By Kelley Muhsemann Communications and Marketing Manager During the best of times, being “let go” or “laid off” can wreak havoc on your finances. But during a period when so much in life is uncertain, a job loss can feel catastrophic. In addition to financial concerns, you might feel a lack of purpose, or develop...Read More
By Kelley Muhsemann Communications and Marketing Manager “I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” – Jimmy Dean Although the Covid-19 pandemic has caused many new policies like wearing masks, working remotely, and social distancing, the market volatility it has caused is not a...Read More
Director of Research and Portfolio Manager Steven Rogé, MBA, CMFC®, AIF®, was recently featured in an article titled “Scammers are also first responders to the coronavirus pandemic. Here’s how to unmask them,” written by Morey Stettner. The article was featured on MarketWatch and discusses the importance of fraud prevention, especially during times of financial crisis....Read More
Welcome to the spring edition of “Office Happenings.” We use this column to educate, introduce people, technology, and operating systems we use, or, plan to use, to provide our clients with outstanding services. We will also keep you up-to-date and share with you the things we discover that we believe are useful, educational, funny, and...Read More
By Kelley Muhsemann Communications and Marketing Manager According to the Federal Trade Commission (FTC), Americans have lost $13.4 million to coronavirus-related scams since the beginning of 2020. Although it has always been important to stay vigilant and apprised of scam tactics, the pandemic has paved the way for opportunistic scammers to steal money and identities...Read More
By Ronald W. Rogé, MS, CFP® Chairman and CEO I have been thinking about what folks can do while they are sheltering in place that might help them come out of this crisis in better financial shape than they were going into it. As a financial advisor for over 34 years, there are two suggestions...Read More
On Friday, March 27, 2020, President Trump signed into law a $2 trillion Coronavirus economic stimulus bill known as the “Coronavirus Aid, Relief, and Economic Security (CARES) Act.” The CARES Act is in response to the global health pandemic, COVID-19, and aims to provide financial relief for both large and small businesses, individuals, state governments...Read More
A friend and financial advisor journalist, Bob Veres, sent out a letter to his subscribers of “Inside Information” this week, wondering why previous flu epidemics in the U.S. did not require the draconian measures we are taking today to deal with the COVID-19 virus situation. Here are the recent flu epidemics Bob wrote about: “Truth...Read More
We are all doing our part to practice social distancing and engage in good hygiene habits during the Covid-19 spread. Unfortunately, our senior loved ones are being impacted the most – not just by the virus, but also by isolation. Visitation has been halted at many hospitals and assisted living locations, leaving our loved...Read More
