Month: September 2017

Passive vs. Active-Let's End the Debate

Written by admin on September 27, 2017. Posted in Financial Planning, Investing, Saving for Retirment, Uncategorized, Wealth Management.

It is one of the most hotly debated topics in the financial industry – and it’s also one of the most misapplied topics too. Are investors better off utilizing passive or active strategies? Or should investors combine the two? But before you answer, I want you to think about this: passive vs. active...

Equifax Breach: Steps to Take Now

Written by admin on September 13, 2017. Posted in Client Services, Financial Planning.

Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this year. The compromised information included names, addresses, Social...

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