Recent years have seen the emergence of financial fraud as a leading threat to investor confidence in the US financial system. These frauds are complex and sophisticated and can go …
10 Benefits of Consolidating Assets To One Financial Advisor
Many investors think their investments are safer if they have their accounts with multiple financial advisors (or multiple platforms). Don’t put all your eggs in one basket, right? In reality, …
Charitable Giving Tips in Light of the New Tax Law
In this post we’ll discuss how to maximize your charitable giving deduction in view of the new tax law. The new tax law increases the standard deduction for individuals and …
10 Reasons You Need a Financial Advisor
Have you managed your own savings and investments in the past? Are you now considering professional help? Don’t go it alone. Here are ten benefits of working with a financial …
Why Your Small Business Should Have a Retirement Plan
Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at different types of retirement plans, …
Divorce Settlements: Which Assets You Should Consider
“How did we get to this point?” “What happened to us?” “When did it all go so terribly wrong?” Couples facing the heartbreaking decision to stay married or to divorce …
