The Mergers and Acquisitions (M&A) landscape has been subject to a transformation unlike any other in recent years. The driving force behind this change? The advent and incorporation of Artificial Intelligence (AI) within the...

As a business owner, one of your critical decisions revolves around your business's legal structure. In the early stages, many entrepreneurs opt for the Limited Liability Company (LLC) structure due to its simplicity and...

In today's fast-paced and highly complex financial landscape, a key element of success for any company is an effective Board of Advisors. However, as a seasoned executive and board member, I can tell you that an internal board...

As the leader of a veteran-owned business, you've undoubtedly proven your adaptability and resilience. Now you're considering the next big step: engaging an investment banker. You may be seeking capital for expansion, planning an...

At Wealth Stack, we believe in the power of community and the importance of supporting fellow Veteran entrepreneurs on their journey towards success. That's why we're excited to share our exclusive VetCAP platform and referral...

As the CEO of Wealth Stack, I am deeply committed to supporting veteran CEOs in navigating the complexities of financing your business. The current state of the VC market in the United States is a cause for concern for many...

Access to capital is one of the biggest challenges that early-stage entrepreneurs face. It was my own challenges with accessing capital and my prior success raising $20 million from family offices that led me to create the Wealth...

On Friday, Silicon Valley Bank, a prominent lender in the technology world, became the largest bank to fail since the 2008 financial crisis. The bank provided services to nearly half of the country's venture capital-backed...

Being an entrepreneur was tough before the pandemic. Nearly two years in, it’s proven to be nearly impossible to access traditional forms of funding needed to sustain a business through this kind of cultural and economic turmoil....

As we head into 2023, it's important for investors and business leaders to understand which sectors are attracting the most investment from lenders. In this article, WealthStock Founder & CEO Andrew Glaze, a 20-year public...

As interest rates continue to rise, it's important for CEOs of small to mid-cap companies to take a proactive approach to managing their liabilities and assets. In this article, WealthStock Founder & CEO Andrew Glaze offers three...

In this article, we will explore the reasons behind the current Rich Session in the stock market and how higher interest rates are affecting the valuation paradigm. As a seasoned investor and hedge fund manager, tAndrew Glaze,...

If you’ve got retirement accounts and are in need of quick access to cash, you might be wondering, "Can I borrow against my retirement account?" The answer is complicated. In short, yes, you can.

We all have a net worth, which is the difference between what we own and what we owe. Your net worth can be calculated by adding up your assets (what you own) and subtracting your liabilities (what you owe).

That sounds like a lot, right? But in the same way you’d eat an elephant one bite at a time, we’re going to tackle this one bite at a time. And no, I’m not suggesting that anyone actually eats an elephant. I’m making reference to...

Picture this: after attending dozens of open houses, you finally find your dream home! Once your offer is accepted, there’s one more thing standing between you and your new home: closing costs. 

AUSTIN, June 28, 2021 - Hosted by VetsinTech (ViT), the leading national non-profit dedicated to supporting and advancing career opportunities for veterans in tech industries, and sponsored by JPMorgan Chase, the live pitch...

Are you a freelancer deciding between Upwork vs. Fiverr? Both platforms are popular for gig work, offering tons of buyers you can entice to get your side hustle or freelance work started. And when we say tons, we mean tons....

Before you bounce right off this page because you read the title and are thinking, “I don’t even have $1,000 to invest and may never have $10,000,” just hear us out. First, we understand. Our founder came from a very humble...

What does financial wellness mean in 2022? This is a question many people are asking as we approach the end of a tough few years. In short, financial wellness means being able to achieve your financial goals and maintain a...

Remember what it was like back when you got your first big paycheck from your new job. Imagine how that felt, right? Exciting. Now, some years later, we’re entering our 30s and 40s and are slowly learning about how to optimize...

How is a traditional 401(k) different from a Roth 401(k)? Most individuals are confused about the two, and that is fair. They sound quite similar and have multiple things in common, but they also have significant differences....

What’s up, millennials? We know you’re tired of hearing all about how horrible you (we) are. We’re tired of hearing it, too. And, honestly, it doesn’t make any sense.

This is the million-dollar question for so many people. Especially right now. Before the pandemic hit, there were a lot of people living paycheck to paycheck. The rent or mortgage would get paid, food would be put on the table...

A rent-to-own home is an arrangement that allows you to own a house in a situation where you don't have the financial capacity to purchase the property immediately. 

Are you one of the 59 million Americans who participate in the gig economy? You know, the hustlers who drive Uber during the day and DJ during the night in order to build a life that’s got nothing to do with the “status quo.” You...

I recently traveled for the first time in over a year. I took a well-deserved vacation to Cabo San Lucas and let me tell you...it was pretty crazy (but when is Cabo not crazy?). 

If you’re Googling “am I middle class?” then you might just be. Whether you are or not doesn’t really matter, and it shouldn’t define who you are. You’re you, and you were likely born into a specific income level with parents who...

Jay-Z said it best, “Life's like a treadmill, n***as runnin’ in place. Gettin’ nowhere fast, a whole year done past, I vowed to never stop winnin’, 'til the earth stop spinnin’. My motto is simply I will not lose.”

Veterans looking for a VA home loan are in luck! As of January 1st, 2020, there’s no VA loan limit. Yeah, you read that right. There’s no freakin’ limit. This means that if you’re looking to buy a $1 million home, as long as you...

While you might feel alone as a business owner in your feelings that you’re not scaling at the speed you’d like or that you are hitting obstacle after obstacle, studies show that most small businesses go through very similar...

Even though the IRS doesn’t ask for your race when filing your taxes, there are still quite a few racial disparities in the income tax system. But that’s no surprise, is it? 

You're young and you've got a lot of time to grow your wealth and make money. But how do you get started? You could start with the basics, like opening up a savings account at your bank or looking for ways to save on everyday...

The small business economy is set to soar in 2022. This welcome news comes on the heels of nearly two full years of lockdowns, downturns, and disappointments not only for American workers but for the owners of the small...

Did you know that by June 2022, if you’re a California business owner with more than 5 employees, you’ll be required to offer some sort of retirement solution to all of your employees? That might sound like it’s going to...

You have probably heard quite a bit about taxes on stocks as a beginner investor. If you’re new to filing your taxes on your own and new to investing, combining the complications of the two can feel overwhelming. For example, did...

When you take a look at what other small business owners offer their employees, it becomes clear that small business owners, as a very broad category, aren’t doing enough to help support their employees through retirement. In...

Did you know that you only have a few months left before you’re legally required to offer retirement options to your employees if you're a California SMB owner? In fact, you could possibly already be in violation of the new rules...

When you hear the word “debt,” it probably feels like a heavy word. It’s something you want to avoid, right. You immediately start thinking of credit card bills, high interest rates, and student loan debt (especially if you’re a...

With the stock market fluctuating on a day to day basis, it can be difficult to figure out what stocks are worth investing in. Not only do you need to know about them before they go up and when they're down, but you also have to...

Position sizing is an important concept to understand when trading with a long-term goal. However, the mere term “position sizing” can sound overwhelming and complicated. It’s why we likely get so many questions regarding advice...

When it comes to debt, borrowing is a different reality dependent upon your age, ethnicity and gender. It’s not fair but it is reality. Veterans, minorities tend to have rates of interest. Latinos and African-Americans paid...

Stock trading has many ins and outs that include lots of weird technical terms. One look at a traditional investing website is enough to scare off from investing immediately simply due to how overwhelming all of the terms are.

Have you ever heard the statistic that 90% of businesses fail by year five? Pretty daunting, isn’t it? As if you needed another reason to doubt yourself or your progress as a small business owner. While it’s not as bad as 90%,...

If you're new to investing then you've likely heard the term price to earnings ratio. What does it mean and how can you use it to help you become a better investor? 

IRR stands for Internal Rate of Return. But, what does that mean to you as a small business owner? Why is it important and how can you use it to increase the value of your business? 

What's the best way to start investing? Investing is a lot like playing chess. You must think and then you move. Alright, we admit we took that quote from the Wu-Tang’s seminal hit song Chess Boxing, but it still holds true. For...

Did you know that, in the first half of 2021, a record 44% of small business owners were unable to fill their job vacancies? This figure reflects the consequences of the pandemic and the struggle to find top talent as we wade...

It’s no secret that the pandemic has changed everything. However, for most workers, it’s completely turned their world upside down. Employment engagement has been a tough thing to tackle for most small business owners. Why?

Illinois business owners, listen up! Did you know that if you are a small business owner in the State of Illinois and you have over 25 employees, your deadline to meet the state’s retirement requirements was over two years ago on...

So you wanna build wealth. You’ve come to the right place. At WealthStack, we’re in the business of helping minorities, women, and veterans learn how to take control of their finances in order to be the wealth-builders they’re...

As a business owner, you likely understand that one of the biggest challenges of scaling your company isn’t just the inability to secure funding, it’s also the inability to access non-traditional sources of capital in the first...

So, you’re a small business owner and you wanna know exactly how much you’re earning in profit each month or year. Great! That’s not what contribution margin is for. 

Wanna know what’s really happening with the whole Reddit vs. GameStop stock vs. hedge fund guys drama? People are getting played, plain and simple.

If you’re learning how to invest as a beginner then you’re also likely being introduced to a variety of new investing terms. Among them are probably a set of investing styles that are making you think, “Wow, I thought I just had...

Gone are the days where people had careers for life and only depended on their salary from that job as their sole income. People used to start working for a company at a fairly young age and stay with that company for decades....

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<p>Recent studies show that just <a href="https://www.census.gov/library/publications/2020/demo/p60-271.html">over 26 million people</a> in the US don’t have health insurance. While that’s startling, we actually totally get...