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News

US Capitol Building
By Ben S. Lies, MBA, RSSA

Does Impeachment Impact the Markets? Let History be Our Guide.

On Jan. 13, President Donald Trump was impeached for a second time by the House of Representatives – a first for our nation. President Trump was impeached for his part in inciting violence against the United States government.1 This move came days before President Trump was set to leave office, but it still begs the […]

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The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know
By Ben S. Lies, MBA, RSSA

The Paycheck Protection Program Has Received Additional Funding for 2021. Here’s What Small Business Owners Need to Know.

Self-employed individuals and small businesses account for a significant portion of our country’s economy. During a global pandemic, like the one we’re experiencing now, small businesses suffer some of the hardest hits. Last March, the CARES Act allocated funding to support the U.S. economy and workers through the Coronavirus pandemic. The legislation included a number […]

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Financial stress triggers and what to do about them
By Ben S. Lies, MBA, RSSA

Scammers Are Getting Smarter in 2020: Here Are 5 Ways to Spot Them

Scammers are taking advantage of citizens in an already anxiety-inducing climate during the COVID-19 pandemic. Be aware of these five red flags when getting on the phone, checking your email or using social media. This can help you avoid even getting trapped in a conversation with a scammer in the first place. This content is […]

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How can this election affect my taxes?
By Ben S. Lies, MBA, RSSA

What Could Election Results Mean For Your Future Estate Taxes?

November is finally here and election day approaches rapidly – which means the relentless political ads, phone calls and social media posts are (thank goodness) coming to an end. As we spend the next few weeks discussing and determining the future of our country for the next four years, it’s important to prepare for potential […]

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