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Financial insights, advice and information

 Whether you need explanations about how a particular investment works or advice about a better way to build your portfolio with reduced tax implications, this is where you’ll go to help you manage your financial picture.

Tuesday, June 11, 2024

A phishing scam is a fraudulent attempt used by scammers to acquire your personal information such as your social security number, bank accounts, credit card information, and more.

Friday, April 12, 2024

Protect yourself from AI Scam calls AI tools are getting better at cloning people’s voices, and scammers are using these new capabilities to commit fraud.

Wednesday, July 19, 2023

Bard AI, Fusion of Creativity and TechnologyBard AI (artificial intelligence by Google) is a groundbreaking development that combines the power of AI with the artistry of the written word. It's a sophisticated language model trained on...

Tuesday, April 18, 2023

It's easy to let investments accumulate like old receipts in a junk drawer.

Wednesday, March 15, 2023

Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...

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Friday, March 10, 2023

Silicon Valley Bank collapsed, today, and the FDIC (Federal Deposit Insurance Corporation) has taken control of the bank, which means that all of SVB deposits are in its control.

Friday, January 6, 2023

The best explanation of index-linked CDs I’ve found.