If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps, and what happens now? Governing bodies like the IRS and recent legislation such...
7 Cybersecurity Tips to Keep in Mind While Shopping This Cyber Monday
According to a recent survey, 87 % of U.S. adults feel that the risk of becoming a cybercrime victim is growing. In fact, online crimes, including server breaches, are the single largest criminal threat facing small businesses....
5 Clever Financial Gift Ideas for Grandchildren
One of the most crucial responsibilities families have when it comes to raising children is to educate them so that they’re ready to handle the complexities of adult life. While schoolteachers address the usual subjects...
Q3 2020 Quarterly Update
In third-quarter markets representing a second consecutive quarter of remarkable overall gains, what stock outshone all the others in the S&P 1500 Composite Index? Zoom? Apple? Netflix? Nope, none of these, or any of the...
What Is Fiduciary Investment Advice, and Why Does It Matter?
Is all investment advice equal? Seems like an easy question to answer, right? We assume that someone who is providing financial advice knows what they’re talking about. Problem is that isn’t always the case. In...
4 Common Money Mistakes for Pre-Retirees
For many nearing retirement, thoughts start to drift farther away from the job at hand and closer to what they’ll be able to do with all their free time - catch up on some reading,...
The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
When we think of financial health, a few things might come to mind. We may think of our own financial status, our investments, the Dow Jones Industrial Average performance, the stock market as a whole,...
Eight “Best/Worst” Wealth Strategies During the Coronavirus
The utility of living consists not in the length of days, but in the use of time. — Michel de Montaigne For better or worse, many of us have had more time than usual to engage...
5 Entertaining Classic Movies that Can Teach You a Thing or Two About Money
Movie #1: The Godfather The Godfather trilogy is considered one of the most famous and influential movies of all time, especially in the gangster genre. If you’re looking for action and drama, then this is...
Sustainable Investing to Support What Matters to You: 5 Tips to Get Started
As social consciousness is becoming a more vital part of many Americans lives, investors are wanting to do more with their money than just simply invest. While making money to meet future goals is the...