Reading this weekend’s WSJ, I came across an article about “ Amateur Investors ” (WSJ Subscription needed). What I discovered was these “investors” were actually speculators (some may call them gamblers).

Last week, Marketing Director Theresa received the text message above. Problem was – it wasn’t me! This was likely an attempt at spear-phishing (click link for info on spearfishing).The culprit likely got our info from either our website or from LinkedIn – these...

With a still-tight labor market and expectations for rising real income in the coming months, it’s not clear the economy is headed towards recession just yet.

When President Joe Biden signed his $1.7 trillion tax bill into law in late December 2022, it included the bipartisan Securing a Strong Retirement Act 2022, otherwise known as the “SECURE 2.0 Act”.

As you may have heard The Fed (aka FOMC ) has stated their plan to continue to raise interest rates. The silver lining for you and me is interest rates being paid on our savings rates are rising…

Happy 2023! We hope you’ve had a great start to the year. Reviewing 2022 investment markets, it was a tough year across the board. In terms of asset class performance, commodities led the way in 2022, as the conflict in Ukraine and only gradually improving supply...

It’s the holiday season. You and/or a family member may be inclined to give to a charity (see one of my favorite charities, GA JRT Rescue, above!).

As the new year approaches, our thoughts often turn to where we are and where we’re going. New year, new goals. Check out Andrés chatting about some possible business and personal goals to consider for 2023.

Happy Cyber Monday! Here are two of our favorite places to find deals: Rakuten and Brad’s Deals .