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Ball Cap, Bottle Cap….Market Cap?
What size is your market cap? Prudent investors know that company size is an important factor when building a portfolio.
Equifax Victim? Now What?
Are you a victim of the Equifax hack? Here’s what happened and what you should do if your information was compromised.
Boat Insurance – Is It Necessary?
If you are a boating enthusiast, it is important for you to understand whether your insurance coverage is sufficient. What if you wipe out a pier at the marina? Or, someone gets injured while onboard? Will you be covered…or not?
The Unexpected Economic Value of Volunteering
Everyone knows volunteering is a good thing to do. Volunteers touch lives and make a difference. However, volunteering also provides true economic ...
Your Aging Parent Is Ill – Now What?
If your dad is suddenly hospitalized, who would your mom turn to for help? You? If so, do you understand Medicare, Medicaid, and long-term care ...
Travel Insurance: 3 Things to Know
Have you ever considered purchasing travel insurance but weren’t sure how to begin – or whether it would even be worth having? Fear not! ...
Annual Checkup Equals a Healthy Portfolio
Everyone knows an annual physical is recommended for most adults. Seeing your doctor on a regular basis helps identify potential health problems before they become serious. Your investment portfolio needs an annual checkup too!
Stock Market: Stay In or Get Out?
Recently we’ve enjoyed a bull market with stocks nearing an all-time high. The Standard & Poor 500 Index is up more than 300 percent from ...
What's in your overseas wallet? Money tips for the world traveler
Traveling overseas? Have you thought about how you will get money and spend money while there? Preparation may be both valuable and time saving!
International Stocks: Is Now the Time?
After years of underperformance compared to U.S. stocks, international stocks have sprung to life over the past 12 months. This is welcomed news for ...
Saving Cash Abroad
Summer is here and the travel season is in full swing. If you’re planning to vacation abroad and explore other countries, now’s the time ...
A Perfect Storm For Long-term Care Insurance
The long-term care industry continues to face a perfect storm. Sales are shrinking, premiums are increasing (especially for women), interest rates ...