Street$marts: Book Recommendations for the Novice Investor

Street$marts: Book Recommendations for the Novice Investor

STREET$MARTS Recommended reading for the novice investor. Dylan Potter, CFP®, Vice President, Portfolio Manager Today’s Street$marts is for all the readers out there. While “best-of” lists usually contain books like Ben Graham’s “The Intelligent Investor” or Peter...
Street$marts: Navigating Social Security – 3 things to know

Street$marts: Navigating Social Security – 3 things to know

STREET$MARTS 3 things to know about Social Security Billy Cooper, CFP®, Financial Planner As many of our clients are either nearing retirement or are already in retirement, Social Security is a topic we get questions on all the time. So, in today’s episode of...
Street$marts: Navigating Social Security – 3 things to know

StreetSmarts: Protecting loved ones from elder fraud and abuse

Hi! I’m Emily Lambert, Vice President of Operations & Compliance.  On today’s episode of StreetSmarts we’re going to talk about steps you can take to help protect your loved ones from financial elder fraud and abuse.  Financial abuse is defined as when misleading...
Street$marts: Navigating Social Security – 3 things to know

StreetSmarts: Should I pay off my mortgage?

As advisors, who have forged close relationships with our clients, we tend to get a lot of questions above and beyond our core area of investment advice.  We are thankful for these ‘off-topic’ questions as frankly these questions tell us our clients trust our advice....
Street$marts: Navigating Social Security – 3 things to know

StreetSmarts: Transfer on Death Beneficiaries

Hi, I’m Mary Lisa Sisson, Vice President, Director of Client Service, at Howe & Rusling. In this segment of StreetSmarts I’m going to discuss the concept of IRAs and Transfer on Death beneficiaries, and why you should have them. First, there are some terms to be...