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Taking Action during Elder Abuse Awareness Month

June 21, 2021

June 15th is World Elder Abuse Awareness Day and the month of June is Elder Abuse Awareness Month, so it is important to understand the types of abuse the elderly commonly suffer, the consequences of this abuse, and some ways to prevent abuse from happening. This article will focus on financial abuse. The CDC explains …

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Investment Advisor vs. Financial Advisor: What is the difference and why does it matter?

March 1, 2021

Investment advisor and financial advisor sound like similar titles. In fact, the term “financial advisor” is not a well-defined or regulated term in the financial industry. As a result, many people can call themselves “financial advisors.” Investment advisors perform many of the functions you would expect from a financial advisor: they work in the financial …

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Tips for Preventing Digital Fraud to Safeguard Your Information and Assets

February 11, 2021

Follow General Best Practices Be suspicious of unsolicited phone calls, emails, and texts asking you to send money or disclose personal information. Be cautious when sharing sensitive information via email, since it can be compromised and used to facilitate identity theft. Do not disclose personal information on social media sites, such as your birthdate, contact …

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Tax-Deferred College Savings Plans

December 8, 2020

There are two types of tax-deferred college savings plans available to help you save for your child’s college education. 529 plans and Educations Savings Accounts (ESAs) have many advantages over custodial, general brokerage and savings accounts. A 529 plan is a state-sponsored college investment account. You can choose from one of several pre-defined asset allocation …

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Why do many investors choose traditional investment advisors over Robo-Advisors?

December 1, 2020

A Robo-Advisor builds and maintains investment portfolios based on automated computer algorithms. After you input your age, financial goals and risk tolerance, the algorithm invests your funds, primarily in ETFs. Robo-Advisors have relatively low fees and minimums and could be ideal for new, young investors. More complex clients benefit from an investment advisor who helps …

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