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Publications, Insights, & News

Scammer Are Getting Smarter in 2020

Scammers: according to the CFA, they’ve recently gotten bolder in their extortion methods, impersonating law enforcement on the phone and even threatening people on the other line.1 Scamming has been exacerbated even further by the pandemic, with scammers taking advantage of citizens in an already anxiety-inducing climate. Be aware of these five red flags when getting on the phone, checking your email or using social media. This can help you avoid even getting trapped in a conversation with a scammer in the first place...

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How To Select The Right Adult Day Care Provider For Your Aging Parents

According to the National Center for Health Statistics, around 4,600 adult day care centers in the United States serve more than 286,000 participants. It’s hard to think about your parents growing older and losing their independence, but often it’s just a fact of life. The good news is, there are ways to provide them with the care they need while taking some of the burdens of caregiving off of your shoulders. Adult day care may be the answer, but how do you know what is right for you and your family?

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Fall Office Update

Welcome to a new season, as we move from summer to fall, and as crazy as this year has been, we have embraced an attitude of adapting, moving forward, and thriving. We are thrilled that we have had the opportunity for the past six months to review, renew, and re-engineer our office for the new challenges in all of our lives...

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4 Creative Ways to Reduce Business Expenses During Coronavirus

In the era of COVID-19, the consumer market has been anything but normal, causing many businesses to scramble in response. Even as time has progressed, a survey of CFOs indicated that the financial impacts of coronavirus have consistently been a top concern. If your company needs to contain costs in order to achieve financial stability - during a time of extreme instability - these four strategies can be used to help consolidate your spending and protect the longevity of your business...

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End of Summer Market Update

Speed bump, stop sign, or red light? That’s the question investors are asking. Let me explain. After cruising for the past five months, the markets screeched to a halt on September 3rd. The Dow dropped over 800 points, and the Nasdaq plunged nearly 5%. All told, it was one of the worst trading days for stocks since the pandemic-driven panic of March. The volatility continued the next day, albeit at lower levels...

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