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Dealing with "Price is too High"
Most of the time customers come up with the "Price is too high" objection is because they haven't yet understood or perceived the value...

Jorge Diaz
Jun 4, 20212 min read
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Tracking your ETF Underlying Holdings with Google Sheets
For a while, I've been trying to track my ETFs across multiple tools. At the very beginning, simply using the ones provided by the...

Jorge Diaz
Dec 10, 20204 min read
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How ARKK has Outperformed/Underperformed the S&P500: 2014-2022
UPDATED MARCH 2022 As of Feb 2021, ARKK has averaged a +21.64% YoY return since 2014. During the first 2 years, it averaged the...

Jorge Diaz
Oct 21, 20205 min read
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The Value of Diversification: Building a Recession-Proof Business
We are all going through very difficult and unprecedented times: the coronavirus pandemic. Besides the devastating health impact, on the...

Jorge Diaz
Apr 10, 20208 min read
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The Value of Diversification: Personal Finances & Net Worth
Either for your own personal long term investment, retirement savings and even for active traders, diversification strategies are well...

Jorge Diaz
Apr 10, 20204 min read
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How to Rescue & Maintain an Online Business During the Crisis
We are in the middle of a big crisis. The world economy is literally in pause. But it was "kind of" similar for businesses back in 2008,...

Jorge Diaz
Mar 30, 20204 min read
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What Small Businesses Can Do to Help with COVID-19 Situation
During the last few days, I've been thinking a lot about what to do to help with the "COVID-19 situation". For sure, #1 thing is I'm...

Jorge Diaz
Mar 25, 20206 min read
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How Playing Transport Tycoon shaped my Entrepreneurial Skills
Transport Tycoon is one of my favorite games of all time. I saw it for the first time back in 1999 although it was created almost five...

Jorge Diaz
Mar 23, 20204 min read
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Applying the Profit First System in Personal Finances
I want to share my experience using the Profit First (PF) system on my personal finances. I have used it both for my business and family...

Jorge Diaz
Dec 26, 20193 min read
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The Best Personal Finance Resource in Canada
I have nothing against professional financial advisors. I believe there is a business opportunity everywhere and the value they can bring...

Jorge Diaz
Dec 26, 20192 min read
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Combining Profit First and QuickBooks Online
The main "noise" the Profit First system creates into a business banking is the amount of income distribution transactions across accounts.

Jorge Diaz
Dec 10, 20193 min read
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Setting up Profit First in Canadian Banks
The Profit First system is awesome. It has changed both my personal and business finances and re-shaped the way I manage my resources.

Jorge Diaz
Dec 9, 20195 min read
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Implementing Profit First with a Line of Credit
In a previous article, I was explaining the importance of using a Line of Credit (LoC) for bootstrapping a startup under a "lean" approach.

Jorge Diaz
Dec 9, 20196 min read
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Emergency Funds in a TFSA: 3 Ideas to Consider
The easiest way to build an EF is by storing the funds in a Savings Account. If you were to have the $12,000 (three months of savings)

Jorge Diaz
Dec 4, 20197 min read
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5 Books that Canadian Entrepreneurs should Read: Pre-Startup Stage
Where to start, how to do it, how to come up with a path? I will guide you through the books I consider to be the ideal ones for the...

Jorge Diaz
Nov 29, 20194 min read
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Startup Funding in Canada: Getting traction with a Line of Credit
Lines of Credit in Canada can be found mainly in two types: A Separate Account or an Overdraft Protection: The first case is an addition...

Jorge Diaz
Nov 26, 20197 min read
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What Should I Expect during the First Months of Launching My Business/Startup
A Minimum Viable Product(MVP) is a low cost, proof of concept, sketch, test product or whatever name you can come up with for the first...

Jorge Diaz
Nov 13, 20199 min read
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