Blog and Resources
Financial news you don't want to miss.
Protect Yourself from Common Holiday Scams This Season
November 18, 2025The holiday season is synonymous with joy, celebration, and generosity. Unfortunately, it's also a time when scammers ra...
Is It Time to Re-Evaluate Your Risk?
August 15, 2025Earlier this year, the market dropped double digits in a matter of days… then bounced back nearly as quickly, before rea...
Tariffs & the U.S. Economy: Protection or Pitfall?
March 19, 2025Recently, one question has been coming up again and again from clients: What happens to the U.S. economy when tariffs ar...
3/14/25 Market Brief: Trump's Tariff Policies
March 14, 2025If you’ve been following the news, you’re likely aware of the ongoing tariff discussions in Washington, D.C. and their i...
Financial Advisors for Lawyers: How to Choose The Right Partner for Your Finances
March 10, 2025Financial Advisors for Lawyers: How to Choose The Right Partner for Your Finances Attorneys spend years mastering the la...
Zombie Debt: Is It Coming for You?
October 29, 2024Zombie debt is old and often expired debt that could be revived after being purchased by a collection agency for pennies...
After a Massive Breach, Is Your Data in Danger?
August 27, 2024National Public Data, a consumer data broker, confirmed last week that a hacker had targeted the company in December 202...
Q3 2024 Newsletter
July 31, 2024This newsletter edition contains the following articles of interest: Housing Market Trends: Are They Helping or Hurting ...
Finance Focus Video: What is your Risk Profile?
March 26, 2021Today’s topic is risk profiling for your portfolio. This is a very personal component of your investment experience. You...