Blog & Articles


December 26, 2019

Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes are both expensive and on the rise. The U.S. Identity Theft Resource Center says that these corporate data breaches reached a peak of 1,632…

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Nearing Retirement? Give Yourself This Gift This Holiday Season

December 17, 2019

It’s that time of year again. Time to buy gifts for spouses, children, and all the other friends and family who play a meaningful role in your life. Have you finished your Christmas shopping? If you’re approaching retirement, you may want to give yourself a…

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An Estate Planning Checklist

December 10, 2019

Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit more…

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How the Markets Performed in 2019 and Tips to Prepare for 2020

December 4, 2019

Another year is in the books. It’s almost time to turn the calendar to 2020. For many investors, this is the time to look back…

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You’ll Be Thankful You Made These Retirement Decisions

November 20, 2019

What are you thankful for this holiday season? Family and friends? A few days off work? Perhaps your health? Good fortune in your career? You…

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Volatility vs. Risk

November 6, 2019

What's the Difference and How Do They Impact Your Portfolio? Volatility and risk. When it comes to investing, those two terms mean the same thing, right? Not exactly. While volatility and risk can both refer to market downturns, they don’t have the exact same meaning.…

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Three Investing Mistakes that Can Haunt Your Retirement

October 30, 2019

It’s that time of year again … Halloween is here. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. Soon, scary movies will be on television and you’ll have little ghouls and goblins showing up at your door for…

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Estate Planning After a Second Marriage

October 23, 2019

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs? If you have not planned…

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