Blog
Steps To Avoid Credit Fraud Against Children
We know how devastating being the victim of fraud can be. When it comes to protecting credit, most people only consider taking precautions for adults. But many victims of identity theft crimes are children. Why? Their credit typically...
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3 Most Common Employee Stock Mistakes
You Triggered a Wash Sale If you have sold company stock at a loss, the IRS’s wash sale rule could disallow your loss if you buy the same stock again within 30 days. This rule seems straightforward, but like all things with the...
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Cashflow for the Kiddos!
We always hope our clients feel confident discussing money with their families. The truth is, talking about money can be uncomfortable! Where do you begin? What’s the right age? The good news is, it’s never too early to...
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COVID-19 Stimulus Package - What's Included?
Recently, the U.S. Senate and House of Representatives overwhelmingly passed a $900 billion COVID-19 relief bill that provides greater unemployment benefits and additional stimulus payments to individuals and families, as well as more...
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2021 Tips for Cyber Security
As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...
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Financial resolutions that are actually attainable.
We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...
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Medicare 101: Understanding the Basics
One of the biggest decisions to make in retirement is ensuring you have the health care coverage you need, when you need it. Medicare can be a complicated program to navigate and as you approach the time in which you can begin...
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Protect Yourself From Cyber Crime
The pandemic has showcased how much we rely on the internet, which makes it possible to virtually work from home, shop, attend religious service and stay connected with family and friends. Unfortunately, those conveniences come with...
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Market update and other ways we can help
Vaccine development continues to a be a source for good news in the fight against COVID-19. AstraZeneca announced its vaccine candidate entered the final stage of testing in the US, while Moderna, Pfizer and BioNTech have vaccine...
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Make sure to make time for yourself
I look back on my post about our quarantine experience “so far” at the end of May, 2020 and think about how we’ve continued to adapt to the reality that the COVID-19 pandemic has brought us. This time we’ll...
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Weekly Market and Coronavirus Update with Phil Blancato
We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, a well-known name in the...
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Non-Qualified Stock Options
Though increasingly being replaced by Restricted Stock Units (RSUs), Stock Options remain an attractive method of compensation for both employers and employees. Most often used by start-up companies, Non-Qualified Stock Options (NQSOs)...
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Our Quarantine Story So Far
Quarantine - mid 17th cent.: from Italian quarantina ‘forty days’, from quaranta ‘forty’. It was March 12, 2020 when my family began our quarantine. My team of colleagues had organized an annual gathering to...
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Client Market Update
We’re continuing to monitor the markets as well as the impact the novel coronavirus COVID-19 is having on them around the world. In the meantime, we’re doing everything we can to provide useful, accurate information to our...
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