Insights
Recognizing and Avoiding Scams
Scammers use the internet or telephone to trick millions of people every year into sending money or giving out personal information. In this short video, we talk about how to recognize the basic signs of a scam, as well as diving deeper...
Quiz: Retirees: Are You Making These Six Mistakes?
Retirement. It’s something that some people look forward to with anticipation, as they foresee days filled with relaxation, or travel, or spending more time with family. It’s also something that some people look forward to with a sense of...
Preparedness Mistakes by Retirees
Even if you’re set financially, if you’ve ever had that feeling like you’re forgetting something, you’re not alone. Being prepared is more than just the dollars and cents that make up your financial picture. There are other things you...
Money Mistakes Retirees Make
You’ve worked hard and found yourself in a position where you’re finally able to retire. Life is supposed to be easier at that point, right? Instead, retirees face a whole host of new issues that they have to address. Whether it’s...
Minimizing Capital Gains
Minimizing Capital Gains The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a...
Understanding Capital Gains
The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a bond and even a...
Making the Most of a Financial Adviser’s Knowledge
If you’ve ever had a plumbing problem, you can always go online and try to figure out the solution yourself. But if you’ve ever done that, you sometimes find that, for anything other than the simplest of problems, you may be in over your...
Gaining Peace of Mind with a Financial Adviser
What keeps you up at night? What do you find yourself spending more time doing than you wish you had to? If the answer to either of those questions is related to money, you’re not alone. A recent Mind Over Money survey by Capital One...
Achieving Continuity with a Financial Adviser
Life is filled with unexpected twists and turns. If there were no surprises, we could set one plan in place and there would never be any changes. But changes occur without notice, and the question is then how we will respond to the...