A financial plan should be about more than accumulating assets. It should also reflect your values. Here are some areas of your plan that you may wish to examine to ensure that they reflect your values. If they need tweaking, there is no time like the present to make needed changes. Helping Causes You… Read more »
While many of us have been Zooming away the days throughout the pandemic, employees and owners alike are attempting to gauge the likelihood of maintaining a work from home (WFH) setting, post pandemic. If you are considering making your home office your permanent work space, there are a few questions you should be asking. … Read more »
It’s never too late to teach an old dog new tricks. That is certainly the case with General Motors and Disney, two century-old companies that are now embracing new technologies to completely re-shape their businesses; and Wall Street is beginning to take notice. Let’s start with GM. From the time GM emerged from bankruptcy… Read more »
This week, our team received an email from a client in response to an in depth conversation regarding withdrawals from their account. The email requested that we transfer $50,000 to their accountant’s bank account for yearly record keeping. Upon a review of the request, we confirmed there was no external account link to their… Read more »
Although money may not be able to buy you love, apparently it can buy you more satisfaction with your life. A new study conducted by Matthew Killingsworth, a senior fellow of Penn’s Wharton School, refuted the common wisdom that “money can’t buy happiness.” While past studies have concluded that a higher income generally improves… Read more »
In a previous post, we explained how utilizing Apple Pay on your iPhone, Apple Watch, or other Apple products can offer a more secure approach to credit card payments. Since that original post, we received multiple questions from clients requesting more information. Just to recap, Apple Pay is a contactless payment technology designed specifically… Read more »
Since 2015, Apple Pay has been offered as a safer and simpler solution for making purchases. All you need is an iPhone 6 or newer to securely make purchases in the U.S. and abroad with no fee. How It Works Apple Pay is a contactless payment technology designed for Apple devices that allows you… Read more »
2020 was a year to remember if you held shares of stocks like Zoom Video Communications (ZM) +350%, Tesla (TSLA) +600%, and Moderna Inc. (MRNA) +500%. Returns like these are reminiscent of the dog that always chases cars. You wonder what the dog would do if he ever caught one! It’s the same thing… Read more »
It wasn’t that long ago that the market fell out of love with the Big Tech IPO. In May of last year, Uber Technologies priced its IPO at the low-end of its expected range, and the shares still fell more than 7% on their first day of trading. The shares then fell by another 30%… Read more »