Blog
The New Senior Safe Act: S$A Provides Immunity for Reporting
On May 24th, 2018 President Trump signed The New Senior Safe Act into federal law, encouraging financial professionals to report senior financial abuse. Since financial advisors and bank employees are usually the first to witness clients making money withdraws that...
Understanding Credit Utilization and Its Impact on Credit Scoring
Credit scores are used in our country as a method to determine an individual’s financial responsibility. The three-digit credit score means more than just the possibility of fiscal responsibility to the lender. They are part of a formula called credit...
Questions Every Investor Should Ask Their Advisor
Many investors evaluate not only their portfolio performance but also their relationship with their financial advisor from time to time. Many times people base their evaluation of their advisor on their portfolio performance, but there are other components to...
Financial Literacy: The Best Strategy for Preserving Wealth
How did you learn to manage money and understand the value of investing? Did your parents relay to you what they knew about money or did you read books on budgeting and investing in figuring it out yourself? The reality is that many of us did learn through trial...
Suitable Investments and You
suit·a·bil·i·ty: The quality of being right or appropriate for a particular person, purpose, or situation. The definition of suitability seems quite easy to understand and should be clear when it comes to investment recommendations to clients. However, many times...
The Second Half of Life- Discovering Your Passion
At some point along your life’s journey, you might find yourself at a crossroads looking back thinking, “Is this it? Is this all there is to life?” while considering the path ahead of you. It can happen at any time- you’ve spent your life building something that has...