July 17, 2018. By John Wolfsberg: It wasn’t too long ago that yields on most money market funds were essentially zero. In fact, had most mutual funds levied their full management fee on these types of funds the yield would have been negative! When the financial crisis...
June 21, 2018. By Courtney Summa: Life is full of adventure and surprises. Unfortunately, not all the surprises are good and can often result in significant financial distress. When those inevitably pop up it’s always nice to have a safety net to fall into, which is...
May 14, 2018. By Olga Okaty: With spring arriving at last and beautiful weather beckoning, it may seem daunting to undertake any spring cleaning initiatives, especially financial ones. Mid-year, however, is a perfect time to check in and self-evaluate and chip away...
May 1, 2018. By John Wolfsberg: Navigating through a sea of acronyms, preparing for college can be a daunting and sometimes difficult task. As with most undertakings, early preparation can ease the process, but whether your student is in their later years of high...
April 13, 2018. By Matt Okaty: A Power of Attorney (POA) is an important planning item that will generally be included in any comprehensive estate plan. While a Last Will and Testament directs how your assets will be distributed after you die and assigns an executor...
April 5, 2018. By R. Anthony Norris: Peer-to-peer lending (“P2P”) is a method for borrowing and lending money without a traditional financial institution. P2P lending platforms match borrowers with investors using modern technology and big data oftentimes reducing...
