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Fraud & Lockbox Information

Fraud & Lockbox Information

Cybercrime and fraud are serious threats. Most email is sent unencrypted making it easy for hackers to intercept, read, and/or steal personal information. In an effort to protect your information we strongly encourage you to use the Lockbox; the secure online client...
Bitcoin and Cryptocurrency

Bitcoin and Cryptocurrency

It’s an unseasonably warm sunny day in mid-November and the frenzy in the air is palpable. With the ring of a bell an onslaught of haggling, trading and price discovery begins, lasting until the final bell concludes the madness. These ‘traders’ walk...
A Note About the Market

A Note About the Market

Last year markets experienced mostly sunny skies, calm seas and had plenty of wind in its sails. As we move further into 2018, many have been reminded that such tranquility doesn’t persist forever and waters, from time to time, do get choppy. When constructing...
Protecting Your Credit and Identity

Protecting Your Credit and Identity

Updated: 9/25/18 In light of the recent Equifax data breach, you may be wondering what steps you can take to protect your credit. With the mass influx of blog posts and multiple companies offering paid-for services to “lock” your credit, we understand it...
Nomination for the New Federal Reserve Chairman

Nomination for the New Federal Reserve Chairman

Jerome Powell was officially nominated as Chairman of the Federal Reserve, bringing clarity to at least one uncertainty that has hung over financial markets. Below are some key points about the nominee: Powell was first nominated to the Federal Reserve Board of...
Presidential Elections and Stock Returns

Presidential Elections and Stock Returns

Mid-October in the Northeast is often accompanied by colorful panoramic displays of fall foliage, crisp morning air that gives way to warm afternoons and the occasional smell of an evening fire stoking in a hearth. However, every four years the senses are often...
Socially Conscious Investing: Test Your ESG IQ

Socially Conscious Investing: Test Your ESG IQ

Want to invest thoughtfully, but worried that a “socially conscious” portfolio might not offer the best returns? Here’s the great news: Nearly 2/3 of large cap blend funds that are considered socially conscious by investment professionals have 5-year...
Recovering From Divorce After 50

Recovering From Divorce After 50

It used to be that if you made it to 50 married, you could pretty much expect to spend the rest of your life with your spouse. Not so anymore; over-50s are the fastest-growing divorce demographic, with nearly 25 percent of “grey marriages” ending in...

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