In this day and age, technology keeps the world turning. Yet, as versed as we all may be in smart devices and beyond- millions still fall victim to identity theft every year. Below we discuss who identity thieves are, what they’re typica...
MARKET TERM OF THE WEEK “Dividend” When a company pays a portion of its earnings to its shareholders, typically attracting the attention of long-term investors and retirees. #1 Every little bit counts. Not including dividends, the S&P...
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I (or we) start taking my (or our) Social Security?” And ye...
MARKET TERM OF THE WEEK: “Qualified Charitable Distribution” A qualified charitable distribution (QCD) allows individuals who are 72 years old or older to donate up to $100,000 total to one or more charities directly from a taxable IRA in...
MARKET TERM OF THE WEEK: “Adjusted Gross Income (AGI)” Adjusted Gross Income (AGI) is defined as gross income minus adjustments to income. Gross income includes your wages, dividends, capital gains, business income, retirement distributi...
Fiduciary Advice- How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals: “There’s no confusion in the minds of investors as to what they...
MARKET TERM OF THE WEEK: “Volatility” Stocks that move up and down wildly are known as volatile stocks. They can provide great profit opportunities, but also come with greater risk. FACT 1: Researchers conducting a st...
From robotic arms to robotic bees (as featured in this 2017 NPR piece), the future looks bright for new and potentially improved ways to enhance our lives with robotics. Lately, “robo-advisors” have been capturing the fancy of the financial press,...
As recent global markets continue to test the patience of even some of the most stoic among us, how are you holding up? Are you finding it feasible (if not necessarily fun) to stick with your existing strategy, or have you been eying it with increasi...