

April 27, 2022
Keeping Your Financial Accounts Cyber-Secure
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned…

March 28, 2022
Russia Ukraine Uncertainty
Despite our hopes that Ukraine's sovereign rights would prevail over tyrannical aggression, it seems as though Mr. Putin has doubled down on the latter. Only time will tell how all…

March 28, 2022
Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates
At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since…

February 1, 2022
ESOPs: The Basics of Employee Stock Ownership Plans
A company that wants to supplement its employees’ salary with equity compensation can do so in a variety of ways. The most popular is the employee stock ownership plan (ESOP).…

January 28, 2022
Fighter Planes and Market Turmoil
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion…

November 8, 2021
Six Financial Best Practices for Year-End 2021
Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while…

October 5, 2021
Travel Goals in Retirement
With the Fall Season now upon us it means that Summertime has officially come to an end and so has the busiest travel time of the year for most of…