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Image for Bitcoin Manipulation? Buyer Beware!

Dec 23, 2019

Bitcoin Manipulation? Buyer Beware!

When it comes to bitcoin, the latter half of this past decade provided some investors with astronomical returns and others with similar losses. What causes such volatility, and what the implications of investing in Bitcoin? Is the currency safe and viable?

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Dec 23, 2019

To Your Wealth: Weekly Q&A Column

Welcome to To Your Wealth, a simplified, weekly, personal-wealth Q&A! Sometimes you just don’t know what you don’t know…Or perhaps you just have that one issue keeping you up at night. Either way, every Tuesday, we’ll be answering one of your personal finance questions, so be sure to keep those queries coming. Click on Submit a Question below, and then keep an eye out for when your question will be featured!

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Dec 16, 2019

Group Healthcare Plans: Simplifying the Alphabet Soup Conundrum!

It's open enrollment time for your group health plan. As your company begins to present your plan choices for the coming year, understanding the confusing alphabet soup is critical. Addressing three essential items will help you pick the appropriate plan for you and your family.

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Dec 11, 2019

Year-End Contribution Deadlines

Do you have a Schwab or Fidelity Charitable account? Here are your year-end contribution deadlines.

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Dec 11, 2019

Kate’s 2019 Holiday Gifting Ideas

Unsure of what to get your nieces and nephews, brothers and sisters for the holidays? Teaching your loved one about the power of investing and compounding interest could lead to big rewards in their future.

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Dec 11, 2019

8 Tips for a Successful Family Meeting

What would your family do if something happened to you? Do your heirs know your wishes? Here are some helpful tips on how to organize a successful family meeting to discuss estate planning.

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Dec 11, 2019

Is Cost Basis a Good Indicator of Performance?

As shareholders begin to receive yearend payouts from investments, how do you determine how your investments performed? Is cost basis reporting the best way to interpret the overall performance of your investments?

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Dec 9, 2019

Family Issues: It’s (Almost) Always about Money!

The holidays can be a wonderful time of year, but some serious issues can put a damper on the festivities. Many of these issues come down to the mismanagement of money. Learn how being proactive can save both your money and family relationships.

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Dec 2, 2019

Risky: Property Owned with a Non-Spouse

It is common for spouses to title property they own together as “joint with right of survivorship.” But things can get messy when the other joint owner isn’t your spouse. If you own property with a non-spouse, how can you safeguard to mitigate the risks, if possible?

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Nov 25, 2019

Demystifying Economic Indicators

Are you hearing chatter about an upcoming economic recession? Economists use a variety of economic data to formulate their opinions but they are often confusing and meaningless to everyone else. Here are some of the more common economic indicator data points and their significance.

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Nov 17, 2019

Thanksgiving: Time to Make Your Family’s Financial Game Plan?

Is Thanksgiving the right time of year to make a family financial gameplan? From aging parents to financial power of attorney, here's why you should spend this Turkey Day having some honest conversations with your family.

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Nov 10, 2019

Cyber Security: Out of Your Control - or Not?

Nine million Americans are victims of identity theft each year, are you one of them? Find out which online activity creates the highest risk for identity theft and what you can do to protect yourself and your data.

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