Scammers keep getting bolder and bolder with their extortion methods. From impersonating landlords to illegal debt collection tactics, there is no shortage of ways scammers will try to separate you from your money.1 Be aware of these five red flags when getting on the...
Why Modern Portfolio Theory Still Matters Two different belief systems serve as the basis for investment decisions: the modern portfolio theory (MPT) and behavioral finance (BF). A basic summary of the two schools of thought: the MPT focuses on the optimal state of...
January is Financial Wellness Month, a time to remind people to plan and update their financial strategy. It’s a great time to connect with your financial professional to discuss your financial situation and aspirations for their future. It’s also a good time to...
It’s never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023. The seven 2021 tax rates themselves didn’t change (they are the same...
At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.1 Over those five years, $550 billion will be invested into both the physical infrastructure...
In a 2021 survey, 32% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement.1 Regardless of your confidence, however, being aware of potential healthcare...
