Update: Unemployment Insurance Fraud & Identity Theft

In May, the U.S. Secret Service reported a massive fraud against state unemployment insurance programs with estimated losses in the hundreds of millions of dollars. This is thought to be a well-organized Nigerian crime ring exploiting the COVID-19 crisis. They…

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Posted: Jul 31 2020

Woman wearing mask and her dog is smelling her nose.

Planning Your Post-COVID-19 Life

Navigating through this crisis has been a “hard climb” for all of us. We have a short list of some things to consider in a Post-COVID-19 world.

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Posted: Jul 24 2020

And now for your summer enjoyment

For centuries, humans have sought out ways to deal with the heat of summer. Let's find out where ice cream came from.

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Posted: Jul 17 2020

image of spotlights on a stage in a theater

The Power of the Arts to Elevate Life During Quarantine

We have missed live theater, dance and music, but we have a few virtual options for you to enjoy from home.

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Posted: Jul 11 2020

Happy 4th of July!

On this Fourth of July, enjoy some fun facts about the Stars and Stripes as well as a little Quiz to test your knowledge.

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Posted: Jul 7 2020

The Benefits of Productive Work

While we are planners and not psychologists, we do have the benefit of observing the behavior patterns of a homogenous demographic group. This assists us in helping clients work through challenging times. Since we have been around over 30 years,…

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Posted: Jun 29 2020

How Exciting is Your Ride?

The volatility of the market this year has been a classic example of how Portfolio Theory works. We explain!

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Posted: Jun 24 2020

Are you better than before?

Habits are a fascinating subject and the topic of a book called Better Than Before. This may be a good time to think about our habits and how to change them.