By Craig Lemoine
Craig Lemoine, Director of Consumer Investment Research Ask kids what they think money is, and you get some interesting responses. Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …
By Thomas Fridrich
Tom Fridrich, Senior Wealth Planner You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and that you’re in a place where you’re figuring out whether to tran …
By Burt White
Burt White, Chief Strategy Officer So far, 2022 is off to one of the worst ever starts of a year for stock returns. And the reasons are numerous and front of mind for us all: an unexpected war in Ukraine, the lingering impacts of COVID-19, the highest inflation rates in 40 years and the …
By Thomas Fridrich
Whether perpetrated over the phone, via text, by email or online, financial fraud is a crime that unfortunately just keeps growing. Earlier this year, the FTC reported that it received 2.8 million reports of fraud from consumers in 2021, with losses estimated at $5.8 billion – a hefty 70% i …
By Burt White
When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new.
By Craig Lemoine
By Craig Lemoine, Director of Consumer Investment Research Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50. The difference of $7.50 re …
