Election Volatility

November 7, 2018

The potential outcomes of the midterm elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the House of Representatives, and Republicans maintaining their majority in the Senate, this clarity may bring some reassurance for investors.

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Market volatility update

October 11, 2018

The volatility that is often associated with the month of October has arrived with the market sell-off on Wednesday, October 10. Experiencing market declines and increased volatility can be unnerving for any investor, but if we can take a step back and see the big picture, that the market and economic environment remain positive, it can be easier to weather these challenging periods. 

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Making Cents: 401K Trustees need to pay attention

By: John P. Napolitano, CFP®, CPA, PFS, MST

If you own a business, you may have been named as the trustee of the retirement plan when it was established.  The trustee of a retirement plan is responsible, in short, for just about everything.  In the 401K sense, that trustee is not responsible for selecting the investments for each and every participant.  But that trustee is responsible for selecting the investment options that are available to employees under that plan.

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The Equifax Breach

September 13, 2017

Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this year. The compromised information included names, addresses, Social Security numbers, and dates of birth. In some instances, driver’s license numbers, credit card and credit dispute information were also compromised. This information is nearly everything that is needed to open an account in your name. 

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