Examining the Upcoming Election

Letting history be a guide. On the brink of the first presidential debate and roughly a month before November 3, we’re sure you have questions about the upcoming election and the impact it will have on the financial markets. While it is nearly impossible to predict...

Considering a Roth Conversion

Considering a Roth Conversion. What is a Roth IRA? A Roth IRA is an individual retirement account that is funded with after-tax dollars, so the contributions are not tax-deductible, but once you start withdrawing funds, the money is tax-free provided certain...

Cybersecurity during COVID-19

Understanding how to protect yourself from malicious cyber threats. COVID-19 has changed nearly every aspect of our daily lives, including how we work, socialize, and communicate. Unfortunately this also means many of us will be subject to a range of new cybersecurity...

Breaking Down the 2020 CARES Act

Understanding the $2 trillion stimulus package.  As you likely know, the federal government, led by Congress and signed into law by President Trump, recently passed a stimulus bill to help those affected by the devastating COVID-19 outbreak.  It is known as the...

A Quick and Dirty Primer on Chaos Theory

“If the flap of a butterfly’s wings can be instrumental in generating a tornado, it can equally well be instrumental in preventing a tornado.” -Edward Lorenz Interesting to consider, no? Pop culture is very familiar with the adage about a butterfly’s wings flapping in...

A Guide to Social Security

What it is, how it works, and when to claim it. July 29, 2019By Billy Cooper  PART I: WHAT IS SOCIAL SECURITY AND HOW DOES IT WORK? Established in 1935 by President Franklin D. Roosevelt’s New Deal, Social Security is a comprehensive federal program designed to...