Blog and Resources
Financial news you don't want to miss.
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...