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Finance

Mar 17, 2022

Geopolitical Events and Effect on Markets

Like all Americans, I am incredibly sad and scared for both the Ukrainian people and, quite frankly, the Russian people. Russian President Vladimir Putin’s unprovoked, full-scale invasion of Ukraine has […]

Feb 28, 2022

4 Reasons to Keep an Investment Journal

Whether you’ve already built an investment portfolio or are just getting started, it’s important to understand your investment goals and track your progress along the way. Keeping an investment journal […]

Feb 22, 2022

6 Tips for Starting Your Small Business Finances on the Right Track

Running a small business can be fulfilling — you make major decisions, you can make an adaptable timetable for yourself, and as a rule, you’re accomplishing something you’re passionate about. […]

Jan 24, 2022

Can I write it off?

This tax season may come with more questions and complications than ever before for some families and small business owners. Here’s an overview of items that solo attorneys and small law firm owners may not know they can deduct when filing their taxes. 

Jan 17, 2022

3 financial resolutions for 2022

Higher interest rates, inflation, continuing issues with COVID-19, and the pandemic’s potential impact on the economy will make 2022 difficult from a financial perspective. However, if you have a game plan, it will seem less daunting, particularly when it comes to your financial picture.

Jan 10, 2022

Do you need a financial advisor?

Navigating financial matters can be challenging. Your financial goals and priorities can shift over your lifetime. Retaining a financial advisor provides you with the necessary experience to handle this critical area of your life.

Dec 7, 2021

How much is enough when it comes to retirement savings?

Many financial advisors and other economic experts advise that most Americans will need between 55 and 80 percent of their pre-retirement income when they retire if they want to keep their current lifestyle. 

Oct 19, 2021

Tips for getting out of credit card debt

A recent study found that over half of all Americans carry a credit card balance from month to month, and that since the beginning of the pandemic in March 2020, 44% of Americans have taken on more credit card debt. Here are some tips to get out from under your credit card debt.

Sep 20, 2021

Digital payments accelerate small business success

From automating invoicing and payment collections to managing risk and providing a safe, secure customer experience, digital payment solutions add value, in the post-COVID environment and beyond. 

Sep 1, 2021

4 things to know before applying for a commercial loan

A lot has changed in the financial industry in the past two years. If you are a current or potential small business owner looking to apply for a commercial loan, here are some expert tips that you should keep in mind throughout the process.

Aug 30, 2021

Wealth is more than money

Diversification is an essential technique used to reduce the risk of investing by spreading investments over different financial industries, instruments, and in other categories. The key is to diversify allocations so that each reacts differently to the same type of event

Aug 18, 2021

How to help teens understand investing, part II

Parents who encourage their teens to start investing early on in life can help them get a head start on retirement and instill good financial practices. Here are some helpful tips to teach your teens about the basics of investing.