The Equifax Breach and Your Financial SafetyPublished by:
Jessica Arden
It’s not too late to take action on the Equifax breach! A lot of our customers share our concern about the massive Equifax breach. We’ll tell you how you can address the security breach and protect yourself in the future.
Strategies for Older Americans with Student DebtPublished by:
Arden Elizabeth
When most people think about borrowers who are struggling with student debt, they often think of Millennials. But Millennials aren't the only ones who are burdened by large student loans and are having a difficult time repaying them.
Federal Interest Rate Hikes - My Two CentsPublished by:
George Guererro
"With the Federal Reserve widely expected to hike interest rates in March for the first of what could be four hikes this year, financial advisers will finally have some good news for their retired clients."
Trump Orders Review of Fiduciary Rule - My Two CentsPublished by:
George Guererro
A provision to delay implementation of the original rule until October of this year was included in a preliminary version of the Executive Order, but was ultimately removed for unclear reasons. Commentary from White House officials, and the President himself, however, suggests that diminishing or removing the regulation is the ultimate objective.
Nearing Retirement? Here’s how a Trump Presidency could Impact your Investments (Part 2 of 2)Published by:
Kai Stinchcombe
So far, we've said that a well-designed portfolio shouldn't need more than minor adjustments based on the latest election. But what exactly does that mean? In particular, how would you know if your portfolio is not well-designed for this type of event – and therefore does need to be adjusted?
