Markets Discussion Video – Q4 2023

Markets Discussion Video – Q4 2023

  Join Erin, Mark, and Louis’ discussion in our Q4 Markets Discussion Video! With growing concerns surrounding monetary policy, rising interest rates, and global conflicts, the team navigates the continuously changing market landscape as we move into the...
2023 Year End Gift Planning

2023 Year End Gift Planning

2023 YEAR-END GIFT PLANNING   If you are unfamiliar with various aspects of gifting money or property and are concerned that receiving or making a gift will produce a taxable event, this article will help you.   Here we clarify some key information for giving or...
Protecting Yourself from Financial Fraud and Scams

Protecting Yourself from Financial Fraud and Scams

These days, it is critical to safeguard your sensitive personal information.  Scammers, fraudsters, and other bad actors have developed increasingly sophisticated tactics to obtain your private data and access your finances or steal your identity.  Here are a few best...
Winning With Credit Scores

Winning With Credit Scores

REFRESHER:  WINNING WITH CREDIT SCORES     Are you familiar with what makes up your credit scores?  How you manage your credit usage and account history has a huge impact on your scores.  The top 3 numbers in the chart have the biggest impact. Credit scores...