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  1. News
whats-going-on-with-gamestop

What’s Going on with GameStop? Chances are you’ve caught wind of recent market news involving Wall Street traders, GameStop, Reddit & Robinhood. Clients have reached out to us wondering if any of the related market volatility could impact their portfolios. Here’s a quick summary of what’s happened so far and what could happen moving forward.....

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welcome-to-2021

Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Once again, our primary goal this year is to continue our tradition of helping clients pursue their personal financial goals.

Watch Out for Coronavirus Scams Fraudsters and scam artists are always looking for new ways to prey on consumers. The FTC has received over 20,000 COVID-19 related complains since January 1, 2020….

COVID-19 Scams There is a lot of new guidance coming out regularly.  Unfortunately, there are also several new Coronavirus-related scams as well. The Internal Revenue Service has urged taxpayers to be on the lookout for a surge of calls and email phishing attempts about the COVID-19.  These contacts can lead to tax-related fraud and identity....

CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.