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Q2 2020 Quarterly Investment Commentary

July 16, 2020 | 11am Curt Gross, Chief Investment Officer, will be hosting his Quarterly Investment Commentary webinar to review and answer your questions. We invite you to join the conversation on your investments. If you have any questions please submit them prior...

Pandemics and Portfolios

The question everybody seems to be asking these days is: How will the coronavirus (now officially named COVID-19 by the World Health Organization) affect my investment portfolio? Of course, the unsatisfying answer is: we honestly have no idea. You can count the...

Q4 2019 Investment Commentary Webinar

January 30, 2020 | 11am Presidential Elections – Fear Is Significantly More Than Market Impact Curt Gross, Chief Investment Officer, will be hosting a webinar at the end of each quarter to review his Quarterly Investment Commentary and answer your questions. We...

What to Do if You’re a Victim of Credit Card Fraud

Every year, millions of Americans become victims of credit card fraud. While many financial institutions have robust protective measures in place, they aren’t foolproof and these scams can still wreak havoc on your personal finances. In the following article, we’ll...

Could Your Expenses Increase After Retirement?

Many people entering retirement assume their cost of living will decrease. Without the expense of daily commutes, pricey lunches, and maintaining a work wardrobe, life is bound to get less expensive. Add to this an end to withholding for 401(k) plans and Social...