As financial scams become more sophisticated and believable, it is increasingly important to educate yourself and protect your finances. Have you ever received a suspicious email, text, or phone call […]
Déjà Vu All Over Again
It has been a while since investors have had to review the rules around FDIC and SIPC insurance, but that is not because of an absence of bank failures, but […]
Making Smart Stock Moves in a Down Market
Spotting the silver lining; Utilizing financial planning to lock in lower stock valuations during a bear market. Arguably, 2022 will offer a future case-study that the old adage “buy low […]
End of Year Tax Planning
There is still time to take control of your 2022 tax bill. It’s that time of year again. The 4th quarter holds a special place in my heart. It’s filled […]
Smart Things for Investors to Do During Periods of Volatility
You can’t control a volatile market, yet you can control your strategies and rein in emotions to lower the probability of making a costly mistake. You can’t control a volatile […]
My New Year’s Resolution: Protection from Fraud
An ounce of prevention is preferable to the hours a cure could take. Welcome to 2022! I have always been keen to set New Year’s resolutions, but this year I […]
A Look in the Rearview Mirror
While I could say that this past year has been a rollercoaster, that doesn’t quite capture the true depth and range of emotions experienced over the last 13 months. A […]