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As we enter full swing into the holiday season, it’s important to remain vigilant of suspicious calls or texts prompting urgent action – criminals never take a break, even for the holidays.  The IRS recently issued the following alert related to a COVID-19 text scam: The IRS is warning of a new text scam created […]

With the Presidential Election less than 3 weeks away, Dimensional prepared a fascinating exhibit examining market and economic data that shows a consistent upward march for US equities regardless of the administration in place. What is unique about their exhibit is that it shows which party controlled the Senate, House, and Presidency along with the

Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In a recent webcast, Dimensional’s Mark Gochnour and Jake DeKinder offered lessons from history. Additional highlights from

One common question we have been asked this year relates to what documents to retain and what may be shredded, as many are finding themselves at home with time to think about cleaning up the ‘paper trail.’  If you are in this category, you may find the attached checklist helpful. Click here to view the

As you know, we are diligent with cybersecurity training and awareness.  KnowBe4 is one of the companies we rely on for keeping us current with cyber threats.  Last week, KnowBe4 conducted a webinar titled “How to Combat the Fake News.” I debated whether or not to share this webinar.  Following a few conversations, I was

What is going on with the stock market?  How can it be doing so well when things look and feel so bad?  The direct answer: Markets are forward-looking. Economics are backward-looking. Our friends at Dimensional Fund Advisors take a deeper look into this topic and add a touch of debt-to-GDP to the conversation. Click on the hyperlink