Weekend Reading – Learnings from Lehman Brothers

Several questions arise as we reflect on the events of September 2008. Have we learned the lessons offered by the experience and taken corrective action? Have our powers of surveillance improved, so that we have a better chance of detecting […]

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Smart Consumer Series – Free Credit Freezes and Year-Long Fraud Alerts

Starting September 21, 2018, you can freeze and unfreeze your credit file for free and, when you place a fraud alert, it will last one year, instead of 90 days.   What’s the difference between a credit freeze and a fraud […]

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Weekly Market Update – Sep. 24, 2018

Last Week Global equities brushed off escalating trade tensions between the U.S. and China for a 1.6% weekly gain President Trump moved forward with the much-discussed round of tariffs on $200 billion worth of exports from China. Duties will start at 10% […]

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Weekend Reading – Analyzing Your Financial Health Using Personal Financial Ratios

Investors commonly use stock ratios such as price to earnings, price to book and dividend yield to assess the financial health of a company. The reasons the ratios are so widely used are because they convey a great deal of […]

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Smart Consumer Series – Cognitive Aging & Financial Exploitation

To help adults protect themselves from financial exploitation, the Federal Reserve Bank of Philadelphia published seven actions to take: Assign trusted contacts to all financial accounts Prepare a durable financial power of attorney Prepare a Will (and/or Trust) Keep up […]

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Weekly Market Update – Sep. 17, 2018

Last Week Turkey central bank move gives emerging markets a boost The European Central Bank and Bank of England both met last Thursday with meeting outcomes in-line with market expectations U.S. Consumer Price Index data released last Thursday revealed headline (2.7%) and core […]

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Updated Website and New Client Portal!

We’re excited to announce our updated website and new client portal.  The website was designed with a fresh look and offers a user-friendly experience with updated information about our services. The new client portal can be accessed from your desktop […]

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Proud to support the 2018 CMH Burgundy Ball

Saturday night’s Burgundy Ball at University Plaza supports patients and their families at the Carrie J. Babb Cancer Center at CMH. Check out the website for event information and the online auction catalog …including a comprehensive 12 month financial plan from […]

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Weekend Reading – Which tax-qualified investment plan gives you the most bang for the buck?

Suppose you want to best utilize $100. You could choose a traditional or Roth retirement plan, a health savings account or a 529 plan. Which would get the biggest bang for the buck? Let’s run a horse race among them… A horse race among […]

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Client Portal User Guide

Client Portal User Guide

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