Category: Wealth Management

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    4 Ways to Protect Your Credit

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    4 Ways to Protect Your Credit

    Published by Jason Comes Identity theft and credit fraud are all over the news these days. So what can you do to combat potential credit fraud? Follow these simple steps to help protect your credit.

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    Fear In The Market

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    Fear In The Market

    Published by Jake Bleicher Anxiety has increased as investors digest the debt crisis in Greece and the Chinese market crash. Add the Fed’s rate hike and drop in oil prices to the mix and the outlook is depressing. I started searching for good news – a silver lining amid the chaos – and foun …

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    What are Robo-Advisors?

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    What are Robo-Advisors?

    Published by Don Hagan First and foremost, Robo-Advisors are not advisors at all. This is once again another example of a Wall Street marketing ruse designed to mislead the public into believing they will receive individual attention, help when they need it and optimal risk-managed portfolio design.

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    Choosing the Right Finance App for You

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    Choosing the Right Finance App for You

    Published by Andrew Rogers As technology and mobile applications continue to work their way into everyday life, there are numerous budgeting, investing and financial mobile apps whose increasing popularity has sparked an online debate over which app is best to meet your personal needs.

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    If It Walks Like a Duck and Talks Like a Duck, It Might Be a Bargain

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    If It Walks Like a Duck and Talks Like a Duck, It Might Be a Bargain

    Published by Rob Furlong A couple weeks ago, Heisman trophy winner Marcus Mariota led his team, the University of Oregon Ducks, to the National Championship game. During his three years as the team’s starting quarterback, he has accumulated impressive stats culminating in a senior year wher …

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    Rising Interest Rates & Financial Stocks

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    Rising Interest Rates & Financial Stocks

    Rising interest rates have many implications for the economy and therefore the stock market. Many feel the Fed will begin increasing the Fed Funds Rate – the rate at which banks lend to each other, sometime this year. On a standalone basis, rising rates have the potential to be very benefic …

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    Is your Legacy in a Dynasty…Trust?

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    Is your Legacy in a Dynasty…Trust?

    Published by Mark Petersen Many people struggle with determining how much inheritance to leave their children and future generations. As Wealth Planners, we often here the goal, “I want to leave enough wealth to my children to provide them with opportunity. However, I do not want to leave t …

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