News & Resources – Articles 2018-11-29T18:24:53+00:00

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Should You Freeze Your Credit? Probably!

You could wake up one day soon to find that a criminal had used your good credit and stolen identification information and to purchase themselves a new Jaguar, take out a mortgage on your home, or open up some credit cards and then max them out? We all know somebody that’s happened to. There have been so many data [...]

By | January 24th, 2019|Tags: , |

Get Serious About Securing Your Data

If you are not paranoid about cyber security, identify theft, or fraud, you should be. Today’s hot news from the Washington Post: “Marriott discloses massive data breach affecting up to 500 million guests.  The hotel giant said an unauthorized party had accessed the reservations database for Starwood hotels, one of Marriott’s subsidiaries. The breach included names, email addresses, passport numbers [...]

By | November 30th, 2018|Tags: |

In Praise Of Foreign Markets

Recent returns for Americans holding foreign market investments have been underwhelming. But, it’s still a great idea to maintain a meaningful allocation to foreign markets. Compelling value Now is a perfect time to take advantage of the best relative valuations in 20 years. For a variety of reasons including strong dollar, and a later recovery than America from the unfortunate [...]

By | November 19th, 2018|Tags: |


  The Social Security Administration (SSA) recently announced that recipients of Social Security benefits will get a 2.8% cost-of-living adjustment (COLA) in monthly benefits beginning in January 2019.  This increase is the largest since 2012 and one of the largest increases in the last 20 years. For those receiving Social Security benefits and still working prior to full retirement age, [...]

By | November 16th, 2018|Tags: , , |


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