Let’s Go Situs Shopping
Fri, Feb 14, 2025
A trust is an instrument of state law, each state’s laws are different, and you are free to choose which “situs” is best for you! Read More
Holiday Shopper's Beware: Not all on-line “bargains” are actual bargains
Mon, Dec 02, 2024
It’s that jubilant holiday shopping season again, and along with greetings of peace and joy, we wish you the very best of luck avoiding the countless scammers that await you on-line. Let’s look at a few of the big retail platforms and the sneaky tac... Read More
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Thu, Oct 17, 2024
Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, havin... Read More
Scammers have a new tool: Artificial Intelligence (AI)
Fri, Aug 16, 2024
Gone are the days of recognizing a scam by its misspellings and bad grammar. Hello AI-generated emails, websites, texts; even phone calls that accurately mimic legitimate people and companies! This blog post delves into the rise of AI-driven threats... Read More
By Melody Koenig, CISM
The Truth About “Retirement Planning”
Thu, Aug 08, 2024
The 2020 Mind Over Money survey (1) finds that 77% of Americans feel anxious about their financial situation, with 68% concerned mostly about having sufficient income during retirement. They should be. Read More
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