GDPR Cookie Consent by Free Privacy Policy facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Blog

%POST_TITLE% Thumbnail

Got Seeds? - What Mysterious Packages Have To Do With Identity Protection

A bizarre story has been floating around this week. Residents in all 50 states have received mysterious packages of seeds that appear to be coming from China. Who sent these packages? Why did they send them? What are the seeds? Are they dangerous? These, and many other questions, currently remain unanswered. Unsurprisingly, if you do receive a mysterious package of seeds, officials have warned to not plant them over concerns of what these seeds are, and that they may be for a dangerous invasive species. In light of this recent event, we thought it would be a good idea to review some financial personal hygiene in case you receive other unsolicited correspondence.

Read More
%POST_TITLE% Thumbnail

Four Simple Stress Reduction Tips You Can Do Right Now

Who isn't stressed these days? Between the economic uncertainty and a global pandemic there is a lot to keep you up at night. That's why it's so important to find ways to reduce stress any way you can. If you're having trouble taking care of yourself, it only makes it that much hard to attend to your finances as well. Here are some simple ideas for reducing some stress in these uncertain times.

Read More
%POST_TITLE% Thumbnail

How to Check the Status of Your Stimulus Payment

Near the end of March, the federal government passed the CARES Act. The bill provided an array of various stimulus measures. One of the most talked about were the $1,200 per person stimulus payments. At the time, the bill requested these payments be sent out as soon as possible, but it was unclear when these payments could be expected. Now, a few weeks after the bill passed, some individuals have started to receive their payments. However, if you're one of the many who have yet to receive their payment, there is a new IRS tool to track your payment and potentially update your information if needed.

Read More
%POST_TITLE% Thumbnail

Financial Planning Considerations During COVID-19

Health and finances are likely the only two topics on most people's minds these days. How can you keep yourself and your loved ones safe and healthy through this pandemic? And what should you do with your investments during this recent market drop? Managing your investments prudently and resisting the urge to sell stocks while the market is down are certainly important financial planning considerations. However, as financial advisors, we wanted to highlight other crucial financial planning areas that often don't get as much attention in the news media.

Read More