My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million people, nearly half the U.S. population.  Many of you have probably used the site Equifax created to

Last week, I went to the biannual Schwab Advisor Solutions conference and it motivated me to write about some of the Schwab tools that our clients may be missing out on.  I pulled up our most recent technology adoption scorecard which gives us some

Stocks continued to rise through the second quarter, albeit at about half the rate of the first quarter.  The large cap group had the best quarterly performance with the S&P 500 returning roughly 3%.  Mid and small cap stocks increased as well

Health Savings Accounts have been growing in popularity with the increased number of high deductible health plans used. High deductible health plans (HDHP) are currently defined as ones with a deductible above $1,300 for an individual and $2,600 for

Despite the recent sluggishness in the stock market, the major indexes wrapped up the first quarter on a very impressive note. The