On December 21, Congress passed a much anticipated second stimulus package, and President Trump signed it on December 27. The $600 billion package helps those experiencing COVID-related financial hardship, including businesses, hospitals, families, and individuals....
Q4 2020 Quarterly Update
Today, let’s pause and take a moment to reflect on the wondrous powers of small, quiet acts. Pandemic aside, there have been plenty of great, big, year-end reviews and year-ahead teasers clamoring for your current...
You’ve Inherited an IRA. Now What?
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...