Financial scams have become increasingly sophisticated, especially for older adults. According to AARP, people over 60 lost $600 million to scams in 2020. Here are some common tactics and essential tips to avoid falling victim.
Finding the right professionals to invest and manage your hard-earned money can sometimes feel like you are looking for the “needle in the haystack.” You want an advisor team that will prioritize your financial well-being and provide guidance with integrity. This is where the fiduciary standard comes into play—a legal and ethical benchmark that holds financial professionals to the highest level of client care. But what exactly does it mean to be a fiduciary, and why is it so crucial in the financial services industry?
FOMC meeting and a somewhat weaker than expected jobs report last week
In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.
January is Financial Wellness Month, a time to check-in with your financial strategy.