June 19, 2018 in Articles & Newsletters | by Paula Davis

Financial Well Being: How to Get More from Your Credit Score

Credit scores are used in our country as a method to determine an individual’s creditworthiness. The three-digit credit score helps lenders decide whether to approve or not approve a loan or credit card. The number is part of a formula called credit utilization and is an indication to the lender of... Read More

June 12, 2018 in Transparency | by Mark Gehlbach

The New Bond Rule: Transparency for Investors, Bad for Bond Traders

On May 15, 2018, the Municipal Securities Rulemaking Board’s (MSRB) new rule, G-15, was implemented requiring full disclosure to investors of the true price of a bond purchase. While trades in fixed income, or bonds, don’t involve a commission, the sales price typically includes a premium that is... Read More

June 05, 2018 in Five, Five, Five | by Scott Wood

June 5,5,5: Health Savings Accounts and Active v. Passive

Our latest edition of the 5,5,5 looks at the benefits of a health savings account, the active v. passive debate, investing in bonds when interest rates are rising, buy-sell agreements, and practicing gratitude. Enjoy! Read More

May 29, 2018 in Articles & Newsletters | by Mark Gehlbach

Wealth Management in an Era of Artificial Intelligence

Artificial Intelligence (AI) has entered Wealth Management at a time when the industry is trying to reinvent itself to become more client-centric, transparent, and free from asymmetrical standards. The portrayal of AI and robots managing client money is the removal of a human advisor. Read More

May 22, 2018 in News & Events | by Katie Botik

Facebook Scandal:  Four Tips in Response to “Facegate”

The recent Facebook scandal involving Cambridge Analytica improperly obtaining personal information on behalf of political clients is worrisome for a number of reasons. Particularly concerning is the accusation that user data may have been compromised as far back as 2015. How did this happen and go... Read More

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