With the COVID-19 pandemic impacting the globe, opportunistic cyber criminals are leveraging our fear and need for information to gain access to individuals’ computers and personal information through phishing and other spoofing schemes. These major threats require risk mitigation, risk management and/or risk transfer strategies as the crisis unfolds. Click here to read the full […]
The first half of 2020 will unquestionably be remembered for many reasons. For some of us, it will be the period we remembered to slow down and enjoy time with our family. For others, it will be recalled as a time of stress and uncertainty. For investments professionals, the past few months will be remembered […]
About to Retire? Watch Your Stock Exposure. There are a lot of people thinking of retiring now because the bull market has boosted their 401(k)s. But they may need to re-evaluate their allocations. And quickly. This article from The Wall Street Journal tells you why.
The Qualified Charitable Distribution- Tax Savings for Non-Itemizers. Many of our clients are taking advantage of Qualified Charitable Distributions (QCDs). This article from the American Red Cross details their usefulness and rules for IRA owners over 70 1/2.
Why You Should Consider Freezing Your Credit Reports