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2021 Year-End Market Review

The equity markets ended the year with strong performance despite the uncertainty about the new variant of COVID and the Federal Reserve’s..

Read More

Older woman in an apron looking at a laptop

6 Cybersecurity Business Ideas to Protect Against Email Compromise

Companies of all sizes are being targeted by criminals through business email compromise scams. In these scams, cybercriminals gain access to an..

Read More

image of a screen that implies the stock market numbers

November 2021 Market Update

The better-than-expected third-quarter corporate earnings reports were evidence of a broad-based economic recovery causing investor psychology to..

Read More

Man smiling over his shoulder and holding hands with someone off screen

A Beginner's Guide to Understanding a Living Trust

One of the most common misconceptions about trusts is that they’re only for individuals of high net worth with substantial estates. While it is true..

Read More

Older woman looking concerned at her phone

Want to Save $1,170? Hang Up.

During the pandemic, my phone was ringing off the hook, as many fraudsters took advantage of our isolation. They knew we were lonely, stuck at home..

Read More

Young woman helping older man navigate laptop

Take a Strategic Approach to Your Retirement Planning Today

Thinking about retirement? The average retirement age in the United States, according to U.S. Census Bureau data, is 63 for women and 65 for men...

Read More

Woman shaking hands with someone off screen

How Does a 1031 Exchange Work?

A 1031 exchange is a process used in real estate in which one investment property is swapped for another. Through this process, capital gains..

Read More

Man working at a laptop with charts and data on the screen

October 2021 Investment Update

After declining in September, the equity market is now celebrating the economic recovery from the COVID virus and solid growth in U.S. corporate..

Read More

People in dark clothes looking at a screen representing hackers

Avoid Corporate Account Takeover

Cybercriminals are targeting small businesses with increasingly sophisticated attacks. “Corporate account takeover” is a form of identity theft of a..

Read More

Couple and young daughter looking at a tablet

5 Signs It's Time to Refinance Your Mortgage

Over the past year and a half, record-breaking interest rates—slashed by the Federal Reserve to stimulate the economy—have remained low with some..

Read More

Desk set up with office supplies, coffee, and tablet

Third Quarter Ups and Downs

The S&P 500 Index is consolidating as Washington policymakers postpone important decisions on the budget ceiling and the infrastructure bills. The..

Read More

Group of employees gathered around a table with laptops

Market Update for Third Quarter 2021

The S&P 500 Index is consolidating as Washington policymakers postpone important decisions on the budget ceiling and the infrastructure bills. The..

Read More

Group of employees gathered around a table with laptops

Market Update for Third Quarter 2021

The S&P 500 Index is consolidating as Washington policymakers postpone important decisions on the budget ceiling and the infrastructure bills. The..

Read More

Woman and man smiling looking at paperwork

What Are the Different Types of Commercial Real Estate Loans?

Whether you’re a business or a broker working in conjunction with a business, finding the right commercial real estate loan is almost always required..

Read More

image of a screen that implies the stock market numbers

Pent-up Demand Fuels Economy

Economic indicators are proving that consumers and businesses are fueling the economy with pent-up demand on spending. Consumers are reacting to the..

Read More

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2021 Year-End Market Review

The equity markets ended the year with strong performance despite the uncertainty about the new variant of COVID and the Federal Reserve’s announcement about tapering bond purchases and raising interest rates. Omicron is spreading quickly, but the mutation seems less severe and has a significantly lower mortality rate. As viruses mutate, they generally weaken, and the equity market is anticipating that corporate revenues and earnings will not be impaired by government-imposed lockdowns.

More

6 Cybersecurity Business Ideas to Protect Against Email Compromise

Companies of all sizes are being targeted by criminals through business email compromise scams. In these scams, cybercriminals gain access to an employee’s legitimate business email through social engineering or computer intrusion. The criminal then impersonates the employee often a senior executive or someone who can authorize payments and instructs others to transfer funds on their behalf. According to the FBI’s Internet Crime Complaint Center, over $10 billion has been lost by victims in the U.S. due to these scams.

More

November 2021 Market Update

The better-than-expected third-quarter corporate earnings reports were evidence of a broad-based economic recovery causing investor psychology to improve and funds to flow from bonds into stocks. This has since reversed as the uncertainty of the spread and severity of COVID mutation Omicron remains unknown. The concern is that the supply chain of parts and goods produced in emerging markets may slow and deter global economic growth.

More

A Beginner's Guide to Understanding a Living Trust

One of the most common misconceptions about trusts is that they’re only for individuals of high net worth with substantial estates. While it is true that anyone with significant wealth should consider a trust, those of more modest means can benefit from asset protection and other features offered with a trust.

More

Want to Save $1,170? Hang Up.

During the pandemic, my phone was ringing off the hook, as many fraudsters took advantage of our isolation. They knew we were lonely, stuck at home with only a few ways to communicate with others, so why not take advantage of that good ole’ telephone when everyone is afraid of hackers on the internet?

In fact, the FTC (Federal Trade Commission) received about 1.25 million phone fraud complaints in 2020, and the hackers and scammers don’t seem to be showing down this year.

More

Take a Strategic Approach to Your Retirement Planning Today

Thinking about retirement? The average retirement age in the United States, according to U.S. Census Bureau data, is 63 for women and 65 for men. While you may not actually retire until your late 60s or 70s, you should start thinking about it as soon as you start working. Some experts suggest you start saving in your 20s, when you begin earning paychecks, because the sooner you begin saving, the more time your money has to grow.

More

How Does a 1031 Exchange Work?

A 1031 exchange is a process used in real estate in which one investment property is swapped for another. Through this process, capital gains taxes—which are taxes incurred when an investment is sold—are deferred. 

More

October 2021 Investment Update

After declining in September, the equity market is now celebrating the economic recovery from the COVID virus and solid growth in U.S. corporate earnings. The S&P 500 Index is now up 22% for the year and is poised to move higher as economic growth is only hindered by distribution bottlenecks in imported and manufactured goods.

More

Avoid Corporate Account Takeover

Cybercriminals are targeting small businesses with increasingly sophisticated attacks. “Corporate account takeover” is a form of identity theft of a business. Criminals phony emails pretending to be someone you know to trick you into clicking on links or attachments that can lead to malicious software being installed on your computer. Once this happens, they will ask you to enter credentials where they will gain access to your email account. At that point, they will send emails to the bank appearing to be from you to initiate ACH and wire transactions.

More

5 Signs It's Time to Refinance Your Mortgage

Over the past year and a half, record-breaking interest rates—slashed by the Federal Reserve to stimulate the economy—have remained low with some fluctuation. Many prospective homebuyers and homeowners who are interested in refinancing their mortgage are likely wondering if the low rates will persist and whether now is the right time to take advantage of the low rates. 

More

Third Quarter Ups and Downs

The S&P 500 Index is consolidating as Washington policymakers postpone important decisions on the budget ceiling and the infrastructure bills. The S&P 500 Index has grown this year as earnings and growth have supported valuations, but now, as fiscal and monetary policies change, we are seeing investor concerns. With fiscal policy, there are many supportive benefits of spending $500 billion on actual bridge and road infrastructure. However, the massive $3.5-trillion “human” infrastructure package is concerning due to higher taxes and escalating inflation. This plan is likely to be debated and downsized before passage – if at all.

More

Market Update for Third Quarter 2021

The S&P 500 Index is consolidating as Washington policymakers postpone important decisions on the budget ceiling and the infrastructure bills. The S&P 500 Index has grown this year as earnings and growth have supported valuations, but now, as fiscal and monetary policies change, we are seeing investor concerns.

More

Market Update for Third Quarter 2021

The S&P 500 Index is consolidating as Washington policymakers postpone important decisions on the budget ceiling and the infrastructure bills. The S&P 500 Index has grown this year as earnings and growth have supported valuations, but now, as fiscal and monetary policies change, we are seeing investor concerns. With fiscal policy, there are many supportive benefits of spending $500 billion on actual bridge and road infrastructure. However, the massive $3.5-trillion “human” infrastructure package is concerning due to higher taxes and escalating inflation. This plan is likely to be debated and downsized before passage – if at all.

More

What Are the Different Types of Commercial Real Estate Loans?

Whether you’re a business or a broker working in conjunction with a business, finding the right commercial real estate loan is almost always required if the business plans to expand or renovate. Commercial real estate loans function similarly to real estate loans, in that the loan requires a down payment and is typically paid off over a period of time, and interest rates can vary depending on the type of loan.

More

Pent-up Demand Fuels Economy

Economic indicators are proving that consumers and businesses are fueling the economy with pent-up demand on spending. Consumers are reacting to the vaccinations with robust spending on vacations, furniture, automobiles and homes, while businesses are trying to ramp up production and services to meet the need.

More