Privacy Settings Refresh
While we all know it’s crucial to keep our online personal data private, it can seem overwhelming and even futile to maintain any semblance of privacy control in our current digital world. The Washington Post has broken down a comprehensive list of... Read More →
Bitcoin ETFs
With the mid-October launches of two Bitcoin ETFs, ProShares Bitcoin Strategy ETF (BITO) and Valkyrie Bitcoin Strategy ETF (BTF), owning Bitcoin became more accessible to investors but at a potential cost to fundholders. ProShares amassed $1.2 billion in investor assets... Read More →
World Password Day
Passwords are one of the earliest online security tools implemented during the creation of the digital world. As software and the internet have evolved, passwords have also become a weakness exploited by hackers. World Password Day, the first Thursday in... Read More →
IRS Rules Update for 2020
This year has been quite disruptive in many ways, including the IRS rules governing required distributions from retirement accounts. To remind you, important updates that became effective in 2020 include: Required minimum distributions from all plans were suspended (only for... Read More →
Could a Revocable Trust Be Beneficial?
A revocable trust can provide several benefits as a part of an estate plan. A revocable trust that you create as the grantor can be controlled during your lifetime with you as the trustee. You retain legal title to the... Read More →
Portfolio Management Software Changes
We will implement a new portfolio management software system in the coming months. We use this software to generate periodic client reports, and it assists us in managing your assets. This software is also the foundation for the consolidated portfolio... Read More →
Use Caution with The Cloud
Almost a decade ago, cloud technologies burst onto the scene and quickly became the go-to storage solution for many businesses. With this wide-scale, global adoption of cloud-based technologies, along with the rapid pace at which these technologies are evolving, cyber... Read More →
Preparing for the Unexpected
While many people plan for a retirement in which they live through the end of life in their homes, few people have a real grasp of the costs involved. In the Research Triangle Park area (RTP), 24/7 agency home care... Read More →
After Coronavirus, Long-lasting Impacts for Businesses and Homeowners
The coronavirus pandemic has caused many homeowners and businesses to adopt “clean-home” technologies. Disinfectant fans and germ-fighting UV light robots are in demand from high-end homeowners and businesses hoping to enter reopening phases. The University of Southern California developed the... Read More →
529 Plans: Refunds for University Expenses
In response to COVID-19 restrictions, some universities are issuing partial refunds for the semester. These refunds could be associated with expenses such as room & board, meal plans, and/or tuition. A complication exists if a withdrawal was made from a... Read More →