Eight tips for preventing hackers from stealing your money and identity. Key Takeaways Overview As digital payment platforms become more widespread, hackers are looking to take a cut of the action. Around 65% of U.S. adults say they use a digital form of payment at least once a month, and in 2024, around $98 billion
Continue ReadingA Recessionary Tale
Is the U.S. headed for — or already in — a recession? Some of the signs point to yes, but we may not know until it’s already over. Overview After President Trump announced new tariffs against a wide range of countries early in his second term, talk of a potential recession in the U.S. increased.
Continue ReadingSell in May and Go Away?
Some investors choose to exit the market for several months each year when performance is expected to be flat. What could be the merits — and flaws — of this tactic? Overview There’s a catchy phrase that gets tossed around in the investment world around this time of year: “Sell in May and go away.”
Continue ReadingTriple Threat: Three Reasons Why Life Insurance Can Help Protect And Grow Your Family’s Wealth
Overview As financial professionals, we often meet people who have questions about whether or not they should keep older life insurance policies or take one out for the first time. They frequently ask us things like: These are all valid questions, and the answer varies, depending on your specific life situation. In the following, we’re
Continue Reading5 Strategies to Make Your Employer-Sponsored Retirement Plan Work Harder
If you have access to a 401(k) plan through an employer, that’s the easiest way to save for retirement. But maximizing its potential may take a little more work. Overview You work, you save, you invest. But one of the keys to successful investing is making sure your investment works hard for you. Take a
Continue ReadingInvestors Beware
Scammers rely on fear, intimidation and manipulation of vulnerable people. Remain vigilant and alert to avoid becoming their next victim. Overview $1.03 trillion: That’s how much scammers took from unsuspecting people worldwide between November 2023 and November 2024. Americans were hit especially hard, averaging losses of $3,520 per scam victim.1 One of the reasons for
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