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News

bullet journaling your way toward a budget
By Ben S. Lies, MBA, RSSA

Bullet Journaling Your Way Toward a Budget

Most of us have tried at least once to set a budget and stick to it. For many, apps on their phone or spreadsheets on the computer help them achieve this task. But for those with a more creative side, these types of tools may not work. That’s where bullet journaling comes in. What is […]

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a guide to managing money during the covid 19 pandemic
By Ben S. Lies, MBA, RSSA

A Guide to Managing Your Money During the COVID-19 Pandemic

As COVID-19 continues to spread throughout the globe, individuals are adjusting to new lifestyles in an effort to curb the spread. While there are many factors of this pandemic we cannot control, practicing social distancing and creating new routines to remain physically and psychologically healthy are just a few of the actions we can take. […]

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Uncle Sam
By Ben S. Lies, MBA, RSSA

2020 Tax Code Changes: What You Need to Know

Taxes may be the last thing on your mind considering the turmoil and civil unrest resulting from recent events. Unfortunately, Uncle Sam is going to want his cut at some point. Here is what you need to know.

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Market Volatility
By Ben S. Lies, MBA, RSSA

Investor Alert: Surviving Volatility

Covid-19 and its’ implications have caused an extreme amount of volatility in the markets and it has been very taxing on humanity and investors alike. When we go through a sharp downturn like this one, it is incredibly difficult to try and figure out what to do. In this video our President and Chief Investment […]

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