Insights into various financial topics are provided on our blog. Please bookmark this page for your reference.

  • September 27, 2017

    Equifax Hack: What Now?

    A few weeks ago credit reporting agency, Equifax, announced that they had been hacked earlier this year. Equifax claims the personal data of roughly 143 million Americans and some 100,000 Canadians has been stolen. Hackers were able to access names, addresses, Social Security numbers, driver’s license numbers and credit card ...
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  • September 08, 2017

    The Equifax Data Breach

    On September 7, credit reporting agency, Equifax, dropped a consumer bombshell. It revealed that cybercriminals had gained access to the personal information of as many as 143 million Americans between May and July – about 44% of the U.S. population. The culprits were able to retrieve roughly 209,000 credit card ...
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  • September 01, 2017

    Harvey’s Impact on the U.S. Economy

    By now, you have watched with sympathy and concern as hurricane Harvey flooded Houston. You may remember seeing similar footage when Hurricane Katrina roared through New Orleans, and when superstorm Sandy roared through the most populous areas of New Jersey and New York. As you see Houston sitting in six ...
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  • August 30, 2017

    Investment Management Advice for Your Self-Directed Brokerage Accounts

    Have you ever hear of a Self-Directed Brokerage Account (SDBA)? If you are enrolled in a 401(k), 403(b), or 457 plan, you might want to find out if your plan gives you this option, which often goes unnoticed. About 40% of workplace retirement plans now offer SDBAs. These accounts can connect ...
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  • August 30, 2017

    Best Practices for Talking to Your Kids about Your Wealth

    Are you a Middle Class Millionaire? If you have children, at some point they may discern how wealthy you are – and in turn, learn how “rich” their parents are. How will you handle that moment? How will they handle that knowledge? We all know (or have heard) about children from ...
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  • June 29, 2017

    Market Divergence

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  • June 20, 2017

    Asset Allocation

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  • June 16, 2017

    Who’s On Your Side?

    Friday, June 9 quietly marked a historic day in the financial services world. Last Friday, the Department of Labor’s fiduciary rule came in to effect requiring all financial advisors to forego any sales agenda and give advice that would benefit their clients or customers or, if they decide otherwise, they ...
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  • June 08, 2017

    Take a Deep Breath and Stay Invested

    The current political climate and global incidents have disturbed what was an unusually calm stock market.
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  • June 02, 2017

    Estate Planning Basics

    Estate planning can be an uncomfortable topic for many people causing them to put it off for as long as possible. However, when people don’t put their financial affairs in order, it makes their friends and family deal with potentially complicated and stressful situations. Investing some time and money now ...
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