Too Good to Be True?

Have you ever been asked to invest in something that sounded too good to be true? Did you ask yourself, or even tell yourself “this seems too good to be true”, but still found yourself curious, maybe even willing to invest because of the excitement generated by the promise of “big returns”, an “exclusive offer”,.. read more →

Information Security: How We Are Protecting Our Clients

If you paid any attention to the news in the last year, chances are you heard a headline or two about security breaches. Most notably, the Target Corporation cyber-security breach dominated the news for weeks, disrupted the company’s business during the most critical holiday shopping days of the year, and created headaches for millions of.. read more →

Show Me the Money!

Finances are personal. So much so that we have rules and laws in place to protect confidentiality, so others don’t know how much we make, how much we have in the bank, or what our tax forms look like. But have you ever considered that in some ways, society is teaching us to be ultra-protective.. read more →

The Changing Face of Retirement

Growing up, investing was rarely, if ever, a topic of conversation in my family. That isn’t to say my parents were financially irresponsible – not at all! I remember my dad consistently sitting down at the kitchen table to meticulously balance his checkbook and pay the bills on time. I also remember my parents living.. read more →