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Memorial Day 2023

Remember & Honor Those Who Have Served & Sacrificed for Our Freedoms! This is from the website of the U.S. Department of Veterans Affairs: The Origins of Memorial Day Three years after the Civil War ended, on May 5, 1868, the head of an organization of Union...Remember & Honor Those Who Have Served & Sacrificed for Our Freedoms! This is from the website of the U.S. Department of Veterans Affairs: The Origins of Memorial Day Three years after the Civil War ended, on May 5, 1868, the head of an organization of Union veterans —...

The Stock Market vs. Stocks in the Market

The collapse of First Republic Bank is a harsh reminder that any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are. The failure of what many considered to be a rock-solid regional bank should serve as powerful...

Scrabbled letters arranged to spell “SCAM”

4 Common Elder Scams: How to Stay Safe and Fight Back

Key Takeaways: Seniors are commonly targeted by scammers looking to steal their benefits, savings, and investments. Common elder scams include Medicare, Social Security, investment, phishing, romance, and grandparent scams. Scammers often create an urgency or fear to...

The New Retirement Rules

Highlights of the SECURE Act 2.0 Click here to download a PDF of this report.

Avoiding Identity Theft

Tips for you and your clients to protect against identity theft. Identity theft is a serious crime, one that affects millions of Americans each year according to statistics published by the Federal Trade Commission (FTC). Identity theft occurs when someone steals your...

When Headlines Worry You, Bank on Investment Principles

On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors are eyeing their portfolios for exposure to these and...

IMPORTANT MILESTONES | 2023

Review key 2023 financial planning milestones and age-based benchmarks, prepared to help you understand important dates and decisions throughout the year.

Gift Card Scams

Did you know that cybercriminals commit financial fraud by tricking people into buying gift cards and sending them the gift card information? This popular scam is a preference for cybercriminals because gift cards are an easy substitute for cash, they are easy to...

IMPORTANT NUMBERS

This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong emotional responses from even the most experienced investors....

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