What happened to Silicon Valley Bank? This blog post provides a brief explanation of what happened last week and our Investment Policy Committee's view on the whether there will be larger impacts caused by SVB's failure.
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
A recent study found that 1-in-10 US adults fall victim to a scam or a fraud every year, and 1-in-5 of those adults are aged 65 or older. This blog post will outline some of the more common tactics utilized by scammers today, and give brief explanations of each so you can be aware of them. Later you will find tips that we feel can help either prevent a scheme taking place or help if you ever find yourself in a scenario like the ones being described.
Thank you to everyone who tuned into our (Virtual) Annual Client Update on Saturday October 8th, 2022! If you didn't have the chance to watch live or would like to watch it again, the video is embedded in this post!
This week President Biden signed the Inflation Reduction Act of 2022 into law. In this post, Chief Investment Officer Ken Blazick outlines the provisions included in the new legislation and what the potential impact on clients' portfolios will be.
You often hear that the US dollar is the world's reserve currency. How did it get to be this way? In our latest post, CEO Michael Congdon shares some of the complicated history how the US Dollar came to be the world's reserve currency.