America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday season, now is a great time to think about your giving strategy and your contributions to the charitable organizations and causes you care most about.
As financial professionals, we’ve noticed a trend among our clients: an increasing interest in electric vehicles (EVs).
Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds.
With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what happens on November 5 impact my finances?”
If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing.
In 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.”