise way to money management is money control. But, how to control it? The answer is via expense tracking. Yes, tracking your monthly expenses will give you a brief insight into your money flow. It will help you make better decisions to save money deducting unwanted expenses.

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What to expect from Open Finance in 2021?

Infographic | April 7, 2021

Open Finance involves an extension of Open Banking principles to a wider field of financial services and products. It is a new paradigm where data from multiple sources beyond banking can help build innovative and inclusive financial services. These conditions make Open Finance a perfect fit for Latin America, a region where users’ financial lives don’t take place exclusively within the walls of banks. In part, because part of the population is still underserved by traditional financial institutions: only 51 percent of adults in the region are bank account owners. And, increasingly, because emerging fintech providers are targeting these customers with digital solutions.

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Spotlight

Estes Financial Services, Inc.

Estes Financial Services Inc. is a Registered Investment Advisor firm serving clients retirement planning and wealth management needs. Estes Financial offers fee-based investment advisory services for client accounts, including high net worth individuals, company retirement plans and trusts. Not only does Estes Financial provide their clients with an investment program based on Nobel Prize winning economics using a broadly diversified asset allocation approach but they also work with you to develop an individualized asset allocation strategy that balances your return objectives with your tolerance for investment risk.

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