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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, November 16, 2018

“This generation got no destination to hold...We are volunteers of America”“Volunteers” by Jefferson Airplane¹ Those of a certain age will recall these Jefferson Airplane lyrics as a call to action, though...

 

Thursday, November 15, 2018

Forty-six percent of Americans do not own any stocks or stock-related investments, such as mutual funds, according to a recent Gallup poll.¹ Individuals may cite different reasons for not investing, but with important long-term...

 

Friday, November 9, 2018

Your credit report contains information about your past and present credit transactions. It's used primarily by potential lenders to evaluate your creditworthiness. So if you're about to apply for credit, especially for something...

 

Thursday, November 8, 2018

Massive computer hacks and data breaches are now common occurrences — an unfortunate consequence of living in a digital world. Once identity thieves have your information, they can use it to gain access to your bank and credit...

 

Wednesday, November 7, 2018

Dear Valued Investor: The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the...

 

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Tuesday, November 6, 2018

Facebook, Twitter, LinkedIn—they’ve all fallen prey to hackers who exposed passwords and other personal information for hundreds of thousands of their users. If you haven’t yet had your password stolen, chances are,...

 

Monday, November 5, 2018

Concerns over identity theft continue to grow, especially with news of data breaches at major companies and financial institutions. Unfortunately, you have little control over the hacking of these companies, but you do have control...

 

Friday, November 2, 2018

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...

 

Thursday, November 1, 2018

Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it's your money at stake. Though there's no foolproof way to handle the ups and...

 

Wednesday, October 31, 2018

This modern twist on the Ben Franklin maxim reflects the multiplicity of taxes to which earnings are subject in today’s world.¹ Finding ways to manage expenses is one of the cornerstones of a sound financial strategy. Here...

 

Friday, October 26, 2018

Tip: If You’re a Victim. If you think you may have had your identity stolen, take action immediately. Start by contacting the Federal Trade Commission (www.ftc.gov), where you can find information about what to do next. Many...

 

Thursday, October 25, 2018

October has been a rough month for equities, but then again it’s historically been one of the most volatile periods of the year. “October is known for volatility, and we’ve sure seen it so far,” explained Senior...

 

Wednesday, September 12, 2018

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at...

 

Tuesday, August 28, 2018

A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...

 

Wednesday, July 25, 2018

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you from your money.¹ THE 2016 “DIRTY DOZEN” IDENTITY THEFT Using your personal...