Be aware that after a data breach, scammers may step up impersonation attempts, even if they don’t actually have access to stolen data. However, government agencies will never send you an email or call you to ask you to verify your Social Security number or provide or update your personal information.
Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation.
Hiring the right talent is crucial for small and medium-sized businesses. A bad hire can cost you time, money, and impact your team dynamics. Learn how to spot red flags during the hiring process and ensure you’re building a team that aligns with your company’s values and goals.
As our population ages, seniors increasingly become targets for scams, leading to devastating financial and emotional impacts. Learn more about the common scams targeting seniors, how to stay safe, and what to do if you or a loved one falls victim.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making informed decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls.
In this month’s Market Minute, we’re breaking down three key trends: Interest Rates, Jobs Market, and Consumer Spending. Watch for insights on how these could shape the economy!
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains key financial concepts that are often overlooked—like why a 33% loss requires a 50% gain to break even, the importance of paying down debt, and the risks of buying investments you don’t fully understand.
The U.S. Court of Appeals blocked the SAVE student loan repayment plan, leaving millions of borrowers in limbo. The plan, which promised lower monthly payments and faster forgiveness, now faces an uncertain future as the legal battle continues.
Tipping has evolved beyond traditional settings, with digital payment kiosks and self-checkout lanes now requesting gratuities. Explore the latest tipping standards, who deserves a gratuity, and the impact of proposed tax changes on tip income.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that the basics of finance aren’t second nature to everyone. Inflation, reinvesting dividends, and other “common sense” principles are key to sound financial decisions—but they can be easily overlooked.