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Guide to Common Investment Terms

September 10, 2020

When approaching investing, it is helpful to have a broad understanding of some basic concepts and terminology. Whether you are handling your own investing or working with an advisor, you can be more engaged in the management of your portfolio with a grasp of investment-related terms. Part of an advisor’s role is to educate clients …

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COVID-19 Fraud in Electronic Communication

July 23, 2020

With so many of us working from home, scammers are trying harder to obtain our personal information and install malware on our devices using fraudulent phishing emails and smishing attacks (phishing using text messages). You can avoid many of these attempts by following the precautions listed below. Do not click on links in emails that …

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Coronavirus & the Financial Markets – Update

April 28, 2020

The Covid-19 virus has peaked and for now is waning thanks to the many citizens who have followed admonitions for social distancing and the heroic actions of many front-line emergency responders, non-profit volunteers and health professionals.  The pandemic has taken the lives of over 56,000 people in the U.S. and the mitigating efforts have brought …

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