We have had a few questions regarding the Coronavirus COVID-19 and the markets. We understand, with all of the press and the unique nature of the virus, that some will have concerns about the potential impact on their portfolios.

A message from Social Security Commissioner Andrew Saul.  Social Security and its Office of the Inspector General (OIG) continue to receive reports about fraudulent phone calls from people falsely claiming to be Social Security employees.

There are endless reasons to take initiative on protecting your financial well-being. These tips below are some easy to implement and low-cost ways to begin increasing your cyber-security today.

As a fiduciary wealth management firm, we work hard to protect our clients’ information; and with our clients’ participation, there are steps that when taken together to make this line of defense even stronger. This article is an outline out some of the easy steps that can have a large impact:

Make it harder for cyber-criminals to exploit your assets and identity. Create personal data protection habits to keep your information private and your assets secure.

“Americans currently face a retirement income crisis, with too many people in danger of not having enough savings to maintain their standard of living and avoid sliding into poverty. The SECURE Act goes a long way in addressing this problem by making it easier for Americans to save.” -Chairman Richard Neal

Tax efficiency inside of your wealth management solution. While you can’t control the tax laws, understanding them may help save you money now and over multiple years.