A Note to Our Investors By Cliff Hodge, CFA® Portfolio Manager at FinTrust Investment Advisors “In the old legend the wise men finally boiled down the history of mortal affairs into a single phrase: ‘This too will pass.’” – Benjamin Graham On February 5, 2018, the Dow Jones Industrial Average had its largest intraday points-based…
Plus A Free Tax Planning Checklist That Will Help you Get Started* 1. You must have a valid government issued picture ID in order to file your taxes. Start thinking about this now – if you do not drive or your license may have expired. 2. Be prepared to answer common tax questions. We have…
To Our Clients and Friends, We would like to inform you that Jonathan Stano, our director of financial planning, and his wife Lindsey have decided to relocate back to their hometown in Michigan. This past summer Jonathan and Lindsey were blessed with twins and their family has expanded to three boys all under 3! They have very close family ties back in Michigan and felt they…
A Collection of Articles We Enjoyed this MonthClick the icons to scroll through the articles below.New Year, Time to Get Digitally FitSocial Security Check will go up by 2%Aflac Doubles 401K Match After Tax OverhaulLower 10 of Your Bills This New YearWoman Founders And Funders in 2017Tech Predictions for 2018Films From the EconomistNew Year, Time…
Start 2018 off right with these simple steps* 1. Check out your 401K contribution. Can you afford to contribute more? Does your employer offer a Roth option? Be sure to maximize your employer’s matching option. 2. Create a budget. Evaluate your monthly bills and attempt to negotiate lower rates for things like cell phone plans,…
A Collection of Articles We Enjoyed this MonthClick the icons to scroll through the articles below.Take Precautions After Recent Data BreachesShadow Brokers: The N.S.A. Hacks“Color Of Reality“ By Alexa MeadeThe ProfitTips to Protect Your IdentityTake Precautions After Recent Data Breaches Take Precautions after the Recent Data Breaches Sadly, no matter what precautions you might take,…
*This was originally posted in 2017. Numbers have been updated to reflect 2018 stats. With Christmas and Hanukkah just around the corner, we are probably all reaching into our wallet a little more often. The National Retail Federation “expects holiday retail sales in November and December — excluding automobiles, gasoline and restaurants — to increase between 4.3 and…
