The discussion around cryptocurrencies occupies much of the air-space in investment news and the dialog offers vastly different perspectives regarding investment potential and strategy. At this point, cryptocurrencies can no longer be dismissed as a passing fad. Bitcoin’s market value is over $1 trillion, surging 1000% in the past year alone. Brokerages such as Morgan […]
Phishing emails. Fake charities. Deceptive robocalls. Sweepstakes fraud. Identity theft. The number of financial scams seems to grow every day. Even if most of us are aware that no Nigerian princes want to give us money, if only we’d provide our bank account details, a diversifying threat landscape is making it increasingly difficult to protect […]
Two different tax specialties, two different goals—both should be part of your financial management program It’s that time of year again, when our minds and the media turn to one key topic—taxes. Whether you’re an ahead-of-the-game filer or a procrastinate-until-the-last minute person, you probably want to minimize your tax bill. Laying that task on your […]
In a previous installment Tax Preparation vs. Tax Planning, we mentioned risk tolerance and the role it should play in selecting a tax planner. In short, you want to work with someone who views taxation in much the way you do and is willing to take as much, or as little, risk as you are comfortable […]
Schwab’s Michael T Townsend – Vice President, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc. put this article together and we found it to be relevant and timely. It has been an extraordinary start to 2021 in the nation’s capital. The images of a mob protesting the outcome of the presidential election by overrunning […]
Making mistakes is simply part of life, and we often learn from them to make better decisions going forward. However, there are no do-overs when it comes to retirement, which is one of the biggest financial transitions you’ll make in life. You go from earning an income and growing your nest egg to depending on […]
As a small business owner, you’ve been through a lot this year. COVID-19 has tried to break down the American dream of owning a business, but business owners will not be crushed under the weight of a global pandemic. Keeping your business afloat with a PPP was your first step, and now as year-end approaches, […]
This article is provided by Phil Bradford, content writer and enthusiast. Risk is an integral part of any business. You will have to take risks if you want to do business. It can be of any type; right from debt obligations to product or professional liability. And one of the biggest risks that you […]
If you feel like it’s been 2020 forever, you aren’t alone. The roller coaster that the events of this year have taken us on have left many of us with mental and emotional whiplash. You’ve probably experienced some combination of canceled plans, work stoppages or adjustments, complicated family decisions, or (as if that weren’t enough) […]
We now live in a tech-saturated world. Just about every aspect of our lives includes technology in some form or another. Making it scarier when we hear more and more news about hackers and security breaches. As we become increasingly dependent on technology and use multiple devices on any given day, there are more opportunities […]