In an effort to enhance transparency and combat financial crimes such as money laundering and terrorist financing, The Corporate Transparency Act (CTA) was passed in 2021 and went into effect on … [Read more...]
Timely Topic – Nine Ways to Protect Yourself from Scams
Scammers target people of all demographics and often succeed because they catch you off guard. Practicing good security habits can help reduce your chance of becoming a victim. Here are nine best … [Read more...]
Timely Topic – Key Financial Lessons To Teach Your Children As They Grow
Talking to kids about money can be awkward, but it’s important. A recent T. Rowe Price survey showed that parents consider topics like death and politics easier to discuss with kids than saving for a … [Read more...]
Timely Topic – Our Thoughts in Light of Recent Bank News
You’ve likely seen headlines about the recent failures of Silicon Valley Bank and Signature Bank, commercial banks that were taken over by federal regulators on Friday and Sunday. While the government … [Read more...]
Timely Topic – 3 Things to Consider for 2023
As we enter 2023, here are 3 things to consider as you manage your financial life. 1) Revisit your annual and monthly savings goals 2022 was a year of rising expenses, but higher prices … [Read more...]
Timely Topic – The Roller Coaster Continues
The third quarter proved to be difficult for the market and portfolios, relinquishing all of the market gains made in July and August during the last 5-6 weeks of the quarter. All the major stock … [Read more...]
Timely Topic – Knowledge from Nashville
Last week our team had the opportunity to attend Raymond James’ national conference in Nashville, Tennessee. Due to COVID, this was the first time in three years that we were able to meet in person, … [Read more...]
Timely Topic – Bracing for the Roller Coaster
The market so far in 2022 looks vastly different than the 18-month run which began in late March 2020. The increase in volatility likely has you paying more attention to the headlines and your … [Read more...]
Timely Topic – Are you using a Health Savings Account (HSA) Effectively
There has been a recent surge in the popularity of Health Savings Accounts (HSA) correlating with the rise in number of high-deductible health plans. When talking to clients and colleagues, I often … [Read more...]
Timely Topic – Inflation is Here. How Should I Respond?
The talking heads can’t stop talking about it: Inflation. While much of what the “news” says is exaggerated, lacking context, and meant to keep you coming back for more, there is no denying we are … [Read more...]
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