Important Disclosure Information
…those states in which Company maintains a notice filing. A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written…
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Business Advisory, Risk Management
Online and Offline Phishing Scams
…the computer as scammers employ in-person strategies, either face-to-face or over the phone. Following are some common online and offline phishing scams and tips to protect your company against them….
Office Locations
Our Locations Find a Fiduciary Near You With clients in all 50 states, we’re built to provide a richer way to wealth no matter where you live. Search for a…
Financial Planning, Investing
Check Yourself Before You Wreck Yourself
…information in an increasingly complex world, puts us all at risk – especially when it comes to our financial lives. Whether it’s intentional or unintentional; whether it comes from the…
Financial Planning
One Simple Task: Improve Your Financial Wellness in 2024
…Be Thankful For May 18 Download our free tax guide, 5 Tips to Reduce Portfolio Taxes. Today’s task is simple: use this link to download our free tax guide. By…
Business Advisory, Risk Management
Why Hotlines Are Essential for Workplace Fraud Detection
…identified through tips, with 52% of those tips coming from employees, 21% coming from customers and 11% coming from vendors. In contrast, 14% of fraud was identified during an internal…
Investing
Risky Business: Five Investment Risks of 2021
…is eager to answer your questions and ensure you’re comfortable with your portfolio and financial plan. Download This Article Footnotes https://www.cnbc.com/2021/11/26/stock-futures-open-to-close-market-news.html https://data.bls.gov/pdq/SurveyOutputServlet https://www.bls.gov/news.release/cpi.nr0.htm https://investor.vanguard.com/etf/list#/etf/asset-class/month-end-returns https://finance.yahoo.com/quote/PTON https://finance.yahoo.com/quote/ROKU/ https://finance.yahoo.com/quote/TDOC https://finance.yahoo.com/quote/ZM https://asia.nikkei.com/Business/China-tech/China-s-tech-crackdown-widens-to-Tencent-from-Alibaba https://www.kiplinger.com/article/investing/t052-c016-s002-benjamin-graham-s-timeless-advice.html…
Investing
On Second Thought
…Snap, the company behind Snapchat, will be “bigger than Facebook.” It’s an attention-grabbing prospect, because it’s so easy to recall Facebook’s explosive growth. But before we load up on Snap’s…
Investing
Well-Earned Reward
…Shiller, S&P Dow Jones Indices, Federal Reserve, author’s calculations Annualized Inflation Rate, http://www.moneychimp.com/articles/econ/inflation_calculator.htm, 01/01/1971-12/31/2021 Compound Annual Growth Rate with dividends = 8.31%, without dividends = 5.16%. http://www.moneychimp.com/features/market_cagr.htm, 01/01/1971-12/31/2020, adjusted for…
Financial Planning
Womenâs Retirement Crisis
…challenge will be making big strides for women and implementing progressive change in a stale industry. Footnotes: https://www.forbes.com/sites/sashagalbraith/2011/03/18/financial-services-the-industry-women-love-to-hate/#7e698bf578a7 https://www.bls.gov/cps/cpsaat03.htm https://www.forbes.com/sites/bridgetbrennan/2015/01/21/top-10-things-everyone-should-know-about-women-consumers/#533dfab06a8b https://www.cfp.net/news-events/research-facts-figures/cfp-professional-demographics https://www.tiaa.org/public/pdf/income_gender.pdf https://www.ml.com/bulletin/4-gaps-that-can-put-women-at-financial-risk.html https://blog.dol.gov/2017/03/01/12-stats-about-working-women https://www.aauw.org/resource/the-simple-truth-about-the-gender-pay-gap/ https://womenintheworkplace.com/#pipeline-data https://www.ssa.gov/news/press/factsheets/ss-customer/women-ret.pdf https://assets.aarp.org/rgcenter/il/fs10r_homes.pdf https://sqy7rm.media.zestyio.com/EqualPayDay.pdf https://www.fidelity.com/about-fidelity/individual-investing/better-investor-men-or-women…
