Client Question of the Month - How Should I Think About Cryptocurrency?

Client Question of the Month - How Should I Think About Cryptocurrency?

As cryptocurrencies are in the headlines more and more, some investors are wondering if they should dedicate a portion of their portfolio to these new types of electronic monies. Cryptocurrencies represent innovation within financial services, but there are still many uncertainties about the future of their technology and their returns.

Make Your New Year’s Resolutions Stick

Make Your New Year’s Resolutions Stick

Be among the 8% that stick to their resolutions

Will you make a New Year’s resolution this year? One of the smartest resolutions might be getting your finances in order. But as we all know keeping that promise to ourselves is another matter.

A lot of people make money resolutions. According numerous studies, the most popular resolution every year is to lose weight, followed by getting organized, and saving more money. It’s good to see that a financial-related resolution is in the top three.

Here is framework for making your New Year’s resolution stick.