Blog Articles

As the year draws to a close and the holiday season begins, it’s a natural time to pause, reflect, and appreciate what truly matters.

The holidays inspire generosity, but did you know your charitable gifts can also play a meaningful role in your financial plan? From donating appreciated stock to using donor-advised funds, the right strategy can help your gifts go further.

Recently, individuals have received fraudulent calls that appear to come from our phone number coming from unauthorized third-party “caller id spoofing.” This has caused some phone carriers to mistakenly flag our number as spam and occasionally block our legitimate calls. This article discusses the issue further & gives practical advice you can use to ensure our communication is uninterrupted.

Many Americans struggle with financial stress due to rising expenses and a lack of financial education, leaving many feeling unprepared to manage their money effectively. By automating savings, planning spending, setting clear financial goals, and avoiding impulse purchases, individuals can build confidence, reduce anxiety, and take greater control of their financial future.

An emergency fund provides a critical safety net against unexpected expenses like job loss, medical bills, or home repairs, with experts generally recommending three to six months of essential living costs. The exact amount depends on factors such as job stability, income variability, dependents, and health needs, and while many Americans remain underprepared, consistent saving strategies and smart planning can help build long-term financial security.

Stock volatility measures how much a stock’s price fluctuates over time, with higher volatility signaling greater uncertainty and risk. Wall Street gauges volatility through tools like standard deviation (historical price swings), beta (comparison to market movement), and implied volatility from options, all of which help investors assess risk and build portfolios aligned with their goals.