Avoiding COVID-19 Scams

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can be sent via email, text message, and social media claim to provide COVID-19 updates, sell products, ask for charitable donations, or reference government aid packages. These messages appear to be legitimate in nature but seek to fraudulently obtain personal information, financial gain, and create panic. Use these tips to identify and avoid scams:
Read More

Making Cents: How competent is your advisory team?

By: John P. Napolitano, CFP®, CPA, PFS, MST

Most people have a cadre of professionals that surround them. These professionals typically include an accountant, attorney, investment person, insurance person, banker and whomever else is needed to service your personal financial issues. What continues to shock me is the tolerance that people have for professionals who are either incompetent or lackadaisical about serving their clients’ needs.

Read More

Election Volatility

November 7, 2018

The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives, and Republicans maintaining their majority in the Senate, this clarity may bring some reassurance for investors.

Read More

Market volatility update

October 11, 2018

The volatility that is often associated with the month of October has arrived with the market sell-off on Wednesday, October 10. Experiencing market declines and increased volatility can be unnerving for any investor, but if we can take a step back and see the big picture, that the market and economic environment remain positive, it can be easier to weather these challenging periods. 

Read More

Making Cents: Expanding Your Annual Financial Check Up

By: John P. Napolitano, CFP®, CPA, PFS, MST

As the calendar marches toward the final quarter of the year, there are certain financial rituals that many astute investors embrace. They routinely scour their portfolios for gains or losses to harvest, see that their allocations align with their expectations and they plan for ways to reduce the income taxes that they’ll pay for the year. These are all good practices, but this year I’m going to ask you to expand the scope of your year-end ritual to include other important matters that are commonly ignored.

Read More
Subscribe to Financial Education