Articles

Every day, thousands of people are tricked by scammers posing as their bank, reaching out through deceptive emails, texts, or calls. With the rise of online and mobile banking, these threats have only become more frequent. According to the latest Federal Trade Commission report, American consumers lost an astounding $10 billion to phishing scams and fraud in 2023—a 13.6% increase over the previous year.

For many nonprofits, financial planning is an ongoing challenge. Inconsistent funding streams, unpredictable donations, and economic downturns can make long-term planning difficult. One powerful tool that nonprofits can use to safeguard their future is an endowment. Establishing an endowment not only creates a steady income stream but also ensures the organization's mission continues long into the future.

Ted Cohan highlights the importance of staying focused on long-term investments regardless of election cycles and also discusses the recent rise in Treasury yields following the Fed's September rate cut.

Safeguarding your finances is more important than ever. While the use of checks has dropped by 25%, check fraud has soared, nearly doubling since 2021. Fraudsters are becoming increasingly clever, devising new methods to access your hard-earned money.

In this month's Market Update, John Cunnison reflects on the challenges of the past five years, including the pandemic, inflation, rising interest rates, geopolitical tensions, and market volatility.

As women, we often find ourselves in pivotal life moments. These bring not only emotional shifts but also financial changes that require confidence and knowledge. Here's how to navigate that.

In this month's Market Update, Tyson Romanick addresses the stock market rally throughout 2024 and what that means for portfolios. Additionally, the Portfolio Managers share further insight into the rebound from August and the expectations around the Federal Reserve interest rate cut.

The stock market had a strong start this year. The S&P 500 gained over +15% in the first six months, its 16th strongest first-half return since 1931.

In this month's Market Update, Tyson Romanick addresses the recent market pullback and concerning headlines about a recession and rising unemployment along with an in-depth article review of market performance in July.

A quick look at market history suggests markets could continue to trade higher in the second half of 2024.

In this month's Market Update, Ted Cohan reviews the year-to-date performance of stock and bond indexes, and he explains some of the limitations of indexes used by your favorite financial news shows.

For business owners contemplating the sale or transition of their company, financial planning is a critical yet often overlooked component.