Digital Assets and Baby Boomers

How many password-protected accounts do you have?Whether you keep them locked in the depths of your memory, use a password manager, or have a written record of your passwords (which is certainly not recommended), take a quick count. You are most likely to find you...

The New Tax Law – A Year Later

Tax season is the time between January 1 and April 15. It is when most people prepare and file their taxes.  This year’s tax season is special.  It has been just a little over a year since the Tax Cuts and Jobs Act went into effect. It is the largest overhaul of the...

Make Sure Your Smart Home is Safe from Cyber Attack

Whether you own a house or rent an apartment, building a smart home is easier than it has ever been. Homeowners and renters can purchase kits that integrate specific smart items or they can select smart home products, such as light bulbs, crockpots, coffee makers,...

Investment Risk Management

Risk Management Safeguarding Assets There are more financial advisors than ever before in the US.  The most important difference is whether they have an independent and unaffiliated custodian. We do. The investment advisor initiates transactions as part of its...