The Democrats are coming for the House: What it means Posted on August 21, 2018July 29, 2019 by Anna Scionti The mid-term election is coming in a little over two months and according to an article recently the Democrats have a 75% chance of gaining control...
Investing the right way: how to win a loser’s game Posted on August 14, 2018August 15, 2018 by Anna Scionti When it comes to planning and securing your financial future, investing is a critical step you need to take. The question is not whether you...
Robo advisors becoming the new norm in wealth management Posted on August 10, 2018August 10, 2018 by Anna Scionti The old days of private wealth management may be coming to a close. That’s not to say wealth management is fading away, no instead it...
Apple flirts with one trillion, and Facebook disaster: a modern tale of two cities Posted on August 3, 2018August 2, 2018 by Anna Scionti It’s been a week full of ups and downs when it comes to tech so let’s dive in and take a closer look. When it...
Band-Aide Approach Posted on July 31, 2018August 20, 2018 by Mark Scionti Let’s talk about band-aids. Yes, it’s not the first term that pops into your mind when thinking about the latest in financial news however a...
Estate planning: not just for retirees Posted on July 30, 2018August 20, 2018 by Annissa Lai Estate planning is probably the last thing going on in one’s mind, but it doesn’t mean it’s not important. Planning long term can be worthwhile...
Simple tips on budgeting and savings Posted on July 16, 2018August 20, 2018 by Annissa Lai It happens to the best of us. You may have been spending carelessly, buying things you don’t really need. But hey, we’ve all been there....
Einstein’s Eighth Wonder of The World Posted on April 30, 2018August 20, 2018 by Jake Heller How a Postman retired with $70 Million I want to tell you the story of Theodore Johnson. I want to tell you this story because...
A New Type of Life Insurance Posted on April 24, 2018August 20, 2018 by Tyler Quade Sitting is the new smoking. Your well being is of utmost importance, and insurance companies are innovating how they cover individual health. The popularity of...
SEP IRAs and Uber drivers, a match made in Heaven Posted on April 12, 2018August 20, 2018 by Tyler Quade You see them all the time. Uber drivers. Driving for Uber is one of many options for those wishing to be self-employed though and I’ll...