Equifax Data Breach Update
Earlier this month, Equifax disclosed that as many as 143 million people were affected by a data breach that occurred from mid-May through July. The hackers were able to access people’s names, Social Security numbers, birth dates, addresses, driver’s license numbers, credit card numbers, and dispute documents containing personal identifying information. Below is the link […]
2018 Social Security Projections
In July, the trustees who oversee the Social Security program released their 2018 projections in regards to Social Security and Medicare. Millions of Americans are projected to receive their biggest increase in Social Security in January of 2018. Payments are expected to increase 2.2%, about $28 a month for the average recipient. This increase comes […]
Jordan Kahn discusses how Snap Inc. employees can no longer bank on riches from stock options in article in the Los Angeles Times
Chief Investment Officer Jordan Kahn is quoted in the Los Angeles Times, discussing why Snap Inc. employees aren’t selling their stock.
Are We Back In A Goldilocks Environment?
The stock market continued its stair-step higher in Q2 amid slow but steady economic growth, decreasing inflation pressures, and low volatility on both the interest rate-front as well as equities. GDP growth started off this year on a lackluster note, but growth picked up in Q2 and is estimated to be stronger again in Q3. […]
President Trump’s Tax Plan Unveiled
President Donald Trump and his administration have released their proposed tax plan. The plan, which was released earlier this year on April 26th, was announced by Treasury Secretary Steven Mnuchin and National Economic Council Director Gary Cohn and states the following four goals: 1. Grow the economy and create millions of jobs2. Simplify the burdensome […]
Greg Heller discusses what a Registered Investment Advisor is in article in U.S. News & World Report
CEO Greg Heller is quoted in U.S. News & World Report, discussing the qualities of a Registered Investment Advisor, typical ranges for fees, and more.
Greg Heller shares why talking about money helps you hold on to it in article in NBC
CEO Greg Heller is quoted in NBC discussing how having frank discussions about your finances can help people make better decisions, avoid critical mistakes, set attainable goals, and demystify the subject of money.
Climbing The Proverbial ‘Wall of Worry’
Stocks got off to a strong start in Q1 2017, despite the myriad of calls that the market was overvalued and stocks were overdue for a big correction. Despite all of the negative headlines in the media, worries over geopolitical events, delays in Washington, etc., stocks have experienced less than a 3% pullback so far […]
Will Your Medicare Premium Be Increasing?
Medicare is the federal health insurance program for people aged 65 and older. It is also available to certain younger people with disabilities and those with End-Stage Renal Disease (permanent kidney failure requiring dialysis or a transplant). Medicare consists of 4 parts: • Part A – Hospital Insurance• Part B – Medical Insurance• Part C […]
Department of Labor – Fiduciary Rule
The Department of Labor Fiduciary Rule In 2016 the Department of Labor released its final rule amending the definition of a fiduciary on retirement accounts. This proposal, often called the “Conflict of Interest Rule” or “Fiduciary Rule,” requires all financial professionals who work with retirement plans or provide retirement planning advice to act as a […]