Archive for Category: Uncategorized

Privacy, Social Media and You

In April 2018 Facebook’s CEO, Mark Zuckerberg’s admittance of Facebook user’s data used by Cambridge Analytica in our last presidential election has caused an emotional reaction in Americans and lawmakers alike.  Zuckerberg admitted that controls to prevent such a leak were not in place and that, he too, believes social...

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The Inflation Factor

Despite the fallout to investor’s portfolios, job losses, and the overall downward turn of the American economy during the recession, we have benefitted from relatively low inflation rates.  While the US and other countries control monetary policy, there is never a way to avoid inflation after a recession; it’s part...

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The Cost of Credit

2017 was a bad year for the credit industry- data breaches and multiple lawsuits.  But it’s becoming apparent that Americans overall are going to have a worse 2018 compared to last year as the trend of acquiring more debt increases.  Aside from having to shell out money for damages caused in...

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Planning for The New Tax Plan

Many Americans have already filed their taxes for 2017, but the majority will be filing this month and finding out how the new tax plan is impacting them (if at all) for this spring’s filing.  Some changes have already taken place such as the adjusted withholding in February’s paychecks resulting...

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Let’s Talk Robo

Have you seen the TV commercials about a machine or robot as your investment advisor?  As funny as they may be, they may be giving you the wrong idea of what a robo-advisor really is.  A robo-advisor is technology (an automation platform) that allows automation for certain aspects of portfolio management.  One...

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When The Stock Market Corrects

If you’ve been sensitive to the stock market performance in the last weeks, you’re not alone.  Regardless of how your investments fare during market corrections, being aware of your anxiety in light of what you’re seeing, reading or hearing can make a difference in portfolio performance.  We’ve all done...

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