Beware of Increased Scam Activity
The risks associated with daily transactions grow. Take action! Here are 5 things you can do to help prevent damage to your credit, assets or identity.
Financial Security
2023 Update: The Climate for Investments Has Changed, Have You?
Fear has replaced greed as the motivator for investment decisions & folks are stressed. What can be done to prevent a financial meltdown?
2023 Update: The Climate for Investments Has Changed, Have You? Read More »
The Kenneth Casey Ponzi Scheme
It always saddens me when trusting investors get scammed. No matter how many Ponzi schemes and investment frauds occur, people still get taken advantage of, most of the time unnecessarily.
If I Got Sick and Can’t Work, How Will I Pay My Bills?
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If I Got Sick and Can’t Work, How Will I Pay My Bills? Read More »
Celebrating 30 Years, Has Anything Changed?
I recently celebrated my 30th Anniversary in this business. It’s actually been a lot longer, but I don’t count my years as a commodity broker.
Are Your Kids Going Off to College this Year?
If you have a child going off to college this fall, and they are over the age of 18, don’t say goodbye until you have taken a simple step to avoid potential disaster.
What the Raising of Rates by the Fed Means to You
At last week’s meeting of the Federal Reserve Board, they announced that they would be increasing interest rates for the second time this year and that they intended to increase rates 2 more times before the year is over. That would be a total of 4 increases, instead of the 3 that were anticipated by Wall Street. Considering how long we have lived in a super low interest rate environment, many people are worried that rising rates will undermine our economy and be a catalyst for drops in the stock, bond and real estate markets.
What the Raising of Rates by the Fed Means to You Read More »
How to Safeguard Your Retirement Savings
In 2017 I heard from more clients, associates and friends about being scammed or nearly scammed. Over the past three or four months, there has been a major increase in scams, viruses, ransomware attacks and identity theft schemes. Given the current state of affairs, I would expect there to be many more, and more sophisticated, threats to surface in the upcoming year. Those who take a few minutes now to plan and protect what you have worked so hard to create, will likely safeguard their wealth from the variety of threats out there.
What Do The California Wildfires Have to Do With Risk Management?
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What Do The California Wildfires Have to Do With Risk Management? Read More »
What You Need to Know About the Equifax Hack
From May through July of this year, Equifax, one of the three major credit reporting agencies, was hacked and an estimated 143 million American consumers sensitive personal information was exposed in a data breach. For most, their name, address, social security numbers, dates of birth and, for some, their driver’s license number.