by ReShelle Barrett, CFP® Senior Vice President Once upon a time, we all thought we were safe by not putting personal information on the internet. That meant avoiding online shopping, electronic banking, or even communicating on social websites. Nowadays, if you basically breathe, you are exposed to identity thieves around the world. Even if you […]
1st Quarter Update for 2015
By Mike Kauffelt II, CFA, Co-Chief Investment Officer on April 7, 2015 in In the News, Investment Management, Market Update
Three Strikes and You’re Out? I recall the wisdom relayed to me by a prominent weatherman for one of the local TV stations. He told me that no matter how hard he worked on his forecast or how strong his convictions were about the computer forecast, “I always stick my head outside and look at […]
Tips to Consider When Rolling Over Your 401(k)
by ReShelle Barrett, CFP® Senior Vice President Most people have changed jobs or left the work force at some point. This likely means leaving 401(k) accounts with old employers. Although some plans require in-active participants to distribute their account if the balance is under minimum, most will give you several options. Discussing these options with […]