Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
Avoiding and Identifying Scams
AARP has reported that 3 out of 4 U.S. adults have experienced or have been targeted by at least one form of fraud. Scams and fraud have soared across the U.S., but reported losses are just the tip of the iceberg. Losses are often not reported because of the shame and blame attached to the victims of fraud. More than 1 in 4 people who reported losing money to Fraud in 2021 said it started on Social Media.
Market Outlook Newsletter 4th Quarter 2022
The market’s roller coaster ride during the third quarter was certainly one of steep inclines and dramatic falls. The S&P 500 ended the quarter at a new low for this bear market after increasing almost 17% from its mid-June low.
Is Your Company Retirement Plan Due for a Checkup?
Many employers offer 401(k) and/or profit sharing plans. Employers, as Plan Sponsors, have a fiduciary responsibility to review periodically the plan’s terms, features, fees, investments with their vendor(s) and their vendors to assess whether any plan changes are required to satisfy the compliance and fiduciary standards required under the Employee Retirement Income Security Act (ERISA). The day-to-day business and employee needs, generally, take precedent which makes it difficult for employers to find time to review their plans.
Market Outlook Newsletter
3rd Quarter 2022
Whether this question brings up good or bad memories, we have all been asked or have personally asked this question while attempting to reach a vacation destination.