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Insights

Recommended Research and Articles

BAM Insights

Qualified Charitable Distributions

Charitable giving is an important part of many of our lives. As one ages, there are different strategies to consider with regards to methods and timing of giving. One of the best ways to give to charities is directly from IRA’s as a Qualified Charitable Distribution.

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How to Use 2-Factor Authentication

Cybersecurity. Identity theft. These are not new topics; in fact, the over-saturation of information regarding these issues may inadvertently cause us to be lax in our efforts to take concrete steps to protect ourselves. What have you done lately to protect yourself and your family members from cybercrime and identity theft?

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New Tax Plan and You

The new tax law has a lot of changes for investors to digest. Here are a few items that our investors may want to explore before the end of 2017 as well as a quick overview.

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Equifax and Your Finances

As hurricanes worked their way across the South, another type of storm was happening online. As many of you have heard, Equifax, one of the major consumer credit reporting agencies in the US, had a significant data breach which compromised the personal information of approximately 143 million people.

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Spring Cleaning Household Records

During tax season and the inevitable search for financial records, some of us were frantically searching for that one piece of paper we just couldn’t find, and others had everything organized and ready to go. No matter which camp you found yourself in, now that tax season is over, spring is a great time to get organized and reduce paper and e-clutter.

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Post-Election Reflections

Stay Focused and Long-Term. How many times have you heard that from me over the years? Gets boring but it bears repeating. Time in the market is more important than timing the market and the market events before, during and after the 2016 election have provided a classic example.

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