Wealth Management
and Market Notes
ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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IRS “Dirty Dozen” Tax Scams for 2015

Each year the IRS completes a list of “Dirty Dozen” tax scams alerting consumers to the latest tricks and schemes by fraudsters. This year’s list is comprehensive and phone and email scams continue to be unfortunate trends. We read through the complete list, available here, and summarized the most important takeaways for our blog readers.… Continue reading →

How they stack up: Financial strengths and weaknesses of each generation

For a variety of reasons, millennials, generation x, and baby boomers have different weaknesses and strengths when it comes to how well they manage their finances. While one generation may consist of better savers, they may lack the fundamental knowledge of financial markets, and vice versa. Let’s take a look at how each generation stacks… Continue reading →

Market Action: Returning to Fox Business

With positive jobs reports and wage increases in the U.S., people are wondering if it’s time for the Fed to raise rates. The Fed has demonstrated over time that they want to be seen as data-driven in their decision-making and as a result, I wouldn’t be surprised if we see a nominal increase in rates… Continue reading →

Phishing scams: What they are & how to avoid them

Picture this — you receive an email out of the blue from your local bank informing you that your account will be closed unless you provide them with urgent confidential information, such as your Social Security number and date of birth. You follow along with the steps, assuming that the bank needs this information to… Continue reading →

2015 Client Appreciation Event Videos

For those who could not attend our 2015 client appreciation event last month, we recorded the speaking portion of the event and broke it into three different sections. The first segment includes an introduction by our company founders and principals, Ted, Mike & Charlie, as well as some important expressions of gratitude to those who… Continue reading →

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